Aeronautical✈Engineer
Hemingway: There is nothing noble in being superior to your fellow man; true nobility is being superior to your former self
I 🖤 🇨🇦 🛢 AquiJoined May 2012
The Compounders
Book on successful Serial Acquirers
The 9 companies analysed are (or soon will be) 100 baggers @chriswmayer
Instant investing classic‼️
The Compounders
Book on successful Serial Acquirers
The 9 companies analysed are (or soon will be) 100 baggers @chriswmayer
Instant investing classic‼️ https://t.co/QMYoHNAO4g
Tamarack Valley Energy bought back 1.865M shares in August. They've now reached the lower end of my 5-7% target for the year. Next 4 months likely get us to upper half of that range. Hard to see exceeding 7% for the yr, given allocation to debt & divy. 🍻
$TVE $TVE.TO #COM#OOTT
At this point, 🇪🇸 is just making everyone else look bad. Its manufacturing PMI took off in August, signalling an upturn in industry.
And no, 🇪🇸 is not just tourism and wine. Its industry's share in total value added (15%) is higher than in 🇧🇪 (14%) 🇳🇱 (13%) or 🇫🇷 (12%).
At this point, 🇪🇸 is just making everyone else look bad. Its manufacturing PMI took off in August, signalling an upturn in industry.
And no, 🇪🇸 is not just tourism and wine. Its industry's share in total value added (15%) is higher than in 🇧🇪 (14%) 🇳🇱 (13%) or 🇫🇷 (12%). https://t.co/piWAVhWeUR
If realized, this final unwind would by our estimates wipe out ~ all of OPEC's remaining, and now normalized,spare capacity, exposing the world to any actual supply outage. Has the burden of maintaining spare capacity been taken for granted for too long???
argusmedia.com/en/news-and-in…
Good Morning from #Spain 🇪🇸, where the plus in the balance of payments (rolling over 12mths) is close to a record at >€40bn. It's a mix of:
👉 Tourism boom (record-breaking 93.8m in 2024)
👉 Strong agri & auto exports
👉 EU recovery funds inflows
👉 LNG hub profits as energy…
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