@alexsmithlovesu Iโm just highlighting that a large part of FCF is going towards neutralising a large SBC cost. I like the company, but it is not ideal at the current levels.
@FluentInQuality NVO does not at all show exemplary capital allocation. Bought back shares at ATH, opting to pay dividends now that share is underpriced, and refuses to use leverage. Basically the opposite of exemplary capital allocation.
Oil up 87% for the year... will be hard to contain this decline now that the president gave us a mind-boggling misdirection play.. Remember we don't have any instances of oil being up 100% and the market NOT being down 20%. So here we go again...
@afcb_J Although Iโd hate to admit it, 24/25 Kerkez is clearly better than Truffert. I personally also think 23/24 or 24/25 Christie is world-class footballer. Heโs the first one on that team sheet. 20/21 Begovic clears Kepa as well.
@LeeBuchanan84@HLTCO Another comment highlighted, that it is deemed a red due to it be a shirt pull and not a deliberate effort to play the ball. This makes more sense, otherwise every challenge in the penalty area would be a red.
@i9theghost5 Just came across $GRVY for the first time. Any explanations to why the stock is basically trading at EV/EBIT of 1. They've been consistently making money for last decade - have they decide to seize all operations or what?
@NielsenCV_AI I like PayPal. However, what worries me is that everyone on fintwit seems to be bullish. Sentiment really isn't as bad as people make it out to be.
@StealthQE4 The FFR has absolutely nothing to do with interest rates on credit card debt. I understand the outrage over 30% interest, but suggesting that the rate of a notoriously risky asset should be anywhere close to that of a minimal-risk asset is ridiculous.