Offshore
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Hidden Value Gems
Finally, the market is getting more interesting….more value ponds around 😉 https://t.co/SflyGVfEji
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Finally, the market is getting more interesting….more value ponds around 😉 https://t.co/SflyGVfEji
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Offshore
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The Transcript
$LVMH CEO: "So revenue, just over EUR 80 billion. Let's state that it's twice what it was 10 years ago. Organic growth, slightly negative on the year, but positive in the second half...Cash flow was up 8%, even though profit itself was down" https://t.co/5FWDgChJuJ
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$LVMH CEO: "So revenue, just over EUR 80 billion. Let's state that it's twice what it was 10 years ago. Organic growth, slightly negative on the year, but positive in the second half...Cash flow was up 8%, even though profit itself was down" https://t.co/5FWDgChJuJ
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Offshore
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Dimitry Nakhla | Babylon Capital®
Stock prices vs operating cash flow 💵
Periods with high volatility, as we’ve recently seen, often create meaningful gaps between stock price and business fundamentals
Here’s a thread of 10 quality stocks with notable discrepancies worth examining further🧵 https://t.co/mMKX61Ma3M
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Stock prices vs operating cash flow 💵
Periods with high volatility, as we’ve recently seen, often create meaningful gaps between stock price and business fundamentals
Here’s a thread of 10 quality stocks with notable discrepancies worth examining further🧵 https://t.co/mMKX61Ma3M
tweet
Offshore
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God of Prompt
RT @godofprompt: This site is literally a prompt library with thousands of prompts for Claude, ChatGPT & Nano Banana. https://t.co/de2Z55Vkn0
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RT @godofprompt: This site is literally a prompt library with thousands of prompts for Claude, ChatGPT & Nano Banana. https://t.co/de2Z55Vkn0
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Offshore
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Dimitry Nakhla | Babylon Capital®
RT @michaelbatnick: Wild market. We haven't seen anything like this since the dotcom bubble burst.
Over the last 8 sessions, 115 stocks in the S&P 500 have decline 7% or more in a single day.
The average drawdown when that happens is 34%. Right now we're 1.5% below the all-time high. https://t.co/SDy5kAXzGp
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RT @michaelbatnick: Wild market. We haven't seen anything like this since the dotcom bubble burst.
Over the last 8 sessions, 115 stocks in the S&P 500 have decline 7% or more in a single day.
The average drawdown when that happens is 34%. Right now we're 1.5% below the all-time high. https://t.co/SDy5kAXzGp
tweet
Offshore
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Wasteland Capital
Tens of thousands of workers lost their jobs when AI came for the carrot pickers, and you didn’t speak up? https://t.co/0wwNhEOlcL
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Tens of thousands of workers lost their jobs when AI came for the carrot pickers, and you didn’t speak up? https://t.co/0wwNhEOlcL
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