David Lightman

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David Lightman

David Lightman

@David__Lightman

🇫🇮

انضم Ağustos 2014
365 يتبع316 المتابعون
David Lightman
David Lightman@David__Lightman·
@LippoSuominen Taitaa olla vähän ilmaa joissakin markkina-arvoissa. Teslan nettotulos 2025 oli alle 4 miljardia dollaria... 🤡
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Lippo Suominen
Lippo Suominen@LippoSuominen·
Maailmassa on 15 pörssiyhtiötä, joiden markkina-arvo on yli 1000 mrd USD Nvidia Alphabet Apple Microsoft Amazon TSMC (Taiwan) Broadcom Meta Tesla Saudi Aramco (Saudi-Arabia) Eli Lilly Berkshire Hathaway Samsung (Korea) Micron SK Hynix (Korea) USA 11, muu maailma 4
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Spica
Spica@CasseCool·
アフガニスタン都市部の女性の100年史
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Mari Rantanen
Mari Rantanen@MariPSRantanen·
1/2 Huorittelua, tönimistä, lyömistä, tappo- ja raiskausuhkauksia, kuristamista jne. Tätä on arki Espoon kouluissa opettajille tehdyn kyselyn mukaan. ”Siihen voi vaikuttaa esimerkiksi se, että yhä pienempiä keskosia pystytään pelastamaan” toteaa Espoon perusopetusjohtaja. 😳
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Eero Jansson
Eero Jansson@EeroJansson·
Arvoisa @sarisarkomaa Voisitteko ystävällisesti kertoa mitä ruokia 20€ valmistatte moneksi viikoksi. Reseptit kiinnostaa.
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Miika
Miika@IhanvaanMiika·
Hyi helvetti tota punikkien ajatusmaailmaa 🤮🤢🥵🤬
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Aɴᴛ
Aɴᴛ@AntSpeaks·
David Attenborough narrates the Gaza Flotilla activists getting absolutely humbled at a Spanish airport ✈️🦍🇪🇸 Entitled rodents meet Spanish security mammals. Nature is healing. Enjoy the documentary. 📺
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Concerned Citizen
Concerned Citizen@BGatesIsaPyscho·
🚨🇬🇧 Meanwhile in Birmingham, UK Dinner Celebration for the Mayor doesn’t include a single Woman (except Waitresses wearing Hijab’s), nor does it include a single English person. Birmingham is the UK’s second largest city btw and it’s already been completely colonised.
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Sama Hoole
Sama Hoole@SamaHoole·
A farmer dies in April 2026. His son inherits the farm. The farm has been in the family since 1847. The farm consists of: 300 acres of grazing pasture, a farmhouse built in 1892, a barn, a milking parlour, two tractors of varying ages, a Land Rover that runs about 70% of the time, and a herd of 180 Hereford-cross cattle. On paper, the farm is worth approximately £3.2 million. This is because land near him has been bought recently by a London hedge fund looking for carbon credits, which has dragged the comparable value of every field within forty miles upward to a number nobody local can justify. In cash, the farm produces a profit of about £28,000 a year in a good year. In a bad year it loses money. The son also works as a fencing contractor three days a week to keep the operation viable. The inheritance tax bill on a £3.2 million estate, even at the reduced 20% rate, comes to approximately £140,000 after the increased threshold is applied. The son does not have £140,000. The son has never had £140,000. The son has £4,200 in his current account and an overdraft. The son sells 60 acres to a developer to pay the tax. The developer puts solar panels on the 60 acres. The remaining herd cannot be sustained on the reduced land. The herd is sold. The barn becomes a holiday let. A different family eats Brazilian beef this Christmas without knowing why the price went up. The Treasury collects £140,000. The land never produces British food again.
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The Noticer
The Noticer@NoticerNews·
A newly elected One Nation MP broke down in tears as he confirmed he is homosexual, thanked his Indonesian Muslim boyfriend and declared "I love migrants" during his maiden speech to South Australian parliament. noticer.news/one-nation-mp-…
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John Hawkins
John Hawkins@johnhawkinsrwn·
@WallStreetMav I like the Indians I've dealt with and I'm not hostile to India at all, but I do have to admit all the videos I've seen of the filth there, people cooking food in disgusting ways, and the things I've seen on the air quality there have made me never want to visit.
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Titti
Titti@tiitellei·
