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Blokirali ste korisnika/cu @puppyeh1
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Just like I was a long term investor in
$CSCO in 1999
https://twitter.com/Gfilche/status/1224714147339886592 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
But Ross you told me to sell at $550

https://twitter.com/gerberkawasaki/status/1224703203683360768 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Interesting. Alden owns 25% of this and now (at least) 6% of
$LEE. Will the next CEO be amenable to rolling up$LEE?https://twitter.com/wsj/status/1224349795894157314 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Jeremy Raper proslijedio/la je Tweet
$GAN just filed for Nasdaq registration. Make no mistake this one will fly off the opening gates, compelling quality recurrent earnings with hypergrowth and open ended runway. Buy now, ride the tailwinds, no woudda coudda shoudda. Way to cheap at forward EV/ebitda about 10.Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
McDermott defaulted debt: a compelling speculationhttp://rapercapital.com/2020/02/03/mcdermott-defaulted-debt-a-compelling-speculation/ …
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
You suspend flights because no one wants to go, ie no demand. Cancelations are informed by fear/hysteria - irrespective of whether ncov is “the flu” or a real pandemic.https://twitter.com/fedslut/status/1223264486821433348 …
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
I thought this interesting. Quite contagious but not very deadly (relatively speaking). Ie an intense version of the seasonal flu. Terrible for China etc but highly likely to be contained globally by modern quarantine procedures...https://twitter.com/ElonBachman/status/1223517140541722624 …
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Yes and no. The FCF nos are highly backward looking; it’s on 10x FCFE on my forward nos and they won’t be buying back stock for a while. It is definitely a fraction of replacement cost tho
$BTUhttps://twitter.com/sardoniccanuck/status/1223564293892984832 …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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You can own only one asset for the next 10yrs, if you really wanted to - which begs the question do you really like it that much?https://twitter.com/raoulgmi/status/1223358663995338754 …
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
This worked, and I covered half today at $29 (thanks
@muddywatersre
). But I'm keeping the rest bec its clear no-one in China is leaving their house for a month+ and no-one wants the delivery guy who touches a million surfaces coming over. Oh and it might be a fraud.https://twitter.com/puppyeh1/status/1221518410506555394 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Jeremy Raper proslijedio/la je TweetHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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If anyone has access or can find the link to the
$GAN.LN F-1 filing (when it comes out), can you please share? thanks
https://twitter.com/puppyeh1/status/1223199367143809024 …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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So
$GAN.LN trading statement is on the tapes, confirming 115%+ rev growth, 35%+ EBITDA margins - demonstrating scalability. Will have to see how FCF shakes out, but I have it at 15x FCF current year and 10x EV/EBITDA...and still growing 30% pa for the foreseeable future...
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Yes. The second half of the parabola is my January PnL

https://twitter.com/Keubiko/status/1222940035827355655 …
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
$AYR rarely traded wider than 4.5% yld and that was much junkier....thoughts? Why doesn’t someone propose this to Gus? Maybe only way to close persistent and illogical discount...
Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
$AER related question for fintwit: where would it trade if it swapped buybacks for divs? It generally buys back $500-600mm a yr (call it 60% of NI). Mkt cap is $7.7bn. So a ‘buyback yield’ of ~7%+ at current...doesn’t it automatically rerate to 4% yld?...Prikaži ovu nitHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Nice. So
$TSLA is a massive buy then, got it
#stonkshttps://twitter.com/Keubiko/status/1222956443751649281 …
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
Let the negotiations begin.
$WTE.TO is damned either way
https://twitter.com/Keubiko/status/1222924683370209281 …
Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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