The monetary economy dwarfs the material economy 260:1. We tax the material economy. If we taxed across the board, the tax rate would go to 0.5%, because there's $6,125 trillion in money flow in the monetary economy, while the GDP is $23.5 trillion. thefoundationforabettereconomy.org/lower-taxes

Johnson Matthey is a UK-based Platinum Group Metals (PGMs) specialist. The company is the largest refiner of PGMs globally. Recently the company announced the divestment of a non-core division for 54% of the current market cap!Cashflows are exploding. Link in Bio 🔗 $JMAT $SBSW

22 minutos intentando que el autor, Juan Miguel Zunzunegui, diga lo que la progresía y el Gobierno quieren que sea "la verdad" de la presencia española en México, y 22 minutos recibiendo (educadamente) collejas del entrevistado

Voss Capital on Xponential Fitness $XPOF US Thesis: Xponential Fitness is currently undervalued, trading at a significant discount compared to peers, with strong unit economics and cash flow potential that could lead to a substantial increase in its share price. (From their

Alain from Montreal The Wise Investor 🧠 DivGrowJourney The 2 things I like most about Capreit is 1) Their relatively low debt 2) The fact that their average realized rent continues to grow even as market rents decline. This is expected to continue due to properties under rent control. $car.un

William Blair reiterated bullish stance on MDxHealth $MDXH with a Buy rating. The analyst highlights that Q4 revenue modestly exceeded expectations and test volumes grew solidly, underpinned by strong adoption of liquid-based tests following the Exosome Dx acquisition and

Market is completely overlooking HBX Group $HBX. All it needs to do is grow TTV at rate slightly above market growth and it will deliver €320m NPAT in FY30. If you put that on a multiple of 15, that's a €4.8bn valuation.

Long

Long $CDLR open.substack.com/pub/noegrs/p/c…

Long $H3PA smallvalue.substack.com/p/ringmetall-s…

Everyone in energy talks about AI. But two other letters — perhaps more mundane — will be as important: AC. For the next 30 years, ten air conditioning units will be sold **every single second**. (From ADNOC CEO Sultan Al Jaber speech at #IndiaEnergyWeek)

I did dip my toes into the software pool a while ago, now getting further to ankle high. The sales are spreading ever further, SBC are going to feel the pain.

Nadar y guardar la ropa parece lo más sensato

Dime que eres un hedge contra la volatilidad y los eventos inesperados, sin decirme que eres un hedge: $TW

“Stop spending on AI because it’s a waste of money but also AI is going to replace every single software company.” — Mr. Market right now

Namaste 🙏

abc.es/cultura/jesus-…

$EWCZ