Sublime
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there is now a Bloomberg ticker, SDH100RT, for h100 rental market prices https://t.co/AhQhTxAwxc
$ASML pitch at Sohn
"The best business to own is one that over an extended period can employ large amounts of incremental capital at very high rates of return." -Buffett https://t.co/41Iyk6ZiGw
(1/4) Here are four smaller, lesser known compounders for your watch list that emphasize ROIC and FCF growth
$BWXT in nuclear technology: 5.6B, 5 yr ROIC of 20% https://t.co/L08c8Vkla6
🎓 Inpo inpo daya tampung SNBP dan SNBT udah muncul 🔊 https://t.co/iD88ZFnWSF
Talen Energy $TLNE has so far been a textbook out-of-bankruptcy play. Came out of the gates cheap, trading OTC (hence uplisting catalysts as well), no coverage, industry tailwinds, plus it helped this wasn't a micro-cap. Uplisting is now expected around Q2/3.
We highlighted this one often in our TMM, our regular... See more