🚨 $ZETA TO ACQUIRE MARIGOLD ENTERPRISE BUSINESS 🚨
- Deal valued at $325M ($100M cash, $100M stock, $125M seller note).
- Transaction expected to close by the end of 2025.
- Immediately accretive to Adjusted EBITDA and FCF upon closing
- Marigold Enterprise has a Gross Margin…
🤖 Citizens JMP reafirma su confianza en Alphabet $GOOG | Mantiene Market Outperform y PT de $290, destacando el despliegue global de Google AI Mode en español, lo que refuerza su expansión en mercados no angloparlantes. La firma ve este movimiento como catalizador para mayor…
🧵1/5 @googlechrome is officially entering its Gemini era ✨
Directly embedded into Chrome, Gemini can now answer questions about your open pages, summarize information from multiple tabs, and help you take action in Google apps like YouTube and Calendar.
Here is a deeper…
$DLO joins forces with Google to help define Agent Payments Protocol (AP2): the open standard for AI‑agent payments 👀
“We’re excited to share that dLocal is collaborating with Google on the new Agent Payments Protocol (AP2), an open, interoperable standard designed to make…
Most investors do not do basic research beyond surface-level takes.
A few google searches and a quick glance at a companies KPI's puts you miles ahead of the average investor.
People do not primarily learn a second language for short-term survival. They do so for the following…
Would be the first members of Congress to visit China since 2019 according to @Reuters.
US lawmakers to visit China this month, NBC News reports reuters.com/world/china/us…
every once in a while, I study European companies and almost have to double check whether the numbers I'm seeing are correct. $ASML, which is perhaps one of the most important companies in the world, pays $5-6 mn to its C-suites which is like ~30% of what US C-suites get paid for…
U.S. JUDGE ISSUES A SEALED DECISION IN GOOGLE'S ONLINE SEARCH MONOPOLY CASE.
From Bloomberg:
- U.S. judge rules Google must share information with competitors to remedy online search monopoly.
- Judge rules Google not required to end payments to Apple and other partners for…
$BABA trades at 1.83x sales.
✅ With an above expectation accelerating growth in clouds & AI services.
✅ With an accelerating growth in its e-com services with positive indication on Chinese consumption.
$BABA is not a e-com company. It is a tech company. And should trade at…
#PedroSánchezRTVE
D.Teflón con vocecita de no haber roto un plato.
Los ojos se le salen de las órbitas.
No tenía ni idea de lo que hacía Koldo, ni Cerdán, ni Ábalos, ni su mujer, ni su hermano.
Responder con contundencia y colaborar con la Justicia, dice.
No conoce la vergüenza.
📈Alibaba $BABA
💰Resultados💰
2️⃣ Operaciones y estrategia 🛠️
La estrategia se centra en dos pilares: consumo (China e internacional) y AI + Cloud.
China: Lanzamiento de Taobao Instant Commerce (quick commerce) con fuerte adopción (+25% MAU en agosto).
Internacional: AliExpress…
En España los partidos han encontrado una fórmula mágica para financiarse:
👉 Crear altos cargos y asesores a discreción
👉 Obligarles a pagar un “impuesto” mensual al partido
Resultado: millones de € cada año. Vamos con datos🧵
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I hunt in unloved markets to find what others overlook | NFA
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43K Followers 580 FollowingAn optimist who assumes everyone is full of shit or lazy. Smart because he forgets. Fuck everyone against sensible gun reform. 👨👩👦👦👶🏻🐶🍔🍺🏀⚾️📊🤘
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10K Followers 75 Following🐓Giełda 📊 Nieruchomości
👇 Piszę o inwestycjach, które obserwuje lub posiadam
🦾 Konsultuje z danymi (modne AI)
💻 Monitoruje media @koomberg
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Disclosure: https://t.co/aqMvGMUdGT
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97K Followers 2K FollowingWriter | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
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