Offshore
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Hidden Value Gems
RT @HiddenValueGems: $BABA
6 months +0.4%
12 months +74%
5 years -48%
Same stock, entirely different results. Easy to lose money without a strategy. https://t.co/yVsTTIxxGb
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RT @HiddenValueGems: $BABA
6 months +0.4%
12 months +74%
5 years -48%
Same stock, entirely different results. Easy to lose money without a strategy. https://t.co/yVsTTIxxGb
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Offshore
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Aadit Sheth
RT @neatprompts: This guy literally shows how to turn laziness into creativity https://t.co/yZnVtkrqvM
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RT @neatprompts: This guy literally shows how to turn laziness into creativity https://t.co/yZnVtkrqvM
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Offshore
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Aadit Sheth
This guy literally breaks down how AI will reshape software, economics, and biology in under 1 hour
https://t.co/PvCEcvBg98
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This guy literally breaks down how AI will reshape software, economics, and biology in under 1 hour
https://t.co/PvCEcvBg98
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AlexandrIA
Clay origins, gears of now, and a spark posing as tomorrow: That’s the paradox of a body that cannot find its own time is built. https://t.co/xGvJAxVqFL
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Clay origins, gears of now, and a spark posing as tomorrow: That’s the paradox of a body that cannot find its own time is built. https://t.co/xGvJAxVqFL
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Offshore
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Umesh
🎨 Fragmented 🎨
ChatGPT + nano-banana is a great combination!
Prompt : close-up image capturing a fragmented portrait of a [SUBJECT] through [4 or 5] irregularly shaped glass shards scattered on a textured off-white background. Each shard reveals intricate details with light reflections, while jagged glass edges with a slight green hue emphasize the image’s disjointed, fragmented composition. The shards are arranged to suggest a cohesive subject without fully revealing it.
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🎨 Fragmented 🎨
ChatGPT + nano-banana is a great combination!
Prompt : close-up image capturing a fragmented portrait of a [SUBJECT] through [4 or 5] irregularly shaped glass shards scattered on a textured off-white background. Each shard reveals intricate details with light reflections, while jagged glass edges with a slight green hue emphasize the image’s disjointed, fragmented composition. The shards are arranged to suggest a cohesive subject without fully revealing it.
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Dalius - Special Sits
$WJL.AX situation continues to perplex.
Sale thesis seems to be off the table with the recent major buyback announcement (25% of excess cash) and the $17m travel services business acquisition.
Yet both activists continue to buy up shares. Recently, Weiss and the BGH consortium increased their position to 17%. Together with Helloworld, they now own almost 35% of the equity, buying stock above the rejected offer from just a few months ago.
The company remains cheap at 6.5–7x EBITDA ex-SBC. While a sale may be off the table, the valuation combined with continued purchases by well-known activists makes me want to follow the situation closely. It will be interesting to see if the activists comment on the recent developments in the near term.
tweet
$WJL.AX situation continues to perplex.
Sale thesis seems to be off the table with the recent major buyback announcement (25% of excess cash) and the $17m travel services business acquisition.
Yet both activists continue to buy up shares. Recently, Weiss and the BGH consortium increased their position to 17%. Together with Helloworld, they now own almost 35% of the equity, buying stock above the rejected offer from just a few months ago.
The company remains cheap at 6.5–7x EBITDA ex-SBC. While a sale may be off the table, the valuation combined with continued purchases by well-known activists makes me want to follow the situation closely. It will be interesting to see if the activists comment on the recent developments in the near term.
Silence around the potential deal at $WJL.AX may be indicative of a forthcoming transaction.
This is especially notable in light of continued stake increases by both involved parties, BGH and the Weiss consortium, as well as Helloworld. The latter recently increased its stake once again, from 15% to 16%. While the size of the increase is small, it clearly signals that they remain actively involved and further supports the undervaluation thesis at WJL. tweet
X (formerly Twitter)
Dalius - Special Sits (@InvestSpecial) on X
Silence around the potential deal at $WJL.AX may be indicative of a forthcoming transaction.
This is especially notable in light of continued stake increases by both involved parties, BGH and the Weiss consortium, as well as Helloworld. The latter recently…
This is especially notable in light of continued stake increases by both involved parties, BGH and the Weiss consortium, as well as Helloworld. The latter recently…
Offshore
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Simplifying Stocks, CPA
Nepal banned social media
24hrs later
The people violently took to the streets
Looks like Zuckerberg's paid protest worked out 😉
$META https://t.co/Ids9hoIZyt
tweet
Nepal banned social media
24hrs later
The people violently took to the streets
Looks like Zuckerberg's paid protest worked out 😉
$META https://t.co/Ids9hoIZyt
The Nepalese government banned social media last week to "regulate misinformation."
This is the government building today as ministers flee in helicopters. https://t.co/t2Eivinsu0 tweet