Offshore
Photo
Aadit Sheth
RT @neatprompts: MIT just published a 26-page report on AI (2025). Hope this is useful. https://t.co/z5Uvur4Jf7
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capitalยฎ
Google $GOOG is up an impressive +26% year-to-date, yet its stock remains attractively valued trading at just a +9% premium compared to the start of 2025๐Ÿ’ฐ

$GOOG also still trades for ~2.00 PEG

$GOOGL https://t.co/cDZ1N32hWO
tweet
Dalius - Special Sits
Well, this is moving fast.

$PMVP is up 15% since the post and is ripping 50โ€“60% pre-market. Letโ€™s see where it opens.

Results were in line with expectations, with the NDA expected in Q1 โ€™27.

$PMVP is a micro-cap biotech that looks like another cash-burning science projectโ€ฆ but this setup is way more interesting.

Two distinct ways to win, and an imminent catalyst (Phase 2 trial readout tomorrow)๐Ÿ‘‡
- Dalius - Special Sits
tweet
Offshore
Video
Umesh
ChatGPT + nano-banana + Kling AI https://t.co/PD1aDqtkF0
tweet
Offshore
Photo
Yellowbrick Investing
RT @ppinvest: ๐Ÿง Victory Square Technologies $VST.CA $VSQTF it's only the beginning! ๐Ÿ’‰ https://t.co/lUZYWX1ecB @joinyellowbrick https://t.co/aRgRuOwGmX
tweet
Offshore
Photo
Dimitry Nakhla | Babylon Capitalยฎ
RT @DimitryNakhla: A crucial investing insight: donโ€™t confuse stock price volatility with fundamental business changes ๐Ÿง˜๐Ÿฝโ€โ™‚๏ธ

As Pulak Prasad eloquently notes in โ€œWhat I Learned About Investing From Darwin,โ€ itโ€™s the fundamentals that ultimately drive long-term success ๐ŸŽฏ https://t.co/Zsz59EfQOM
tweet
Offshore
Photo
ToffCap
Always good to see insider purchases on the open market that make you go 'wow'.

Chairman Giacomelli bought โ‚ฌ2.9m in shares recently in $WIIT, a clear vote of confidence.

The company is a cloud and cyber security service provider, running one of the few Tier IV data centers (that's very good).

Would say that ~11x forward ev/ebitda is not that much for the quality and potential of this company.
tweet
Offshore
Photo
ToffCap
Urbana $URB recently renewed its buyback for another 10%.

Under the last one they actually didn't buy anything back.

This company continues to perform; trading at ~40% discount to NAV, let's see wat they'll do about that. https://t.co/EP1mGYRSTp
tweet
Offshore
Photo
Evan
PPI MoM just came in negative

๐Ÿšจ US Producer Inflation comes in negative, below estimates.

โ€ฃ PPI MoM -0.1% vs 0.3% Est ๐Ÿ“‰
โ€ฃ Core PPI MoM -0.1% vs 0.3% Est ๐Ÿ“‰

โ€ฃ PPI YoY 2.6% vs 3.3% Est ๐Ÿ“‰
โ€ฃ Core PPI YoY 2.8% vs 3.5% Est ๐Ÿ“‰ https://t.co/BHeqMJKzUz
- LuxAlgo
tweet