Offshore
Photo
Yellowbrick Investing
Added 60 new stock write-ups to the site (pt 3):
@alc2022 - $HFG.DE
@MinusCherry - $VRSN (short)
@roojoo3 (fund letter)- $5842.T, $BKD, $WDC
@felix__archive - $4063.T
@pernasresearch - $KVYO pass / more research on $SPT & $CLVT
@jupiters_string - $2382.HK https://t.co/cCv7JIgQzQ
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Added 60 new stock write-ups to the site (pt 3):
@alc2022 - $HFG.DE
@MinusCherry - $VRSN (short)
@roojoo3 (fund letter)- $5842.T, $BKD, $WDC
@felix__archive - $4063.T
@pernasresearch - $KVYO pass / more research on $SPT & $CLVT
@jupiters_string - $2382.HK https://t.co/cCv7JIgQzQ
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Offshore
Photo
Yellowbrick Investing
Added 60 new stock write-ups to the site (pt final):
@donwharton_ss - $OTEX (update)
@BDeveran - $BAER
@AndrewDoPaco1 - $CMG.TO
@hatedmoats - $ASML (earnings)
@The_PennyQueen - $AIDR.CN
@SirChamp12 - $CLNX.MC
fund letters
and more... https://t.co/5v72LtaA6V
tweet
Added 60 new stock write-ups to the site (pt final):
@donwharton_ss - $OTEX (update)
@BDeveran - $BAER
@AndrewDoPaco1 - $CMG.TO
@hatedmoats - $ASML (earnings)
@The_PennyQueen - $AIDR.CN
@SirChamp12 - $CLNX.MC
fund letters
and more... https://t.co/5v72LtaA6V
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Offshore
Photo
Dimitry Nakhla | Babylon Capital®
Booking Holdings stock trades at ~20x NTM EPS estimates, with a projected 15% EPS CAGR from 2026-2028 💵
If $BKNG meets 2028’s $341 EPS estimate, here’s its potential CAGR:
24x — 16.8%
23x — 15.3%
22x — 13.7%
21x — 12.1%
20x — 10.4%
19x — 8.8% https://t.co/OfZ8S2YOAm
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Booking Holdings stock trades at ~20x NTM EPS estimates, with a projected 15% EPS CAGR from 2026-2028 💵
If $BKNG meets 2028’s $341 EPS estimate, here’s its potential CAGR:
24x — 16.8%
23x — 15.3%
22x — 13.7%
21x — 12.1%
20x — 10.4%
19x — 8.8% https://t.co/OfZ8S2YOAm
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Offshore
Video
The Startup Ideas Podcast (SIP) 🧃
RT @gregisenberg: we spun up 8 ai agents like a small remote team in 52 mins:
one wrote the frontend code
one handled backend logic
one debugged live errors
one managed database setup
one handled authentication
one worked on ui styling
one documented everything in real time
one drafted the marketing copy and launch plan
all running in parallel all talking to each other through codex cloud. and startup idea from ideabrowser.
by the time it was done we had a working wellness app and a full go-to-market plan built by digital coworkers
and the startup idea came from ideabrowser (agents scanning fb groups, subreddits and curated by human beings)
i was really impressed with codex
it hasnt replaced claude code for me, but it's definitely powerful
the weekend has started
what are you building
tweet
RT @gregisenberg: we spun up 8 ai agents like a small remote team in 52 mins:
one wrote the frontend code
one handled backend logic
one debugged live errors
one managed database setup
one handled authentication
one worked on ui styling
one documented everything in real time
one drafted the marketing copy and launch plan
all running in parallel all talking to each other through codex cloud. and startup idea from ideabrowser.
by the time it was done we had a working wellness app and a full go-to-market plan built by digital coworkers
and the startup idea came from ideabrowser (agents scanning fb groups, subreddits and curated by human beings)
i was really impressed with codex
it hasnt replaced claude code for me, but it's definitely powerful
the weekend has started
what are you building
tweet
Offshore
Photo
Quiver Quantitative
BREAKING: President Trump has commuted the sentence of Former Representative George Santos.
He will be freed immediately from his 7-year prison sentence for wire fraud and identity theft. https://t.co/IZwf4dS5PA
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BREAKING: President Trump has commuted the sentence of Former Representative George Santos.
He will be freed immediately from his 7-year prison sentence for wire fraud and identity theft. https://t.co/IZwf4dS5PA
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