#Earnings

HRouge

hareng_rouge

In light of strong reports from $KLIC and $ASX last week, it might be an idea to look at Amkor $AMKR before it reports earnings tonight on MondayBoth reported strong

Kirtan A Shah

KirtanShahCFP

Market PE at 40 and yet the market is not falling, why? Getting asked this question multiple times. Here's a thread covering ‘very basic’ premier on valuation for my retail

Millennial Money UK

MillMoneyUK

UK AVERAGE SALARIES : Money is such a taboo in the UK, and a particularly dirty topic is how much we actually make.We’ve collated some data for you on average

Todd Campbell

ebcapital

1/10I’ve been helping money managers since ’97, so I’ve been asked what I look for in a stock. Here’s the methodology I use to:•"Fish in the right pond" by spotting

Jonathan Peters

jonathanwpeters

THREAD: I'm teaching a media law class in the evening, so, ironically, that's why I'm late to the Bolton news. Some context about restrictive prepublication agreements, defense/intel officials, and book

Fundoo Professor

Sanjay__Bakshi

Very valid points made by you. In the class, the example is a bit more elaborate. For example, I include "hafta" as a necessary expense. Now let me try to

Abhishek N Jain

anj_101

THREAD: Notes from Prof Bakshi's (@Sanjay__Bakshi) Lecture on Maintenance Capex - https://vimeo.com/456037800 It’s important to understand maintenance capex to understand the economics of the business and from a valuation perspe

Tren Griffin

trengriffin

1/ Are there topics you would like to see discussed in a tweetstorm? With links that lead you to new reading material? What do you know about the DCFs that

10-K Diver

10kdiver

1/Get a cup of coffee.In this thread, I'll help you understand the concept of "Look Through Earnings". 2/Imagine that you're Mack, the truck driver.You work, of course, for Lightning McQueen

Kevin Rinz

kevinrinz

Three figures from today's @ChloeEast2 and @David_E_Simon paper illustrate some longstanding shortcomings of safety net programs (especially UI) and why the CARES Act UI supplement was such a big deal.

Linda Tirado

KillerMartinis

The vast VAST majority of people with student debt aren’t working for white glove law firms or teaching at MIT. Lots of folks with debt never finished college; I don’t

calvinfroedge

calvinfroedge

1 yr ago Cleaves had $18.4 PT on $TNK (RS adjusted). At the time, $TNK had many upcoming maturities and had not experienced the Q4-Q2 rate bonanza. After 5c loss

Macro Monkey 🍌

macro_monkey

Love Letters from Warren - Day 15 (1991)I read Warren Buffett's 1991 shareholder letter. Here are some investing insights I gleaned But first, a market snapshot from that year

10-K Diver

10kdiver

1/Get a cup of coffee.In this thread, I'll help you understand Warren Buffett's famous quote: it's better to buy a wonderful business at a fair price than a fair business

Dividend Seeker 📈💰💵

Dividend_Dollar

Earnings AlertBoth $HD and $LOW reported Q2 earnings this week, both having HUGE BLOWOUT quartersLet's see how the two stacked up against one another this quarter and see which is

10-K Diver

10kdiver

1/Get a cup of coffee.In this thread, we'll cover *State Quantities* and *Flow Quantities*.This mental model can help us analyze many different entities -- from complex engineering systems to publicly

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