Offshore
Photo
Gainify
We’re in the final weeks of Q2 earnings season
🚩 Tue after close: $ORCL & $GME (plus $SNPS $AVAV $RBRK)
🚩 Thu: before open $KR, after close: $ADBE
Light calendar, but big names.
Which one are you watching most closely? https://t.co/M1PbWLFvqf
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We’re in the final weeks of Q2 earnings season
🚩 Tue after close: $ORCL & $GME (plus $SNPS $AVAV $RBRK)
🚩 Thu: before open $KR, after close: $ADBE
Light calendar, but big names.
Which one are you watching most closely? https://t.co/M1PbWLFvqf
tweet
Offshore
Photo
Umesh
Cool prompt: Surreal portrait photograph depicting a [SCENE] split by a partially unzipped 'Y' shaped zipper. On the outside of the zipper, a cold, wintry landscape, snow-covered and a desaturated, frosty atmosphere of the [SCENE]. In contrast, the interior revealed by the unzipping above showcases a vibrant [SCENE] in sunlight
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Cool prompt: Surreal portrait photograph depicting a [SCENE] split by a partially unzipped 'Y' shaped zipper. On the outside of the zipper, a cold, wintry landscape, snow-covered and a desaturated, frosty atmosphere of the [SCENE]. In contrast, the interior revealed by the unzipping above showcases a vibrant [SCENE] in sunlight
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Yellowbrick Investing
$HOFI.ST
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$HOFI.ST
Hoist Finance $HOFI.ST is a regulated credit-market play with pan-EU reach, targeting distressed debt. Main business is hoovering up NPLs, mostly unsecured, from banks eager to de-risk their books. Its loan portfolio stands at SEK 31bn, w/expected recoveries over 15yrs of~49bn
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X (formerly Twitter)
cuisineålille (@LaTranquillum) on X
Hoist Finance $HOFI.ST is a regulated credit-market play with pan-EU reach, targeting distressed debt. Main business is hoovering up NPLs, mostly unsecured, from banks eager to de-risk their books. Its loan portfolio stands at SEK 31bn, w/expected recoveries…
Offshore
Photo
Gainify
ONLY 9 STOCKS
Trading BELOW the S&P 500 P/E (24.5x) and expected to grow REVENUES 2x FASTER over the next 3 years:
$MU $MRVL $LNG $NVO $SCHW $NEE $BLK $GOOGL $GOOG $PGR
The rare blend of value + growth.
Do you see anything interesting here? https://t.co/n9z1r6qWuK
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ONLY 9 STOCKS
Trading BELOW the S&P 500 P/E (24.5x) and expected to grow REVENUES 2x FASTER over the next 3 years:
$MU $MRVL $LNG $NVO $SCHW $NEE $BLK $GOOGL $GOOG $PGR
The rare blend of value + growth.
Do you see anything interesting here? https://t.co/n9z1r6qWuK
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Offshore
Video
Simplifying Stocks, CPA
RT @FinFluentialx: Stocks Crash as weak jobs data sparks Wall Street worries https://t.co/0bX93doFah
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RT @FinFluentialx: Stocks Crash as weak jobs data sparks Wall Street worries https://t.co/0bX93doFah
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Offshore
Photo
ToffCap
We're out with TMM #69, our weekly overview of actionable event-driven and special sits 🔥🔥
This week:
- some pretty interesting M&A (not priced in)
- some strongly depressed valuations purely on sentiment (while fundamentals move up)
- companies that just want to be shorted
- pico-caps trading at 3.3% of their book value with quite some optionality
- a (future) European Bitcoin treasury co with strong backers (and an ED catalyst ofc)
- pizza
- massive insider purchases in some good lookin' companies
- ... and much more.
As always @ToffCap. Enjoy!
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We're out with TMM #69, our weekly overview of actionable event-driven and special sits 🔥🔥
This week:
- some pretty interesting M&A (not priced in)
- some strongly depressed valuations purely on sentiment (while fundamentals move up)
- companies that just want to be shorted
- pico-caps trading at 3.3% of their book value with quite some optionality
- a (future) European Bitcoin treasury co with strong backers (and an ED catalyst ofc)
- pizza
- massive insider purchases in some good lookin' companies
- ... and much more.
As always @ToffCap. Enjoy!
tweet
Offshore
Photo
Quiver Quantitative
RT @InsiderRadar: BREAKING: New CEO Insider Purchase at $NVCR
The CEO has just reported purchasing $1m of the company's stock, increasing his holdings by 23%.
This is the first insider purchase that has been reported at the company in over 4 years. https://t.co/UhOgSPfVi1
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RT @InsiderRadar: BREAKING: New CEO Insider Purchase at $NVCR
The CEO has just reported purchasing $1m of the company's stock, increasing his holdings by 23%.
This is the first insider purchase that has been reported at the company in over 4 years. https://t.co/UhOgSPfVi1
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Offshore
Video
Aadit Sheth
RT @neatprompts: Instead of watching a 2-hour movie, watch this masterclass on productivity
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RT @neatprompts: Instead of watching a 2-hour movie, watch this masterclass on productivity
This guy literally rewires your brain to never feel lazy again
https://t.co/2AFKkMR1Yq tweet
Offshore
Photo
Dalius - Special Sits
Excellent sources provided by Michael👇
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Excellent sources provided by Michael👇
Public service announcement: I’ve set up a directory for finance-related Substack newsletters.
Let me know if you have any additional publications you would like me to add! https://t.co/tGNjmPYnab tweet
Offshore
Video
Iqra Saifi
Veo-3 on @haimeta_ai ❄️❤️🔥
A hyper-realistic, medium shot captures a graceful woman dancing on a frozen lake at twilight. She wears a deep crimson ball gown, its lower third seamlessly transformed into realistic, animated fire that flares with her movement.
The setting is a snow-covered pine forest under a dusky violet sky, with gentle snowfall and her breath visible in the cold air. The mystical, elegant, and powerful mood is enhanced by the dramatic contrast between the warm, flickering light from her flaming dress and the cool, blue twilight. The fire casts dancing reflections on the mirror-like ice.
Rendered in cinematic high-fantasy, photorealistic CGI at 8K resolution, the camera executes a slow, dream-like orbital shot. It begins focused on her razor-sharp face and torso, with an extremely shallow depth of field, gradually revealing the impossible flames as it orbits. The shot is inspired by high-fashion editorials and fantasy art.
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Veo-3 on @haimeta_ai ❄️❤️🔥
A hyper-realistic, medium shot captures a graceful woman dancing on a frozen lake at twilight. She wears a deep crimson ball gown, its lower third seamlessly transformed into realistic, animated fire that flares with her movement.
The setting is a snow-covered pine forest under a dusky violet sky, with gentle snowfall and her breath visible in the cold air. The mystical, elegant, and powerful mood is enhanced by the dramatic contrast between the warm, flickering light from her flaming dress and the cool, blue twilight. The fire casts dancing reflections on the mirror-like ice.
Rendered in cinematic high-fantasy, photorealistic CGI at 8K resolution, the camera executes a slow, dream-like orbital shot. It begins focused on her razor-sharp face and torso, with an extremely shallow depth of field, gradually revealing the impossible flames as it orbits. The shot is inspired by high-fashion editorials and fantasy art.
tweet