Dalius - Special Sits
Interesting thoughts on $MYY.AX
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Interesting thoughts on $MYY.AX
$MYX.AX: Barring an FIRB update or significant news I’ll hit pause on these posts until the trial and I’ll briefly summarize my thinking before 22 September: 1. 60% is an excessive spread; a state government publicly asking for FIRB intervention is highly unusual /1 tweet
X (formerly Twitter)
Fabre Research (@fabreres) on X
$MYX.AX: Barring an FIRB update or significant news I’ll hit pause on these posts until the trial and I’ll briefly summarize my thinking before 22 September: 1. 60% is an excessive spread; a state government publicly asking for FIRB intervention is highly…
Dalius - Special Sits
Interesting thoughts on $MYX.AX
tweet
Interesting thoughts on $MYX.AX
$MYX.AX: Barring an FIRB update or significant news I’ll hit pause on these posts until the trial and I’ll briefly summarize my thinking before 22 September: 1. 60% is an excessive spread; a state government publicly asking for FIRB intervention is highly unusual /1 tweet
X (formerly Twitter)
Fabre Research (@fabreres) on X
$MYX.AX: Barring an FIRB update or significant news I’ll hit pause on these posts until the trial and I’ll briefly summarize my thinking before 22 September: 1. 60% is an excessive spread; a state government publicly asking for FIRB intervention is highly…
Aadit Sheth
RT @neatprompts: This guy literally dropped a 3-hour masterclass on AGI
https://t.co/cUucqzt0Dn
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RT @neatprompts: This guy literally dropped a 3-hour masterclass on AGI
https://t.co/cUucqzt0Dn
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Offshore
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ToffCap
RT @LuxOpesResearch: We're back with a new publication!
Today we discuss:
🇩🇪 Deutsche Telekom $DTE
🇬🇧 Phoenix Group $PHNX
🇫🇷 Michelin $ML
🇫🇷 Interparfums $ITP
🇵🇱 AmRest $EAT
🇫🇷 STEF $STF
🇬🇧 Gamma Communications $GAMA
🇳🇱 NN Group $NN
🇫🇷 Bastide $BLC
Link in bio. https://t.co/zxzetKqOM6
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RT @LuxOpesResearch: We're back with a new publication!
Today we discuss:
🇩🇪 Deutsche Telekom $DTE
🇬🇧 Phoenix Group $PHNX
🇫🇷 Michelin $ML
🇫🇷 Interparfums $ITP
🇵🇱 AmRest $EAT
🇫🇷 STEF $STF
🇬🇧 Gamma Communications $GAMA
🇳🇱 NN Group $NN
🇫🇷 Bastide $BLC
Link in bio. https://t.co/zxzetKqOM6
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Offshore
Video
Offshore
Video
Yellowbrick Investing
$WIX
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$WIX
Wild that only person on my feed talking $WIX is @buccocapital
Only public way to play vibe coding apps is Wix w/ Base44 acquisition
Launched new AI products like Wix Studio and Wixel to help with design & website creation
6% FCF yield, 12% growth reaccelerating tweet
X (formerly Twitter)
Shomik Ghosh (@shomikghosh21) on X
Wild that only person on my feed talking $WIX is @buccocapital
Only public way to play vibe coding apps is Wix w/ Base44 acquisition
Launched new AI products like Wix Studio and Wixel to help with design & website creation
6% FCF yield, 12% growth reaccelerating
Only public way to play vibe coding apps is Wix w/ Base44 acquisition
Launched new AI products like Wix Studio and Wixel to help with design & website creation
6% FCF yield, 12% growth reaccelerating
Yellowbrick Investing
$MYX.AX
tweet
$MYX.AX
$MYX.AX: Barring an FIRB update or significant news I’ll hit pause on these posts until the trial and I’ll briefly summarize my thinking before 22 September: 1. 60% is an excessive spread; a state government publicly asking for FIRB intervention is highly unusual /1 tweet
X (formerly Twitter)
Fabre Research (@fabreres) on X
$MYX.AX: Barring an FIRB update or significant news I’ll hit pause on these posts until the trial and I’ll briefly summarize my thinking before 22 September: 1. 60% is an excessive spread; a state government publicly asking for FIRB intervention is highly…