Multiples Capital @MultiplesCap
It is a Stock Picker's Market. Tweets Are Not Financial Advice open.spotify.com/episode/0eTHwJ… Orlando, FL Joined February 2010-
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"BNPL will eventually die"? $AFRM (Affirm) says otherwise. Q4 GMV +43% to $10.4B, Rev +33% to $876M. EPS flipped –$0.14 → +$0.20, Op inc +$58M. Company executing with Amazon/Shopify/Costco partnerships, Affirm physical card and Stripe integration (for SMB market reach). With…
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France may be heading for an IMF bailout, warns minister share.google/WKAJWxY7uW8pqd…
India, China agree to resume direct flights, boost business links - reuters.com/world/china/ch… Reset of ties between the neighbors, if successful will have a big implication on the new world order. Interesting times.
Multiples Capital retweeted
Why are Global market so resilient? This is TGA (Treasury General Account) balances chart. This is the amount of Cash at Hand with US treasury lying with Fed. if the amount of cash is dropping then it is equivalent of more money getting pumped into the markets and vice versa.…
Multiples Capital retweeted
My view on Silver. A time comes when large cap ( Gold) which has run up needs to catch its breadth and needs to consolidate. The LIQUIDITY then starts moving to mid/small caps ( silver and possibly platinum)…. We are seeing this transition in precious metals market.…
Silver breaking out finally. Long $SLV calls ... not a recommendation :)
Silver breaking out finally. Long $SLV calls ... not a recommendation :)
" I bought this before Elon went crazy" sticker will now have quite a confusing interpretation.
Cliff Asness on PE/VC- "If markets have a 15-20% annual volatility, you will see people put out graphics showing private markets are at 4%, and yeah those are the reported numbers but I promise you the actual number is more like 32%. If I worry about some institutions not…
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