Howard Marks: "When you buy the S&P 500 at a 23x P/E, your 10-yr annualized return has always fallen between +2% and –2%, IN EVERY CASE, EVERY CASE!"

Real tweet by the President of the United States

We found this guy It was Analyst #3

$SE Tried again today with a reverse DCF with the following inputs: Stock Price: $86 WACC: 12.5% Terminal Growth: 3% FCF Margin: 15% Projection Period: 10 years At today's prices, the market is pricing in exactly 6% revenue CAGR over 10 years. $SE grew top-line at 36% last

this is the nasdaq 13 day return. the other dates here are hilarious.

Palantir vient de publier son manifeste. Lisez-le. Pas pour ce qu'il dit sur la tech. Pour ce qu'il dit sur le politique. Sur l'idéologie de Karp et Thiel. Sur la guerre. Sur vous. Quand une entreprise privée se donne pour mission de définir qui doit être surveillé, ciblé,

The year is 2030. $META has 25 employees, the revenue grew 15% a year with marketing efficiency, people watch 8 hours of reels a day. Net margin is 95%. Stock is at 44000$ Value investors are up 14% since 2026 and are looking for the rebound in Diageo.

Tim Gershon The highest value thing anyone can do, imho, is to lower your resting heart rate before bed. The lower the heart rate, the better the sleep. The better the sleep, the more will power and energy someone has. The most powerful things to lower HR: + eat final food 4hr before bed +

WHAT HAVE WE JUST WITNESSED? 🤯 Sabastian Sawe has just become the first person in history to run a sub two-hour marathon in race conditions. Yomif Kejelcha was also under two hours for second!

We’re going to need a few days to recover from this one… 😮‍💨 2 men under 2 hours. 3 men breaking the world record. We have officially entered the new era of marathon running 🫳🎤

The longer I work in corporate, the more I realize People get rewarded for being Visible, not Valuable

RIP $INTC

Best midfielder on planet earth.

A little boy from Rosario changed the politics of West Bengal Forever My Goat 💜

Bengal will see Expressways, Vande Bharats & Investments. It sits at such a strategic geographic location, that it’s a shame it was lagging behind. It’s time for the rise of Bengal. The resurgence of the erstwhile Capital of India, Kolkata.

Yesterday our trend model for Bitcoin turned positive and we took a position in our Tactica program, which is now fully invested. $BTC

why are they both stood like they’re presenting a school project where Alex Pereira did all the work and Ilia Topuria did nothing

Bloody hell

Sooooo… cash back?

People keep confusing a bubble with “stocks go up and get overvalued”. A bubble is when when a prevailing trend and a prevailing misconception about that trend interact reflexively, each reinforcing the other until the gap between perception and reality becomes unsustainable. A