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Value outperformed growth by over 3% today. It will be interesting to see if it continues. It would be interesting to see how positioning changes if this persists for weeks/months.
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Massive rotation into value started this morning. Growth stocks getting hammered
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
S&P 500 dividend yield: 1.75% U.S. 10-Year treasury yield: 1.50% What a world we are living in
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Since everyone is talking about Tesla. I’ll make a car joke too.
$TSLA What kind of cars do eggs drive? Yolkswagens Sorry for the dad jokeHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Tweet je nedostupan.Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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$FB will likely do $10/share this year. So your basically paying 20x for a business that is growing earnings at a 20% CAGR. Doesn’t seem expensive. Stock is headed towards $250 imoHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
That
$chrw quarter is a disaster. EPS -48% QoQ EPS -12% YoY Q1 commentary says net revs have been -18% so far in Q1 on a QoQ basis. How does this company trade at 18x earnings? Should probably be closer to 10-12x until they get control of pricing.Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Buried Value proslijedio/la je Tweet
Reading about a new golf tour for top 48 in the world. $10MM purses. So purses will be much less than WGCs, much less than invitationals and a fraction of FedEx Cup playoff events. It’s dead on arrival unless they increase purses by 50%+.
#pgatourHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Buried Value proslijedio/la je Tweet
The new TV deal for the
#pgatour will look massive, but people don’t realize how awful the back end of the last TV was. Cost players $750MM+. New deal will get golf rights back on the proper curve. So many more eyeballs. Eyeballs = $$.Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
RIP
@kobebryant. So sad and shocking.Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Morgan Stanley cuts
$tsla to underweight from equal-weight. PT $360Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Something has to give. Tesla is claiming they had record deliveries during the fourth quarter. How could they have record deliveries when registrations in their largest market are down almost 50%? It can’t just be a lag in the data.https://twitter.com/CNBC/status/1217667880063578112 …
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
This is one of the craziest football games I’ve ever watched
#HOUvsKCHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
I always get the smelly Ubers. I am the only one that feels this way?
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
The meal kit service bubble of 2018-2019 is one that many have quickly forgotten. Public markets rightly pushed back on WeWork but
$APRN has a business model that was every bit as bad. Too much competition, negative margins and unpredictable order frequency.pic.twitter.com/o8Yhr4XnU4
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
UBS is all over the place. They had a ‘19 year-end S&P500 target of 2,550. Then, they came out with a ‘20 year-end target of 3,000. Now, they boosted it to 3,250. There is no way the majority of their clients are doing well.
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
$JWN is a melting ice cube. The sand has been shifting under their feet for years and will continue to shift. This business will continue to shrink and close stores.Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Buried Value proslijedio/la je Tweet
Thank God someone is finally saying it at the
#GoldenGlobespic.twitter.com/BU3h7qSxZBPrikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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