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https://x.com/i/lists/1669153613199835138?t=R0mCicxs7zfJE_yOAek4gQ&s=09
Finding Compounders
Intrinsic value and Margin of Safety https://t.co/iiILSuiQf2
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Finding Compounders
This is a must read from Warren Buffett https://t.co/jsad1Nyuj1
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Finding Compounders
What it takes to excel as a fund manager https://t.co/7G0An213Db
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soken
RT @txtwerse: this is how listening to PANIC by Beomgyu feels like
cr coffee_time_corgi https://t.co/vQnE8vokiG
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AkhenOsiris
Sports Advertising
Sportico:
As much as nobody seems to have any idea how any of this [gestures vaguely at everything] will impact marketing budgets and consumer spending, the specter of a recession has some national TV buyers anticipating a significant downturn in 2025-26 upfront spending. That said, sports inventory should weather the storm, at least in the near term.
While some buyers have suggested that the dollar volume for this year’s TV futures market could be down as much as 10% versus last year’s estimated haul of $18.4 billion, it’s worth noting that advertisers have yet to register their budgets for the spring/summer selloff. But any money that gets pulled out of linear TV wasn’t likely to have landed on sports in the first place; as buyers over the last few weeks have been quick to point out, sky-high demand, relative scarcity and reach have conspired to keep live sports at the very top of marketers’ must-have list.
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AkhenOsiris
My retarded self is worried Retarrdo gets back on the airwaves soon (been ominously quiet)...fear like this makes me trim and raise cashMost of fintwit is still offsides 😱 - AkhenOsiris
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AkhenOsiris
In the face of the "inference explosion", still prefer TSM, especially as the US/China has reached peak retard in their trade war
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AkhenOsiris
BREAKING: $NFLX
Netflix secures rights to "He Said, Xi Said - Asian Tiger and the Retard"
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AkhenOsiris
Parsing through the Trump Time bullet points...still a lotta retarded shit in there, market obliged with a tick down.
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The All-In Podcast
saturday morning special! 🚨🚨🚨
@andrewrsorkin fills in for @Jason who was in detroit watching the knicks!
-- trump rally or bessent put?
-- tariffs damaging the american brand?
-- investing in india
-- elon back at tesla
-- google's gemini problem
-- china's thorium discovery
(0:00) the besties intro andrew ross sorkin
(2:04) market bump: trump rally or a bessent put?
(18:04) are tariffs damaging the american "brand"? apple's investment in india
(38:18) balance of power politics, ukraine/russia ceasefire halted over crimea
(50:00) alphabet earnings: massive resiliency, google's gemini problem
(1:05:40) tesla jumps on elon's return, pulling back from doge
(1:18:35) science corner: china's thorium breakthrough
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Finding Compounders
RT @gainify_io: Even on 2026E EBITDA, $NKE trades at 2x peer multiples.
Stock's down 40% over 9M, but the bar’s still high. https://t.co/n9VzMG1jXL
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soken
RT @angelsattract: Konudan bağımsız rüyalarımda hep aynı bu şekilde havada yürüyorum. İlk defa dün bu konu üzerinde düşündüm. Hatta buraya yazacaktım vazgeçmiştim. Şimdi bu videoyu görünce şok oldum. Bunun anlamı ne bilen var mı? Ya da siz de havada yürüyor musunuz rüyanızda? https://t.co/VrB8cKrwtK
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Finding Compounders
Secrets of a Bargain Hunting Billionaire : Warren Buffett https://t.co/Y8PcS9neWq
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AkhenOsiris
$AMZN $DASH
Does Amazon stick around in a post-Doordash world for Deliveroo or sell their stake? Do they maybe get friendlier with Doordash beyond this deal?
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AkhenOsiris
NVDA just in the past 30 days:
$121 to $86 to $114 to $95 to $110
$3T company, getting jerked around 20%+ a few days at a time, god I love this market 😂Since Feb 18th peak, CRWD, one of the blue chip cybersec companies, has made the following moves:- AkhenOsiris
$455 to $305 in 3 calendar weeks (-33%)
$305 to $385 in 2 weeks (25%+)
$385 to $320 in 10 days (-15%+)
$320 to $412 (current) in 3 weeks (30%)
Yes, it's an expensive stock so big swings should be expected, but wow!
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AkhenOsiris
We have an addition to soybeans!Japan contemplates importing more US corn in tariff negotiations - Nikkei. asia.nikkei.com/Economy/Trad… - FinancialJuice
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AkhenOsiris
GENI
The NCAA will start selling data from its championship events to sportsbooks around the country, part of an expanded partnership between the college sports governing body and Genius Sports.
The move, announced Friday, represents a notable departure from the NCAA’s prior arms-length relationship with legal sports betting. While the major pro U.S. leagues have built lucrative commercial partnerships in betting—including data deals like this one—the NCAA has stayed almost entirely on the sidelines. Instead, its executives have been outspoken about the industry’s effect on athletes, and pushed legislation that would limit the types of college bets that are permitted.
Under the new partnership, Genius Sports (NYSE: GENI) will have the right to sell live data from all NCAA championships through 2032. That includes the men’s and women’s March Madness basketball tournaments, the most valuable assets in the NCAA’s portfolio. Regular season contests, and FBS football postseason games like the College Football Playoff, are not included.
Genius is not paying an additional fee for the sportsbook rights, according to someone familiar with the details. The two sides will continue under the revenue share laid out in their original 2018 agreement, said the person, who was granted anonymity because the details are private. Genius announced the deal in a filing on Friday morning; a representative for the NCAA didn’t immediately respond to a request for comment.
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soken
RT @alifarhat79: My portfolio since I started taking trading advice from Jim Cramer https://t.co/3XJKdZ8MjQ
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