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#Earnings
Ensemble Capital
IntrinsicInv
1/ Why Value & Growth is no longer just about valuation.The nature of business is not static. While core principals are often timeless, the underlying dynamics can change dramatically over
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Tren Griffin
trengriffin
1/ If you were watching earnings releases the past two weeks and didn't see that businesses with key intangible assets outperformed expectations, you weren't paying attention. Pricing power created by
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The Wolf Of All Streets
scottmelker
Americans get 0 tax benefit from moving abroad. It can actually be worse. If you renounce citizenship, you still pay taxes for 10 years and if you have 2M in
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merry twigsmas
notpixietit
corbyn, in his IRA balaclava, breaks into the home of a landlord to steal ALL of the 80k earnings that he keeps in cash. it will be used to build
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Gary Black
garyblack00
As a growth mgr, I look for three ways to generate alpha (excess risk-adj returns):1/ Acceleration2/ Catalysts3/ Non-consensus betsSome pms say finding stocks that trade at less than intrinsic value
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It takes two to contango
2Contango
THREAD #boxshipsIsraeli container line $ZIM could yet make $1bn more profit than analysts have been forecasting this year.Amid record charter and freight rates, Fearnley Securities revealed the possibility as it
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Jurrien Timmer
TimmerFidelity
Another #tech bubble? There’s a lot of talk about the FANG mega-cap #growth companies leading the market, just like 2000. The #tech companies’ narrow leadership of the #SPX is a
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Trinh
Trinhnomics
Bank of Korea meeting Thursday & we expect a 25bps cut (just like markets) to 0.5%. South Korea is out of the woods in terms of financial markets, esp the
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Wendell Potter
wendellpotter
BREAKING: While America’s reeling from the #COVID19 crisis, my old industry - the private health insurance racket - is winning big. The proof? This morning, the nation's biggest insurer UnitedHealth
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Shira Ovide
ShiraOvide
Remember when it was a very big deal that Apple's market cap hit $1 trillion? That was 2018. Now:Apple $2.2 trillionMicrosoft: $1.9 trillionAmazon: $1.8 trillionAlphabet: $1.6 trillionFacebook: $940 billion Words
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LearnLifeWealthTravel | Dream Big, Think Growth !!
AnyBodyCanFly
Thread - How to spot a potential multibaggerMultiple fundamental parameters however we cannot be rigid on any of these parameters.Be flexible to interpret things from bigger picture point of view.
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Jonathan Phillips
DigitalJonathan
Dear @RishiSunak - I’m writing to make sure you don’t forget this Easter the thousands of self-employed who are paid via Ltd companies who you have so failed to help
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Emil Shour
emilshour
If you geek out on personal finance, you'll notice there are basically 5 core principles to master:1. Learn to save2. Increase your income3. Create multiple income streams4. Invest what you're
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rey
izhuos
i might not be the biggest fan o mmld but they're one of the kindest groups out there and all this bandwagon hate for them is just unreasonable, the fact
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Jamin Ball
jaminball
Digital Transformations from Covid are accelerating rev growth in SaaS businesses!! Not so fast...The change in YoY growth rates from Q1 to Q2 tells a different story. Data below shows
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Matt
mattdelong90
Most bullish on $PINS for the next few years. Will take time, but will be $80+ in 2025 2) They missed revs by a tiny amount last earnings and RAISED
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