Mark Bentley @_markbent

Joined December 2023

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442
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171
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228
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1K

Robin Brooks @robin_j_brooks

a year ago

Lots of talk about China capital flight. China devalued the Yuan in Aug. '15, which freaked out its middle class. What followed was a year of panic, with households converting their savings into hard currency. That is not AT ALL what's going on now. There is no capital flight...

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Quartr @Quartr_App

a year ago

With $KER's stock price down 35% over the last five years and valued at 14x EV/EBIT for FY25, is it a buying opportunity or a value trap? Kering's Revenue by House:

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Beth Kindig @Beth_Kindig

a year ago

Cellular data traffic has increased at a CAGR of 48% as mobile devices contribute to over 60% of all worldwide internet traffic. $AAPL $GOOGL $MSFT $VZ $T

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The AI Investor @The_AI_Investor

a year ago

Fun fact: In Jan 2023, NVDA was trading at $15. The current estimate of CY2024 EPS is $2.7, meaning NVDA was trading at a CY2024 PE of just 5.5. NVDA has since increased ~8x, primarily because analysts' estimates were previously far too low. In other words, the company was…

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App Economy Insights @EconomyApp

a year ago

$NKE Nike Q4 FY24 (ending May 2024). • Revenue -2% Y/Y to $12.6B ($250M miss). • Non-GAAP EPS $1.01 ($0.17 beat). • Inventory -11% Y/Y to $7.5B. • Wholesales +5% Y/Y to $7.1B. • Direct sales -8% Y/Y to $5.1B. • FY25 revenue guidance down single digit.

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RenMac: Renaissance Macro Research @RenMacLLC

a year ago

If not for healthcare PCE, core inflation would have been negative. Differences of scope, but generally speaking, medical care services PCE has been weaker than CPI equivalent. This was not the case in May.

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The Kobeissi Letter @KobeissiLetter

a year ago

BREAKING: Walgreens stock, $WBA, crashes nearly 25% after drugstore chain cuts profit guidance due to "challenging" consumer environment. "We assumed the consumer would get somewhat stronger” but “that is not the case,” Walgreens CEO said. Walgreens cut their earnings per share…

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Evan @StockMKTNewz

a year ago

Apple $AAPL has reportedly renewed its efforts to develop AR-only glasses which would be lightweight spectacles that users could easily wear all day 2027 is the earliest you could expect to see the glasses - Bloomberg

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ELITE MASCULINE @MasculineM7

a year ago

How to make people respect you if you’re quiet 10 habits to command respect instantly 1. Always have slow relaxed movements. Never be in rush ,Take your time before doing things // Thread //🧵

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Bloomberg Markets @markets

a year ago

UK inflation fell to the Bank of England’s target for the first time in almost three years, supporting the case for interest-rate cuts later this year trib.al/YEKJkG2

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Compounding Quality @QCompounding

a year ago

Twitter is full of threads about Buffett's investment philosophy. But equally important is what not to do. Here's what Warren Buffett doesn't do to be so successful:

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Evan @StockMKTNewz

a year ago

Warren Buffett and Berkshire Hathaway $BRK.B filed for their purchase of more Occidental $OXY

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Giovanni Staunovo🛢 @staunovo

a year ago

#SouthKorea has decided to extend the tax cut for automotive fuels through the end of August but will lower the cap for the reduction in a compromise to meet lingering inflationary pressure and address concerns about the country's dwindling tax revenues, the finance ministry said…

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Giovanni Staunovo🛢 @staunovo

a year ago

UPDATED: Brent oil price reaction before and after the last four #Opec+ meetings 0 on x axis is set at 100 and is the settlement before the meeting

Giovanni Staunovo🛢 @staunovo

a year ago

UPDATED: Brent oil price reaction before and after the last four #Opec+ meetings 0 on x axis is set at 100 and is the settlement before the meeting https://t.co/miFZQHmMAC

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Bravos Research @bravosresearch

a year ago

Credit card defaults from small lenders have hit RECORD levels Surpassing the Dot Com bubble & Financial Crisis peaks Let that sink in

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Giovanni Staunovo🛢 @staunovo

a year ago

Low-carbon feedstock and sustainable aviation fuel (SAF) opportunities will support strong run rates from Phillips 66's converted renewables plant in Rodeo, California, this year, chief executive Mark Lashier said today. #oott argusmedia.com/en/news-and-in…

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Javier Blas @JavierBlas

a year ago

The bulk carrier MV Tutor has sank in the Red Sea after it was attacked last week by the Houthies of Yemen with a surface watercraft packed with explosives. It’s the 2n confirmed sinking of a ship by the Houthies of Yemen after the MV Rubymar in March | #Yemen

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Mark D. Hines @hinesmarkd

a year ago

TOP GROWTH STOCKS: +15% Rev Grow (this yr and next) +Buy/Strong Buy Street ratings +Mag 7 Data +Sorted by Mkt Cap -Any stand out to you? $NVDA $LLY $TSLA $MELI $PLTR

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Bravos Research @bravosresearch

a year ago

CAUTION: Job openings have been falling off a cliff Such sharp declines have only occurred 3 times since 2000: - Dot Com bubble - Financial Crisis - Pandemic Each of them ended with a sharp economic downturn The worst part: This is happening when the consumer has already run…

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Bespoke @bespokeinvest

a year ago

When it comes to the stock market, the "little guy" has been left behind. The small-cap Russell 2,000 $IWM is down roughly 6% since President Biden was inaugurated. Over the same time frame, the Nasdaq 100 $QQQ is up 50%.