#Earnings

Toby Nangle

toby_n

US equity outperformance (yellow) over the past 10yrs is quite something (white=EURxUK; green=UK; purple=Japan; red=EM). Lots of folks scream that this is evidence of richness. Difference largely accounted for by

salome

salomefernand3s

WHY ARE THESE FARMERS LAWS PROBLEMATIC?? - Deregulation laws could lead to the elimination of the Minimum Support Price for grain. Large corporations could exploit farmers into selling their crops

Jeremy Raper

puppyeh1

Seeing as peeps are asking what UK shitcos I own to monetize this trend, here's one I'll throw out there: $CARD.LN. It's been written up in the public domain -

𝕮𝖍𝖎𝖗𝖆𝖌 𝕯𝖆𝖘𝖍

chiragdashj

Don't let PE ratio and suppressed ROCE fool you in Screener.1st half was affected by Lockdown where as second half and FY 22 could see substantial recovery in demand from

Jotak Nandwana, CFA

JotakNandwana

Relaxo Footwear has simply refused to relax!A quick look at what #RELAXO has achieved over the years and what could be in store.#JourneyOfAMultibagger Since 2002, there has been only two

Matt Darling 🌐💸🌇

besttrousers

I think that lots of people misconceive how state level UI replacement rates are calculated. It's not the case that states are currently just setting replacement rates at 45% and

Jurrien Timmer

TimmerFidelity

(THREAD) 1/ Is the market’s current valuation really as bad the Shiller CAPE suggests? In my view, the answer is no. Here’s why. 2/ This shows the Shiller CAPE, or

Shaun Richards

notayesmansecon

A thread on the UK Labour MarketIt is disappointing to see the 5% Unemployment Rate so widely reported.Why? Well if 1.72 million are unemployed then what about the 1.6 million

Nollywood & Music - Afrobeats | Entertainment

musicnolly

HOUSEMATES WITH HIGHEST NUMBER OF EARNINGS IN THE HOUSE CURRENTLY1. Nengi Nengi #4,353,000 + a box of Hawaii + A trip to Abuja + A trip to Dubai + A

Jonathan Rubin

jonnyrubin10

1/ You haven’t seen nuthin yet...$MSOS have atleast 15x upside from current levels Thread 2/ Assumptions:TAM of sector in 2030: $100 billion Long term Profit Margins: ~25% US Operators Profit 2030: $25

Krishna Hegde

PositiveGamma

Kotak Bank has commanded higher multiples than other Indian banks & stands out coz of high quality earnings & good disclosure. Its quarterly earnings call transcript is a treasure trove

Alex Morss 🌍⏳

morss_alex

Very welcome! Hope it knocks Amazon off its exploitative perch. It looks better than Hive, who drive down prices & that exploits everyone massively. This alternative appears to give far

Andy Gee 📊🤑

TheStacksMarket

Arguably the most difficult thing about being a stock-picker is knowing when to trim (or sell) a position.There are many ways to do this.I’d like to show you a simple

10-K Diver

10kdiver

1/Get a cup of coffee.In this thread, I'll show you how to do a Reverse DCF analysis.For those unfamiliar, DCF = Discounted Cash Flow. 2/Let's start with how a Reverse

Turner Novak

TurnerNovak

Quick thoughts + charts on $SNAP Q4 earnings For the first time ever, Snap's largest user base is now Rest of World, or users outside North America and Europe Snap's

Great Michael

michaeltechs

Simple Way to Get Rich Reinvesting Your EarningsWarren Buffett provides inspiration on how to get rich by reinvesting your profits.[A Thread] George Clason in his book'The Richest Man in Babylon'

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