IBML

254 posts

IBML

IBML

@Ignacio_BML

Katılım Temmuz 2021
254 Takip Edilen4 Takipçiler
TrendSpider
TrendSpider@TrendSpider·
Describe this chart in 5 words or less $BYND
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Álvaro D. María
Álvaro D. María@Alvaro_DMaria·
SORTEO DE LIBROS 🎁📚 El gran @invierte_joven me propuso sortear libros de los dos y acepto encantado! Sorteamos los libros de ambos. Para participar: 🔁 RT a este tweet 👥 Seguirnos a los dos 🫡
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Invierte Joven | Víctor@invierte_joven

SORTEO DE MARZO 3/12 🎁 En esta ocasión, una colaboración con @Alvaro_DMaria para sortear, su libro y mi libro. En su perfil tendréis otro sorteo igualito 🤙 Para participar: 🔁 RT a este tweet 👥 Seguirnos a los dos 💬 Comentar que libro prefieres

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IBML@Ignacio_BML·
$LQDA Hiking the price target while clinging to a Sell. A slow-motion surrender 😂
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IBML@Ignacio_BML·
$LQDA Oppenheimer’s $16 price target is wildly out of line with the rest of the Street, completely disconnected from the consensus range of $44–$55. When one estimate is this far off the pack, it says more about the model than the company.
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Alpha Hunter
Alpha Hunter@AlphaHunte79332·
Martine breathlessly revealed what she claimed to be paradigm changing products for $UTHR on Wednesday. Then on Friday afternoon, she quietly files a plan that allows her to sell almost the entirety of her equity stake in $UTHR - almost 1.7mm shares. This filing is the best indication we have so far about what $UTHR believes their commercial and litigation chances are against $LQDA.
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jack
jack@jack·
we're making @blocks smaller today. here's my note to the company. #### today we're making one of the hardest decisions in the history of our company: we're reducing our organization by nearly half, from over 10,000 people to just under 6,000. that means over 4,000 of you are being asked to leave or entering into consultation. i'll be straight about what's happening, why, and what it means for everyone. first off, if you're one of the people affected, you'll receive your salary for 20 weeks + 1 week per year of tenure, equity vested through the end of may, 6 months of health care, your corporate devices, and $5,000 to put toward whatever you need to help you in this transition (if you’re outside the U.S. you’ll receive similar support but exact details are going to vary based on local requirements). i want you to know that before anything else. everyone will be notified today, whether you're being asked to leave, entering consultation, or asked to stay. we're not making this decision because we're in trouble. our business is strong. gross profit continues to grow, we continue to serve more and more customers, and profitability is improving. but something has changed. we're already seeing that the intelligence tools we’re creating and using, paired with smaller and flatter teams, are enabling a new way of working which fundamentally changes what it means to build and run a company. and that's accelerating rapidly. i had two options: cut gradually over months or years as this shift plays out, or be honest about where we are and act on it now. i chose the latter. repeated rounds of cuts are destructive to morale, to focus, and to the trust that customers and shareholders place in our ability to lead. i'd rather take a hard, clear action now and build from a position we believe in than manage a slow reduction of people toward the same outcome. a smaller company also gives us the space to grow our business the right way, on our own terms, instead of constantly reacting to market pressures. a decision at this scale carries risk. but so does standing still. we've done a full review to determine the roles and people we require to reliably grow the business from here, and we've pressure-tested those decisions from multiple angles. i accept that we may have gotten some of them wrong, and we've built in flexibility to account for that, and do the right thing for our customers. we're not going to just disappear people from slack and email and pretend they were never here. communication channels will stay open through thursday evening (pacific) so everyone can say goodbye properly, and share whatever you wish. i'll also be hosting a live video session to thank everyone at 3:35pm pacific. i know doing it this way might feel awkward. i'd rather it feel awkward and human than efficient and cold. to those of you leaving…i’m grateful for you, and i’m sorry to put you through this. you built what this company is today. that's a fact that i'll honor forever. this decision is not a reflection of what you contributed. you will be a great contributor to any organization going forward. to those staying…i made this decision, and i'll own it. what i'm asking of you is to build with me. we're going to build this company with intelligence at the core of everything we do. how we work, how we create, how we serve our customers. our customers will feel this shift too, and we're going to help them navigate it: towards a future where they can build their own features directly, composed of our capabilities and served through our interfaces. that's what i'm focused on now. expect a note from me tomorrow. jack
