Anthony Hughes

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Anthony Hughes

Anthony Hughes

@Anthug

Financial journalist

New York, USA 가입일 Haziran 2009
3.7K 팔로잉2.8K 팔로워
Anthony Hughes 리트윗함
stockgeek 📈
stockgeek 📈@stockgeekTV·
Since the IPO in 2017, $SNAP's executive officers & Board members have executed 742 stock sale transactions for a total of $3.3 Billion in proceeds There have been exactly ZERO insider purchases @IrenicCap @RandianCapital @BoxLongs
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Todd Jones 🦊
Todd Jones 🦊@toddrjones·
Here are some ways in which the world has gotten better.
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Steve Burns
Steve Burns@SJosephBurns·
When someone asks me what risk management is I show them this.
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Dividend Hero
Dividend Hero@HeroDividend·
How it feels to get paid $5.78 in dividends every 3 months meanwhile my stocks are down 40%
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Cosmos Raj
Cosmos Raj@cosmos_raj·
Breaking news: Anthropic buys the All in podcast just to shut it down Dario quoted as saying: “this isn’t even about new media I just want to stop seeing them on my timeline”
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Rene Sellmann
Rene Sellmann@ReneSellmann·
Seth Klarman wrote this in 1998, but swap "Internet" for "AI" and it feels like a mirror image of 2026: 🚩 Extreme concentration in top 20 stocks 🚩 Valuations based on "inevitability" rather than cash flow 🚩 "home trading via the internet" As Klarman wrote, "Most significantly, the prevailing bullish arguments focus on momentum, money flows, and inevitability; valuation underpinnings are not mentioned as part of the bull case." History doesn't repeat, but it definitely rhymes.
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Robinhood
Robinhood@RobinhoodApp·
It’s the only stock market holiday that isn’t a federal holiday. The tradition dates back to the 1800s, when Good Friday was observed for religious reasons, and over time it became a standard exchange holiday.
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IPODave
IPODave@IPODave·
Yes i’m of the opinion $TSLA SpaceX are massively overvalued but believers believe & $TSLA has defied odds. Plus his buddies across tech support each other & help maintain the huge valuations for better access to cheap capital plus keep competitors at bay. They created a world where they don’t have to play by the same financial rules.
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TrendSpider
TrendSpider@TrendSpider·
i can explain
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Julian Klymochko
Julian Klymochko@JulianKlymochko·
Medallia loan value continues to decline, with latest marks at 69. With the term loan in distress, the $5.1 billion of equity has certainly been vaporized. This -100% private equity loss surpasses any private credit loss by an order of magnitude. Where's the media coverage?
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Julian Klymochko@JulianKlymochko

Surprised no journalists have read $BXSL's 10-K filed this am, but I'll front run them with the story: Blackstone marked the Medallia loan at 78 in Q4, down from 82 in Q3. It's safe to say the PE sponsor's (and co-investors') $5 billion+ equity check has been vaporized.

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James Chanos
James Chanos@RealJimChanos·
The three largest US (30% of global GDP)telecom companies with almost 100% market share, AT&T, T-Mobile and Verizon, have a combined market-cap of about $600B. They have slightly over 400M subscribers. That’s $1,500 per sub. Now extrapolate Starlink’s subs/market share.
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TrendSpider@TrendSpider

The entire global space economy is estimated at ~$600B. At a $2T valuation, SpaceX would be more worth than 3X the entire industry it operates in.

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Julian Klymochko
Julian Klymochko@JulianKlymochko·
Bill Gates once argued that tech stocks should trade at lower multiples than consumer staples, due to disruption risk. Nearly 30 years later, $KO is trading at a premium to $MSFT
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Jerry Capital
Jerry Capital@JerryCap·
imagine you invested in OAI at 800 billion for them to buy TBPN
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Maliboooooom !
Maliboooooom !@MalibuInvest·
thats what the "pundits" used to say about $TSLA. Now in Lucids case YUGE backing by Saudis. The nation’s sovereign wealth fund, the Public Investment Fund (PIF), is the majority shareholder, holding over 60% of the company. PIF has invested over $8 billion since 2018 to support Lucid's EV production, including establishing a manufacturing plant in Saudi Arabia.
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All day Astronomy
All day Astronomy@forallcurious·
STUNNING🚨: Artemis II crew captured a stunning image of Earth this morning from 41,000 miles away. The first time since 1972 that humans have seen a crescent Earth in full.
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