Davy @Blinklebloop
Generally only invest in equities. Small caps, special sits. Link below is my s0bstuck - don't want X to shadow ban it so I changed it linktr.ee/blinklebloop Joined September 2021-
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Queue Hippie Mafia- Lucy: "They can tell us we're crazy, and we can say well you haven't seen anything yet" š¶š¶ open.spotify.com/track/0Vmg9NhQā¦
Queue Hippie Mafia- Lucy: "They can tell us we're crazy, and we can say well you haven't seen anything yet" š¶š¶ open.spotify.com/track/0Vmg9NhQā¦
Here's my take on AI. Big picture, and sorry to start at some an abstract place- The human body consists of cells, trillions(I dunno, a lot of zeros), each operating basically independently. Each of these cells don't 'know' they make up the human body, they just do theirā¦
Be careful of the āstock pickersā who hold like 100 stocks Then they advertise their āwinsā Theyāre most likely marketers, because out of 100 stocks your going to have a few baggers
The one thing Wall-E got wrong was the lack of Ozempic $NOVO
So glad Iām past that point in my investor life when I gave a shit about what rates could/should/might do
One thing Iāve never understood about Buffett is the decision to hold cash when the government is so adamant to keep debasing the currency
I was digging into $CCSI and thought: if they ramp buybacks over debt paydown, this could be a š HIGH-TORQUE stock. Wellā¦ they did it: $12M buybacks vs $6M debt. Thatās the capital-allocation playbook value investors dream about. āļø Your move: Whatās your smartest bear caseā¦
I was digging into $CCSI and thought: if they ramp buybacks over debt paydown, this could be a š HIGH-TORQUE stock. Wellā¦ they did it: $12M buybacks vs $6M debt. Thatās the capital-allocation playbook value investors dream about. āļø Your move: Whatās your smartest bear caseā¦
Love these almost nobrainer investments. Thanks Ulf
https://t.co/qANseNIfJs
Bought some Sun Corp after they announced their share repurchase. CLBT is sort of undervalued too. Sun Corp discount is massive. I think activists will get something done to unlock the value within 2 years.
part of me was hoping stock would stay down so management can buy back more shares turning this thing into a highly Torqued Torpedo
part of me was hoping stock would stay down so management can buy back more shares turning this thing into a highly Torqued Torpedo https://t.co/j3SUxsyppj
$CCSI and $NATL both reported Q2 results today and both meaningfully exceeded expectations solidifying their respective medium/long term bullish theses. For $NATL ATMaaS growth is gaining serious momentum and management also announced a share buyback programme of roughly 10% ofā¦
$CCSI and $NATL both reported Q2 results today and both meaningfully exceeded expectations solidifying their respective medium/long term bullish theses. For $NATL ATMaaS growth is gaining serious momentum and management also announced a share buyback programme of roughly 10% ofā¦
They bought back more stock than they paid down debt. Hugely beneficial and a great capital allocation decision. Buybacks here are like 6X better for EPs compared to debt repayment- especially at these prices
They bought back more stock than they paid down debt. Hugely beneficial and a great capital allocation decision. Buybacks here are like 6X better for EPs compared to debt repayment- especially at these prices
You also have the issue that WorkSimpli, the simplest software ever, just generates consistent high margin cash flow. $LFMD is all about market expectations. In reality the competition is far too great for them- HIMS, Amazon Clinic One, best case scenario for them is a takeout.ā¦
You also have the issue that WorkSimpli, the simplest software ever, just generates consistent high margin cash flow. $LFMD is all about market expectations. In reality the competition is far too great for them- HIMS, Amazon Clinic One, best case scenario for them is a takeout.ā¦
Very happy I got out of most near the top. After recent drop it definitely warrants another look! $LFMD
Very happy I got out of most near the top. After recent drop it definitely warrants another look! $LFMD
Couldn't help myself. Wrote up on Consenus Cloud Solutions. -Sticky US SaaS At 5.5 EV/EBITDA -with 45% EBITDA margin -Growing revenue upper single digits %YoY -Sold off HARD on non-structural rating change -VERY misunderstood by the market -conducting buybacks which isā¦
Couldn't help myself. Wrote up on Consenus Cloud Solutions. -Sticky US SaaS At 5.5 EV/EBITDA -with 45% EBITDA margin -Growing revenue upper single digits %YoY -Sold off HARD on non-structural rating change -VERY misunderstood by the market -conducting buybacks which isā¦ https://t.co/ukC8bEv6Ry
o3 is smarter than 99% of humans Iāve met when it comes to answering my question- with sources. The slop comes from humans, not AI
o3 is smarter than 99% of humans Iāve met when it comes to answering my question- with sources. The slop comes from humans, not AI
Wait till you get to Hong Kong
Wait till you get to Hong Kong
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