Sublime

$HAYPP Group is growing at an alarming pace in the US. If this continues, the majority of its revenue will come from the US by 2026, with growth likely around 30% quarter-over-quarter from Q2 to Q3 (US). While this is great news, it also puts a bigger spotlight on the US regulatory scene. Q3 revenue might come close to 1,050 million SEK if the web ... See more

My name is Dirt. I write about cheap stocks. A tiny REIT trading for 3.90x FCF and 32% of NAV. Management has consistently acquired shares 80% above today’s prices. Link in bio. https://t.co/7BSM98STsy

Given the outlook of prolonged high rates -- zeroing in on companies are FCF positive becomes crucial. Quality of business & defensive MOAT often justify their premium valuation 🧐 $CFLT, $HCP, $NET, $MDB, $SHOP, $HUBS, $ESTC, $SNOW, $BILL, $DDOG, $MNDY, $PLTR, $TEAM, $ZS, $U https://t.co/a194E4GF1u

Here’s a full breakdown of Nancy Pelosi’s recent trades👇 7/1/2024 - $V •$500K - $1M Sell •Sold 2,000 Shares 6/26/2024 - $NVDA •$1M - $5M Buy •Purchased 10,000 Shares 6/24/2024 - $AVGO •$1M - $... See more

Best ideas from Pzena PMs: 1️⃣ $C Citi - expense structure has peaked, costs will be coming off, 7-8x PE and a discount to Book Value 2️⃣ $BABA - little optimism despite improving fundamentals. EV is only $80-90B after adjusting for cash and all the incesmtsnts and they generated $20B of FCF... See more

分享一个美股网站看看大鳄的持仓：https://t.co/jsHYXl7255 可以看很多位投资大鳄的持仓，交易详情。有 Warren Buffett/Cathie Wood 等多位大佬。可以参考他们的持仓，看他们最近的交易。 https://t.co/LQftUu1H4O

《回顾本次A股见底场景》 1，美国降息，Ackman站Trump 2，证监会主席态度180度转变 3，PB历史最低没有之一 4，股市，楼市，车市，资金全断 5，洗脚妹，都知道买国债 6，投行，妈妈喊他别干了 7，李蓓股票研究员转做家政 8，帝国动员最后的预备队进场 9，史诗级大QE+放宽监管 https://t.co/esOX0ax8IU