Posts
Making promises before the other side has actually agreed - Art of the deal.
I'm not saying Iran is using Donnie's premature promise yesterday, of a GRAND, GREAT, THE BEST, MOST AMAZING, LONGEST LASTING Deal, against him, now pushing for even more concessions, as they know he needs a deal done and signed before market open on tuesday... But If they were, it might …
On the trading floor at the London Exchange
Fyi this was exactly when the guy bought puts because he was shat by a pigeon
Tested Nokia ($NOK) under different WACC and growth scenarios
I ran a DCF Valuation analysis on Nokia using different growth, WACC, and terminal value assumptions. The base case valuation came in well below the current market price, while the sensitivity matrix shows how much the fair value changes under different scenarios. Are these growth and WACC assumptions too conservative? …
Iran Moved Billions Through Binance to Fund Regime—Continuing Into This Month
“Binance customer support: ‘We take compliance very seriously’” [https://www.wsj.com/world/middle-east/iran-binance-crypto-military-e755b218](https://www.wsj.com/world/middle-east/iran-binance-crypto-military-e755b218)
All in on space
I’ve gone all in on virgin galactic, the theory here being that in the run up to the Space X IPO this stock will continue to benefit from all the hype and get lifted up alongside other space stocks, as we have seen in other highly anticipated IPOs in the …
Dumping Enriched Uranium, Peace Deal Pump Incoming
$45k Puts on SMH and AMD
Just bought fire insurance for a burning house.
The financials on PRGS are ridiculous. Turnaround of the year?
Price: \~$29.78 (Dropped from 52-week high of $65; complete sentiment disconnect) Valuation: 15.2x Trailing P/E — a dirt-cheap \~4.9x Forward P/E against non-GAAP guidance. Financials: $138M cash, a massive 41% operating margin, generating $263M - $275M in annual FCF. Moat: 100% Net Customer retention Rate. Software is buried deep in …
A Hormuz story in two parts
Open, Closed, Open, Closed, Open, Closed... Obviously the market is cranked out on Hopium but for all my oil bulls and bears out there, Iranian state news shut that shit right down. It's anyone's guess what'll happen throughout the rest of this prolonged weekend but one thing is for sure, …
CNBC - U.S., Iran close in on 60-day ceasefire extension with nuclear framework: FT
Calls on Tuesday U.S., Iran close in on 60-day ceasefire extension with nuclear framework: FT https://www.cnbc.com/2026/05/23/us-iran-war-talks.html?\_\_source=androidappshare