@Biohazard3737 20% of stocks, probably cyclical, drive more than 100% return and investors feel they have no chice but to chase while high quality companies get no interest.
@OutsideView_ Such a good opporrunity. The market misunderstands that so little equity is allocated to those loans anyway. And the company was buying back in the quarter at an average of $129
Former AWS Agentic AI product lead on MSFT edge on the business application layer: $AWS $MSFT
"I underappreciated that before coming here. I worked on this new agentic application for business users called Amazon Quick. It is meant to compete with Microsoft's suite, including ChatGPT and Power Automate. You had to go through many hurdles to connect it to everything. It was possible, but it wasn't native, connected to your Outlook or Word. When I came here and saw the integrations - I had never used Teams before - and all the ways where Copilot is just there, it is game changing. It wasn't until that moment that I realized it is going to be nearly impossible for AWS and Amazon Quick to compete with that. The product has to be exponentially better for customers to want to deal with establishing all the connectivity and doing all these unnatural things to get it into place. Here it is just out of the box"
🛑El Departamento de Justicia de los EE.UU. presentó un pedido de suspensión del discovery mientras la Corte de Apelaciones decide la apelación primaria (USD 16.100 millones). Anoche, hubo sorpresa ya que el DOJ no había solicitado ser aceptado como Amicus en apoyo de la Rep. Argentina en la apelación primaria. Finalmente, el pedido está relacionado con suspender el discovery y no sobre los méritos de la apelación.
🛑 The U.S. Department of Justice has requested a stay of discovery while the Court of Appeals considers the primary appeal (USD 16.1 billion). The request initially surprised market participants, as the DOJ had not previously sought to appear as amicus curiae in support of the Republic of Argentina in the main appeal. The filing, however, ultimately relates to pausing discovery proceedings and not to the merits of the appeal itself.
🛑El Departamento de Justicia de los EE.UU. presentó un pedido de suspensión del discovery mientras la Corte de Apelaciones decide la apelación primaria (USD 16.100 millones). Anoche, hubo sorpresa ya que el DOJ no había solicitado ser aceptado como Amicus en apoyo de la Rep. Argentina en la apelación primaria. Finalmente, el pedido está relacionado con suspender el discovery y no sobre los méritos de la apelación.
🛑 The U.S. Department of Justice has requested a stay of discovery while the Court of Appeals considers the primary appeal (USD 16.1 billion). The request initially surprised market participants, as the DOJ had not previously sought to appear as amicus curiae in support of the Republic of Argentina in the main appeal. The filing, however, ultimately relates to pausing discovery proceedings and not to the merits of the appeal itself.
🛑El Departamento de Justicia de los EE.UU. presentó un pedido de suspensión del discovery mientras la Corte de Apelaciones decide la apelación primaria (USD 16.100 millones). Anoche, hubo sorpresa ya que el DOJ no había solicitado ser aceptado como Amicus en apoyo de la Rep. Argentina en la apelación primaria. Finalmente, el pedido está relacionado con suspender el discovery y no sobre los méritos de la apelación.
🛑 The U.S. Department of Justice has requested a stay of discovery while the Court of Appeals considers the primary appeal (USD 16.1 billion). The request initially surprised market participants, as the DOJ had not previously sought to appear as amicus curiae in support of the Republic of Argentina in the main appeal. The filing, however, ultimately relates to pausing discovery proceedings and not to the merits of the appeal itself.
🛑El Departamento de Justicia de los EE.UU. presentó un pedido de suspensión del discovery mientras la Corte de Apelaciones decide la apelación primaria (USD 16.100 millones). Anoche, hubo sorpresa ya que el DOJ no había solicitado ser aceptado como Amicus en apoyo de la Rep. Argentina en la apelación primaria. Finalmente, el pedido está relacionado con suspender el discovery y no sobre los méritos de la apelación.
🛑 The U.S. Department of Justice has requested a stay of discovery while the Court of Appeals considers the primary appeal (USD 16.1 billion). The request initially surprised market participants, as the DOJ had not previously sought to appear as amicus curiae in support of the Republic of Argentina in the main appeal. The filing, however, ultimately relates to pausing discovery proceedings and not to the merits of the appeal itself.
🛑El Departamento de Justicia de los EE.UU. presentó un pedido de suspensión del discovery mientras la Corte de Apelaciones decide la apelación primaria (USD 16.100 millones). Anoche, hubo sorpresa ya que el DOJ no había solicitado ser aceptado como Amicus en apoyo de la Rep. Argentina en la apelación primaria. Finalmente, el pedido está relacionado con suspender el discovery y no sobre los méritos de la apelación.
🛑 The U.S. Department of Justice has requested a stay of discovery while the Court of Appeals considers the primary appeal (USD 16.1 billion). The request initially surprised market participants, as the DOJ had not previously sought to appear as amicus curiae in support of the Republic of Argentina in the main appeal. The filing, however, ultimately relates to pausing discovery proceedings and not to the merits of the appeal itself.
I had the great honor to attend the world premiere tonight in Los Angeles of Avatar: Fire and Ash. Opens December 19.
Don’t crawl, don’t walk, don’t sprint to see this movie. Instead, move at the speed of sound or light to get your tickets.
The biggest movie of 2025.
$NCMI looks interesting again. Industry remains depressed post-COVID and 2023 Hollywood strike. No debt, $370m TEV is ~2x pre-COVID unlevered FCF. Dominant player in consolidating industry with recently announced accretive acquisition and growth should recover in 2026+
$NCMI Superb analysis that perfectly describes NCMI's present circumstances. So if you want to bring your NCMI knowledge up to date or learn about NCMI from scratch, this is required reading. https://t.co/enkknPj76U