Updated the % allocation, as I changed the scoring model to better reward high ROCE companies.
That's where I would go if I could deploy cash.
Let's rebalance ech quarter & measure the returns made 1Y from now.
$PNDORA $EVO $DECK $CROX $EDEN $MELI $SIRI $PYPL $NOW $MOH
🇺🇸Reporter: Is the war really about Iran’s nuclear program?
🇨🇳CHINA: "No it's all about oil"
🇺🇸Reporter: Why So?
🇨🇳CHINA : "A warmongering Israel has nuclear weapons, but Iran — the oldest civilization — can’t have them. That’s America’s biggest double standard."🔥
@commonsense6174 I remember a certain CEO (David) saying that they confident reaching a 2.5x leverage ratio 🤣 I also heard them praise Project Athens which brought « wonderful results »…
Those guys are full of crap.
@commonsense6174 « we could kick the can, and we could extend maturities, but we need to deleverage this balance sheet »…
Really? You choose to go BK because you « feel like it » when you have other solutions? 🤣
UNICEF is outraged by the killing of two drivers of trucks contracted by UNICEF to provide clean water to families in the Gaza Strip.
The victims were killed by Israeli fire in an incident that took place early this morning at the Mansoura water filling point in northern Gaza. UNICEF extends our condolences to the families of the men killed.
Full statement: https://t.co/gFQLWpCcaP
I do not understand (yet) how the $QVC preferred will be nullified when there clearly seems to be equity value here, based on cash and 68% of Cornerstone equity.