JASPFin

[JASPFin @JaspFin]

@Thmuay1977 Aunque te joda Bukele, es un pragmático de izquierda + derecha. No es tu Milei

[JASPFin @JaspFin]

@heyrimsha AI

[JASPFin @JaspFin]

@dotkrueger @grok why this?”If you get to AGI first, you win.”

[JASPFin @JaspFin]

@bhargreaves @julioalbertoo_ @grok make this chart for Spain. Link the data source

[Gonzalo Bonet @GBCLopi]

Me parece interesante hacer este tipo de análisis para entender mejor el porqué del auge de cierto tipo de ideologías. Por eso ayer me escuché entero el directo de el Xokas (@elxokas), uno de los más influyentes entre los jóvenes, y tomé algunas notas. Veamos: 🧵👇

[JASPFin @JaspFin]

@wallstwolverine Cuántos preferiríais vivir en un califato islámico que en una España gobernada por Pablo Iglesias?

[Micro2Macr0 @Micro2Macr0]

#Bitcoin volatility will be good for $HOOD, because it increases trading.

The @Citi analyst is an idiot.

[JASPFin @JaspFin]

@AleInversor SORTEO

[Ale Inversor @AleInversor]

🔥🔥ATENCIÓN voy a hacer un SORTEO para regalar🎁🎁 2 licencias para usar este programa que he creado basado en la filosofía de inversión de TERRY SMITH.
✅El programa contiene más de 40.000 acciones para chequear variables como ROCE, EPS, deuda NETA/FCF, márgenes, cobertura intereses etc, mide su TENDENCIA Y EVOLUCIÓN.
✅Así mismo el programa te da una NOTA del 1 al 10 para intentar sacar buenas ideas de inversión.
Para participar:
🔵Dar ❤️ y hacer RT
🔵 Escribir SORTEO en comentarios
¡Mañana se comunicarán los ganadores, mucha suerte a todos"' Te dejo unos screens👇

[JASPFin @JaspFin]

@wallstwolverine Lo mismo pasa en Madrid y tenemos a una IDA de presidenta

[JASPFin @JaspFin]

@jlantunez Cuando se aprobó la ley del suelo de Aznar

[App Economy Insights @EconomyApp]

Our Deep Dive on Duolingo is out!

11M followers on TikTok—not bad for an owl!

How's $DUOL growing so fast?

📈 User trends
🏅 Gamified learning
📊 Financials visualized
🦉 Viral marketing genius
🎵 Math & Music expansion

Learn how @duolingo wins 👇
https://t.co/piLdbHWWcs

[Javi Lopez ⛩️ @javilopen]

I'd rather invest $1500 on some people who can use it than wasting it on ads, so here we go!

🔥 Magnific giveaway 🔥

I'm giving away 20 Magnific 🪄 accounts with 5000 tokens + BETA ACCESS to Stye Transfer to 20 random persons who:

1/ Follow me
2/ Repost.
3/ Like.

G luck!🤞🍀

[amit @amitisinvesting]

ALEX KARP $PLTR ON SHORT SELLERS TODAY ON CNBC:

"I love burning the short sellers. Like almost nothing makes a human happier than taking the lines of coke away from these short sellers that are going short on a truly great American company. They love pulling down American companies so they can pay for their coke. The best thing that can happen for them is we will lead their coke dealers to their homes after they can't pay their bills. Do your thing, we will do our thing."

Oh. My. Goodness.

[Crossroads @Dr_Crossroads]

$PYPL In a few weeks, PayPal's Xoom service will allow users to send their $PYUSD stablecoin with no fees to over 160 countries, which is instantly converted into the end-user's desired currency.

How does this work, and how will PayPal make money off of it? 👇🏽

HOW IT WORKS NOW

Users pay fees based on their deposit type. Quite a few fees are already $0, but bank deposits and cash pickup carries a fee.

These funds usually need to be from settled / available sources. Settlement times can vary on the other end depending on the country, but the transfer usually takes a few minutes, up to several days.

There is also a currency conversion fee. Xoom doesn't give the best rate here. More on that below.

HOW IT WORKS WITH $PYUSD

There are a couple significant changes.

- Instant settlement times.
- No transaction fees. It doesn't matter if it's cash pickup, deposited in a bank account, or on a debit card.

Since $PYUSD has near-instant settlement times, you can also use unsettled funds to buy $PYUSD, then instantly send a remittance via Xoom.

HOW DOES PAYPAL MAKE MONEY HERE?

PayPal still charges a currency conversion fee on the other end. You can think of this as similar to Robinhood's Payment for Order Flow. IE, PayPal doesn't give the best rate for the conversion but offers no fees instead of other models (such as Wise) which offer better conversion, but has fees.

HOW DO THEY COMPARE TO WISE?

Wise is one of the leaders for international remittances and is rapidly growing. They're regarded a bit more highly than Xoom, but much of the reason is due to the fees. Wise is very inexpensive.

$PYUSD allows PayPal faster settlement times at a competitive overall rate vs Wise, and gives flexibility to use unsettled funds.

PayPal's expenses here is a small gas fee for using the Etherium network. As such, they almost certainly have higher margins on this product using their own stablecoin than Wise.

Here's a Wise comparison to Xoom. In this example, Wise actually ends up slightly ahead of PayPal's product. Usually that's not the case with cards, but it is the case with ACH / Bank / Wise balances (all which required settled funds to use).

FINAL THOUGHTS

This change puts Xoom back into competition with Wise in terms of cost. In some cases, Xoom is cheaper to use, and in others, the settlement time and ability to use unsettled funds may give Xoom the edge here.

I don't think Wise will go away, but PayPal's stablecoins helps Xoom be able to offer no fees without destroying PayPal's margins.

[Compounding Quality @QCompounding]

@FoundersPodcast @naval 7. Percentage gains needed to recover from a loss:

[Dalton Brewer @daltonbrewer]

“Prototypes are easy, production is hard”

| Elon Musk

[Martinez (JonGnzlz no te olvidamos) @MrtnzAlvrz]

El capital humano es nuestro activo mas importante (si, incluso mas que el piso, no os sorprendais), pero se puede cuantificar?

Un hilo con unas cuentas un poco macabras:

[JASPFin @JaspFin]

@zumitow Mil gracias! Me interesa 🫶🫶🫶

[Robert @Thmuay1977]

$TEP TELEPERFORMANCE

🚨 Cuando veo esta divergencia entre precio de cotización y generación de beneficios ya la pongo en el radar

Pocas veces una empresa va a seguir ganando más y su cotización va a seguir cayendo.

Será su valoración ??? Veamos 👇