Panda Investment @PandaInversion

Global Equity, Financial Investment Manager, with great knowledge in LATAM and US Markets México Joined January 2017

Tweets

1K
Followers

436
Following

1K
Likes

1K

Sven Henrich @NorthmanTrader

2 years ago

The economy is so hot companies have to make layoff announcements every day.

116 486 4K 277K 52

Panda Investment @PandaInversion

2 years ago

Jerome Powell is not even the mickey mouse version of Volcker!!! #winning #FED #FEDup

0 0 0 173 0

$CGXEF $OYL.V $FECCF $FEC.TO 77 ft in Secondary 278 MMbo + 210 ft in Primary 723 MMbo = Wei could be a 1-2 Billion Boe discovery and it's w/in tieback distance to another 200-400MMBboe in Kawa and whatever will be found in the central. #EFT

12 8 92 16K 3

Download Image

Sven Henrich @NorthmanTrader

2 years ago

I'm so old I remember when a PEG ratio at 1.0 was considered fairly valued and a PEG ratio at 2.0 was considered richly valued. Today's market:

54 58 530 250K 55

Download Image

Kayfabe @kayfabecapital

2 years ago

Higher for longer is to the business cycle downturn what transitory was to the inflation cycle upturn. There is a certain beautiful symmetry to appreciate if it weren't inflicting terrible economic hardship and human misery upon millions.

10 17 81 27K 5

Panda Investment @PandaInversion

2 years ago

$CGXEF volume today 550k vs 20k normally? What do you think is happening? @SheDrills

4 0 12 2K 0

Financelot @FinanceLancelot

2 years ago

What's the point of CPI if it doesn't measure energy, food or housing anymore?

160 175 2K 172K 20

Peter Mallouk @PeterMallouk

2 years ago

Nvidia currently has only $26 billion in sales versus $208-525 billion for the Big 4 (Microsoft, Apple, Google and Amazon). Just how high are these expectations? Nvidia now trades at over 38x sales and over 200x earnings. We’ve never before seen a price to sales ratio that high…

247 493 3K 1.5M 459

Download Image

John Doss CFA, CPA @JohnDoss1

2 years ago

$SPY $QQQ I started working on Wall Street in 1983. This is the most manipulated market in my career. Now that’s saying something….

128 183 2K 519K 90

Ross Hendricks @Ross__Hendricks

2 years ago

Congrats $aapl beat watered down analyst guidance. Still paying 30x earnings for a company with negative earnings and sales growth What could go wrong?

36 25 312 39K 3

Panda Investment @PandaInversion

2 years ago

When the FED chair says “this time is different” is when you start to sell, because odds are like 1/10 if you take into account history #markets #FED #FEDeralReserve

0 0 0 79 0

Wait Capital @WaitCapital

2 years ago

it takes 24 days to drop 5% and 3 days to bounce 5%.

15 9 131 10K 2

tic toc @TicTocTick

2 years ago

$META Sales up 3% on the year Profit per ad down 17% Stock up 12% lol

94 66 974 155K 12

Matteo Marinelli @MrnllMtt

2 years ago

$NVDA moving in AH as if the earnings beat came from them

34 2 142 17K 1

Panda Investment @PandaInversion

2 years ago

In days like today, you realize retail aint buying the dip, Yellen is buying the dip!! Plunge Protection Team operating! #freethemarkets #FEDup

0 0 0 34 0

Panda Investment @PandaInversion

2 years ago

$NFLX were is the growth stock? 🤔 Basically no growth in 2 years and guidance is basically no growth, so now is a value stock 😂 #NFLX #freebird

0 1 0 184 0

Panda Investment @PandaInversion

3 years ago

We are watching the japanification of the US equity markets real-time 😥 with the plunge protection team buying every dip #freethemarkets

0 0 1 60 0

The Kobeissi Letter @KobeissiLetter

3 years ago

The most shocking part of UBS acquiring Credit Suisse, $CS, is not the 60% discount. It's that UBS could bypass shareholder approval for the transaction. On top of this, UBS was convinced the government to provide $100 billion in liquidity. Panic gets rid of all the rules.

40 246 1K 175K 33

Coeus @coeus12345

3 years ago

@GermanDave0912 There is no comparison between $PANR and $FEC.to. There is a more than 50% chance $Panr is a zero + poor management. $FEC is spewing cash, they bought 20% of float back last year + debt reduction + high cost Guyana capex + core capex. FEC Ridiculously cheap