Sublime
An inspiration engine for ideas
Didn’t take convincing, just asking with intention.
Here are the notes I sent.
(Narrator: everyone was interested in that.) https://t.co/rQZ9EvvO9w
Why buy $baba when you can buy Kangda Foods at 0.5x Forward PE and a 61% FCF Yield???
And it would close out that elusive *EM Rabbit-Meat Distributor* gap in your portfolio.
Thank me later 🐰 https://t.co/rsdG5LF2m7
Time flies my friends. My son will be 20 later this year.
Just $250 a month in a dividend reinvestment plan is now worth $353,000 and earns almost $10,000 in dividends.
By all means swing for your fences. But don't ignore the tortoise.
Bob Loukas 🗽x.com
If the market feels like a horror movie right now…
these dividend giants are the characters who somehow always survive.
When volatility spikes, they don’t panic -
they just quietly pay you, quarter after quarter.
The “Sleep-Well-at-Night” Dividend Squad:
• $BMY – A... See more
Cursor is incredible but I wonder how sticky the revenue (~$150M ARR) is.
66x revs is fine if you think the growth continues, if you think the revenue is sticky.
I’m not at ALL an expert on this, would love others to opine.
Sheel Mohnotx.com
