deep73 🇨🇭

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deep73 🇨🇭

deep73 🇨🇭

@valueinvest73

El liberalismo no debe tener idelogía. Skin in the Game. Milton Friedman: La responsabilidad social de las empresas consiste en elevar sus beneficios

Katılım Ocak 2013
380 Takip Edilen573 Takipçiler
Javier DV
Javier DV@Javieerdelvalle·
@jose_basa asi nos envian todos los coches, no venden internamente ni uno. Y los q llegarán..
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Jose Basagoiti
Jose Basagoiti@jose_basa·
El desplome en las ventas de vehículos en China es otro signo terrible de su ciclo económico. La demanda interna literalmente ha colapsado
Jose Basagoiti tweet media
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deep73 🇨🇭
deep73 🇨🇭@valueinvest73·
Walmart de España. JP Morgan de Europa. 🤣🤣🤣🤣🤣🤣🤣🤣🤣
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deep73 🇨🇭
deep73 🇨🇭@valueinvest73·
@Charlandodminas Haciendo un por diez y ya me vale...🤣 Qué últimamente todo el mundo tiene multibaggers....
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Charlando de minas
Charlando de minas@Charlandodminas·
El bull market de la plata de los 70 multiplicó su precio por 38,9. El actual apenas va por 3,5. En 2025 subió un 146,8%, superó los 100 $ en enero de 2026 y corrigió después hacia 75 $. La historia no se repite pero rima.
Charlando de minas tweet media
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deep73 🇨🇭
deep73 🇨🇭@valueinvest73·
@JorBaeBel @Guillemc1797 Fer el que van fer amb Successions, en plena pandèmia, amb avis morint, és directament de psicòpata. No m´ho esperava. Hi ha alternativa, i si no l´hagués, no votaria. Però mai més.
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J Baeza
J Baeza@JorBaeBel·
@Guillemc1797 Com que no tenen formació política bàsica, no han entès que no poden mantenir mètodes esquerrans durant massa temps amb una sociologia petitburgesa.
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Javier DV
Javier DV@Javieerdelvalle·
Apuñalan a un youtuber de Inversiones en COREA. Dicen que es un seguidor suyo que perdió dinero con sus recomendaciones.
Javier DV tweet media
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AnnaF
AnnaF@AnnaFlorcia·
GIF
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deep73 🇨🇭
deep73 🇨🇭@valueinvest73·
@zipjet For a moment there, you actually made my mouth go drier than it's ever been.
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zipjet
zipjet@zipjet·
@valueinvest73 Sorry, that is my pathetic sense of humor. Read my other posts this morning.
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zipjet
zipjet@zipjet·
$LQDA === sell sell sell - - [News] Liquidia CBO Jason Adair sells $562,288 in tax-related shares By Investing.com (Investing.com Nigeria) - Jul 15, 2026 ng.investing.com/news/stock-mar… - [News] Liquidia Corp’s CHRO Sarah Krepp sells $562,360 in shares By Investing.com (Investing.com Nigeria) - Jul 15, 2026 ng.investing.com/news/stock-mar… - [News] Liquidia general counsel sells $1.05m in stock, priced $71.39-$71.52 (Investing.com Nigeria) - Jul 15, 2026 ng.investing.com/news/stock-mar… - [News] Liquidia CMO Rajeev Saggar sells $709,816 in company stock By Investing.com (Investing.com Nigeria) - Jul 15, 2026 ng.investing.com/news/stock-mar… - [News] Liquidia CEO Roger Jeffs sells $2.52m in LQDA common stock (Investing.com Nigeria) - Jul 15, 2026 ng.investing.com/news/stock-mar… - [News] BlackRock, Inc. Increases Stake in Liquidia Corp: A Strategic Mo (GuruFocus) - Jul 15, 2026 gurufocus.com/news/8958990/b… - [News] Liquidia Corp CDO Khindri sells $84,740 in stock (Investing.com) - Jul 15, 2026 investing.com/news/insider-t… - [News] Liquidia Corp (LQDA) CBO sells 7,863 shares after award vesting (Stock Titan) - Jul 15, 2026     Liquidia CBO Jason Adair sold 7,863 shares near $71.40–$71.52 to cover     taxes and exercised 10,251 RSUs and PSUs under a Rule 10b5-1 trading plan. stocktitan.net/sec-filings/LQ… - [News] Liquidia Corp (LQDA) CAO exercises PSUs, sells 9,002 shares (Stock Titan) - Jul 15, 2026     Liquidia CAO Dana Boyle exercised 3,179 PSUs into stock, then sold 9,002     shares at $71.52 under a Rule 10b5-1 plan to cover taxes on RSU and PSU     settlements. stocktitan.net/sec-filings/LQ… - [News] Liquidia Corp (NASDAQ: LQDA) GC sells 14,738 shares after PSU vesting (Stock Titan) - Jul 15, 2026     Exercised 10,168 PSUs into stock, sold 14,738 shares to cover taxes, and     now holds 605,962 Liquidia shares directly alongside unvested RSUs and     PSUs. stocktitan.net/sec-filings/LQ… - [News] Liquidia Corp (LQDA) CHRO sells 7,864 shares in tax-related trade (Stock Titan) - Jul 15, 2026     Liquidia’s HR chief sold 7,864 shares around $71.50 to cover taxes on RSU     and PSU settlements, after converting 3,179 PSUs, and now holds 117,178     shares under a pre-set Rule 10b5-1 plan. stocktitan.net/sec-filings/LQ… - [News] Liquidia Corp (LQDA) CEO sells 35,249 shares and exercises PSUs (Stock Titan) - Jul 15, 2026     Roger Jeffs sold 35,249 Liquidia shares at $71.52 and $71.39 under a Rule     10b5-1 plan, exercised 28,167 PSUs, and now holds 1,130,426 shares     directly. stocktitan.net/sec-filings/LQ… - [News] Liquidia Corp (LQDA) officer sells 1,185 shares in 10b5-1 tax sale (Stock Titan) - Jul 15, 2026 news.google.com/rss/articles/C… - [News] Liquidia Corp (LQDA) CMO sells 9,926 shares after PSU conversions (Stock Titan) - Jul 15, 2026 news.google.com/rss/articles/C… - [News] Liquidia Corp (LQDA) CFO sells shares under 10b5-1 tax plan (Stock Titan) - Jul 15, 2026 news.google.com/rss/articles/C… - [News] Liquidia Corp (LQDA) CCO sells 9,539 shares to cover RSU taxes (Stock Titan) - Jul 15, 2026 news.google.com/rss/articles/C… - [News] Liquidia Corp (LQDA) Shares Surge 7.4% -- What GF Score of 67 Te (GuruFocus) - Jul 14, 2026 news.google.com/rss/articles/C…
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zipjet
zipjet@zipjet·
$LQDA my guess is it will hit new highs next week. No fundamental factor has changed. It is marginally closer to FV but still has a long way to run as sales continue to ramp. Here is a second WAG. Andrews will issue the ruling before August 18, 2026.
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deep73 🇨🇭
deep73 🇨🇭@valueinvest73·
@AnnaFlorcia It looks like some very bad news is on the way.
zipjet@zipjet

