Financial Planning retweetledi
Financial Planning
2.2K posts
Financial Planning
@MayfairLDN_
Equity positions in $India, $PLTR, $CAMT, $MSTR, $NVDA. Views are my own, not financial advice.
Global Katılım Ekim 2022
338 Takip Edilen101 Takipçiler
Financial Planning retweetledi
Just Embarrassing
Imagine buying into a stock and not even knowing what it does
The excuse is laughable
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Financial Planning retweetledi
The real sign British education has failed is the number of people responding to this chart with "that’s what happens when too many people go to university"
HE has expanded in all of these countries, and in every one apart from UK that didn’t erode the graduate earnings premium.
Stefan Schubert@StefanFSchubert
Whereas the graduate premium has increased in most rich countries, it has plummeted in Britain since 1997. Earnings for British graduates have shrunk (next pic). ->
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Financial Planning retweetledi
UK public debt fell by 10.5% to 82.5% of GDP in January.
Office for National Statistics (ONS)@ONS
Public sector net financial liabilities excluding public sector banks were provisionally estimated at 82.4% of GDP at the end of January 2026. This was 10.5 percentage points less than public sector net debt.
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Financial Planning retweetledi
Whereas the graduate premium has increased in most rich countries, it has plummeted in Britain since 1997.
Earnings for British graduates have shrunk (next pic).
->
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@BradoCapital @minithoughtsz An EU directed free payment system would significantly disrupt the European market within a few years of its implementation. Singapore uses a similar system which the entire local market uses. Shops still accept visa/mastercard for tourists & convince but card down as much as 65%
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@MayfairLDN_ @minithoughtsz seen a lot of plans to disintermediate them with little success thru the years
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Mastercard is an example of a stock that feels great to own.
All of the price appreciation (blue line) comes from the growth in fundamentals while the multiple (orange line) has not moved.
Why?
You can keep accumulating year after year without feeling like you're overpaying.
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Financial Planning retweetledi
apparently lending people money to buy dumb shit they can’t afford isn’t good for revenue
Brew Markets@brewmarkets
Klarna's valuation: 2021: $45 billion 2026: $5 billion
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@BradoCapital @minithoughtsz Thoughts on EU plans for their own payment system?
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@soundhunter @GoogleLabs Unfortunately this is technology… you will have to use it to adapt. If people can get an almost identical product at 5% of the cost then the product is better for them. It would be like people who sold horse and carts saying we shouldn’t have cars because they’d make less…
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@AndyJScott @GoogleLabs Yes, exactly. I expect to lose about 10k in revenue this year from headshots and product photography due to AI…and for that number to grow exponentially. Hurting for my friends who work in film too. Sound engineers and session musicians. Ugh.
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Today, we’re introducing Pomelli’s latest feature update, ‘Photoshoot’
With Photoshoot, you can start from a single image of your product and easily create high quality, customized product shots to elevate your marketing.
Available free of charge in the US, Canada, Australia & New Zealand! Get started with Pomelli today at labs.google/pomelli
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Financial Planning retweetledi
@crossdio @singulieroblige @PeterBerezinBCA They’re spending what they make and have historically the strongest balance sheets in corporate history
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@singulieroblige @PeterBerezinBCA Yes, no need to be able to sustain a crisis for example, let’s burn everything in few months 😂
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Financial Planning retweetledi
@PeterBerezinBCA What really was the point of all that cash flow anyway? It feels like it makes a lot of sense to use it to invest heavily in an exciting new tech rather than buy back shares, pay dividends, and make the c-suite into billionaires.
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Financial Planning retweetledi
@nickhillman @robprogressive A loan wouldn’t be needed for £1,200 for most people… of course for a large minority it wouldn’t have been easy to make but £1,200 with no debt is much better than the current system
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@robprogressive This is a ridiculous comparison. In 2004, the fees were upfront; there were no tuition fee loans. And your number for graduate salaries is nonsense:
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Financial Planning retweetledi
In 2004, university fees were £1,200 a year
Now they’re £9,250
In 2004 the ave. graduate salary was £18,000
Now it’s £25,000.
That’s a 670% on tuition fees
But a mere 39% increase on wages (LESS than inflation)
The maths doesn’t work anymore
AND the ave. debt post grad. is £53,000!
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Financial Planning retweetledi
Financial Planning retweetledi
If Anthropic is worth 10% of Google, something must be mispriced.
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Financial Planning retweetledi
It is probably the first time in the history of humanity that Walmart trades at 45 times forward P/E while Amazon trades at 21 times.
What is happening!
tae kim@firstadopter
Walmart is trading at double the forward P/E of Amazon
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@hypergrowth102 I don’t follow $hims but how bad is the law suit?
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