Joe Value ๐Ÿ•Š๏ธ (@joevalue) 's Twitter Profile
Joe Value ๐Ÿ•Š๏ธ

@joevalue

Run an IFA firm with my Dad. Also run a global equities fund. Nothing here is advice! Interview: open.spotify.com/episode/1feG5Yโ€ฆ

ID: 1341041799939444737

linkhttps://specialsituationsglobalequities.substack.com calendar_today21-12-2020 15:24:23

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Fernando Pรฉrez (@fersucre88) 's Twitter Profile Photo

$6777.T SANTEC HOLDINGS Es un proveedor integral de soluciones รณpticas avanzadas, tanto a nivel de hardware (componentes y equipos รณpticos) como de software, atendiendo sectores de telecomunicaciones, industria y medicina, con especial foco en el control y la mediciรณn de seรฑales

$6777.T SANTEC HOLDINGS

Es un proveedor integral de soluciones รณpticas avanzadas, tanto a nivel de hardware (componentes y equipos รณpticos) como de software, atendiendo sectores de telecomunicaciones, industria y medicina, con especial foco en el control y la mediciรณn de seรฑales
EpsilonTal (@epsilontal) 's Twitter Profile Photo

EL-AL | STILL THE CHEAPEST AIRLINE? โœˆ๏ธ Holding $ELAL.TA / $ELAL. Not advice or recommendation. Opinion only. NEW ANALYSIS @ ๐„๐ฉ๐ฌ๐ข๐ฅ๐จ๐ง๐“๐š๐ฅ'๐ฌ ๐๐ž๐ฐ๐ฌ๐ฅ๐ž๐ญ๐ญ๐ž๐ซ Steps I've taken to achieve ~ $ 700-750 million EBITDAR in a full competition year. In my latest article, I

EL-AL | STILL THE CHEAPEST AIRLINE? โœˆ๏ธ

Holding $ELAL.TA / $ELAL. Not advice or recommendation. Opinion only.

NEW ANALYSIS @ ๐„๐ฉ๐ฌ๐ข๐ฅ๐จ๐ง๐“๐š๐ฅ'๐ฌ ๐๐ž๐ฐ๐ฌ๐ฅ๐ž๐ญ๐ญ๐ž๐ซ

Steps I've taken to achieve ~ $ 700-750 million EBITDAR in a full competition year.

In my latest article, I
Dan Zafrir (@dan_zafrir) 's Twitter Profile Photo

$ELAL.TA, A short update after the ceasefire signed by Israel and Hamas. Although it wasnโ€™t clear when the war with Gaza will come to an end, I have been taking into consideration and modeling a full normalization and the return of a full competition To Ben โ€“ Gurion airport 1/

EpsilonTal (@epsilontal) 's Twitter Profile Photo

#ื—ื–ืจื”ืœื ืชื‘ื’ | $ELAL.TA $ELAL | ื‘ืกืคื˜ืžื‘ืจ 2025 ื ืจืฉื ื–ื™ื ื•ืง ืฉืœ ื›ึพ33% ื‘ืชื ื•ืขืช ื”ื ื•ืกืขื™ื ื”ื‘ื™ื ืœืื•ืžื™ืช ื‘ื ืชื‘ืดื’. ืœืฆื“ ื”ืขืœื™ื™ื” ื‘ื‘ื™ืงื•ืฉ ื•ื‘ืคืขื™ืœื•ืช (ื‘ืขื™ืงืจ ืฉืœ ื—ื‘ืจื•ืช ื–ืจื•ืช ืฉื—ื–ืจื•), ืืœึพืขืœ ืžื•ื‘ื™ืœื” ืขื 645,784 ื ื•ืกืขื™ื ืฉื”ื 32.54% ืžื›ืœืœ ื”ื˜ืกื™ื. ืœืฉื ื”ืฉื•ื•ืื”, ื‘ืกืคื˜ืžื‘ืจ 2024 ืžืกืคืจ ื”ื ื•ืกืขื™ื ืขืžื“ ืขืœ 651,084. ื™ืจื™ื“ื” ืžื–ืขืจื™ืช ืฉืœ

#ื—ื–ืจื”ืœื ืชื‘ื’ | $ELAL.TA $ELAL | ื‘ืกืคื˜ืžื‘ืจ 2025 ื ืจืฉื ื–ื™ื ื•ืง ืฉืœ ื›ึพ33% ื‘ืชื ื•ืขืช ื”ื ื•ืกืขื™ื ื”ื‘ื™ื ืœืื•ืžื™ืช ื‘ื ืชื‘ืดื’. ืœืฆื“ ื”ืขืœื™ื™ื” ื‘ื‘ื™ืงื•ืฉ ื•ื‘ืคืขื™ืœื•ืช (ื‘ืขื™ืงืจ ืฉืœ ื—ื‘ืจื•ืช ื–ืจื•ืช ืฉื—ื–ืจื•), ืืœึพืขืœ ืžื•ื‘ื™ืœื” ืขื 645,784 ื ื•ืกืขื™ื ืฉื”ื 32.54% ืžื›ืœืœ ื”ื˜ืกื™ื.