$LQDA === sell sell sell - - [News] Liquidia CBO Jason Adair sells $562,288 in tax-related shares By Investing.com (Investing.com Nigeria) - Jul 15, 2026 ng.investing.com/news/stock-mar… - [News] Liquidia Corp’s CHRO Sarah Krepp sells $562,360 in shares By Investing.com (Investing.com Nigeria) - Jul 15, 2026 ng.investing.com/news/stock-mar… - [News] Liquidia general counsel sells $1.05m in stock, priced $71.39-$71.52 (Investing.com Nigeria) - Jul 15, 2026 ng.investing.com/news/stock-mar… - [News] Liquidia CMO Rajeev Saggar sells $709,816 in company stock By Investing.com (Investing.com Nigeria) - Jul 15, 2026 ng.investing.com/news/stock-mar… - [News] Liquidia CEO Roger Jeffs sells $2.52m in LQDA common stock (Investing.com Nigeria) - Jul 15, 2026 ng.investing.com/news/stock-mar… - [News] BlackRock, Inc. Increases Stake in Liquidia Corp: A Strategic Mo (GuruFocus) - Jul 15, 2026 gurufocus.com/news/8958990/b… - [News] Liquidia Corp CDO Khindri sells $84,740 in stock (Investing.com) - Jul 15, 2026 investing.com/news/insider-t… - [News] Liquidia Corp (LQDA) CBO sells 7,863 shares after award vesting (Stock Titan) - Jul 15, 2026     Liquidia CBO Jason Adair sold 7,863 shares near $71.40–$71.52 to cover     taxes and exercised 10,251 RSUs and PSUs under a Rule 10b5-1 trading plan. stocktitan.net/sec-filings/LQ… - [News] Liquidia Corp (LQDA) CAO exercises PSUs, sells 9,002 shares (Stock Titan) - Jul 15, 2026     Liquidia CAO Dana Boyle exercised 3,179 PSUs into stock, then sold 9,002     shares at $71.52 under a Rule 10b5-1 plan to cover taxes on RSU and PSU     settlements. stocktitan.net/sec-filings/LQ… - [News] Liquidia Corp (NASDAQ: LQDA) GC sells 14,738 shares after PSU vesting (Stock Titan) - Jul 15, 2026     Exercised 10,168 PSUs into stock, sold 14,738 shares to cover taxes, and     now holds 605,962 Liquidia shares directly alongside unvested RSUs and     PSUs. stocktitan.net/sec-filings/LQ… - [News] Liquidia Corp (LQDA) CHRO sells 7,864 shares in tax-related trade (Stock Titan) - Jul 15, 2026     Liquidia’s HR chief sold 7,864 shares around $71.50 to cover taxes on RSU     and PSU settlements, after converting 3,179 PSUs, and now holds 117,178     shares under a pre-set Rule 10b5-1 plan. stocktitan.net/sec-filings/LQ… - [News] Liquidia Corp (LQDA) CEO sells 35,249 shares and exercises PSUs (Stock Titan) - Jul 15, 2026     Roger Jeffs sold 35,249 Liquidia shares at $71.52 and $71.39 under a Rule     10b5-1 plan, exercised 28,167 PSUs, and now holds 1,130,426 shares     directly. stocktitan.net/sec-filings/LQ… - [News] Liquidia Corp (LQDA) officer sells 1,185 shares in 10b5-1 tax sale (Stock Titan) - Jul 15, 2026 news.google.com/rss/articles/C… - [News] Liquidia Corp (LQDA) CMO sells 9,926 shares after PSU conversions (Stock Titan) - Jul 15, 2026 news.google.com/rss/articles/C… - [News] Liquidia Corp (LQDA) CFO sells shares under 10b5-1 tax plan (Stock Titan) - Jul 15, 2026 news.google.com/rss/articles/C… - [News] Liquidia Corp (LQDA) CCO sells 9,539 shares to cover RSU taxes (Stock Titan) - Jul 15, 2026 news.google.com/rss/articles/C… - [News] Liquidia Corp (LQDA) Shares Surge 7.4% -- What GF Score of 67 Te (GuruFocus) - Jul 14, 2026 news.google.com/rss/articles/C…

