Freddie Wittmann @freddiewittmann
Value Investing | Football (⚽️) | AFC 🔴⚪️ Joined January 2014-
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You need to own @FulgentGenetics $FLGT 1. Transformative Therapeutic Pipeline with Preliminary Efficacy: The wholly-owned Fulgent Pharma subsidiary offers a "plug and play" nano-drug delivery platform for poorly soluble candidates. Its lead candidate, FID-007, showed a…
$BABA IS UP 9% PRE MARKET AND MORE THAN 100% YTD! 🚀🧡 After years of patience, Alibaba has for the first time surpassed the Fair Value of my model. I will decide what to do with my shares soon, but having been proven right in the end is a great satisfaction. Congratulations…
Check out my latest article selected for publication on @SeekingAlpha seekingalpha.com/article/482362…
The asymmetry of compounding: small gains become massive over time, but one large loss can erase years of progress. This is why great investors think more about what can go wrong than what can go right.
Next-level excellence.
@BuyCheapNPray game is always the same business.columbia.edu/insights/chaze…
What is happening with $GRVY - am I missing something?
Welcome to Arsenal, Viktor Gyökeres 💪
🚨 Arsenal in process of completing move for Viktor Gyokeres after taking final steps in negotiations with Sporting Lisbon. #AFC made formal advances on deal terms over weekend in bid to secure 27yo #SportingCP striker. 5yr contract lined up @TheAthleticFC nytimes.com/athletic/64760…
I’m going to say it… @_DeclanRice should be Arsenal club captain next season. He is the real leader of this team now, and our best player.
Mobile revenue weekly update (iOS/Android). - US-traded: $GRVY #1 again with +49% as Ragnarok M: Classic performs in Taiwan. Top 5 completed by $ANGH, $GDEV, $IQ $MYPS no catalyst. - World: No catalyst #Globee (5575.T) #1 - uptrend continues - on watchlist now.
Warren Buffett watching the stock market implode while holding $300 billion in cash
Check out my latest article selected for publication on @SeekingAlpha seekingalpha.com/article/477180…
The youngest player in history to score on his senior #ThreeLions debut. 👏 @lewisskelly49
This is a great quote by Charlie Munger and it very much applies to many stocks today. If you thought $TSLA was a buy at $480, then what are you doing right now? but most people can't stomach that kind of fall, and don't get me wrong, it is hard. This is why I think about…
$GRVY had another good week in terms of operations, whilst stock hit a 52W 2 graphs: a) est. revenue per game as a stacked area, so you see how each release's revenue slowly dwindle whilst new game make up for it and b) last week's est. % of revenue per game
Weekly roundup of estimated mobile revenue (iOS/Android). - Top 5 US $GRVY $CHGG $GDEV $PLTK $GPRO no catalyst - World: #Imagineer (4644.T) starting to look real good. #Devsisters clear catalyst if you trade KR. #Gungho (3765.T) , #Enish (3667.T), #CAVE (3760.T) no catalyst
$BABA Dec 31 quarter: ✅ Sales +8%, acceleration vs previous quarters and ahead of consensus (+6.5%) ✅ China CMR +9% on higher take gate and GMV ✅ Cloud revenue +13% (vs 9.7% consensus) ✅ Cloud EBITA +33% ✅ Operating CF +10% ($9.7B) ✅ FCF down 31% to $5.3B on higher…
$BABA EARNINGS ARE OUT! This is the first time I'm very positively surprised by Alibaba numbers 🤯 Taobao Tmall customer management +9% following effective monetization. CLOUD +13%: "LOOKING AHEAD REVENUE GROWTH AT CLOUD DRIVEN BY AI WILL CONTINUE TO ACCELERATE"
For those interested $GRVY
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