Offshore
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Umesh
Prompt: Rush a waterfall curtain, orbiting the single silver sheet, whip through mist, snap-zoom to knifed edges, parallax spray streaking, tilt-roll down veils, time-ramp plunge, crash-dive behind translucence, smash-zoom on roaring seam, blackout snap to void.
Generated on @Kling_ai
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Prompt: Rush a waterfall curtain, orbiting the single silver sheet, whip through mist, snap-zoom to knifed edges, parallax spray streaking, tilt-roll down veils, time-ramp plunge, crash-dive behind translucence, smash-zoom on roaring seam, blackout snap to void.
Generated on @Kling_ai
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. tweet
Offshore
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Yellowbrick Investing
$AQZ.AX
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$AQZ.AX
Took a position in $AQZ.AX. Surprised its not up more on this PEP interest article...
https://t.co/PivhsVNNA4
Stock is cheap. 6x EPS, 6-7x EV/EBIT, 3.5x EV/EBITDA. Crucially tangible book is $2.75 or so and the biz has never been cheaper than now... https://t.co/ARocY73agz tweet
Offshore
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Investing visuals
JUST IN🚨
$AMD & $ORCL announce agreement for 50,000 GPUs deal for its Oracle Cloud Infrastructure.
Like the OpenAI deal, AMD will provide Oracle with its future MI450 AI chip in the second half of 2026.
The deal further increases $AMD presence in the AI space. https://t.co/E1CYVE3qI5
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JUST IN🚨
$AMD & $ORCL announce agreement for 50,000 GPUs deal for its Oracle Cloud Infrastructure.
Like the OpenAI deal, AMD will provide Oracle with its future MI450 AI chip in the second half of 2026.
The deal further increases $AMD presence in the AI space. https://t.co/E1CYVE3qI5
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Dimitry Nakhla | Babylon Capital®
Incremental margin measures how much of each additional revenue dollar becomes profit, reflecting a company’s efficiency in converting growth to net income
It’s a useful metric for identifying businesses that scale effectively, with revenue strongly boosting the bottom line
Here are 11 quality companies & their incremental margin % over the past 5 years🧵
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Incremental margin measures how much of each additional revenue dollar becomes profit, reflecting a company’s efficiency in converting growth to net income
It’s a useful metric for identifying businesses that scale effectively, with revenue strongly boosting the bottom line
Here are 11 quality companies & their incremental margin % over the past 5 years🧵
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Offshore
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App Economy Insights
$JPM JPMorganChase Q3 FY25.
• Net revenue +9% Y/Y to $46.4B ($1.5B beat).
• Net Income +12% Y/Y to $14.4B.
• EPS: $5.07 ($0.23 beat).
• FY25 NII ~$95.8B ($0.3B raise). https://t.co/nozFfeHhGZ
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$JPM JPMorganChase Q3 FY25.
• Net revenue +9% Y/Y to $46.4B ($1.5B beat).
• Net Income +12% Y/Y to $14.4B.
• EPS: $5.07 ($0.23 beat).
• FY25 NII ~$95.8B ($0.3B raise). https://t.co/nozFfeHhGZ
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Offshore
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ToffCap
RT @LuxOpesResearch: We just published on a new set of companies 👇
Check it out (link in bio)!
🇮🇹 Stellantis $STLAM
🇫🇷 Publicis Groupe $PUB
🇩🇪 SÜSS MicroTec $SMHN
🇨🇭 Givaudan $GIVN
🇫🇷 Foncière INEA $INEA
🇨🇭 Bossard $BOSN
🇩🇪 FlatexDEGIRO $FTK
🇦🇹 Palfinger $PAL
🇳🇱 ASML $ASML
🇸🇪 Ericsson $ERICB
🇩🇪 BASF $BAS
🇫🇷 Sidetrade $ALBFR
🇨🇭 Tecan Group $TECN
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RT @LuxOpesResearch: We just published on a new set of companies 👇
Check it out (link in bio)!
🇮🇹 Stellantis $STLAM
🇫🇷 Publicis Groupe $PUB
🇩🇪 SÜSS MicroTec $SMHN
🇨🇭 Givaudan $GIVN
🇫🇷 Foncière INEA $INEA
🇨🇭 Bossard $BOSN
🇩🇪 FlatexDEGIRO $FTK
🇦🇹 Palfinger $PAL
🇳🇱 ASML $ASML
🇸🇪 Ericsson $ERICB
🇩🇪 BASF $BAS
🇫🇷 Sidetrade $ALBFR
🇨🇭 Tecan Group $TECN
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Offshore
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ToffCap
enX Group $ENX (South Africa) is a diversified industrial group that has been reviewing and subsequently selling chunks of its operations.
They already returned R285 p/s this year; corrected for these the shares are up ~60% over the past year.
The company also reiterated that it will continue to review to ‘maximise value’.
Clean b/s. Interesting sit.
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enX Group $ENX (South Africa) is a diversified industrial group that has been reviewing and subsequently selling chunks of its operations.
They already returned R285 p/s this year; corrected for these the shares are up ~60% over the past year.
The company also reiterated that it will continue to review to ‘maximise value’.
Clean b/s. Interesting sit.
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Capital Employed
The Company Index has just been updated. Close to 1,600 public companies from across the world have now been covered.
https://t.co/ARUJNHSgMi
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The Company Index has just been updated. Close to 1,600 public companies from across the world have now been covered.
https://t.co/ARUJNHSgMi
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Offshore
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Investing visuals
All eyes on $ASML Q3 tomorrow, the first major semi business to report earnings!
• Est. Revenue: $7.74B (+3.6%)
• Est. Earnings per share: $5.38 (+1.8%) https://t.co/uQTjKythDo
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All eyes on $ASML Q3 tomorrow, the first major semi business to report earnings!
• Est. Revenue: $7.74B (+3.6%)
• Est. Earnings per share: $5.38 (+1.8%) https://t.co/uQTjKythDo
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Quiver Quantitative
Here are the current frontrunners for President in 2028, per @Polymarket:
JD Vance: 28%
Gavin Newsom: 23%
AOC: 7%
Dwayne "The Rock" Johnson: 4%
Who else do you think should be in the conversation?
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Here are the current frontrunners for President in 2028, per @Polymarket:
JD Vance: 28%
Gavin Newsom: 23%
AOC: 7%
Dwayne "The Rock" Johnson: 4%
Who else do you think should be in the conversation?
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