Sublime

RIP ”Needle in the haystack” 🪦 For all my RAG/vectorstore fanboys out there who keep betting against the models. https://t.co/Ec0qELIZ5X

1Yr. later, XPEL is still a very cash generative biz, increasingly so Invested $131mm L3Y vs. $25mm prior 6Yr. WC build was to stock inventory against supply chain concerns. But as much was spent on acquisitions. TBD to what... See more

As the yen strengthened in those early years, along with general global economic problems, Japan developed a rare trade deficit, which is unusual in its multi-decade history.

When the Bank of Japan began massive QE in late 2012, it began sharply weakening the yen vs other currencies throughout 2013. And then, in 2014, the US Federal Reserve ended

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PYUSD stablecoin now up to $1.6b supply o/s, up ~160% from $700m just a year ago > Currently paying $200k/wkly on Kamino (10.8% APY) > Interesting case study on continually jamming incentives via defi to bootstrap supply of their stable > Seeing the strategy permeate across their business, now paying 4% to... See more

🚂 Railway sector one pager 📈 The railway sector is expected to grow between 5 and 6% a year in the next years 🔍 Some stocks to watch in the sector 🇫🇷 Alstom $ALO ⚠️ current issues 🇨🇦 Canadian Nat. Railway $CNR 🇨🇦 Canadian Pacific $CP 🇺🇸... See more