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Valueglyph
@valueglyph
From data to decisions, faster. Valueglyph combines visual charts, real-time tracking, and clear summaries for serious investors.
Joined May 2025
264
Following
165
Followers
377
Posts
Valueglyph
@valueglyph
7 months ago
@amitisinvesting
Can we just agree December gets a 32nd this year? One more day of markets feels necessary.
Valueglyph
@valueglyph
7 months ago
@Leo_Traydes
Big achievements! π
Valueglyph
@valueglyph
7 months ago
@DutchInvestors
Pretty good deal I must say π
Valueglyph
@valueglyph
7 months ago
$MNDY revenues have been crushing it. Not a single quarter where revenue failed to beat the prior one.
Valueglyph
@valueglyph
7 months ago
@NetWorthNotes
Congrats! Thatβs a huge achievement.
Valueglyph
@valueglyph
7 months ago
@TheLongInvest
The gap will likely close sooner than we think.
Valueglyph
@valueglyph
7 months ago
@oguzerkan
An ~$122B TTM segment compounding quarter over quarter is pretty amazing.
Valueglyph
@valueglyph
7 months ago
@DividendDynasty
Definitely. Divergences like this usually donβt last long.
Valueglyph
@valueglyph
7 months ago
@moninvestor
This chart would be fun to watch if $IREN manages to hit the $3.4B revenue estimate next year
Valueglyph
@valueglyph
7 months ago
Over the past 6 years, $BIRK revenue compounded at ~23.6% annually. Over the same period: β’ $NKE: ~4.4% β’ $ADS.DE: ~0.0%
Valueglyph
@valueglyph
7 months ago
@ReneSellmann
A ~24% CAGR over 6 years looks bullish to me
Valueglyph
@valueglyph
7 months ago
@fiscorainvest 5-7 is probably the sweet spot for most people. It becomes difficult to keep up with once you have like 10 or 15.
Valueglyph
@valueglyph
7 months ago
@amitisinvesting
Cannot be more happier after an opportunity like April lows, w/ or w/o any Santa rally.
Valueglyph
@valueglyph
7 months ago
@TheLongInvest
The βprivate placementβ
Valueglyph
@valueglyph
7 months ago
Nvidia completed a $5B purchase of Intel shares via a βprivate placement,β as reported today. Intel had been diluting existing shareholders by 0.64% on average each quarter, starting mid-2021. $INTC $NVDA
Valueglyph
@valueglyph
7 months ago
DLocal with ~ $4.1B market cap and ~1.1K people turns compact scale into strong shareholder returns. β’ ROCE (TTM): 40% β’ ROIC (TTM): 33% $DLO
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