Offshore
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Clark Square Capital
RT @deusexdividend: $PINFRAL at 3.5x EBITDA with 40% of its market cap in cash (held in USD mind you). Steady growth. All you hear is crickets https://t.co/mufLSJgsyq
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RT @deusexdividend: $PINFRAL at 3.5x EBITDA with 40% of its market cap in cash (held in USD mind you). Steady growth. All you hear is crickets https://t.co/mufLSJgsyq
EV/EBITDA based on the annualized (weak) last Q is 3.52 for #PINFRA L shares. After accounting for minority interests, it is still below 4.5.
Ex-currency fluctuations, interest income is largely positive (big cash position).
For growing, inflation-linked revenue. $PINFRA tweet
Offshore
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Dimitry Nakhla | Babylon Capital®
$FICO
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$FICO
$FICO -6%
Weekly mortgage applications for last week was +57% YOY on lower rates
Earnings & Guide will beat big https://t.co/iNGUwum8nJ tweet
Offshore
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Dimitry Nakhla | Babylon Capital®
$BKNG trades <20x NTM EPS, with mid-teens growth projected
At $5,077💵 today, $BKNG looks attractively valued relative to its growth potential https://t.co/tfk6hMeia6
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$BKNG trades <20x NTM EPS, with mid-teens growth projected
At $5,077💵 today, $BKNG looks attractively valued relative to its growth potential https://t.co/tfk6hMeia6
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Offshore
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Quiver Quantitative
JUST IN: A Polymarket trader just bet almost $20K that that Venezuelan leader Nicholas Maduro will be removed from power by the end of the year.
Odds are currently at 25%. https://t.co/WfnkUvL5tF
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JUST IN: A Polymarket trader just bet almost $20K that that Venezuelan leader Nicholas Maduro will be removed from power by the end of the year.
Odds are currently at 25%. https://t.co/WfnkUvL5tF
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Offshore
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Dimitry Nakhla | Babylon Capital®
RT @marcos_galperin: @Mercadolibre is the only public company in the world (out of +83,000 public companies) to grow more than 22 consecutive quarters in a row at a yearly rate greater than 30%. Currently 27 consecutive quarters.
@Mercadolibre es la única compañía en el mundo (de 83 mil empresas cotizantes) que crece 22 trimestres consecutivos por encima del 30% anual. Actualmente 27 trimestres consecutivos.
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RT @marcos_galperin: @Mercadolibre is the only public company in the world (out of +83,000 public companies) to grow more than 22 consecutive quarters in a row at a yearly rate greater than 30%. Currently 27 consecutive quarters.
@Mercadolibre es la única compañía en el mundo (de 83 mil empresas cotizantes) que crece 22 trimestres consecutivos por encima del 30% anual. Actualmente 27 trimestres consecutivos.
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Hidden Value Gems
Going through many Q3 earnings, there could be a link between the length of the earnings calls and the attractiveness of the investment case.
A lot of quality share cannibals have really short calls. The less attention, the more shares they can buy.
I mean $CNX and $AER in particular.
Tankers have also very short calls but not much buybacks at these levels unfortunately.
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Going through many Q3 earnings, there could be a link between the length of the earnings calls and the attractiveness of the investment case.
A lot of quality share cannibals have really short calls. The less attention, the more shares they can buy.
I mean $CNX and $AER in particular.
Tankers have also very short calls but not much buybacks at these levels unfortunately.
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Offshore
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App Economy Insights
📊 This Week in Visuals:
$AAPL $META $LLY $V $MA $SAMSUNG $ABBV $UNH $MRK $NOW $BA $BKNG $VZ $KLA $MELI $CDNS $COIN $RBLX $MDLZ $NET $UPS $FI $PYPL $CMG $TEAM $RDDT $ADIDAS $HSY $SOFI $KHC $CFLT $ETSY $APPF
https://t.co/GiY1DS5YTt
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📊 This Week in Visuals:
$AAPL $META $LLY $V $MA $SAMSUNG $ABBV $UNH $MRK $NOW $BA $BKNG $VZ $KLA $MELI $CDNS $COIN $RBLX $MDLZ $NET $UPS $FI $PYPL $CMG $TEAM $RDDT $ADIDAS $HSY $SOFI $KHC $CFLT $ETSY $APPF
https://t.co/GiY1DS5YTt
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Offshore
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App Economy Insights
$BRK Berkshire Hathaway Q3 FY25.
• Net profit $30.9B.
• Operating margin 15% (+1pp Y/Y).
• Investment gains (unrealized) $21.9B.
• Cash and short-term securities $382B. https://t.co/h4dmqUomoU
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$BRK Berkshire Hathaway Q3 FY25.
• Net profit $30.9B.
• Operating margin 15% (+1pp Y/Y).
• Investment gains (unrealized) $21.9B.
• Cash and short-term securities $382B. https://t.co/h4dmqUomoU
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