LARRY ELLISON AGREES TO PROVIDE AN IRREVOCABLE PERSONAL GUARANTEE OF $40.4 BLN OF EQUITY FINANCING FOR WARNER BROS DISCOVERY OFFER
*PARAMOUNT WILL BOOST REGULATORY REVERSE TERMINATION TO $5.8B
*WARNER BROS DISCOVERY SHARES CLIMB AS MUCH AS 6.2%
Today, $NBIS released its Q1 2025 results.
As you know, this is the largest position in my portfolio, so it was definitely the one I was most looking forward to reviewing.
In this thread, I’ll break down everything you need to know about the Earnings Report: 🧵👇🏻
$NBIS is my largest position — and it’s finally starting to catch the attention of more investors.
I’ve been talking about it for months, so it's time to condense everything in a detailed thread.
Here’s why I believe $NBIS is one of the best opportunities in the market: 👇🏻🧵
$TNZ.TO with another 52-week high today. Imagine thinking you missed the boat at $7? By far the best E&P performer in the space in Canada this year.
#TeamMarino
@joantubau Hay que fijarse en los bancos que estén supervisados por el BCE y Revolut es uno de ellos. Aquí está el listado por países: https://t.co/TO7difMXF2
Tenaz Energy $TNZ acquires gas assets in the North Sea from Exxon and Shell for C$265m, producing 11k boepd and C$134m FCF. Value date is Jan 1 '24 so it will pay by itself in 18mos, without issuing a single share. H/T to @TenazEnergy and also @ITOLDYA6 for covering it so early!
"Imagine putting 2 million people in the world's largest prison, turning off the water, electric, & flow of medicine, then ruthlessly bombing it more each week than the US bombed Afghanistan in a year. Imagine justifying it w/the Holocaust."
https://t.co/gdNoB4DOYO
@mrierathelen@ConquistaStonks El problema es que por un lado suben los tipos y por otro la oferta es escasa y limitada. Por tanto, parece difícil una caída fuerte. No obstante, creo que le queda aún meses para notarse las consecuencias.