ืœืฉื ื”ืฉื•ื•ืื”, ื‘ืกืคื˜ืžื‘ืจ 2024 ืžืกืคืจ ื”ื ื•ืกืขื™ื ืขืžื“ ืขืœ 651,084. ื™ืจื™ื“ื” ืžื–ืขืจื™ืช ืฉืœ
EpsilonTal (@epsilontal) 's Twitter Profile Photo

$ELAL | $ELAL.TA | Attached below is an insightful update on El Al following the ceasefire. I provided my detailed take in my newsletter. Holding. Not advice. Opinion only. Here are my three main additions: 1๏ธโƒฃ The main factor is the load factor: on the one hand, the

Wasteland Capital (@ecommerceshares) 's Twitter Profile Photo

Important about LLM limitations below. Karpathy doesnโ€™t mention hallucinations directly, which IMO is the biggest issue now, even if you just use AI for pattern recognition. Most serious people in medicine, finance or say airplane design simply canโ€™t live with hallucinations.

Mark Sharogradsky (@sharogradskym) 's Twitter Profile Photo

ื”ื™ื•ื ื‘ื“ื™ื•ืง ื—ื•ื’ื’ื™ื 7 ืฉื ื™ื ืœื”ืงืžืช ืงืคืœืจ ืงืคื™ื˜ืœ, ืงื•ื“ื ื›ืœ ื”ืžืกืข ืขื“ ืขื›ืฉื™ื• ื”ื™ื” ื“ื™ ืžื˜ื•ืจืฃ, ืฉืœื•ืฉื” ืื ืฉื™ื ืœื ืงืฉื•ืจื™ื ืœืฉื•ืง ื”ื”ื•ืŸ, ื”ืงืžื ื• ืงืจืŸ ื‘ื’ืœืœ ื ื˜ื• ืื”ื‘ื” ืœื”ืฉืงืขื•ืช. ื”ืœื•ื•ืื™ ืฉื”ื™ื™ืชื™ ื™ื›ื•ืœ ืœื”ื’ื™ื“ ืฉื–ื” ื”ื™ื” ืงืœ , ืื‘ืœ ื”ื”ื™ืคืš ื”ื•ื ื”ื ื›ื•ืŸ. ืงื•ื“ื ื›ืœ ื”ืฉื ื™ื ื”ืจืืฉื•ื ื•ืช ื”ื™ื• ื”ื™ืฉืจื“ื•ืช, ื‘ืœื™ ืฉื›ืจ (ืงืจืŸ ืงื˜ื ื”) , ืชืฉื•ืื” ื ืžื•ื›ื” ,

Michael A. Arouet (@michaelaarouet) 's Twitter Profile Photo

Inheritance tax is the most unfair tax. Everyone must have the right to decide what he will do with his already taxed life savings. Spend them, give them to charity, or pass them to his children. Name something more unfair.

Inheritance tax is the most unfair tax. Everyone must have the right to decide what he will do with his already taxed life savings. Spend them, give them to charity, or pass them to his children.

Name something more unfair.
Ryan Telford (@rtelford_invest) 's Twitter Profile Photo

Musings on โ€œcatalystsโ€: If a catalyst is widely known or expected, itโ€™s likely already (or partially) priced in, and really isnโ€™t a catalyst. If catalyst is unknown to many, it has a higher chance of being a true catalyst with alpha. The less covered the stock, the higher the

Ian Cassel (@iancassel) 's Twitter Profile Photo

Investing in a company/stock shouldnโ€™t be seen as a single bet but a series of bets. You can bet more as you gain information and conviction and you can take chips off the table when you lose conviction. You can always play smaller or bigger or not at all.

EpsilonTal (@epsilontal) 's Twitter Profile Photo

Navitas Petroleum | Examination of Series H Bond Issuance Right now, I see two main reasons for issuing it: 1. Debt refinancing in the Shenandoah project 2. Completing the required financing for the Sea Lion project Holding $NVPT.TA $NVPT $RKH $RKH.L. Not a recommendation.

Dan Go (@fitfounder) 's Twitter Profile Photo

I'm about to turn 46. Here are 33 micro-habits that have quietly changed my life: 1. Drinking water before coffee. When we wake up, we naturally produce cortisol. We are also dehydrated. We don't need to mainline caffeine. We need water.

Olivier (@returnsjourney) 's Twitter Profile Photo

The Euro Fintwit meeting in Vienna was really nice. -The discussions were not based on your status in the investing world and everyone mixed up -I did not hear any conversation about comparing returns and comparing portfolio sizes -Some small Austrian X accounts showed up and

Andy (@evfcfaddict) 's Twitter Profile Photo

Pedram is one of the kindest people I ever met. Be sure to follow him and subscribe to his !free! su****ck. Long $BERNERB.ST thx to you AmsterdamStocks

Joe Value ๐Ÿ•Š๏ธ (@joevalue) 's Twitter Profile Photo

Confirms the rule - never invest if thereโ€™s even a hint of fraud. That said, my thoughts are with those suffering with this - just awful. Painful lesson to learn, but youโ€™ll bounce back stronger โค๏ธ $INT $INT.ST

Mark Tluszcz (@marktluszcz) 's Twitter Profile Photo

Beat and raise from Wix and -20% Rule of 46 for Q3, raised $1.1 billion debt, stock buy back of $175 million AND bought Base44 one of the 3 stars of global vibe coding, Seriously?

Beat and raise from <a href="/Wix/">Wix</a> and -20% 

Rule of 46 for Q3, raised $1.1 billion debt, stock buy back of $175 million AND bought <a href="/base_44/">Base44</a> one of the 3 stars of global vibe coding, 

Seriously?