@IhanvaanMiika Älä nyt. Minäkin olen vihreä, tykkään luonnosta jne. Mutta en tykkää vihreistä, poliittisista ja ideologisista määräilijöistä. Etenkään Virta "arvoineen" ei osu.
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Miika
Miika@IhanvaanMiika·
Melkoset harhat päällä 😳
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David Lightman
David Lightman@David__Lightman·
@ScropFx @EquityBrian You see in the pic that SP500 took 13 years to get to dotcom level, and a 20 year underperformance vs MSCI China. Soon in cinema near you.
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Scrop Fx
Scrop Fx@ScropFx·
@David__Lightman @EquityBrian Not sure what u want me to see here? I see a blue bumpy line with not much over the long term, and a red line with little blips that continues a consistent upward trend-maybe it is cz they have better companies with earnings and margins and don’t have to give 1 Yuan bubble teas?
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Brian Coughlin
Brian Coughlin@EquityBrian·
As usual, seeing plenty of strange takes on the China broker crackdown. Mainland investors can own overseas stocks through approved channels. The issue is $FUTU, $TIGR, etc. allegedly offering unauthorized cross-border brokerage access to mainland clients, something regulators have been warning about for years. Yet I’ve already seen a bunch of headlines/tweets claiming this is somehow a crackdown on Chinese ADRs specifically, which just isn’t true. It makes very little sense that huge numbers were using offshore brokers to buy the US ADRs of companies they can already buy in Hong Kong through Stock Connect. I get the knee-jerk reaction, but fundamentally this seems pretty irrelevant for most Chinese ADRs.
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Scrop Fx
Scrop Fx@ScropFx·
@David__Lightman @EquityBrian Wait, I should look at ‘past’ trends? 😅. Thanks for sharing 2015 data. How did it turn out since then? Here is a simple chart for u. No studies or research, and believe me every single year CN was supposed to outperform cz ‘cheap’ 😅
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David Lightman
David Lightman@David__Lightman·
@vt63159 @ThinkAgainMary @ramikurimo Varmasti sosioekonomiset ongelmat myös vaikuttavat, mutta kyllä se loppujen lopuksi on geeneistä kiinni. Eivät ole kuten me, eivätkä tule ikinä olemaankaan.
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Veli Tuominiemi
Veli Tuominiemi@vt63159·
Jaahas uusi dehumanisointi viesti. Tilastot varmasti oikein mutta sitä ei kerrota mistä tämä johtuu. Vaikka huoli integraation onnistumisesta on monilla mittareilla perusteltu, monimutkaisten sosioekonomisten ongelmien pelkistäminen "somali- ja arabiongelmaksi" on yliyksinkertaistus. Ja sitä sinä teet.
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Rami Kurimo
Rami Kurimo@ramikurimo·
Iltalehti: "Varusmiesliitto on huolissaan tiedosta, että jopa 70 prosenttia vieraskielisistä on saanut vapautuksen varusmiespalveluksesta." Yle: "He haluavat rakentaa ja puolustaa tätä maata samoin kuin kantasuomalaiset, mutta tuntevat olevansa toista luokkaa.” Lähteet alla
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Scrop Fx
Scrop Fx@ScropFx·
@David__Lightman @EquityBrian Lol, expected by who? What valuation? Same was said 10yrs back, last year and probably before the war…foolish to challenge the markets, but sure you do u and buy ‘cheap’ CN assets 😅
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David Lightman
David Lightman@David__Lightman·
@ScropFx @EquityBrian US markets go up, until they don't... With current sp500 valuation, expected return for next 10-15 years is 2% p.a.
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Scrop Fx
Scrop Fx@ScropFx·
@David__Lightman @EquityBrian Even a broken clock is right twice a day. Somehow everyone is able to time the mrkt :-). In the meantime US mrkts continue up without any need to think or time - that is long term investing
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Ronja
Ronja@Ronja38769008·
@SariEssayah @KDpuolue Kyllä minuakin surulliseksi vetää Israelin käytös kinniottotilanteessa - siis raiskasiko ne niitä naisia?
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Sari Essayah
Sari Essayah@SariEssayah·
Kyllähän tämä surulliseksi vetää, kun seuraa oppositiopuolueiden puoluekokousten viestejä. Toinen haukkuu isänmaata banaanivaltioksi ja toisella prioriteettina Palestiinan tunnustaminen. Tämäkö on näiden puolueiden anti Suomelle? #parempaasuomelle @KDpuolue #järjenääni
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