ShadowStock @ExpectedValues
There are No Bad Assets, just Bad Prices: Exploiting Market Anomalies with Neglected Data shadowstock.blogspot.com Joined May 2009-
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ShadowStock retweeted
Faysal Rodriguez to invest $1 Million USD into Oroco. Here is what was said about the strategic Mexican investors during the investor call. $OCO $ORRCF
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ShadowStock retweeted
Here's an exciting compounder trading at a ridiculously low PE multiple. Thanks to @SFarringtonBKC for this great idea! youtu.be/Y6e3HrJXn1Y?si…
ShadowStock retweeted
A potential renaissance is within our collective grasp. Several related but not yet widely known science advances are challenging old boundaries and revealing new sets of questions. These advances help inform our understanding of emergence, the evolution of the universe, and…
ShadowStock retweeted
The Shiller PE cracked 40 for the first time since 2000. Only the December 1999 summit at 44.19x remains, ya filthy animals.
ShadowStock retweeted
Just had an epic chat with Chris Kanaan on why True North Commercial REIT $TNT.UN is primed to soar 📈 Strong balance sheet, insider buying, and massive upside in Canada's CRE market. 🚀 Don't miss this. Watch now: youtu.be/rDXHSgTm41g
ShadowStock retweeted
BREAKING: Palantir $PLTR has secured a $1B contract with the United Kingdom's Ministry of Defense to supply military AI technology. This deal is 10 times bigger than any previous Palantir contracts with the UK government. Palantir secured the NHS deal back in 2023 when very…
ShadowStock retweeted
BREAKING: Palantir, $PLTR, has signed a $1.5 billion AI-focused deal with UK military, per Bloomberg
ShadowStock retweeted
.@grok List prominent investment managers or strategists who called for a tactical "blow-off top" (or similar) in the stock market back in 2022 or 2023 and held that view through the market dips of 2024 & 2025--to be explicitly followed later by a crash. Include those not on X
ShadowStock retweeted
"Big tech CapEx as percentage of EBITDA is now running at 50%-70%, which is similar to AT&T’s 72% at the peak of the 2000 telecom bubble and Exxon’s 65% at the peak of the 2014 energy bubble. Historically, companies experiencing higher capital intensity tend to be structurally…
"Big tech CapEx as percentage of EBITDA is now running at 50%-70%, which is similar to AT&T’s 72% at the peak of the 2000 telecom bubble and Exxon’s 65% at the peak of the 2014 energy bubble. Historically, companies experiencing higher capital intensity tend to be structurally… https://t.co/rc6NAwCix5
ShadowStock retweeted
Intangible investor @ckaiwu joins @farnamjake1 and me on Value: After Hours LIVE TODAY at 1.30pm E / 10.30am P / 5.30pm UTC / 3.30am AEST Watch it on the Acquirers Podcast channel: youtube.com/channel/UCJ27F………… Subscribe to be sent a reminder:…
ShadowStock retweeted
$PLTR Palantir back to $170 has anyone heard from Citron kinda wild they said "short it, going to $40" then just disappeared lol 🥶🥶🥶🥶🥶
ShadowStock retweeted
Today — Lear VP on @PalantirTech: “We think they're the best in the industry and partnering with them, I think, puts us at a very strong competitive advantage.” $PLTR
ShadowStock retweeted
As an example, clarity on a coarse-graining issue arrived on this spectacular, remote run that starts high in south San Juan Wilderness at just over 11’000’ + then spends most of its time on the tundra between 12’000’ + 13’000’ feet.
ShadowStock retweeted
A longer version of the same chart @JeffWeniger posted a week ago.
A longer version of the same chart @JeffWeniger posted a week ago. https://t.co/iKvI13BJsa
ShadowStock retweeted
Print this. Frame it. Save it.
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Good writing is the output of good thinking. (Why AI hasn’t taken over X).
ShadowStock retweeted
Designing Practical Factor Models (S7E20) In this episode, I speak with Chris Carrano, Vice President of Strategic Research at Venn by Two Sigma. Chris has had a rare vantage point in the world of factors — spanning smart beta, long/short hedge funds, and risk modeling — and…
ShadowStock retweeted
Your best work comes through you, not from you.
ShadowStock retweeted
The 2024 @DakshanaIndia Annual Report is out! dakshana.org/wp-content/upl… In my letter, I mentioned one of our scholars, Ms. Muskan Soni, starting on Page 4. Here is an excerpt: The state of Madhya Pradesh (MP) has run a small magnet school program known as Super 100 since 2019.…
ShadowStock retweeted
🚨 $PLTR Breaking News 🚨 (Someone get @Benioff a kleenex) State Department awards Palantir a contract for ORION "Only Palantir and Foundry combine all the capabilities below into a single solution that can be setup, deployed, and managed in all use cases for State" STATE…
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