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Investing visuals
$AMZN AWS outage takeaway: half the internet runs on it. https://t.co/Wa4CG9UXf6
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$AMZN AWS outage takeaway: half the internet runs on it. https://t.co/Wa4CG9UXf6
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Yellowbrick Investing
$EAGR.TO
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$EAGR.TO
Took a stake in $eagr.to. They make the games you play when you poop. They are trading for $28m cad, for that you get +70m of revenue and $4m in cash from operations plus $4m in the bank with no debt. Big inside ownership and a buyback in place. - Impatient Value Guytweet
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Impatient Value Guy (@GuyImpatient) on X
Took a stake in $eagr.to. They make the games you play when you poop. They are trading for $28m cad, for that you get +70m of revenue and $4m in cash from operations plus $4m in the bank with no debt. Big inside ownership and a buyback in place.
Offshore
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Dimitry Nakhla | Babylon Capital®
At 26x Earnings & a 4.16% FCF Yield, $SPGI appears to be one of the better risk/reward long-term opportunities in today’s market
*(NTM) https://t.co/17nSo9cLlK
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At 26x Earnings & a 4.16% FCF Yield, $SPGI appears to be one of the better risk/reward long-term opportunities in today’s market
*(NTM) https://t.co/17nSo9cLlK
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Offshore
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Yellowbrick Investing
Added 55 new stock write-ups to the site (pt 1):
@LuxOpesResearch (quick overviews) - $ABBN.SW, $ASML, $ALBFR.PA, $FTK.DE, $VACN.SW, $FAE.MC, $HAVAS.AS, $EKI.PA, $HCO.PA, $TKA.VI, $BAR.BR, $DIM.PA, $GLO.PA, $MC.PA
@stonkmetal - $CSU.TO
@LukeWolgram - $INCY (watchlist) https://t.co/7kM6dJx6Lw
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Added 55 new stock write-ups to the site (pt 1):
@LuxOpesResearch (quick overviews) - $ABBN.SW, $ASML, $ALBFR.PA, $FTK.DE, $VACN.SW, $FAE.MC, $HAVAS.AS, $EKI.PA, $HCO.PA, $TKA.VI, $BAR.BR, $DIM.PA, $GLO.PA, $MC.PA
@stonkmetal - $CSU.TO
@LukeWolgram - $INCY (watchlist) https://t.co/7kM6dJx6Lw
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Offshore
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Yellowbrick Investing
Added 55 new stock write-ups to the site (pt 2):
@Anders_Research - $DRTS
@snikhs2 - $ASML (earnings)
@Lindstroem_K - $CARA.ST (more research)
@finphysnerd - $HAWPF
@NingiResearch - $CCC.WA (short)
@mascarosergi - $CTT.AX
@nicknemo17 - $TSM (earnings) https://t.co/yAYQSHLRdC
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Added 55 new stock write-ups to the site (pt 2):
@Anders_Research - $DRTS
@snikhs2 - $ASML (earnings)
@Lindstroem_K - $CARA.ST (more research)
@finphysnerd - $HAWPF
@NingiResearch - $CCC.WA (short)
@mascarosergi - $CTT.AX
@nicknemo17 - $TSM (earnings) https://t.co/yAYQSHLRdC
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Offshore
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Yellowbrick Investing
Added 55 new stock write-ups to the site (pt final):
@OSA_Rochester (holding updates) - $GLW, $MODG
@BlokeOak57182 - $DEC, $SVM
@sungcapital - $GETY (merger arb)
@BearCaveEmail - $BETCO.ST (short)
@TawastK - $BEC.MI (overview)
@Fierce__beast - $UDMY (short) https://t.co/x0PtTU4EXX
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Added 55 new stock write-ups to the site (pt final):
@OSA_Rochester (holding updates) - $GLW, $MODG
@BlokeOak57182 - $DEC, $SVM
@sungcapital - $GETY (merger arb)
@BearCaveEmail - $BETCO.ST (short)
@TawastK - $BEC.MI (overview)
@Fierce__beast - $UDMY (short) https://t.co/x0PtTU4EXX
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