@Pluto_0x @cryptomocho Talabat on a PE basis looking like a bit of a steal, div outlook for this year is down but over a longer horizon looks like a great buy
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Trench Alexander-Arnold
735 posts
Trench Alexander-Arnold
@redtilldeadLFC
my size is not size
Katılım Temmuz 2013
407 Takip Edilen61 Takipçiler
@cryptomocho Good list
I think it will take a while for EMAAR to find a bottom but will be an insane opportunity
Need to check Parkin as well
What makes you bullish on talabat ?
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I think over the next 12 months there may be a once in a lifetime opportunity to buy UAE equities
The kind of setup where even if you go all in, you still feel underexposed.
This is roughly my plan :
Phase 1
Start slowly accumulating the more defensive, resilient names over the next 6 to 8 months:
- Salik
- Dewa
- Adnoc Gas + Drilling
- Fab
- Taqa
- Adib
Phase 2
Dubai is far more exposed than Abu dhabi to tourism, real estate, discretionary spending, and foreign sentiment. That means it will likely take longer to find a bottom
But it will also offer the best opportunities once the market fully prices the damage
- Emaar Properties + Development
- Emirates NBD
Probably is still too early, but you definitely want to bookmark this and pay attention.
If you have lived in UAE, you know for a fact that they will bounce back, is not a matter of “if” but only a matter of “when”
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@ohbrox @maccurated makes sense. but long term bullish no? removing this meta of dangling fees in front of small builders who are not crypto native didn’t work on sol and wouldn’t work on base. this is good filter
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@maccurated Yea I’m not gonna hold the whole bankr economy when I see this on my timeline? Would be stupid risk
x.com/nikitabier/sta…
Nikita Bier@nikitabier
Frankly, this is the most dishonest perspective on the “claim your fees” spam that I’ve ever read. Everyone knows that the moment he does it, it will haunt him on for the rest of his tenure on this app. Every reply will be about making the price goes up. We intend to update our API policies to block apps that create fee pools for non-consenting users.
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BREAKING: Mamdani's odds collapse in NYC Mayoral Election.
If he continues falling at the rate he has the past 24h, Cuomo would be the projected winner.
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@trading_axe @WatcherGuru severance stimmies bout to hit like crack
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@WatcherGuru They'll be forced to start trading to make up for being j*bless.
~ Dr. Axius.
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JUST IN: Amazon $AMZN to fire 30,000 employees starting tomorrow.
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@TheCryptoDog @Cointelegraph lmao the ant shares lore is deep
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🇭🇰 UPDATE: The Alibaba-backed fintech giant Ant Group files ‘Antcoin’ trademark in Hong Kong amid China’s renewed crypto crackdown.
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There is a literal GENERATIONAL free money trade happening RIGHT NOW in front of everyone but nobody is realizing or clocking it
Alameda / SBF would've been up multi millions right now Wallah
I have never seen something so disgustingly free in my entire life btw
The "Alameda" reference is the only thing you'll get for now [no - nothing to do with FTT or FTX, think what SBF's OG style of trading was]
👀
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big believer in the crypto x ai thesis. if we believe in a future where ai agents will exist and function independently (seems obvious), they will need permissionless, censorship resistant payments
going to dig into x402, could be the next wave and another mainstream use case for crypto
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@LexaproTrader when are you going to start big bro
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Call me crazy but I prefer the coins that go up and make us all money. I’m trying to share those ones ideally lol.
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Hyperliquid took zero private investment and buys back daily irregardless of the market
Aster is fully backed by Binance and can barely commit to buybacks "depending on market conditions"
Aster 🥷@Aster_DEX
Buyback Announcement: ASTER is currently targeting 70-80% of S3 fees for $ASTER buybacks, exact allocation will depend on market conditions and final results will be released following conclusion of S3. As a growing project, and in these uncertain market conditions, it’s important to maintain operational flexibility. Subsequent season airdrops and buybacks will be announced as details are confirmed.
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yup ansem bout to be liquidated
Ted@TedPillows
US CPI came at 3.0% vs 3.1% expected. US Core CPI came at 3.0% vs 3.1% expected.
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