Offshore
Video
Umesh
The way Grok video is accelerating, it’s going to get much of Veo’s share, it seems.
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The way Grok video is accelerating, it’s going to get much of Veo’s share, it seems.
This is just version 0.9 of Grok Imagine. https://t.co/wyobrr4qft tweet
Dimitry Nakhla | Babylon Capital®
On Friday, doomsayers emerged from hibernation, prompting a question:
If a notable sell-off immediately sparks widespread calls for a market top, perhaps the top isn’t in yet?
Nobody can predict how the week will unfold.
Could markets fall further? Yes.
Could strong earnings & upbeat guidance drive markets higher? Yes.
As an investor, your focus should be on identifying companies to accumulate and pinpointing levels where the risk-reward tilts strongly in your favor.
X is a powerful research tool.
Yet, it’s not immune to herd mentality, so guard your psyche—it can influence you, even subconsciously.
tweet
On Friday, doomsayers emerged from hibernation, prompting a question:
If a notable sell-off immediately sparks widespread calls for a market top, perhaps the top isn’t in yet?
Nobody can predict how the week will unfold.
Could markets fall further? Yes.
Could strong earnings & upbeat guidance drive markets higher? Yes.
As an investor, your focus should be on identifying companies to accumulate and pinpointing levels where the risk-reward tilts strongly in your favor.
X is a powerful research tool.
Yet, it’s not immune to herd mentality, so guard your psyche—it can influence you, even subconsciously.
tweet
Offshore
Photo
Capital Employed
Best stock pitches newsletter dropping tomorrow. Over 40 excellent ideas coming direct to your inbox.
https://t.co/jEccgMyfbM
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Best stock pitches newsletter dropping tomorrow. Over 40 excellent ideas coming direct to your inbox.
https://t.co/jEccgMyfbM
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Offshore
Photo
Capital Employed
A nice post by @govro12 on Pernod Ricard SA $RI
Pernod is trading at its lowest ratio since 2009. 5% dividend too.
https://t.co/ClTdU3yR2F
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A nice post by @govro12 on Pernod Ricard SA $RI
Pernod is trading at its lowest ratio since 2009. 5% dividend too.
https://t.co/ClTdU3yR2F
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Offshore
Photo
Umesh
🚨 Breaking: Midjourney rolls out Conversational Mode. It's not officially announced yet, but I just got it. https://t.co/nahgiklruV
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🚨 Breaking: Midjourney rolls out Conversational Mode. It's not officially announced yet, but I just got it. https://t.co/nahgiklruV
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Offshore
Video
Umesh
Prompt : high-speed action, dynamic camera, motion blur, volumetric mist, rim lighting, ultra-detailed, dramatic contrast. A superpowered man jumping at blinding speed through a waterfall set-piece; orbiting cam, whip-pans, snap-zooms, parallax spray, tilt-rolls, time-ramps, crash-dives, smash-zoom on the seam, hard cut to black—hyper-kinetic, cinematic, visceral.
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Prompt : high-speed action, dynamic camera, motion blur, volumetric mist, rim lighting, ultra-detailed, dramatic contrast. A superpowered man jumping at blinding speed through a waterfall set-piece; orbiting cam, whip-pans, snap-zooms, parallax spray, tilt-rolls, time-ramps, crash-dives, smash-zoom on the seam, hard cut to black—hyper-kinetic, cinematic, visceral.
New superhero!
Prompt on @Kling_ai ⤵️ https://t.co/rwavlAVlOY tweet
Offshore
Video
David Colombo
One thing my brother @munoz_benj86450 does really well is making the most of the unlimited generation offers from platforms like @freepik or @higgsfield_ai .
It lets him test new tools freely and decide later whether they deserve a place in his workflow — and that’s how he manages to create incredible work without spending a single credit.
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One thing my brother @munoz_benj86450 does really well is making the most of the unlimited generation offers from platforms like @freepik or @higgsfield_ai .
It lets him test new tools freely and decide later whether they deserve a place in his workflow — and that’s how he manages to create incredible work without spending a single credit.
Made this trailer almost fully with Sora 2.
It’s incredible to see how close we’re getting to full creative control for action storytelling.
Meet PALOMA, a girl caught in trouble.
Thinking of continuing her story… might need someone to help with the script 😅 https://t.co/VmTt2OP02c tweet
Offshore
Photo
Yellowbrick Investing
$PETS
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$PETS
Found a US stock that looks cheap to both assets and earnings, with lots of cash.
This is one I’m quite excited about, but I’m just waiting for a slightly lower stock price and clarity on the financials (the last statements have been delayed).
NCAV Ratio = 2.7
TBV Ratio = 0.91
EV/5Y FCF Ratio = 0.01
P/5Y FCF Ratio = 2.39
20Y FCF has been positive 95% of the time. The 5Y average shareholder yield, at today’s price, is 43.36%(!).
It’s a US direct-to-consumer online pet pharmacy selling prescription and OTC meds and supplies, primarily via 1-800-PetMeds and PetCareRx.
The dividend was suspended in Oct 2023, it experienced sustained sales declines through FY24-FY25, with a preliminary FY25 loss with lower Q4 sales, a delayed 10-K and a Nasdaq deficiency notice, plus C-suite turnover in Aug 2025.
The ‘new’ CEO just got fired, along with the CFO (I assume for fudging the numbers).
You are paying near net-cash for a going concern with long-run positive FCF. They also own property in Florida that is pretty much worth the current market cap.
If filings normalise and customer retention stabilises, earnings rather than liquidation value should drive returns.
The upside to fair value from my model data: +284.5%.
I want to see the ‘updated’ financials first, but this is definitely on my watchlist and the price is already low enough for me to buy as soon as we have clarity on the accounting situation.
The company is PetMed Express (PETS).
Sharing in case anyone else finds it interesting… tweet