Sublime
An inspiration engine for ideas
5-26-24 Leading Groups and Themes
Solar - $FSLR $NXT $ENPH $RUN $SPWR $MAXN
Shipper - $SBLK $ZIM $CMRE $SHIP $GSL
Uranium - $CCJ $URNM $UEC
Electrical-Power - $NVT $POWL $VRT
Shoes/Retailers - $DECK $ONON... See more
Connor Batesx.comOutstanding Investor Digest: Perspectives and Activities of the Nation’s Most Successful Money Managers
The content summarizes a compilation of interviews with prestigious money managers, detailing their perspectives on investment strategies, risk assessment, and market valuations over multiple volumes of the Outstanding Investor Digest.
LinkOnly ten tech stocks with gross profit margins >75% and double-digit profit margins are forecast to see double-digit revenue growth this year:
$CDNS: 89.4% gross; 23.4% net; +14.4% growth
$ANSS: 88.2% gross; 25.7% net; +10.7% growth
$PRGS: 83.5% gross; 12.5% net;... See more
Beth Kindigx.comComputer scientist Geoffrey Hinton: ‘AI will make a few people much richer and most people poorer’
ft.com
Each quarter we try to study an admirable company and discuss it with our Operating Group managers and board members. We focus on high performance conglomerates that have demonstrated at least a decade of superior shareholder returns.
Ryan • Mark Leonard Letters
With Market Analysis, imagine getting all the information bundled together from Yahoo! Finance, https://t.co/8ConIW3uqx, WSJ, Seeking Alpha, and even Open Insider, including expensive analyst estimates. All with no ads, a beautiful design, and keyboard accessibility. (2/4) https://t.co/18cAEeehzz
T. Costax.com
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
Updated technical analysis for my small-cap portfolio -- total trend is BEARISH 🧐
📈Bullish Trend: $BEAM, $JMIA, $PI, $HIMS, $PUBM, $NNOX
🔀Mixed Trend: $TMDX, $NTLA, $RXRX
📉Bearish Trend: $RKLB, $NVTS, $INDI, $AEHR, $IONQ, $DNA, $ASTS