The Investment Anchor

71 posts

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The Investment Anchor

The Investment Anchor

@MarketAnch0r

Anchoring your portfolio in fundamentals ⚓️ Focus on buying great companies at great prices 📈 Macro data enthusiast 📊

Katılım Ocak 2026
48 Takip Edilen13 Takipçiler
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The Investment Anchor
The Investment Anchor@MarketAnch0r·
Bought more $ADBE here at 270. Yes, cheap can get cheaper. But, the P/E is getting really low, the company is buying back shares aggressively, margins are very high, and they have high single digit growth. Here is the math for 18% returns over the next 5 years:
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The Investment Anchor
The Investment Anchor@MarketAnch0r·
@devengandhi The stock will be rewarded if we secure financing. Until then the stock ain’t going nowhere unfortunately
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Finance Jack
Finance Jack@FinanceJack44·
Checking in on $ADBE > 14 PE and 9 P/FCF (LOL) > 12% revenue growth (accelerating) > FCF/share up 19% > 37% operating margin > Accelerating AI revenue But the market still won't touch it. What's it gonna take?
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The Investment Anchor
The Investment Anchor@MarketAnch0r·
@snowblower314 @AtomicCorp The CEO literally told the head of Niger that financing would be complete early 2026. I dont get why people are scared to call the management liars
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snowblower
snowblower@snowblower314·
@MarketAnch0r @AtomicCorp Yeah, it's been in that state for two years. You're conflating something you don't like with something false.
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The Investment Anchor
The Investment Anchor@MarketAnch0r·
No update on DFC from $GLO, as expected I guess. Unfortunately, looks like they will only post positive news before diluting us again… Never ending vicious cycle
Global Atomic Corporation@AtomicCorp

Global Atomic issues 2025 results. The Dasa #Uranium Project advanced development significantly in 2025 and in March 2026 reached 1 million hours without a lost time incident. The Company continues to advance debt, JV and other non-equity funding options. globalatomiccorp.com/investors/news…

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Stefan Vesti Brorsen
Stefan Vesti Brorsen@StefanVesti·
@MarketAnch0r According to my search it should be today. I'm worried that there's not a word from Global Atomic on their website or anywhere else.
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The Investment Anchor
The Investment Anchor@MarketAnch0r·
African Summit gave us no information + DFC is silent. So, now we wait for the earnings report from $GLO. It will have to be by the end of the week, so either Wednesday or Thursday after the bell!
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Glenn Hømpler
Glenn Hømpler@Glennvh86·
$Glo will Q4 report drop tomorrow as it says on Nordnet or is it a mistake sins there homepage dosnet say anything oh well we wait and see 🙏😅
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Aria Radnia 🇮🇷
Aria Radnia 🇮🇷@ariaradnia·
POV: you’re invested in the most misunderstood company in the market $ADBE
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Noé
Noé@noegrs_research·
$CDLR Cadeler FY 2025 report is out ! 🟢 Revenue : €620.4 (5% beat, +149% YoY) 🟢 EBITDA : €425.3m (3% beat, +240% YoY) 🟢 EPS : €0,79 (25% beat, +316% YoY) 🟢 Gross margin also improved to 62% from 50% in 2024, reflecting higher profitability and receipt of termination fees. 🔴 However FY results do not reflect a weaker H2 2025 with a pretty big double miss on revenue and EBITDA, respectively of 25% and 28%, and H1 was inflated due to one-off contract cancelling compensation. 🔴 Guidance is also pretty weak, with revenue expected between €854m and €944m but EBITDA set at €420m to €510m (so pretty much flat EBITDA). Overall a good year, but their numbers are weaker than what the headlines suggest. We will have to wait for the call for further analysis.
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Rocco Uranium
Rocco Uranium@roccokingofanal·
@MarketAnch0r @ianjgarnier @Mark58782318 @AtomicCorp $glo Remember what I'm telling you now. In the next announcement, Roman will say that the mine is developing, talks with DFC are going well, but the conflict in the Middle East is delaying everything.Further dilutions around October
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Mark
Mark@Mark58782318·
$GLO were peppy and enthusiastic enough to share commentary on just the increased pace of DFC engagement back in August 2025 but now silence since credit committee approval was given Dec 11. I think that silence is imposed on them- not because nothing good is happening
Global Atomic Corporation@AtomicCorp

There has been an increased pace of work at the U.S. development bank with a focus on document preparation to support a credit committee review to fund Dasa. We are encouraged by the bank’s level of engagement and look forward to a successful outcome. globalatomiccorp.com/investors/news…

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The Investment Anchor
The Investment Anchor@MarketAnch0r·
@RentYourStocks Big Tech continue to post great earnings results, so people don’t want to sell those shares. SPY won’t go down unless Big Tech does.
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I Sell Options Guy
I Sell Options Guy@RentYourStocks·
The market trend feels lower, why do so many continue to fight it? I have been derisking since the end of Jan and I am now at my highest cash levels in as long as I can remember.
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The Investment Anchor
The Investment Anchor@MarketAnch0r·
So tomorrow we find out if we got DFC or dilution right..? $GLO
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The Investment Anchor
The Investment Anchor@MarketAnch0r·
Wall St didn’t like the direction @Adobe was going in with Shantanu in charge, so $ADBE fires him, and yet the stock gets destroyed. Not to mention they also posted a solid earnings report… Makes zero sense
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