Offshore
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Umesh
Prompt on Midjourney : To protect others is to find yourself --chaos 50 --ar 16:9 --sref 4086667022 --sw 400 --stylize 600 https://t.co/04EYo09xNW
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Prompt on Midjourney : To protect others is to find yourself --chaos 50 --ar 16:9 --sref 4086667022 --sw 400 --stylize 600 https://t.co/04EYo09xNW
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Offshore
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Umesh
RT @LudovicCreator: @umesh_ai Great idea Umesh , with my p code
To protect others is to find yourself --chaos 50 --ar 16:9 --sref 4086667022 --sw 400 --stylize 600 --p nmkvjk8 https://t.co/ku4pW7PmfH
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RT @LudovicCreator: @umesh_ai Great idea Umesh , with my p code
To protect others is to find yourself --chaos 50 --ar 16:9 --sref 4086667022 --sw 400 --stylize 600 --p nmkvjk8 https://t.co/ku4pW7PmfH
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Offshore
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Investing visuals
JUST IN: $NBIS has earned NVIDIA Exemplar Cloud Status.
It validates that $NBIS meets $NVDA's rigorous standards for performance, resiliency and scalability.
Per $NVDA: Exemplar Clouds evaluates providers on actual performance and resiliency, not just theoretical specs. https://t.co/gkhBgY3eCC
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JUST IN: $NBIS has earned NVIDIA Exemplar Cloud Status.
It validates that $NBIS meets $NVDA's rigorous standards for performance, resiliency and scalability.
Per $NVDA: Exemplar Clouds evaluates providers on actual performance and resiliency, not just theoretical specs. https://t.co/gkhBgY3eCC
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Offshore
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Investing visuals
I believe $RBRK is the best cybersecurity pick right now.
Compared to $CRWD: double the growth at half the valuation.
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I believe $RBRK is the best cybersecurity pick right now.
Compared to $CRWD: double the growth at half the valuation.
$RBRK is a high quality, yet underappreciated cybersecurity business.
Let's break it down!
• How they make money
• Sentiment
• Geography
• Business segments
• Financials
• Cash
• Margins
• Valuation
• My thoughts: would I buy it?
Time to dive in 🧵👇 https://t.co/SpsG1AyzGC tweet
Offshore
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ToffCap
We're out with TMM #72, our weekly overview of actionable event-driven and special sits 🔥🔥
Again a ton of interesting stuff going on:
- activist action all over the place (and we expect some fireworks)
- companies with tons of net cash trading at LSD ev/ebitda, just waiting for the market to turn (and fly)
- interesting cash shells
- asset divestments + buybacks at >60% of the market cap
- juicy CVRs
- insiders showing you what's going on
- bisons
- as always, cool companies nearing interesting inflection points
- ... and much more.
As always @ToffCap
Enjoy!
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We're out with TMM #72, our weekly overview of actionable event-driven and special sits 🔥🔥
Again a ton of interesting stuff going on:
- activist action all over the place (and we expect some fireworks)
- companies with tons of net cash trading at LSD ev/ebitda, just waiting for the market to turn (and fly)
- interesting cash shells
- asset divestments + buybacks at >60% of the market cap
- juicy CVRs
- insiders showing you what's going on
- bisons
- as always, cool companies nearing interesting inflection points
- ... and much more.
As always @ToffCap
Enjoy!
tweet
Offshore
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Investing visuals
If you're looking for AI-themed investment idea, this overview by Morgan Stanley is a great place to start.
My personal favorites:
• $PLTR
• $NOW
• $NET
Names I would add on the software side:
• $TEM
• $AXON
• $RBRK https://t.co/iV1s1iaYZs
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If you're looking for AI-themed investment idea, this overview by Morgan Stanley is a great place to start.
My personal favorites:
• $PLTR
• $NOW
• $NET
Names I would add on the software side:
• $TEM
• $AXON
• $RBRK https://t.co/iV1s1iaYZs
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Offshore
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Dimitry Nakhla | Babylon Capital®
$MELI is +44% YTD and still trades cheaper than it did at the start of the year 🤝 https://t.co/Yqz7v9O0pW
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$MELI is +44% YTD and still trades cheaper than it did at the start of the year 🤝 https://t.co/Yqz7v9O0pW
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Offshore
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Yellowbrick Investing
$KVUE
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$KVUE
Biotech Corner - $KVUE
Recommendation: start buying the dip.
Donald Trump never studied medicine, but that hasn’t stopped him from dishing out bizarre health advice. Remember back in 2020, when he mused about injecting disinfectant to kill Covid? The makers of Dettol and Lysol had to rush out statements telling people not to try it.
This week, the self-described “genius” turned his attention to prenatal care. “Taking Tylenol is, uhhh, not good,” he said Monday, with characteristic precision. Standing beside him was his health secretary, Robert F. Kennedy Jr. the same man who admitted to Congress earlier this year that no one should be taking medical advice from him.
It matters little that acetaminophen has been on the market for 132 years as a pain reliever and is one of the most studied and safest medicines, if not the.
Trump claimed that using acetaminophen (Tylenol’s active ingredient) during pregnancy could cause autism. He urged expectant mothers to “fight like hell” to avoid it. Which, in reality, means suffering through pain since alternatives like ibuprofen are often discouraged after 20 weeks.
The problem? There’s no scientific evidence to back him up. Experts immediately pushed back, alarmed by the recklessness of the statement. Even JD Vance steered clear of repeating it, suggesting women should trust their doctors instead. And while Trump insisted there’s “no downside” to skipping Tylenol, an untreated fever in pregnancy can actually harm the baby.
Markets, however, don’t wait for fact-checkers. Shares of Kenvue ( $KVUE ), maker of Tylenol, tumbled another 10% this past week, hitting fresh all-time lows. At current prices, the stock trades around 12x 2028 earnings a nearly 46% discount to consumer staples peers at ~17.5x.
Our take: begin accumulating on weakness. tweet