💹📈Muath Ayeshمعاذ عايش

Founder of MIHA FUND 📉📈 & FTSA Academy 🎯 | DALAL FLAVOR 🍪 | ETF Investor | 57K+ trading hours 💼 | Managed $17M 💰 | Coaching for financial independence

[💹📈Muath Ayeshمعاذ عايش @MuathAyesh]

#sell

[د.ناصر الحمدان @DrAlhamdan1]

قاعدة 72
اقسم 72 على معدل العائد السنوي يُعطيك المدة اللازمة لمُضاعفة أموالك

[د.ناصر الحمدان @DrAlhamdan1]

الوقت في السوق،يغلب توقيت السوق
كلمّا زادت فترة الاحتفاظ بالسهم،قلّت احتمالية تحقيق خسارة

[د.مخلص الناظر @Dr_MokhlesNazer]

نهاية التجربة الاقتصادية الأكثر تكلفة في التاريخ والتي كلفت الخزانة التركية حوالي 50 مليار دولار
سلبي لسعر صرف الليرة

[The Kobeissi Letter @KobeissiLetter]

This is interesting:

Yesterday, we posted the news that GameStop, $GME, is considering investing in Bitcoin and other cryptocurrencies.

Litecoin's X account, @Litecoin, commented an emoji on our post.

Is GameStop buying Litecoin?

[Gab @GabGrowth]

5. Merger Comments

The big news in recent time was clearly the $GRAB and $GOTO merger rumours. I’ve had my say regarding that and will not add on.

This will 100% be asked during the earnings call and it will be interesting to see the comments by management.

I strongly expect them to deny the merger claims, but the more important factor, is to gauge the tone and delivery of the denial as that could be a tell.

[Gab @GabGrowth]

4. Buyback Plan

$GRAB has roughly $5.6B in cash (28% of MC) on its balance sheets with the business generating healthy free cash flows.

Therefore, there is no immediate need for this cash, bar point 5.

Assuming no immediate need for the cash, it would therefore make sense for Grab to begin a larger, more aggressive buyback program.

As of last Q, $GRAB still has $200M+ of its $500M buyback plan to be executed.

[Gab @GabGrowth]

3. GFin: Bank Deposits

I’ve long discussed my thesis that GFin is the gem in the $GRAB business. While ride-hailing and food delivery is the bread and butter of the business, margins are not particularly attractive.

GFin is potentially a high margin business with a secular growth tailwind. 70% of SEA remains underbanked/unbanked. My belief is that GFin will fulfill a substantial portion of that.

[Gab @GabGrowth]

2. Partner and Consumer Incentives

This is a metric that essentially tracks the amount of discounts that Grab gives to its gig-workers and customers.

Obviously, what we are looking for here is a slower increase in both metrics compared to revenue growth that proves Grab is growing without heavy incentives/discounts.

Management has spoken about these incentives being used sporadically to drive growth and hence we should expect volatility from quarter to quarter but an overall downtrend.

[Gab @GabGrowth]

1. Group Monthly Transacting Users

This is the north star metric for $GRAB. The beauty of the Grab business model is their ecosystem flywheel.

Each incremental ride-hailing or food delivery user is a future customer of GFin, vice-versa.

$GRAB’s MTUs have increased consistently over the past 7 quarters.

It is essential that this continues to trend the way it has, and I believe it will, with the tailwinds within the SEA economy.

[Gab @GabGrowth]

$GRAB reports earnings next week! 🥳

These are the 5 KEY metrics investors must look out for: 🧵

[The Future Investors @ftr_investors]

After a week packed with earnings, next week will be a bit quieter. On Tuesday, we’ll get earnings from Baidu and Arista Networks. Thursday brings a powerhouse lineup with Besi, Alibaba, Walmart, MercadoLibre, Booking and Nubank! 🔥

Definitely some big moves to watch! 👀

[Barchart @Barchart]

European Stocks having their best start to a year since 2000

[Dr. Mohamed Qasem د. محمد قاسم @mqasem]

هناك من يعيش لكي يحيي أبناءه.

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Meta stock, $META, officially closes higher marking its 20th-straight green day in a row for the first time in history.

[Barchart @Barchart]

BREAKING 🚨: Europe

Europe’s population is projected to being contracting as early as 2026 and decline by as much as 152 million over the next 75 years

[Shay Boloor @StockSavvyShay]

We're still in the heart of earnings season -- here are the top earnings I'll be watching next week 🧐

Tuesday | $WGS, $ANET, $CDNS, $FOUR

Wednesday | $GLBE, $CVNA, $TOST, $ENVX, $WIX, $ADI, $ETSY, $FVRR, $VMEO, $EXAS, $RELY, $KVYO, $AMPL

Thursday | $WMT, $BABA, $U, $CCJ, $NU, $MELI, $RIVN, $XYZ, $MP, $INDI

[د.رضا بخش dr.bakhsh @bakhsh_reda]

كلما زادت نسبة الدهون BFP .. انخفض هرمون الذكورة ..
في السمنة المفرطة لن ينفعك حبة زرقاء و لا حبة بنفسجية ..

تريد قوة !؟ .. عالج السمنة و مارس نشاط رياضي ..
كل الحلول غيرها حلول خُرافية تأثيرها وهمي و هدفها التسويق و التكسب ..

[Evan @StockMKTNewz]

NVIDIA $NVDA JUST UPDATED ITS PORTFOLIO OF PUBLIC COMPANIES

Here's what changes Nvidia made during Q4

Arm Holdings $ARM: 859.5K shares
SoundHound AI $SOUN: Fully sold out of
Serve Robotics $SERV: Fully sold out of
Nano X Imaging $NNOX: Fully sold out of

Nebius $NBIS: New position
Weride $WRD: New position

[Maha. @mahalifeStyle]

نصيحة للي يحس بالضغط انه متأخر !

-لاتربط قيمتك بالانجازات صحيح انها تضيف لك لكن قيمتك من الداخل ورضا الله عليك واخلاقك لان كل انجاز له وقت وتتلاشى لذته

-الركض يتعارض مع التسليم
انا اذا سعيت وسويت اللي علي اعقلها واتوكل
لكن الركض اللي يخليني ( متوترة) طول الوقت وشايله هم رزقي يعني لازم ارفع يقيني بالله
( انكم لتفرون من رزقكم كما تفرون من الموت ثم يدرككم رزقكم كما يدرككم الموت )

-الدنيا مو موجودة عشان نثبت انجازات ونجاحات صحيح السعي مطلوب ولكن الآخيره خير وابقى
اسعوا لرضا الله اولاً ولاتكونون تحت الضغط وانكم لازم تشبهون الآخرين خلوكم مستمتعين وممتنين باختلافكم

-اخرجوا من وعي المجموعة ولازم نكون زي طريقة حياة الناس ومستواهم المادي وطموحاتهم
بدليل قول الله تعالى ( الهكم التكاثر حتى زرتم المقابر ) مو لازم تشتري كل شي تشوفه ولا بتحس انك اقل

-محد مهتم لك ولا احد بيعطيك شهادة انك سبقت غيرك ، كل شي بوقته حلو واذا الله قدر لك شي من اسهل سعي وطريقه بيجيك بس انت اسعى من باب متزن

واخيرا خففف سوشال ميديا هي اللي تسرق الوقت وتخليك تقارن عشان كذا تحس انك ��تاخر

[The World R🅰️nking @worldranking_]

Top 15 Most Powerful Militaries 2025 🪖