Mamo | Mamo Capital

134 posts

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Mamo | Mamo Capital

Mamo | Mamo Capital

@Mamocap

I like to own the best companies in the world. Love stocks, watches and nature

Katılım Nisan 2022
83 Takip Edilen43 Takipçiler
Mamo | Mamo Capital retweetledi
Ryan Lundeen
Ryan Lundeen@lundeen_ne·
His palms are sweaty, knees weak, arms are heavy There’s vomit on his sweater already, moms spgi
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Alpha Index Pro
Alpha Index Pro@AlphaIndexPro·
The World's Most Visited Country (#1 Arrivals) ✈️ 2000 — France 🇫🇷 (75M) 2001 — France 🇫🇷 (75M) 2002 — France 🇫🇷 (77M) 2003 — France 🇫🇷 (75M) 2004 — France 🇫🇷 (74M) 2005 — France 🇫🇷 (76M) 2006 — France 🇫🇷 (79M) 2007 — France 🇫🇷 (82M) 2008 — France 🇫🇷 (79M) 2009 — France 🇫🇷 (77M) 2010 — France 🇫🇷 (77M) 2011 — France 🇫🇷 (80M) 2012 — France 🇫🇷 (83M) 2013 — France 🇫🇷 (83M) 2014 — France 🇫🇷 (83M) 2015 — France 🇫🇷 (84M) 2016 — France 🇫🇷 (82M) 2017 — France 🇫🇷 (86M) 2018 — France 🇫🇷 (89M) 2019 — France 🇫🇷 (90M) 2020 — France 🇫🇷 (Lockdown Era) 2021 — France 🇫🇷 (Travel Recovery) 2022 — France 🇫🇷 (79M) 2023 — France 🇫🇷 (100M) 🏆 2024 — France 🇫🇷 (102M) 2025 — Spain 🇪🇸 (96.8M - Record Rise) 2026 — France 🇫🇷 (110M Predicted) 👑
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Officer Lew
Officer Lew@officer_Lew·
TMZ not reporting on TMZ being in the Epstein Files....is very TMZ!!
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JaguarAnalytics
JaguarAnalytics@JaguarAnalytics·
$SPGI $MCO S&P Global and Moody's -- When dumb gets dumber. I guess AI is disrupting credit rating agencies as well. At this point, all of this mindless selling from AI fears is starting to look as stupid as fears of societal change from GLP-1 weight loss drugs.
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Global Statistics
Global Statistics@Globalstats11·
Top 10 Most Valuable Private Companies 💰 1. 🇺🇸 SpaceX: $1.25 Trillion 2. 🇺🇸 OpenAI: $500 Billion 3. 🇨🇳 ByteDance: $480 Billion 4. 🇺🇸 Anthropic: $350 Billion 5. 🇺🇸 Stripe: $107 Billion 6. 🇺🇸 Databricks: $100 Billion 7. 🇨🇳 Ant Group: $79 Billion 8. 🇬🇧 Revolut: $75 Billion 9. 🇨🇳 Binance: $62 Billion 10. 🇦🇺 Canva: $42 Billion Source: Based on latest reports from Reuters, CNBC and Bloomberg
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Jon Erlichman
Jon Erlichman@JonErlichman·
One third of the world’s population was born after the iPhone was unveiled.
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Exec Sum
Exec Sum@exec_sum·
There are now 10 trillion dollar market cap companies in US: 1. Nvidia: $4.3T 2. Alphabet: $4.1T 3. Apple: $4T 4. Microsoft: $3T 5. Amazon: $2.5T 6. Meta: $1.7T 7. Broadcom: $1.5T 8. Tesla: $1.3T 9. Berkshire Hathaway: $1.1T 10. Walmart: $1T
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Daniel Newman
Daniel Newman@danielnewmanUV·
$NVDA at 25x forward PE while $WMT is at 40 is stupid.
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itz.Abis
itz.Abis@abisftbl·
No tattoos, No crazy haircut, No bald player, No social media. This Italian team was generational x.com/afccags/status…
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Mamo | Mamo Capital retweetledi
Bourbon Insider Research
Bourbon Insider Research@BourbonInsider·
TransDigm Group Incorporated $TDG still doing buybacks close to $1250 They don’t do a lot of buybacks—only when they think it’s relevant
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Mamo | Mamo Capital
Mamo | Mamo Capital@Mamocap·
@mymixtapez Imagine you can say Eddie Murphy AND Martin Lawrence are your grandpa‘s. That kid is going to be a legend in School
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My Mixtapez
My Mixtapez@mymixtapez·
Martin Lawrence's daughter and Eddie Murphy's son are expecting their first child together 👼🏽❤️
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Ricky Gervais
Ricky Gervais@rickygervais·
Some people said my banned billboards were crass, unfunny, offensive, boring, pointless, and nothing to do with vodka. Anyway, welcome to our new 170,000 subscribers 😂 dutchbarn.com
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Fiscora
Fiscora@fiscorainvest·
Does anyone know why $FICO, $MCO and $SPGI are selling off? Was looking around but haven’t seen much. Is it Anthropic?
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Mamo | Mamo Capital
Mamo | Mamo Capital@Mamocap·
@PythiaR Made $TDG my third biggest position today, very happy to add more if we go lower here.
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Pythia Cap: Partially Conductive
$TDG up to second largest position behind $TWST Pods getting blown out, mgmt has $10b in M&a capacity = lots of cash behind the $1250 buyback put.
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Mamo | Mamo Capital
Mamo | Mamo Capital@Mamocap·
Transdigm $TDG Q1 2026 Report Stock down 10%, you know I bought a ton 😅
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Ricky Gervais
Ricky Gervais@rickygervais·
Can't imagine this will get any complaints.
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