Mark Skinner

Interests: Macro, markets, machine learning, M&A

[Temp Nirvana @tempnirvana]

I have been in markets for 20 years and @InTheAssembly is by far the best paid service I have seen. Have used a few from Value Line to Motley!! Nothing comes close….

[The Assembly @InTheAssembly]

We are extremely grateful to be able to help people all around the world on their financial journey.

This started as a small community. It has become something much bigger than that.

Be here July 22 for the reopening.

https://t.co/g50airyHOD

[Yellowbrick Investing @joinyellowbrick]

$ERII - Middle East water desalination play. $77M net cash. $480M mkt cap. 4.2x NTM EV/Sales (v 6.3x median). 11x LTM EV/EBITDA v 32x median (lumpy). Withdrew guidance due to Iran War, but I think some of the bulls are conflating the 30% Q4 earnings dip (in Feb) with the 20% dip in May. The Feb dip had nothing to do with the war, it was about project delays and CO2 wind-down. May guidance withdrawal was war-related, but it gave them cover for any ongoing issues. Lumpy project-based rev. Desalination is a strong trend (exacerbated by AI). Upside from war ending and re-instituting guidance. Also would benefit if war escalated and water infra was attacked.

No recent write-ups on YB (though I think one is in the queue).

[Mark Skinner @denver_bronco]

@ajak1033 Larry David is ensconced in velvet

[The Assembly @InTheAssembly]

A sub-$1B market cap company is sitting at the intersection of nuclear, quantum, semiconductors, and medicine.

Using proprietary laser tech to enrich rare isotopes the world is desperate for.

Currently imported almost entirely from Russia and China.

Here it is:

[NEXTA @nexta_tv]

Mongolian “Jingle Bells” takes social media by storm

Dutch DJ Ummet Ozcan added a new layer of flavor to the famous Christmas song — and listeners loved it.

[Ethan Mollick @emollick]

We use imprecise words when describing subtle differences between things, but do we interpret them the same way? Two surveys:
😇Goodness/Badness: Something is the worst to Americans if it is “very bad." The best is "perfect”
📊Probability: the least likely event happens “rarely”

[Mark Skinner @denver_bronco]

Excited to be working with @brettonwoods_ii promoting doing well by doing good #trilliondollarchallenge @NewAmerica
https://t.co/Kr92n1DQXO

[Arbitrage*Macro @ArbitrageSearch]

Here are 66 Trade/Macro ideas from our Guide to Independent Macro Research firms going out Monday, hard copy only:

[Mark Skinner @denver_bronco]

Defense wins Championships #SB50 #SuperBowl #BroncosCountry

[Clint Calder @clintcalder]

I'm guilty of the #manspread @denver_bronco when I fly private. @flyBeacon https://t.co/cp8hiRcKHQ

[Ash Bennington @AshBennington]

Cool math in our manspreading piece by Mark Skinner @denver_bronco—the bad puns are all me. https://t.co/8WW7YpIxI9

[economonitor @economonitor]

Peyton’s Arm Strength Over Time https://t.co/iEzdrMMpPj

[Wade Eyerly @wadeeyerly]

good analysis by @denver_bronco published by @economonitor about how Peyton Manning gets weaker as the season goes on. Does it impact Brady?

[Mark Skinner @denver_bronco]

@stevenchustudio thanks! What a wait indeed! You'd think I was a kid waiting for Christmas I'm getting so antsy

[Mark Skinner @denver_bronco]

Beginning of a Broncos offense coming together? https://t.co/ImMC45Udk4 @docllv

[Mark Skinner @denver_bronco]

@PYTBurger I can't wait to come see the new Bowery location. When can I start using my unlimited burger card in NYC?

[Mark Skinner @denver_bronco]

Couldn't find a library for Bloomberg API where requests/responses are in Python pandas dataframe. Here's mine https://t.co/QPDMLo4CIl

[ESPN College Football @ESPNCFB]

There aren't many CFB backdrops that are cooler than BYU's. #UCONNvsBYU (via @UConnFootball)

[Mark Skinner @denver_bronco]

@aubreyapproved https://t.co/qKo2biLbkB

[BYU Cougars @BYUCougars]

New York ... Don't forget that we are dropping in Manhattan TONIGHT!! #BYU50 #GoCougs