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SwingSparky
SwingSparky@SwingSparky·
According to my alerts, $LQDA earnings are this morning!
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JohnDoeKnowsGuy
JohnDoeKnowsGuy@JohnDoeKnowsGuy·
I sold some 42.5 calls on $LQDA expiring this week and I didn't realize what this presentation was gonna be today. I'm hoping I can close them this AM. Calls arent against all my shares but like 10% of them.
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Han Akamatsu 赤松
Han Akamatsu 赤松@Han_Akamatsu·
What’s that one stock which currently has no hype but has tremendous quality?
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Quality Stocks
Quality Stocks@Quality_stocksA·
15 stocks with a net profit margin above 40% 🇺🇸💉 United Therapeutics $UTHR 40.1% 🇫🇷💰 Amundi $AMUN.PA 41.0% 🇹🇼🏭 TSMC $TSM 43.9% 🇳🇱💹 Adyen $ADYEN 44.9% 🇺🇸🚬 Altria $MO 45.3% 🇺🇸💳 Mastercard $MA 46.0% 🇺🇸🏭 Micron $MU 46.5% 🇸🇪🎰 Evolution $EVO 49.1% 🇺🇸🛡️ Verisin $VRSN 51.3% 🇺🇸💰 Blackstone $BX 51.8% 🇺🇸💻 NVidia $NVDA 52.6% 🇫🇷⛴️ GTT $GTT 53.9% 🇺🇸💉 Halozyme $HALO 54.5% 🇺🇸💳 Visa $V 54.7% 🇺🇸💰 KKR $KKR 63.4%
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IBML
IBML@Ignacio_BML·
@GustavoBolsa Gracias a vosotros la empecé a estudiar, así que os debo un enorme GRACIAS. A ver que nos cuenta el bueno de RJ la semana que viene
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Gustavo Martínez
Gustavo Martínez@GustavoBolsa·
Liquidia se dispara más de un 15% tras presentar resultados y ya sube más de un 200% desde que la publicáramos su tesis de inversión a 11 $ en Valueproject.es. A pesar de las dificultades, siempre apostamos por la comercialización de su medicamento YUTREPIA cuyas ventas han superado todas las expectativas del mercado. Enhorabuena a todos los suscriptores de valueproject.es porque han triplicado la rentabilidad inicial de la tesis de inversión. Suscríbete a valueproject.es y aprende invirtiendo en valor.
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Jake Wujastyk
Jake Wujastyk@Jake__Wujastyk·
HOLIDAY GIVEAWAY! I'm giving away 6 @BullflowIO subscriptions 1 Annual Plan 2 Quarterly Plans 3 Monthly Plans Bullflow tracks unusual options flow, alerts, and gamma exposure (GEX) in real-time. Comment “FLOW” to be eligible to win
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AnnaF
AnnaF@AnnaFlorcia·
$LQDA '327 patent thread 🧵
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IBML@Ignacio_BML·
@AnnaFlorcia Thank you Anna for all the work you've done! You've done easier to follow this investment. Congrats to you and all longs! And sure, the patients are the real winners! Feels good to be part of this story!
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AnnaF
AnnaF@AnnaFlorcia·
Well done $LQDA. Congratulations to all longs. The real winners are the patients. 💕
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Puts & Calls
Puts & Calls@PutsyCalls·
🚨PLANTILLA GRATIS !! ¿Operas con estrategia Wheel buscando ingresos de primas 💰? ¿OPTIMIZAS tu entrada y salida de activos vendiendo Puts/Calls? y dudas 🤔con qué Strikes operar? … esta herramienta te ayudará Si os interesa ❤️🔄 (comenta WHEEL) y la subo 🎁 esta tarde .
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Roberto Chamorro
Roberto Chamorro@robchamo·
Porque no son mejores que nosotros simplemente empezaron antes. Siempre lo digo yo pago varios blogs de habla hispana y estoy encantado. En el mundo anglosajón este fenómeno lleva años asentado, pero en el ámbito hispano todavía queda mucho por hacer. Allí los autores colaboran entre ellos, se recomiendan y crecen juntos. Después, el mercado decide a quién seguir y a quién pagar, pero parte de una base sana la colaboración. En cambio, en el mundo latino tendemos a mirar hacia otro lado. Quizás por carácter o por mentalidad, cuesta más apoyar el contenido de otro creador si no nos aporta algo directo o si lo vemos como competencia. No voy a decir a quién pero si he notado un caso especialmente de alguien que le molesta especialmente que cada vez la gente cobre y tenga un blog no le gusta la competencia debe ser. No es mi caso ni lo será nunca. Yo comparto contenido de todo aquel que me parezca de calidad, tenga 10 suscriptores o 10.000. Y lo hago porque creo que somos compatibles, no rivales. Cuanto más leo blogs en castellano, más claro lo tengo: hay un nivel altísimo. Por 100€ o 200€ al año (o menos), tenemos acceso a contenido de una profundidad que hace unos años habría sido impensable. Estoy convencido de que muchos de estos creadores, los que hoy escriben desde la pasión y la coherencia, en 10 años tendrán miles de suscriptores y vivirán de ello, compitiendo de tú a tú con los anglosajones. Cuando yo empecé en el mundo de la inversión, habría pagado mucho más por acceder a todo el contenido de calidad que hoy tenemos. ( y hoy lo pago ) Gracias a todos los que lo hacéis posible. A seguir creando, compartiendo y levantando el nivel del contenido en español. Mi blog es ahora mismo número 1 en finanzas en crecimiento a nivel mundial y estaré muy contento cuando vea a otro español allí Un saludo a todos y feliz día
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IBML@Ignacio_BML·
@mbamcnulty Are you saying this as a potential opportunity for positioning or collaboration?
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