RhinoInsight @RhinoInsight
🎣 Fishing where others don’t | Building @RhinoWatchlist rhinoinsight.substack.com Joined December 2022-
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Meanwhile, Chinese Investors. Never bet against #China ☺️👇 (remixed, h/t Eggs Tyrone) $BABA $PDD $KWEB $HSI
So, the next-deep dive will be on Teleperformance $EPA and I'm so excited about it🚀 Btw, I just started researching the latest updates, and I highly recommend listening to the FY23 earnings call, the CEO's English with a French accent is just🎶😍 Stay tuned😉👇
So, the next-deep dive will be on Teleperformance $EPA and I'm so excited about it🚀 Btw, I just started researching the latest updates, and I highly recommend listening to the FY23 earnings call, the CEO's English with a French accent is just🎶😍 Stay tuned😉👇
Did you miss Intuitive Surgical's $ISRG latest 1Q24 earnings call ? No, worries, I just asked @RhinoWatchlist for a summary 😉👇
#Chinese big insurance players are on sale, trading at historical low valuations, while serving a market with strong and long-term trends, such as demographics. So, What if China gets Rich before it gets Old ? Enjoy the latest (FREE) update on Ping An Insurance👇 🔗Link in Bio
You don‘t wanna miss the latest issue of The Friday Roundup, packed with links to amazing reads, such as ➡️ Oncology Market overview 🇯🇵 Investing in Japan 🏢 Fantastic business deep-dives $PETQ $TEQ $RACE $IEX Enjoy👇 🔗 Link in Bio
While everyone knows the hottest #CyberSecurity stocks like $CWRD $PANW $ZS , the market leader in cyber insurance, Beazley PLC $BEZ flies under the radar 😳 ➡️ 3y Rev & EPS CAGR of 20% & 166% ➡️ EBIT-Margin of 32% ➡️ 5y avg. ROCE of 10% ➡️ Debt/Equity < 1 Any thoughts ? 👇
So, since my latest write up on Surgical Science is out, I’m preparing for the next one😉 Which of these should I explore next? 👇 *UE = Unit Economics
If you don't understand the following table, it's best to avoid investing in any western 🚗 company that claims to lead the #EV trend. Some traditional automakers might even struggle just to STAY in the race. Source: China Association of Automobile Manufacturers (CAAM)
Founded in 2005, 🇯🇵 Shift is one of the most fascinating software companies. ➡️ Founder & CEO owns >30% of the company ➡️ 5y avg. ROIC of 21% ➡️ 5y Rev CAGR of 45% ➡️ 10y EPS CAGR of 85% ➡️ Net Cash position and EBIT/Interest 398x Shares dropped by about 50% recently? 🤔🤯👀?
Recently, I became interested in whether Palantir $PLTR is utilized by companies outside the US, specifically those not affiliated with government or military sectors. Quickly screened various public job listings and discovered the following 👇👀
The latest Insider Report is out, covering buys & sells by company insiders in 🇩🇪🇨🇭🇺🇸 💰Buffet’s Berkshire continues buying Liberty Media shares 👀 Huge sell offs by US insiders, not just in Tech For the full report 👇 🔗 Link in Bio
It's horrifying to read what happened today in #bondi , particularly a place we frequented often during our time living in Sydney, Australia. Heartbreaking! Our thoughts are with the victims and their families🫶🙏❤️
If you could only put money into stocks from your home country, which ones would you pick? Here are my favorites 🇨🇭Switzerland ➡️ Geberit $GEBN ➡️ Belimo $BEAN ➡️ Also $ALSN I’m curious about yours👀 Please, drop your Top 3 favorites below👇
Straight Lines @straightlinesco
2K Followers 1K Following Incorporated in 2008, Straight Lines Consultancy provides corporate advisory services to companies in Australia, North America & UK
Jong Rudloff @RudloJo
82 Followers 5K Following
Dalius - Special Situ.. @Invest_Special
7 Followers 415 Following Event-driven trades and special situation investments. All my picks are posted on https://t.co/RdZsBeETM1. Tracking portfolio: +640% since 2017.
