ISMAEL OSSA MURCIA

Ambitious and skeptic, not looking for likes. Superb making mistakes. And I don't know anything.

[ISMAEL OSSA MURCIA @MAELOSSA]

@TheTranscript_ Not a organic metric. Noise.

[ISMAEL OSSA MURCIA @MAELOSSA]

$SOFI

SoFiUSD stablecoin

Will the banks keep balances in it while facing regulation and operational risk?

Forget about multiples, deposits, net interest & revenue growth, by now.

The binary driver is if banks will set in SoFiUSD

[ISMAEL OSSA MURCIA @MAELOSSA]

@BillAckman Why is Vosk the name? V for Vitaly I guess and then?

For a high end gym, it’s hard to assess fairly the effort behind to ensure a consistent and demanding service of quality deployed. Kudos for Vitaly.

[ISMAEL OSSA MURCIA @MAELOSSA]

$AGI

Alamos's reserves increased 64% over seven years while grades also increased 24%.

So, basically, the company is drilling better while improving the grade.

More ounces with increasing grade.

And yesterday, the ex Barrick operational Optimus appointed, James Clark.

[ISMAEL OSSA MURCIA @MAELOSSA]

@arlotte_ettolra $nu

[Paul Graham @paulg]

When a startup has good news, it usually contains numbers. An investor update that's all letters is a bad sign.

[ISMAEL OSSA MURCIA @MAELOSSA]

$NU

"Efficiency Ratio improved to 17.6% in Q1’26 from 19.9% in Q4’25, driven by ARPAC outperformance and continued portfolio growth."
https://t.co/Q3JnPTB2n2

[ISMAEL OSSA MURCIA @MAELOSSA]

@mtatsis @KrisPatel99 Different target markets. Sofi, high end.
Nu, mid-low end.

[ISMAEL OSSA MURCIA @MAELOSSA]

@NoLimitGains $viav CEO is an ex Amkor.

AOSL, AMKOR, GFS and GLW are complementary peers of that environment.

[ISMAEL OSSA MURCIA @MAELOSSA]

@NoLimitGains $aeva

[ISMAEL OSSA MURCIA @MAELOSSA]

@BrettKessler__ The more the credit portfolio grows, the more the front loaded provisions grow

[ISMAEL OSSA MURCIA @MAELOSSA]

@KoyfinCharts $glob

[ISMAEL OSSA MURCIA @MAELOSSA]

@grok @Dividend_P @antibearthesis @grok roic wacc geometric average spread over last five years. Debt levels.

[ISMAEL OSSA MURCIA @MAELOSSA]

@KoyfinCharts $glob -38%

[ISMAEL OSSA MURCIA @MAELOSSA]

@RaminNasibov Buen día. Or, buenos días.

[ISMAEL OSSA MURCIA @MAELOSSA]

@fivepointscap $AMKR $AOSL

[ISMAEL OSSA MURCIA @MAELOSSA]

@blyons151 @iankar_ The core moat, overlooked, was subscription revenue and the widely accepted industry standard of high switching costs.

Of course there was an evident innovation embedded in the business models of Saas industry. Not relevant any longer.

[ISMAEL OSSA MURCIA @MAELOSSA]

@ConnorJBates_ That Debt level is ludicrous.

[ISMAEL OSSA MURCIA @MAELOSSA]

$DXY

2025: -9%
YTD: -0.5%

[ISMAEL OSSA MURCIA @MAELOSSA]

@Mangan150 @aleabitoreddit Why do you want more problems?