Vivek S

Private investor, always wanted to work on the buy side, but nobody let me so I do it for myself!

[Vivek S @vsihv]

#DEBS
Loss improvement driven by lower exceptionals - which are exceptional?
FWIW, narrative/margin progression is interesting - marketplace at 100% gross margin!?!?
Next: marketplace is lower GM than own I think
Not for me but could be good- suggest checking revenue recognition!

[Vivek S @vsihv]

@John_Stepek @CompoundIncome Iyou want to have a laugh, maybe ask GS equity research which clients (expect they're JPM/MS' clients) will lose sales so SpaceXAI can hit those forecasts - shorts??
Of course, if we are just going to tack on another USA, maybe som follow up questions for their ESG tsars??

[Vivek S @vsihv]

@CompoundIncome @John_Stepek But it will be fun watching fundamental investors lose it after the pop, especially if there is no post IPO pop drift

[Vivek S @vsihv]

#Revolut #GROW

A cynic might think UK's fastest growing fintech is trying to dress growth numbers ahead of IPO

Expecting the £20 for signing up can be spread over the customer life!!

[Vivek S @vsihv]

@ShareSpeculator Thanks - much appreciated

[Vivek S @vsihv]

#emergency #podcast #emergencypodcast
Waiting on airlines to announce, "in the event of an emergency, please listen to the adverts & sponsor endorsements before taking action"😁
@RestIsPolitics @MerrynSW @campbellclaret @RoryStewartUK @John_Stepek
How's that tag list for balance?

[Vivek S @vsihv]

#RWS
Wonder if there is a company that can translate what the cultural intelligence layer for Enterprise AI means
I hold

[Vivek S @vsihv]

@RoryStewartUK @RestIsPolitics

Polymarket is a great platform for betting (because they increase revenue for our podcast 🤫🤫🤫)

Also @RoryStewartUK @RestIsPolitics

People making money via their political connections on polymarket is reprehensible

[Vivek S @vsihv]

#BATS
Longest held stock exits the portfolio🙃
Been quite a ride for 6% annualised - not great but beat cash!
Loathe to sell something defensive given momentum/hooplas
Part ethics, mainly think better opps elsewhere, MJAAS notwithstanding
Still not learned don't fight momentum!!

[Vivek S @vsihv]

@MrShitbagger Nice to be outperforming the indices over two days!!

[Vivek S @vsihv]

@RebelHQ Cant believe they excluded the Q & +

[Vivek S @vsihv]

@rhomboid1MF They did say that I'm too demanding of myself is a hood weakness to spout for interviews.
Second only to I can be a perfectionist!!

[Vivek S @vsihv]

@MrMBrown 🤔

[Vivek S @vsihv]

@F15JCM 🤣🤣🤣🤣🤣

[Vivek S @vsihv]

#MEGP
I'd be more displeased with getting cash wrong
If auditors can't just roll forward opening balances, prob take them a little longer to complete the audit.
Results OK - Laundry cleaning up, photo less so. Valuation good if wash can overcome photo (weakness/permanent decline)

[Vivek S @vsihv]

@Hawkeye_74 What happened in 1994?
That year needs better marketing!!

[Vivek S @vsihv]

I know what all those words mean

[Mohamed A. El-Erian @elerianm]

Consensus is shifting, and rightly so:
This third week of the war has fueled a shift from a short-term energy disruption to long-term structural damage. With that, the broader fallout—also marked by the non-linear risks associated with tipping points and multiple equilibrium dynamics—poses an increasing threat to global economic wellbeing and financial stability.
#economy #energy #markets #middleeastwar

[Vivek S @vsihv]

@ShareSpeculator Whey prices are pretty sensitive to the dramas? Hold THG - there is a turnaround that turned around in a not good way, especially given their strategy to capture market share.
FWIW, APN is a better company in my view, but value investors are a stubborn bunch!!

[Vivek S @vsihv]

John Fed can stand many things but he cannot stand 5%
I paraphrase!

[fejau @fejau_inc]

Yeah not great

[Vivek S @vsihv]

@John_Stepek @mrianleslie RWINO
As always, Americans just do it better!