Fish On! Capital
@FishOnCapital
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Catching special sits like Jeremy Wade.
Joined January 2015
Quality investing has comfortably outperformed growth and value over the last 25 years.
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Sort of odd to see $USO, regional banks, and yields all moving higher while tech dumps hard. Suggests to me today's selloff isn't recession-fear driven and more likely systematic.
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$GSIT is a thin stock but this new research from Cornell about APUs could ignite a new paradigm in the AI compute area. APUs "GSI Technology announced the publication of a paper led by researchers at Cornell University. Findings confirmed that GSI Technology's APU CIM
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I hope $JEF doesn't blow up because then I would lose access to GREED & Fear.
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Please tell me this diagram is a joke. https://t.co/DtgORkfhHU
The use of Quantum Technology in modern warfare has profound implications. Nation states, including adversaries to the US and NATO have been investing $ Billions to get a decisive edge in today's battlefield. A thread....🧵 $IONQ $CCCX
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Gonna be funny when China wins at AI too…
It's just fascinating that while the Chinese are busy working hard on efficiency and reducing costs to make AI as profitable as possible for both the labs and the hyperscalers, in the US, everyone seems to have been hypnotized by Jensen, whose company Nvidia is the only one truly
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Somehow the $KVUE story keeps getting worse? Beginning to think J&J spun it off specifically with the goal of isolating itself from legal liability. https://t.co/zGUwgA5iHH
investing.com
Kenvue stock falls as UK talc lawsuits raise liability concerns
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Apologies to everyone for taking so long to get to this. Sometimes I feel that we $NN investors are, in the words of Yeats, “slouching towards Bethlehem.” But as they say, the money is made in the slouching, and I continue to believe that will be the case here. Given I have
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Huh. I guess that's one interpretation. Another possibility is that the net-present value of all of gold's future free cash flows has been on the rise. I could see it from both sides tbh.
BESSENT ON SURGE IN GOLD PRICE: MORE BUYERS THAN SELLERS
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Nice to see $NN reject the 200-day MA today. Some thoughts on recent price action and what the next 6-months could look like to come.
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The amount of absolute bangers Burial & Four Tet have is ridiculous
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5y5y inflation swaps rolled over too. Growth fears outweigh inflation worries.
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Getting $FLR net of their $SMR stake for about $0 EV right now, after accounting for recent proceeds offset with NOLs. This for a company with its own tailwinds that's actively monetizing their stake and using proceeds for buybacks.
$FLR $605M in proceeds in less than 30 days and "intends to use a majority of the proceeds from this sale to enhance its ongoing share repurchase program."
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The recent explosion in searches for "digital forensics" and "digital evidence management" bodes well for Cellebrite $CLBT.
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