Kobus De Jager

@andy_thomas1989 It’s funny how some justify this with other wrongs. The times we live in I guess

Rugby won’t miss Seb Kelly - this is a bad as it gets

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@RBC where in sweat heavens name do i find my account representative information in my web portal. One will think that it should be "in your face" type of thing????

$JPM JPMorgan Chase reported its Q2 2026 earnings this morning, Tuesday, July 14, prior to the market opening. They delivered a very strong report that significantly beat analyst expectations, driven heavily by market volatility and investment banking activity. Q2 2026 Earnings Highlights 💰Earnings Per Share (EPS): JPM reported an adjusted EPS of $6.14 (excluding significant items such as Visa-related and certain equity gains), comfortably beating analyst estimates of around $5.59. Including those significant items, reported diluted EPS was $7.70. Revenue: Managed net revenue hit a record $58.0 billion. 💰Net Interest Income (NII): Came in at $25.6 billion. This is a critical metric for banks, showing the difference between what they earn on loans and pay out on deposits. 💰Segment Performance: Markets Revenue: Increased by 35% year-over-year, with equity markets skyrocketing by 86% due to market volatility. 💰Investment Banking: Fees rose 30% year-over-year to $3.3 billion as mergers, acquisitions, and IPOs remained strong. 💰Balance Sheet: Average loans were up 10% year-over-year, and average deposits increased by 7%. Value Investing Considerations: Separate Core Operations from Volatility: While the $6.14 adjusted EPS is impressive, a significant portion of this quarter's outperformance was driven by highly cyclical trading revenues and investment banking fees. For a long-term value perspective, focus on the sustainability of their Net Interest Income ($25.6 billion) and the 10% loan growth, which are more indicative of the bank's core, recurring earning power.

$MSFT Microsoft is still casually at $400 a share. Down over 23% in the last year. Forward PE: 20.8 Projected 3-5 YR EPS CAGR: 16% Is Microsoft a huge opportunity?

@GrailArchive Driver 1. He was 1st right?

Who’s the best driver here? #2 went smooth

Back in the day Sundays we went to church then some window shopping.

@BillAckman I do not think most people have signs well in advance that they are going to get an heart attack. Does not work like that.

@sappholives83 Who’s this?

She cut off her breasts, implanted fake abs, and goes around pretending to be something she clearly isn’t…but _we’re_ the ones who are uncomfortable with ourselves?

People are often critical of Victoria Beckham but to see this outpouring of emotion here from her as England scores a goal shows her deep connection with both football and the team.

Liberals call these people heroes What do you call them?

@KC_LifeCoaching @EnglandRugby

@EnglandRugby And...? Did you see what the Scots did v SA today? And they only have a 5 million population.

A dominant victory for England 🌹 #FIJvENG

As a good human being, does Elon Musk's trillionaire status bother you?

Can you solve this traffic problem by reversing Just one car ?🤔

Queers for Palestine marching in London. Who’s gonna tell these clowns the people they’re cheering for would throw them off buildings? Leftist brain rot on full display.

🚨Al Sharpton said he stands with the Muslim Somali people and he will be visiting their country in the future. You got any advice for him?

What’s your response to all these Muslims ??