Nairda @Nairda6666
39 Followers 235 Following
smartstyle @pokethefire
66 Followers 829 Following
Kimber Blashak @kimber25275
122 Followers 5K Following
VonDohln @maxg40992663
368 Followers 3K Following
Simone Grandi @SimoneGrandi1
14 Followers 94 Following
Adam Khoo @adamkh0otrader_
2K Followers 5K Following chairman and master trainer Adam Khoo learning technologies group professional stocks and options trader
Nilda Bahrs @BahrsNilda51523
91 Followers 5K Following
Enriqueta Heyde @EnriquetHeyd
51 Followers 5K Following
john joe wilder @IronHandsJoe
98 Followers 1K Following
Mirryn Fogt @mirry_f
12 Followers 3K Following
LL_II @llauvi123
74 Followers 405 Following
Vadim @platonovadim
127 Followers 2K Following
Rose @Rose90263924685
116 Followers 3K Following
Jamiya Dudley @DudleyJami65044
5 Followers 701 Following
Kyle Grieve @IrrationalMrk
15 Followers 264 Following Host of The Millennial Investing Podcast | Empowering retail investors to compound wealth with stocks | '20-'23: 12% Compound Annual Gain
Jacqueline Turybury @turybu_jacqueli
66 Followers 5K Following
Gautamo @mElonMusketier
113 Followers 256 Following
Melonie Stoudamire @MelonieSto21967
40 Followers 5K Following
elonhatesjews @elonhatesj58244
25 Followers 546 Following
Fallon Depetris @FallDepet
51 Followers 5K Following
Vladimir Sto @indievladimir
891 Followers 3K Following Building in public https://t.co/8uAZskCUEA | $250 MRR Sharing progress here on Twitter
Rose Martin @RoseMartin92000
114 Followers 3K Following
Charlie Bilello Priva.. @PrivateBilello
13K Followers 11K Following l'll discuss mainly about the Price Action analyses of the Stock Market. Exclusively for Elite Traders, Just for a Selected Few. MAIN PAGE: @charliebilello
Melaine Grose @GrosMela
91 Followers 5K Following
fi87dkizce9 @kp7mms116j
4 Followers 413 Following The team offers short-term investments in cryptocurrencies. With a rigorous plan, you can earn between $500 and $5,000. Click to join TG: https://t.co/Ld4hbpSoNm
Eldar @ee12345654
77 Followers 277 Following
JJL @jasonjjl8
47 Followers 230 Following
melvinyang96 @ElvinYong7
46 Followers 170 Following
Sam the stock man @StocksnWeights
349 Followers 1K Following insane elder zoomer. radiating positivity. WAGMI
Rob_B @rob_bak
49 Followers 961 Following Poslouchám většinou více než mluvím, snažím se přemýšlet v souvislostech, mám rád informace z první ruky. Investice mám jako hobby na dlouhé zimní večery...
R. P. G. @Romes78
80 Followers 73 Following
Asymmetry @asymmetry06
211 Followers 1K Following
Sven Nickl @NicklSven44270
34 Followers 266 Following
Alex @TickerSynbolYOU
42 Followers 2K Following I break down high-tech companies to help you invest in volatile growth stocks | Former @MITLL rocket scientist turned full-time investor | $6M AUM (and grow
Vinny @hot_town
1K Followers 1K Following Resisting the urge to become a Thread Boi. ▷ https://t.co/c4ktdjz3Lq ▷ https://t.co/HqTKvbskIU ▷ DevRel @WaspLang ⚡️ [email protected]
Straight Lines @straightlinesco
2K Followers 1K Following Incorporated in 2008, Straight Lines Consultancy provides corporate advisory services to companies in Australia, North America & UK
OpenSaaS.sh @opensaas_sh
87 Followers 72 Following The free, open-source SaaS boilerplate with superpowers. Find us on product hunt 🔎 https://t.co/hre6pS3Qx0
Gordon Pankalla @ColoniaGordon
5K Followers 252 Following Das Recht braucht dem Unrecht nicht zu weichen. Es lebe die Demokratie und Freiheit, gegen Extremisten jeder Art.
