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TAG_Hanlon
Shortest bear market in history.The Treasury has injected over $3.5 trillion, and the Federal Reserve is prepared to loan or buy loans up to $4 trillion (source, The Economist) in
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11Graphs
11Graphs
(1/8)Most profitable top 25 largest US #stocks by EBITDA Margin:1. VISA $V: 70.2%2. MASTERCARD $MA: 56.3%3. PFIZER $PFE: 49.1%4. MICROSOFT $MSFT: 46.6%5. INTEL $INTC: 46.1%
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Liviam Capital
LiviamCapital
1/ In the start of 2016, I sold $MA to buy $AXP bc it had lost roughly 50% of its market cap after losing the $COST partnership, and also because
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renny
rennyzucker
ETF Mechanics 101: A thread (1/x)Exchange-traded funds are one of the most consequential developments in financial markets over the last three decades, but how exactly do they work?How did aggregation
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Fat Tail Capital
FatTailCapital
As 3Q ends, I look forward to another round of the same 13-Fs with the same 100 holdings. Here's a preview of holdings by manager:Tiger Cub/80% of the performance of
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Mostly Borrowed Ideas
borrowed_ideas
1/6 Thread: Take rates for different marketplaces and business modelsJust came across (h/t @Scuttlebutt_Inv) a study which contains take rates for different marketplaces and business models. 2/6 Let's start with
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chrisgrayson
1/5 - Ross Young of Display Supply Chain Consultants says Apple to use a Sony 0.5" 1280x960 #MicroOLED in #SmartGlasses for 2022 release (ECX337A shown).I have questions & thoughts, so
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NewTrader
NewTrad64016567
Thoughts on $PTON. I just bought a position after owning a the device for a month. Thread on why the stock still looks to offer great value here to me
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Mostly Borrowed Ideas
borrowed_ideas
1/6 Thread: What is the market's valuation multiple?One of the reasons I was becoming bullish on some of the big tech stocks ~2-3 years ago is some of the them,
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Mostly Borrowed Ideas
borrowed_ideas
1/ MEGA THREAD: Long $BRKI follow three steps while investing in BRK.1. Read BRK annual shareholder letters2. Read Semper Augustus (SA) annual client letter in which @ChrisBloomstran discusses BRK for
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BostonCharts
bostonchaahhts
some 65min charts coming at ya... $AMZN consolidation $BKNG still in the bear flag even after that big move yesterday $SHOP a beast but could probably use a breather here
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Ram Bhupatiraju
RamBhupatiraju
Long thread on $AAPLSometimes it's good to sit back and understand/appreciate the miracles around. It's easy to complain that Apple has lost it's innovative touch, iPhone sales are falling, Services
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Scothur Investments, LLC
ScothurInvest
Our current Bull vs Bear debate thread on current market conditions below: #ES_F #NQ_F $SPY $QQQ $AAPL $AMZN $FB $MSFT $GOOG $TSLA Bull: 1) The Federal Reserve will not go
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Rajat เธฟ๐
razyfired
- Stock Market created millionaires in the last decade -But do you know it dropped over 90% against 1 asset ?That asset is #Bitcoin THREAD to show our fav
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Tren Griffin
trengriffin
There are two regions of France that can legally call their service "value investing." The Quant region produces a service that uses statistical factors in index funds. The Berkshire region
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Michael Brown
MrMBrown
Buckle up, because this week is going to be one of the busiest, and most important, weeks of the year so farHere's what I'm going to be keeping an eye
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