Offshore
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Simplifying Stocks, CPA
WTF +58%
+$17.4 billion to your backlog will do that https://t.co/5PPFwn5581
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WTF +58%
+$17.4 billion to your backlog will do that https://t.co/5PPFwn5581
BREAKING ⚠️
NEBUIS GROUP ANNOUNCES MULTIBILLION DOLLAR PARTNERSHIP WITH $MSFT
$NBIS +30% https://t.co/1Zm1eKE83u - Simplifying Stocks, CPAtweet
Offshore
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ToffCap
RT @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!
tweet
RT @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!
tweet
Offshore
Video
The All-In Podcast
Secretary of Energy Chris Wright | All-In Summit
Secretary Wright joins the besties on stage!
(0:00) Introducing Secretary Wright
(1:09) Nuclear and China’s approach
(4:02) Increasing energy output, how the climate change complex slowed us down, problems with solar and wind
(11:32) Debating renewables vs nat gas and coal
(18:40) Chamath’s energy framework
(21:42) Addressing challenges: budget cuts to research labs, residential energy cost increases due to datacenter demand, speeding up nuclear development
@SecretaryWright
tweet
Secretary of Energy Chris Wright | All-In Summit
Secretary Wright joins the besties on stage!
(0:00) Introducing Secretary Wright
(1:09) Nuclear and China’s approach
(4:02) Increasing energy output, how the climate change complex slowed us down, problems with solar and wind
(11:32) Debating renewables vs nat gas and coal
(18:40) Chamath’s energy framework
(21:42) Addressing challenges: budget cuts to research labs, residential energy cost increases due to datacenter demand, speeding up nuclear development
@SecretaryWright
tweet