Mike @Mike10947310
2K Followers 114 Following I'd rather play suckers than beat the best—trying to find the right table https://t.co/MOU1CdjJVO
Michael O'Fallon - So.. @SovMichael
41K Followers 705 Following Helping people to understand the causes of things...
Morten from Rotato @rotatoapp
7K Followers 40 Following @ us at the end of your promo tweet for a shoutout. Perfect 3D mock-ups + videos. Minutes, not days. [email protected] - discord: https://t.co/3hNxcEtnOa
LL_II @llauvi123
74 Followers 405 Following
Teleperformance @Teleperformance
29K Followers 2K Following We are the agile business services partner that companies need in the digital world.
Luc Kroeze @KroezeLuc
2K Followers 61 Following NL/EN | Quality Investing | Passionate about intrinsic valuation | Author of The Art of Quality Investing (EN)/ De kaviaarformule (NL)/ Het beleggersbrein (NL)
Vladimir Sto @indievladimir
891 Followers 3K Following Building in public https://t.co/8uAZskCUEA | $250 MRR Sharing progress here on Twitter
Alessandro Morandini @Morandini99
16 Followers 61 Following mi sono iscritto a Twitter solo per fare il moralista, polemizzare e parlare di calcio
Francisco Geiman Thie.. @GeimanThiesen
181 Followers 756 Following - Interested in (Algorithms, C++, Efficient Software, Investing) - Meat / Wine / Seafood lover - Made in Rio (living in Seattle)
Jameson Lopp @lopp
466K Followers 295 Following Insights on security, privacy, technology, money · Co-founder & Chief Security Officer @CasaHODL · creator of https://t.co/q2pgFGTJZh, https://t.co/xUkNreXj20
Kyle Adams @KyleAdamsStocks
488 Followers 209 Following 28 | Investing to $1,000,000 before age 30 | Crazy enough to jump out of planes for fun | Small-mid cap focused | Top holdings right now: $CREX, $ALAR, $MPTI
Epic Maps 🗺️ @Locati0ns
847K Followers 36 Following Educational and informative world Maps 🗺️. Scroll Down & Get More Knowledge. We do not own any content posted. Dm for removal/credit.
Akshay 🚀 @akshay_pachaar
136K Followers 418 Following Simplifying LLMs, MLOps, Python & Machine Learning for you! • AI Engineering @LightningAI • Lead DataScientist • BITS Pilani • 3 Patents
Sam the stock man @StocksnWeights
349 Followers 1K Following insane elder zoomer. radiating positivity. WAGMI
Patient Investor @patientinvestt
8K Followers 37 Following Mr Market makes mistakes all the time and I'm here to take advantage of them.
Larry Cheung, CFA @LarryCheungCFA
11K Followers 352 Following $ES $NQ $HSI Market Participant DCF Model Researcher: https://t.co/2LPrGPJKmY Private Commentary: https://t.co/wVEL3oOmBG
Col. Rob Maness ret. .. @RobManess
100K Followers 8K Following 32-Year USAF Combat Vet, enlisted EOD; B-1 Sq Cdr; Wing Cdr; Nuclear Ops; 9/11 Pentagon Survivor; former US Senate Cand; Hosts The Rob Maness Show
Alberto Soto @Albertttoasg
2K Followers 3K Following Indie developer. Creating products that people love.
Willy Woo @woonomic
1.1M Followers 179 Following #Bitcoin analyst. I do charts, everything else is above my pay grade. Co-founder of CMCC Crest, a multi-manager market neutral fund.
