$TSLA is trading at a PE over 110 (was 200 recently) — exuberant for a car company. Some argue it’s a tech play due to robo-taxi plans, but $GOOG already has robo-taxis on the road. A lot needs to go right for Tesla to justify its current valuation.
$HPQ looks cheap: 10x earnings, even cheaper on FCF. Flat revs, but margins ↑ from 18.5% → 22%. 40% of shares bought back in 5 yrs. $3.2B FCF, but $9B debt = red flag. Acquired Poly in ’22—yet to show growth. Could be a Magic Formula buy. Digging deeper.
South Africa has legally mandated racial quotas in its sports teams.
Israel does not.
Yet South Africa has filed a case against Israel at the ICJ.
The contrast speaks for itself.
#Israel#SouthAfrica#ICJinstagram.com/reel/DHowvWOBY…
I’ll be posting the stocks I own and why I own them to stay accountable.
Not financial advice — I’m not a financial adviser.
Do your own research.
These are long-term investments only.
#ASX#Investing
I’ll be posting the stocks I own and why I own them to stay accountable.
Not financial advice — I’m not a financial adviser.
Do your own research.
These are long-term investments only.
#ASX#Investing
Star Entertainment ($SGR) extended talks with Salter Brothers on a $950m refinancing deal to April 1. Lifeline could ease pressure from debt and regulatory risks.
#StarEntertainment#ASX
Boeing ($BA) rallied after Japan Airlines ordered 17 jets and the U.S. Air Force awarded a $20B defense contract. A double tailwind for the aerospace giant.
#Boeing#Defense#Aerospace
Tesla ($TSLA) EU registrations crashed 47% YoY in Feb as backlash against Elon Musk and rising EV competition hit hard. Stock dipped on the news.
#Tesla#EVs
Trump Media ($DJT) jumped 8.9% after announcing a partnership with Crypto.com to launch “America-First” investment funds. Retail hype continues to drive wild swings.
#TrumpMedia#Crypto
Wall St drifted higher:
• S&P 500 +0.2%
• Nasdaq +0.5%
• Dow flat
Consumer confidence slumped to a 12-year low, but markets held steady. Energy hit 3-month highs while Tesla, Boeing & Trump Media made headlines.
#StockMarket#NYSE
StubHub files for IPO
The ticketing giant is headed to the NYSE, looking to capitalize on live event demand. Details on pricing and date to come.
#StubHub#IPO#NYSE
$TSLA rockets +12%
Relief rally as markets digest signs that Trump’s tariffs may be more targeted than feared. Tech breathes a sigh of relief.
#TSLA#Tesla#Tariffs#NYSE
$ME files Chapter 11.
23andMe rejects buyout offer from CEO Anne Wojcicki, who steps down but stays on the board. She’s now looking to buy the biz post-bankruptcy.
#ME#23andMe#bankruptcy#NYSE
NYSE movers – Mar 24:
•$ME files for bankruptcy; Wojcicki out as CEO
•$TSLA +12% on tariff relief optimism
•StubHub files for IPO
•$NIO -4.5% after wider Q4 loss
•NYSE to delist $ETWO-WT warrants
#NYSE#stocks#TSLA#ME#NIO#StubHub
$KLS edges up 0.7%
Kelsian Group confirms it’s in direct talks with Transport for NSW to extend its Region 6 Sydney bus contract (~$219m FY25 revenue).
If talks fail, a new tender will be launched mid-2025.
#ASX#KLS#transport#Sydney#infrastructure
$HLI tanks 27%
Helia shares plunge after announcing CBA is entering exclusive talks with a rival LMI provider.
The CBA contract made up ~44% of FY24 GWP. Current deal ends Dec 2025.
Helia will still earn revenue on existing policies over 15 years.
#ASX#HLI#CBA#LMI#ausbiz
Commodity snapshot this week:
•Gold hits record $3,000/oz
•Copper tops $10,000/t
•Oil up 1.6% (WTI $68.28)
•Lithium slips 0.5% to $9,042/t
•Nat gas dips
•Coal steady on strong demand
#commodities#ASX#gold#lithium#copper#oil
560 Followers 4K FollowingI am a #crypto enthusiast, holding a small amount of #BTC and a certain amount of #ETH.Like most people in the world, I am also fighting global inflation.
219 Followers 664 FollowingAuthor of Rapture Fusion: Merging the Pre-trib, mid-trib, pre-wrath, and post-tribulation rapture views into something better
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637K Followers 2K FollowingEmirati Expert in Strategic and Political Affairs (Middle East) | Author | Analyst and Researcher | Bu Zayed| Posts reflect my views only.
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63K Followers 65 FollowingGaza Ministry of Health, fastest dead body counters in the west. BBC fact checkers. Owned and operated by Hamas. A true parody of a health org.
18K Followers 135 FollowingNavigating the ASX & real estate portfolio beyond financial freedom. Assume I’m paid a fee for my tweets. Not financial advice. That Stock Chick ®
2K Followers 123 FollowingASX equities with a Metals & Mining bias.
Contrarian by nature, sarcastic by design.
Give me 2x FCF in Africa over 30x Sales in Silicon Valley.
2K Followers 140 FollowingExploring for the next tier one deposit.
Lover of hydrocarbon bonds. #COM #CoalTwitter
それで、あなたは何について話しているのですか? 私の目的は石炭です。 それで全部です。
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75K Followers 796 FollowingPresident and CEO, Rule Investment Media LLC Views expressed are my own. Investing in natural resources and conventional financial services
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11K Followers 152 FollowingRK Equity. Research and advisory (Lithium & other EV battery metals). Co-host of @LithiumionRocks! https://t.co/5IHesnL6RI on YouTube
23K Followers 2K FollowingMine to grid battery supply chain intelligence. Trusted data, global coverage, and the largest analyst team specialising in energy transition supply chains.
2K Followers 2K FollowingNick Scali Furniture was established over 50 years ago and is one of Australia's largest importers of quality lounges. We're online from 9am - 5:30pm Mon-Fri.
7K Followers 1K FollowingPresident of Templeton & Phillips Capital Management, LLC. Co-author of Investing the Templeton Way and the Maximum Pessimism Report.