Liska Investments

Investment Advisory Firm in Ohio CRD# 304252 Instagram@ JML_Investments Facebook@ JMLInvestments [email protected]

[Liska Investments @JMLInvestments]

https://t.co/zGSQBifOIH

[Liska Investments @JMLInvestments]

@throwabull @StockMarketNerd I think they will have problems fixing it

[Liska Investments @JMLInvestments]

@elonmusk Seems a bit extreme

[Liska Investments @JMLInvestments]

$SPCX

[Starlink @Starlink]

The first Starlink V3 satellites in space successfully deployed their solar arrays, fired their thrusters, established connections with the Starlink constellation using radio frequencies and laser links, and captured imagery of Starship

[Liska Investments @JMLInvestments]

@PolymarketMoney What an idea

[Liska Investments @JMLInvestments]

$TSLA sell off of China assets labeled “Fake News” by @elonmusk

[Elon Musk @elonmusk]

@farzyness This is fake news

[App Economy Insights @EconomyApp]

$AAPL Apple Q3 FY26 (June quarter):

📱 Products +18% Y/Y to $78.7B
💳 Services +12% Y/Y to $30.7B

• Revenue +16% Y/Y to $109.4B ($0.5 beat)
• Operating margin 33% (+3pp Y/Y)
• EPS $2.02 ($0.13 beat)

[Liska Investments @JMLInvestments]

@SawyerMerritt @Tesla Great spot

[Liska Investments @JMLInvestments]

@charliebilello It’s called investing

[App Economy Insights @EconomyApp]

$MSFT Microsoft Q4 FY26 (June quarter):

☁️ Azure +43% fx neutral.

• Revenue +18% Y/Y to $90.0B ($2.4B beat).
• Gross margin 67% (-1pp Y/Y)
• Operating margin 45% (flat Y/Y).
• EPS $4.74 ($0.50 beat).

[Stock Market Nerd @StockMarketNerd]

Snapshot of a very noisy $META quarter (please see notes highlighted in blue):

[Elon Musk @elonmusk]

The ship landing was precise, meaning that it would have been caught by the tower arms

[Liska Investments @JMLInvestments]

$SOFI

[SoFi @SoFi]

📣 Q2 was an exceptional quarter for SoFi. We delivered:

👉$1.2 billion in adjusted net revenue, up 40%
👉 1.1 million new members, up 35%
👉 A record 2.2 million new products, up 42%
👉 A record $14.8 billion in loan originations

For the first time, we added 2x as many products as members, with 51% of new products opened by existing members - showing that more people are choosing SoFi for more of their financial lives.

Full Q2 results here: https://t.co/jKvo9CZhzG

[Stock Market Nerd @StockMarketNerd]

Snapshot of a strong $SOFI quarter:

[Liska Investments @JMLInvestments]

@Nezukoa4 What a petty guy

[Liska Investments @JMLInvestments]

$SPCX

[SpaceX @SpaceX]

Landing burn and splashdown of Starship on Flight 13

[Liska Investments @JMLInvestments]

@chamath You have never sounded more like a nerd, and that's saying something

[Liska Investments @JMLInvestments]

6% interest with 1k direct deposit

[X Money @XMoney]

Your money, on the world’s most powerful network

𝕏 Money is rolling out to U.S. Premium and Premium+ subscribers starting today

[Liska Investments @JMLInvestments]

In markets, noise is constant. Substance is not.
This week brings a concentrated test of investor temperament: earnings from four of the largest public companies in the world, a Federal Reserve decision, and energy markets still reacting to geopolitical developments. Short-term price moves will dominate headlines.

Volatility is temporary for investors who own durable businesses and maintain the discipline to hold them. Time, not timing, has been the more reliable ally.
As earnings and policy news unfold this week, we will continue focusing on the underlying quality of the companies our clients own—capital allocation, competitive position, and long-term cash-flow generation—rather than the daily scoreboard.
What helps you stay patient when markets move quickly? We welcome your thoughts below.
#LongTermInvesting #PublicCompanies #InvestmentDiscipline #MarketHistory #PatientCapital

[Bernard Arnault @BernardArnault]

J’ai été très sensible aux nombreux messages que vous m’avez adressés à la suite de ma lettre ouverte au Monde.

Je tenais à vous en remercier toutes et tous, directement et personnellement, ici, sur X.

Merci!
Bernard Arnault