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App Economy Insights
Warner plans to tell shareholders to reject Paramount’s hostile takeover bid (and recommend the Netflix deal).
Perhaps more fascinating is that prediction markets still gave Paramount a 50% chance of closing the acquisition this morning (now 22%).
What are people smoking? https://t.co/QiUu56lJpk
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Warner plans to tell shareholders to reject Paramount’s hostile takeover bid (and recommend the Netflix deal).
Perhaps more fascinating is that prediction markets still gave Paramount a 50% chance of closing the acquisition this morning (now 22%).
What are people smoking? https://t.co/QiUu56lJpk
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Wasteland Capital
Wild that a $3.6bn closed end Real Estate fund $BPRE can immediately crash -40% vs NAV on becoming publicly listed.
Hard assets? More like a meme-coin valuation mirage, sold to the dumb and naive by unscrupulous advisers…
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Wild that a $3.6bn closed end Real Estate fund $BPRE can immediately crash -40% vs NAV on becoming publicly listed.
Hard assets? More like a meme-coin valuation mirage, sold to the dumb and naive by unscrupulous advisers…
Worst fears confirmed for BlueRock investors. 😱
BPRE opens at ~$15 vs. $24+ NAV. -38% discount.
Instant ~$1.5B wealth destruction. No more 5% quarterly liquidity at NAV.
Bluerock management chose to entrench themselves in a closed-end fund conversion.
Shareholders approved, not realizing the disaster that awaited them. From $24 to $15 in the blink of a greedy eye. tweet
X (formerly Twitter)
boaz weinstein (@boazweinstein) on X
Worst fears confirmed for BlueRock investors. 😱
BPRE opens at ~$15 vs. $24+ NAV. -38% discount.
Instant ~$1.5B wealth destruction. No more 5% quarterly liquidity at NAV.
Bluerock management chose to entrench themselves in a closed-end fund conversion.…
BPRE opens at ~$15 vs. $24+ NAV. -38% discount.
Instant ~$1.5B wealth destruction. No more 5% quarterly liquidity at NAV.
Bluerock management chose to entrench themselves in a closed-end fund conversion.…
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memenodes
When you're in crypto for generational wealth but end up in generational debt https://t.co/V5SbrSUZ8A
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When you're in crypto for generational wealth but end up in generational debt https://t.co/V5SbrSUZ8A
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Giuliano
I've read The Psychology of Human Misjudgment over ten times by now.
I've listened to it a likely other 5 times at least.
Every single time I revisit it, I'm flabbergasted.
Listening to Munger is like listening to an orchestra of geniuses. https://t.co/8M5LF57lwP
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I've read The Psychology of Human Misjudgment over ten times by now.
I've listened to it a likely other 5 times at least.
Every single time I revisit it, I'm flabbergasted.
Listening to Munger is like listening to an orchestra of geniuses. https://t.co/8M5LF57lwP
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Offshore
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Giuliano
I might've read The Psychology of Human Misjudgment over ten times by now.
I've listened to it a likely other 5 times at least.
Every single time I revisit it, I'm flabbergasted.
Listening to Munger is like listening to an orchestra of geniuses. https://t.co/RJgMFpMXHi
tweet
I might've read The Psychology of Human Misjudgment over ten times by now.
I've listened to it a likely other 5 times at least.
Every single time I revisit it, I'm flabbergasted.
Listening to Munger is like listening to an orchestra of geniuses. https://t.co/RJgMFpMXHi
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Dimitry Nakhla | Babylon Capital®
$MSFT trades at a fairly attractive PEG
NTM P/E ~28x
2026 EPS➡️ $16.24 (+19%)
2027 EPS ➡️ $18.73 (+15%)
2028 EPS ➡️ $22.29 (+19%)
CAGR at various multiples assuming 2028 EPS estimates of $22.29
31x | 16.5%
30x | 15.0%
29x | 13.5%
28x | 12.0%
27x | 10.4%
26x | 8.8% https://t.co/CngF3iENPs
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$MSFT trades at a fairly attractive PEG
NTM P/E ~28x
2026 EPS➡️ $16.24 (+19%)
2027 EPS ➡️ $18.73 (+15%)
2028 EPS ➡️ $22.29 (+19%)
CAGR at various multiples assuming 2028 EPS estimates of $22.29
31x | 16.5%
30x | 15.0%
29x | 13.5%
28x | 12.0%
27x | 10.4%
26x | 8.8% https://t.co/CngF3iENPs
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Quiver Quantitative
JUST IN: Representative Maxwell Frost has signed the discharge petition to force a vote on a congressional stock trading ban.
Frost is the first Gen Z member of Congress. https://t.co/o09oowNIUK
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JUST IN: Representative Maxwell Frost has signed the discharge petition to force a vote on a congressional stock trading ban.
Frost is the first Gen Z member of Congress. https://t.co/o09oowNIUK
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 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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RT @DimitryNakhla: 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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