Sebastian Röhl @SebastianRoehl
10K Followers 705 Following 🛠 Building a portfolio of apps in public 📱 Apps: @habitkit @liftbearapp @windiaryapp💡 Sharing my learnings about development, marketing and sales
Ilias Ism @illyism
7K Followers 851 Following The SEO agency she told you not to worry about: https://t.co/83TX8QdoYe
Kevin Naughton Jr. @KevinNaughtonJr
74K Followers 125 Following youtuber & 1st string all-american copy paster (software engineer) @google
Rahul | Data & Tech @yesrahulkr
2K Followers 2K Following #DataFamily | #PowerBI Dev. | Sarcasm | Technical Writer | Humour | Learner | Hustler | #DataAnalyst
George Papadopoulos @GeorgePapa19
1.2M Followers 14K Following Best selling author of, “DEEP STATE TARGET: How I got caught in the crosshairs of the plot to bring down President Trump” order👇
Name Redacted @NameRedacted247
76K Followers 325 Following
Syrian Girl 🇸🇾 @Partisangirl
388K Followers 2K Following Analyst | Scientist | Retweets and Quote tweets are not endorsements | Support me here https://t.co/dEU3v6UaFO | https://t.co/8YmFbGYpZv
Another value investo.. @RecoveryTrade
2K Followers 5K Following Public markets value investor by night, PE investor by day. Interests: HY / EM / Stressed Credit, Real Assets, Value w/ Catalyst. 中文/Eng
Liroy Leshed @liroyleshed
8K Followers 3K Following Founder & CEO of 21tycoons. Makers of TYCOON (CRM), Bonfire (simple project management), and We Buy Once. No DMs, email me: [email protected].
Sonam Murarkar @sonam_murarkar
2K Followers 1K Following Prev @infosys🚀 #100DaysOfCode, Sharing #DSA, Frontend, UI/UX, #js, Technical Writing, Entrepreneurship, Web3, Investing Building @LudoM24 (Ludo Game) MemeQueen
Nico @nico_jeannen
28K Followers 672 Following Dropped school, then managed +$1M in ads, then got fired. Then learned to code in 2 months, made 17 apps in 10 months & sold one for $65,000. 👉 https://t.co/3fCvgxHjmL
Ryne Williams @retirewithryne
3K Followers 185 Following Big fan of stocks, books, and cocktails | Download my FREE portfolio tracking spreadsheet👇
Islander Invests @IslanderInvests
325 Followers 1K Following Investor | US & EM | Growth & Value | $AAPL 🍏 $NIO $NVDA $SE 🇸🇬 $AMZN $IBN 🇮🇳 $V $DIS $PLTR $SQ $GOOG $AMD $ARM $ROL $ABEV $FF curr hldgs | Do own DD 🙌🏼
Westinghouse Nuclear @WECNuclear
27K Followers 814 Following Westinghouse Electric Company is the world's leading supplier of new nuclear plants, products and technologies.
Natan @nataninvesting
6K Followers 293 Following 22y old finance student 👨🏼🎓 | Diving into the stock market and sharing my insights along the way
Connor V. @ConnorVO
1K Followers 22 Following Building investing tools and newsletters -- Prev: Growth PM @ Rec Room, PM @ Zynga.
Eugen. But you can ca.. @callmeeugenius
3K Followers 2K Following 🤖 Building https://t.co/2D4PLrj93m - SEO Writer for Solopreneurs 💻 Created #100DaysToSolopreneur challenge 🐣 Founder https://t.co/PFdR6iNLEN
Indie Hackers @IndieHackers
117K Followers 1K Following Build an online business without asking for permission | Subscribe: https://t.co/NmpU6LEjCl | Sponsor: https://t.co/umKAf6TT1I
David Hamilton, Schoo.. @Hamilton4TX
4K Followers 5K Following Christian, Husband, Father, Conservative. School board trustee in Fort Bend ISD near Houston, TX.
Drug Money @TheDrugMoney
4K Followers 694 Following Pharmacist. Sharing insights and experiences on life, money and business.