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deep73 🇨🇭
deep73 🇨🇭@valueinvest73·
@zipjet The 12-month valuation is incredible. Seems a company that is practically consolidated and has this level of margins, all the horizons we discussed actually seem much more feasible.
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zipjet
zipjet@zipjet·
$LQDA === - [News] A Look at Liquidia Corp (LQDA) After 8.7% Decline -- GF Value $232.05 vs Price $71.22 (GuruFocus) - Jul 14, 2026 gurufocus.com/news/8956539/a…
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deep73 🇨🇭
deep73 🇨🇭@valueinvest73·
@zipjet I'll take a close look at it, but the remaining potential seems spectacular.
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zipjet
zipjet@zipjet·
@valueinvest73 $LQDA What is it worth on a DCF? Note the 173% Rev CAGR for the next two years. Pick your discount rate and terminal rate. Here is a sensitivity table from a comprehensive report I created:
zipjet tweet media
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deep73 🇨🇭
deep73 🇨🇭@valueinvest73·
@Traderbcn El verdader problema és que les coses difícilment poden anar a pitjor, però ningú es queixa. Per aquesta situació no hi ha manifestacions. Llavors, tenim el que ens mereixem.
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Traderbcn
Traderbcn@Traderbcn·
El fill vol pujar aquí a la Cerdanya amb transport public; Autocar de BCN a Vic, 2 minuts caminant fins a l’estació de tren, tren fins a Ripoll, transbord i, finalment, un altre tren fins a Puigcerdà. Casi 5h !!!!!!😂😂😂😂 Però ningú es queixa?!?!?! 🫪🫪🫪
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