If a company with 50B net cash that generates 200B ebitda a year raises 80B with an equity raise, it`s pretty clear to me they think the equity is overvalued. $GOOG
Andy
@evfcfaddict.bsky.social
In the end, investing is all about valuation. Get 20% discount for the best valuation tool: https://www.koyfin.com/affiliate/koyfin-with-friends/?via=evfcfaddict
Price drives narrative (no changes since Tulip Mania started in 1630)
In 2000 the SOX nearly doubled in the final six weeks from late January to early March.
Self-service petrol stations have a better customer service than X.
26 hours after I told X various times I was hacked, the hacker started to PM my follower to hack them as well. No human reaction from X - shameful!
With Kash & Pete, Washington DC will soon run out of vodka and bourbon
Bruker $BRKR Q1 release: s22.q4cdn.com/617463959/fi... FY EPS guidance lowered a bit, mainly caused by tariff impacts.
s22.q4cdn.com
Worldwide (mainly large cap) valuations, no bargains, only US overvalued.
I know most of you don`t like the company but I bought a trading position in Teamviewer $TMV.DE under 11€. Numbers look great, they continue to grow in the high margin Enterprise Segment and are now trading at a 14% FCF yield, debt free in 2-3 years, buying back lots of stocks..
Seeing a lot of "2x free cash flow, insane margins, will grow 20% for years!" stock pitches where the author does not seem to realize the company is operating in a legal gray area that could end with the stroke of a pen, or is an outright fraud. Be careful.
Q1 letter of @alluvialcapital.bsky.social new Tactile fund: mcusercontent.com/b5aa12c5c889...
mcusercontent.com
The Mountain is you is a book that answers many questions I used to ask myself. Personal stuff but also why people here are afraid of stocks while Americans are not. In the US they grow up with it while kids here are raised with stocks as dangerous (backed by media and politics)
@finanzgeschichten.bsky.social Griechischer Joghurt ist extrem lecker. Das merken auch immer mehr Konsumenten außerhalb Griechenlands. Daher exportiert der Joghurt- und Speiseeis-Hersteller Kri-Kri immer mehr.
Millennials are ruining everything… “In April, two of the best-known producers, Lafite Rothschild and Angélus, both released their priciest 2024 red wines at 31% discounts to 2023’s vintage." Lafite’s is priced at €288 per bottle while Angélus’s is €180. Both are the lowest prices since 2014”
Financial Times@financialtimes.com · last yr.Bordeaux wine producers slash prices as wealthy collectors stay away https://www.ft.com/content/31b19d0b-2eb8-406c-ae6a-aa284caacd50
„Size is an enemy for the performance of Berkshire. We can’t solve that problem unfortunately.“ Warren would still do micro- and smallcaps if he could.
Everyone who told us to sell back then under 5.000 is gone. Since nothing has changed I further upped my cash position in the last days. I‘m always careful but at 5.700 in this environment I‘m extremely cautious, closely following what happens. Take care!
President Donald Trump will have dinner with the top 220 holders of the Trump memecoin, the issuers of the cryptocurrency announced on Wednesday
Trump to Host Dinner With Top Holders of His Memecoin
President Donald Trump will have dinner with the top 220 holders of the Trump memecoin, the issuers of the cryptocurrency announced on Wednesday.
bloom.bg
My watchlist shows more and more US names for the first time in a while. Mainly well positioned small- and microcaps as well as some life sciences midcaps. Stocks that went down with the market without a lot of dependence on the economy. Weak dollar makes them even cheaper for us Europoors.
We enter the stage where market continues to go down even if Trump is talking about a tariffs deal with the EU and a Russia/Ukraine deal maybe this week. He has lost all credibility on Wall Street.
2,5 years ago when €/$ hit 0,96, there was barely any euro bull left and no one understood why I thought 1,15-1,2 is likely fair value. Timing the market is difficult but in the long run nearly anything will eventually hit fair value.
Calculated in € we are at the 52wks closing lows from a few weeks ago for the s&p500 and nasdaq100. Most sectors still looking pretty expensive though.