Prasenjit @Star_Knight12
3K Followers 1K Following 20 | Turning Ideas into Pixels | Exploring React | Web Dev | Open-Source contributor
SHP @fyee0308
52 Followers 186 Following Stock Market Nerd | Quality & Smallcap Investor | ROIC | FCF | Building longterm wealth
Concerned Citizen @BGatesIsaPyscho
308K Followers 4K Following UK & US Based Father, Conspiracy Realist/Coincidence Analyser, Data Interpreter, Reject Woke Ideology, Pronouns- Fu*k/Off, WEF -🖕, No mRNA, STOP GeoEngineering
S.Venkatesh @AuthorVenkatesh
467 Followers 4K Following Author, AGNIBAAN & KAALKOOT (both Amazon #1). Speaker. Investor (ex-JP Morgan/Credit Suisse). Mindfulness & leadership coach, Founder - Mainspring Advisors
JUST IN: 🇭🇰 Bitcoin ETF listing ceremony in Hong Kong! First China ban, now taking over global markets... 🙌
@BTC_Archive Probably taking in kind as well as fiat because Asia has huge whales that were early in BTC and ETH. It was only 3.5 years ago HK banned retail from trading crypto and BTC.
STARBUCKS EARNINGS JUST OUT *STARBUCKS 2Q NET REV. $8.54B, EST. $9.13B ( MISS ❌ ) *STARBUCKS 2Q COMP SALES -4%, EST. +1.5% ( MISS ❌ ) *STARBUCKS 2Q INTERNATIONAL COMP SALES -6%, EST. +1.4% ( MISS ❌ ) *STARBUCKS 2Q ADJ EPS $0.68, EST. $0.80 ( MISS ❌ ) $SBUX
Cannot believe I am above $10K MRR now 😆🎉!! All from X!! I still remember spending the first month simply joining conversations on X, second month roast designs for free, and earned my first internet dollar $35 on the 3rd month. I want to share 3 lessons I learned in the…
What are some small changes you've made in your life that have had a big impact?
The Fed is about to show us how confused they are tomorrow in the FOMC. Expect commentary that will make absolutely NO sense when compared to what they said just 30 days ago.
Wer als Privatperson in Deutschland lebt und Aktien verkauft, muss den erzielten Gewinn versteuern. In der Schweiz hingegen fallen für Privatpersonen in der Regel keine Steuern auf Gewinne aus Aktienverkäufen an. 📈💰
« Lotus - flower of peace and harmony - at Xi/Blinken meeting in 2023. In April 2024 it's kroton - used in traditional Chinese medicine to treat (inter alia) diarrhea » Chinese friend sent me this and it really cracked me up… 😄
Another update from a portfolio company, this time Sto SE. Confirming the 2023 guidance from Nov. and prediciting a slightly better 2024 despite a weak Q1 was enough to send the shares up more than 5%. Expectations seem to be very low for the sector. stoprod.e-spirit.cloud/cepcom/de/Doku…
Legendary trader Michael Burry called the 2008 financial collapse 2 years in advance. He gives talk on how why US government is running a Ponzi: When the interest on your debt eclipses your tax income, your country is a Ponzi scheme ‼️WATCH👇
Investing in a company just because it is cheap, is a value trap Shorting a company just because it is expensive, is a death wish
The skyline is still amazing
I will be releasing DCF Conclusion Studies on China names in coming weeks. $PDD will be first. $BABA will be next. Downside in China is not significant even if U.S. sells off hard. Sector very undervalued and fundamentals are improving, if one takes the long term view!
We are in a currency crisis. これを理解している人はほとんどいません.
What is the best investment opportunity in this list? $SOFI $HOOD $PYPL $TSLA $GOOGL $BABA
Hey folks at @theTIKR can you add ROCE here in the efficiency overview?
My latest article examines why the vast majority of investments in the world are poor performers (bonds, stocks, and real estate), and what the handful of good performers tend to have in common. lynalden.com/most-investmen…
The risks/uncertainty involved with $BABA and Chinese equities in general are bit over exaggerated imo, and have been widely known for quite some time. “In investing, what is comfortable is rarely profitable” — Robert Arnott The reason I find Chinese equities so attractive ATM…
Bear case for Alibaba? • VIE structure & US delisting (Cayman structure) • accounting fraud (discussed for years) • extreme China regulation (right now) • increasing e-commerce competition (JD, PDD) • increasing cloud competition (Huawei, Tencent) Please add more...
What's one online service you gladly pay for every month? Why is it that good?
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