Hormuzs sees triple of average ship crossings
https://insights.windward.ai/
https://insights.windward.ai/
Hey everyone, so today I was approached by someone working at the grocery store, who was doing an instacart shopping order. He asked if I know about "redplugging" with crypto. I tried to clarify if he meant "rugpull" but he …
hey everyone, two quick heads up for those interested. i coordinated with the mods before posting this. i know the community is guarded against stuff like this, rightfully so, but it also sucks for people to lose the potential resource …
What is your opinion of FMX? THe idea of foreign constumer staples seems attractive, and it appears slightly undervalued. EV / EBITDA is 8.57 compared to industry average 10.68. They're a conglomorate with many subsidiaries, but two of them earn …
I don't usually care what famous investors buy. But Michael Burry buying Microsoft caught my attention. Not because I'm about to copy him. Because Microsoft has probably been one of the least popular mega-cap tech stocks over the last few …
On the QAV America podcast this week, I did a deep dive into a tiny bank based in Virginia that nearly wiped itself out, loaning a bucket load of money to a billionaire senator that owns a luxury hotel with …
I didn't want to believe it, but I think that Strategy is the target for this cycle bottom. The market will trade against Saylor, BTC price will go down till they Force liquidate him. His average is 75k. He can …
Salesforce's TTM free cash flow is about 14.66B. Management guided FY2027 free cash flow growth to 4%-5%. The balance sheet adjustment is -$19.67B, calculated as cash, marketable securities, and strategic investments minus debt, including the new debt from the $25B …
I'd like to experiment with expected vs actualized moves, the problem is I don't know if I should use 252 or 365 to de-annualize IV? The formula I'm planning on using is IV \* sqrt(t/(252 or 365)), I'll be pulling …