TechValue

Ex-@Meta (Facebook Ads). I post about finance and technology.

[TechValue @TechValue4]

When value investors talk about price, they do not mean stock price. Price is a ratio, specifically a ratio between the current price of a share of a company and the future benefits (cash flows from profits) that share entitles you to. #ValueInvesting #investing #stocks

[TechValue @TechValue4]

@nico_laqua The man in the arena

[TechValue @TechValue4]

@Budgetdog_ Would you rather receive a set of #NFT's "worth" a billion dollars or have dinner with Jay-Z?

[TechValue @TechValue4]

Thoughts on #ESG in a low #interestrate environment?

[TechValue @TechValue4]

What are aspiring #economists' take on this?

[TechValue @TechValue4]

Oh dear for Americans with #creditcard #debt

[TechValue @TechValue4]

@HeroDividend Broken clock is still right twice a day. Don't think too many would go against Cramer's $SPY pick.

[TechValue @TechValue4]

And this

[TechValue @TechValue4]

This is the type of humility that makes me think that @SkioHQ is gonna succeed.

[TechValue @TechValue4]

To quote the rich dad from #richdadpoordad (Keith Cunningham), "what if this doesn't happen?" #Bitcoin

[TechValue @TechValue4]

@JohnPasalis And there are plenty of people in Toronto who pride themselves on buying multi-million dollar houses in cash ... instead of investing the money in $BRK.A

[TechValue @TechValue4]

Valuation = Earnings * Multiple of Earnings. #interestrates going up drives spending and corporate #earnings down and increases cost of capital, driving multiples down.
https://t.co/L1pzswQ2Ll

[Jurrien Timmer @TimmerFidelity]

Rethinking Peak Fed: After pricing in Peak Goldilocks only a week before, the market got a reality check last week in the form of a higher terminal rate and falling earnings. The cost of capital is rising again, albeit modestly, and the E in the forward P/E is coming down.

[TechValue @TechValue4]

#interestrates at zero. Free money. No #inflation. What a country. #Japan
https://t.co/mwrfLtRks0

[TechValue @TechValue4]

Interesting story on #defaults and #interestrates in the high yield markets.
https://t.co/KzLf1BvQ5J

[TechValue @TechValue4]

@michaeljburry He's back like $AIG

[TechValue @TechValue4]

@michaeljburry You can't keep a good man down.

[TechValue @TechValue4]

Seems like $GS could actually accomplish the "focus" and "diversification" David Solomon was talking about by focusing on core divisions and letting acquired organizations worry about other opportunities like consumer #lending.
https://t.co/kWLlBoPQmd

[TechValue @TechValue4]

As unfortunate as #techlayoffs are, imagine dedicating the start of your career to being an amazing fictional character and then hearing about #Disney #layoffs.
https://t.co/UNYue3pb0l

[The Wall Street Journal @WSJ]

“It’s time for another transformation,” returning Disney CEO Robert Iger said, as he revealed plans to cut 7,000 jobs and slash billions in costs #WSJWhatsNow https://t.co/lAuHlRfadC

[TechValue @TechValue4]

What, you're telling me that we can't limit #investment to improving environment, society, and governance without any #financial tradeoffs to the #investors who trust us as fiduciaries?
https://t.co/6GKSLAG8sW

[TechValue @TechValue4]

"At green funds, the average R-squared relative to the S&P 500 is 0.98." - Everything is #ESG
https://t.co/6GKSLAG8sW

[TechValue @TechValue4]

So the celebrities are now finding out that there are longer-term, and therefore, potentially more lucrative, #investment vehicles than #SPACs.
https://t.co/1HqxVehfaL