Sabitlenmiş Tweet
Kevin
3.9K posts
Kevin
@atomicalcapital
Ex-nuclear engineer hunting hidden atoms. Teaching investors to wield AI as a junior analyst.
Join 12,000 hunters Katılım Ekim 2022
613 Takip Edilen12.9K Takipçiler
@atomicalcapital Thanks for this. Reads well and I recognize the pattern. Will dig into this more.
English
@realroseceline How are you using AI in your investment analysis?
English
I am bored, let’s play ask me anything — GO! 🌹
English
Kevin retweetledi
My report on our trip to Omaha. Many highlights, both personally and professionally.
Mentions $BRK.A $BRK.B, $CSU.TO $TOI.V, $MKL and $CHG.DE.
A bit more personal than our readers are used to, but I'll take the editorial freedom here. I hope you enjoy.
@jvluijmans @FromValue
@slegers_pieter @QCompounding
@atomicalcapital @Onno12345 @GielkensHa12102 @Marijn_vZ
en.tresorcapitalnieuws.nl/deep-dive-vers…
English
So we're now back to trading at less than 4x fcf. Gotta love it
$ccld
English
Almost 3 years and 434% later. Happy ATH.
Sebastian Krog@SebKrog
So now I am also a shareholder of $CPH.TO too. Even on conservative '23 numbers (~$9m earnings) and ascribing zero value to the ~30m in cash, we are looking at a P/E of ~7. Plus: You get share buybacks, potential MOB-015 release in 2025 and potential M&A.
English
I heard a lot of stock ideas in Omaha last week.
Out of over 50, I curated the 15 I think are best.
Did my first analysis on them. You can find the first article in the usual place.
There's one company that has grown EPS at 35% over a decade and trades at a P/E of 15...
English
@KashRamki Still have to do my own due diligence. But I found this one: domumcapital.substack.com/p/the-quiet-co…
English
Considering gold for the first time ever. 😂
Evan@StockMKTNewz
Jim Cramer just said on CNBC that he is "NOT bullish on Gold right now"
English
The quality of the q&a was off the charts
Bill Ackman@BillAckman
Ryan Israel (CIO of Pershing Square) and I had a fireside chat at the Berkshire Hathaway meeting last Friday. We covered the full landscape of the capital markets, geopolitics, Howard Hughes Holdings $HHH, $PS and $PSUS. ubs.com/us/en/wealth-m…
English
If you like this thread, thank you for reposting.
Full article through link in bio
Kevin@atomicalcapital
5 lessons I picked up at the Berkshire Hathaway AGM in Omaha last week. (n°5 is what matters) 🧵
English
