Offshore
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ToffCap
Out with a new one!
We’re looking at a company trading at <5x20% with the potential to do it for a long time.
The company has quietly (but rapidly) become a European (e-)commerce infrastructure play.
- it has proven that its flywheel generates strong organic growth.
- it has delivered operating leverage, pushing margins upwards.
- it continues to acquire at 3-5x ev/ebitda, with plenty more to come.
- and it has managed its balance sheet such that leverage is falling, even while acquisitions continue.
On the stack.
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Out with a new one!
We’re looking at a company trading at <5x20% with the potential to do it for a long time.
The company has quietly (but rapidly) become a European (e-)commerce infrastructure play.
- it has proven that its flywheel generates strong organic growth.
- it has delivered operating leverage, pushing margins upwards.
- it continues to acquire at 3-5x ev/ebitda, with plenty more to come.
- and it has managed its balance sheet such that leverage is falling, even while acquisitions continue.
On the stack.
tweet
Offshore
Photo
Investing visuals
Top 12 widest moats in tech:
• Elite: $ASML, $MSFT, $AMZN, $NVDA
• Extremely wide: $AAPL, $GOOGL, $META, $TSLA
• Very wide: $PLTR, $TSLA, $NOW, $AXON https://t.co/oMyvOqTCLT
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Top 12 widest moats in tech:
• Elite: $ASML, $MSFT, $AMZN, $NVDA
• Extremely wide: $AAPL, $GOOGL, $META, $TSLA
• Very wide: $PLTR, $TSLA, $NOW, $AXON https://t.co/oMyvOqTCLT
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Offshore
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Simplifying Stocks, CPA
OH MY GOODNESS
Construction quits at GFC levels ⚠️
The FED needs to cut rates ASAP. This is not a 4.5% fed funds economy! https://t.co/ssl6pqsIfY
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OH MY GOODNESS
Construction quits at GFC levels ⚠️
The FED needs to cut rates ASAP. This is not a 4.5% fed funds economy! https://t.co/ssl6pqsIfY
tweet
Offshore
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Yellowbrick Investing
$DALN up almost 300% since it was pitched in Middle Coast Investing's fund letter earlier this year.
A handful of others pitched it too and are up over 100% - @TiehackCapital @Sophoninvest @boujee_banker https://t.co/vQpS1LLJ02
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$DALN up almost 300% since it was pitched in Middle Coast Investing's fund letter earlier this year.
A handful of others pitched it too and are up over 100% - @TiehackCapital @Sophoninvest @boujee_banker https://t.co/vQpS1LLJ02
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Offshore
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Aadit Sheth
RT @aaditsh: This guy just dropped the most useful AI project template I’ve seen this year https://t.co/iprq1wD5rs
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RT @aaditsh: This guy just dropped the most useful AI project template I’ve seen this year https://t.co/iprq1wD5rs
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Offshore
Video
Iqra Saifi
This on par or in same case better than GPT-5 PRO AND GROK-4 HEAVY
thanks @chetasog for the beta testing
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This on par or in same case better than GPT-5 PRO AND GROK-4 HEAVY
thanks @chetasog for the beta testing
🚨 Introducing Gemini 2.5 Heavy 🚨
One shot the prompt ( I have never seen anything like this ever )
Based on the Gemini 2.5 Pro ( but the architecture is the same as the grok 4 Heavy )
If someone wants to test anything send your prompt ( I will launch it tomorrow free of cost ) tweet
Offshore
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Evan
Palantir $PLTR CEO Alex Karp:
"We want a non-commodified business, we want a business that is completely differentiated than anyone else's, so that people struggle to complete to the point where they just need to complain about you on TV" https://t.co/an0nBrbHuk
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Palantir $PLTR CEO Alex Karp:
"We want a non-commodified business, we want a business that is completely differentiated than anyone else's, so that people struggle to complete to the point where they just need to complain about you on TV" https://t.co/an0nBrbHuk
tweet