ADDMIND @ADDMINDD
Joined January 2020-
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Adivinen que bono estan reventando? Todos los bonos dolar link recontra negativos y el único positivo es el de octubre por que alguien esta pisando el precio El futuro a octubre $1.488 y venden el dolar link a $1.380. No me puedo imaginar quien lo esta vendiendo tan barato 🙄.…
Adivinen que bono estan reventando? Todos los bonos dolar link recontra negativos y el único positivo es el de octubre por que alguien esta pisando el precio El futuro a octubre $1.488 y venden el dolar link a $1.380. No me puedo imaginar quien lo esta vendiendo tan barato 🙄.…
$JD Big OTM call SWEEP orders continue to come in at the ask. Just like what happened before $BABA exploded.
Wild mispricing: 1. $JD owns 67% of $6618 JD Health, a $27 billion spin-off. 2. JD’s stake in JD Health alone is worth ~$19B today. 3. JD also has $30B in cash (60% of its market cap). 4. In other words: Their cash + JD Health stake alone are worth roughly JD’s market cap.…
Arrancamos a sumar posición con la acción subiendo
La historia no siempre se repite pero rima.
La historia no siempre se repite pero rima. https://t.co/v4TZCOSGrc
Tome posición en $JD de China, abismal diferencia de multiplos (más bajos) que sus pares del sector, además de su crecimiento (por arriba) tambien de sus pares.
Tremenda volada $BIDU estas últimas 13 ruedas +50%
$PAGS en 10,7 USD en estos momentos, para tener una idea, considerando una relación super mediocre contra $STNE de 0,75, y esta última cotizando en 18.71 USD * 0.75 = 14 USD. En esos valores se larga un poco de palanca, el resto sigue. La paciencia casi siempre da recompensas.
$PAGS en 10,7 USD en estos momentos, para tener una idea, considerando una relación super mediocre contra $STNE de 0,75, y esta última cotizando en 18.71 USD * 0.75 = 14 USD. En esos valores se larga un poco de palanca, el resto sigue. La paciencia casi siempre da recompensas.
$GGAL En 60 usd hoy, equivale ajustado x dividendos a 75 usd del 2018 que tanto fue sujeto de burla muchos años a los que habian pagado en aquel techo. Hoy $Ggal cotiza a 2.8x P/BV, mientras que bancos como $BBD cotizan a 0.68x P/BV, o bancos de eeuu cotizando debajo de 1x P/BV.
What may seem like one of the most illogical moves to many looks highly compelling to me in today’s macro environment. The goal isn’t to be contrarian for its own sake, but to pursue a thesis that is fundamentally strong and widely under-owned. That, to me, defines EM today.…
GeoPark afina estrategia para regresar a Argentina: qué dijo Felipe Bayón este martes sobre Vaca Muerta bit.ly/4mCMos9
$STNE Q2'25: Revenue: R$ 3,500.9m, 20.2% YoY FCF: R$ -118.2m Net income: R$ 630.9m, 26.9% YoY EPS: R$ 2.33/share 1H25 Revenue: R$ 6,861.7m, 20.6% YoY Net income: R$ 1,185.3m, 25.1% YoY EPS: R$ 4.29/share PIX QR Code volumes up 40% YoY
Brasil: o mais barato entre os grandes emergentes Em termos de valuation, o Brasil segue como o país com maior desconto entre os principais emergentes, negociando 2,5 desvios padrão abaixo da média dos últimos 10 anos. Enquanto Índia e EUA operam com P/Ls historicamente…
This is such a critical chart. Historically, whenever commodities have been this undervalued relative to gold, it has signaled a major market bottom. Now imagine a scenario where inflation begins to rise again, just as a new ultra-dovish Fed chair is appointed. This could set…
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