Preview release
The new version of Bulios is here - explore it first
We have launched a new version of Bulios in preview mode. As a Bulios Black member you get priority access and can try all new features first.
We have launched a new version of Bulios in preview mode. As a Bulios Black member you get priority access and can try all new features first.
Analysis of the stock $VST and why I added the company to my portfolio?
There are companies the market overvalues. And then there are companies the market ignores because their story is too complex to fit into a single headline—and that’s what I see in Vistra Corp.'s shares.
The stock lost a third of its value in nine months. Meanwhile, the company has just signed the largest...
Read more
Zobrazit další komentáře
Vistra may be less well-known among retail investors, but I wouldn’t say the market “ignores” it. The stock has gained over 500% in the past three years, so it doesn’t really look like a forgotten gem the market is only now discovering.
And as for the bet on nuclear: yes, Vistra has a significant nuclear component, but it’s not a pure nuclear story. Nuclear accounts for roughly 15% of installed capacity. In terms of generation the nuclear share will be higher, but it’s still not a purely nuclear player.
Nvidia $NVDA is returning to the bond market after five years and wants to borrow over $20 billion. At first glance interesting — a company worth $5 trillion "doesn't need" the money. But at the end of April it had only $13.24 billion in cash, which is surprisingly little for its size.
What I like is the timing and the price. Its longest tranche comes with a spread of roughly 0...
Read more
Zobrazit další komentáře
The fact that Nvidia doesn’t have tens of billions of cash sitting in its account is not a problem in itself. A company is not a savings account. Cash should cover operations, flexibility, and a reserve; not lie idle just so the company looks cool.
Debt for investments is not automatically bad, even if the company physically has some money. Basic financial discipline says that operating liquidity and long-term investments should not be mixed. Operating cash should keep the company running and serve as a buffer, while long-term assets are commonly financed with long-term capital.
If Nvidia can borrow cheaply for a long term, that’s not a sign of distress but rather a sign of strength. The risk is not Nvidia’s bond itself. The risk is whether the AI capex boom will eventually deliver the returns the market is pricing in today.
🚀 $SPCX went public on Friday under the ticker $SPCX and immediately pulled off the largest IPO in history. The company sold more than 555 million shares at an offering price of $135, raising about $75 billion. The previous record was held by Saudi Aramco in 2019 at around $25 billion, so SpaceX surpassed it by roughly three times.
📈 The stock opened at $150, rose during the day...
Read more
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Shares have fallen 84%, while revenue is up 46%. What's going on with Figma?
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Burford Capital: A $16 billion bet has failed. What options do investors have left?
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
People at this company are looking to make some extra money, but investors are losing a fair amount of money
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
The world's largest company is borrowing billions. Why is Nvidia turning to lenders?
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
The world's largest AI consulting firm has lost half its value. Is Accenture a trap or an opportunity?
Zobrazit další komentáře
Buy Old GitHub Accounts
If you want to more information just knock us 24-hour reply
Telegram:@webaccsells
WhatsApp:+1 (213) 548-4470
Email:webaccsells@gmail.com
https://webaccsells.com/product/buy-old-github-accounts/
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Shares trading below book value, a 5% dividend, and 4 million acres of land undervalued on the balance sheet
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
The four stocks with a market capitalization over $200 billion and the highest volatility
Portfolio Spotlight: Sell, hold, or hope? That is the question.
Every investor sooner or later finds herself in the same situation.
You buy a stock with a clear investment thesis, set a target price and a maximum acceptable loss. And then the market decides to move in exactly the opposite direction to what you expected.
I'm currently in exactly that situation with positions in The...
Read more
Zobrazit další komentáře
Buy Telegram Accounts
If you want to more information just knock us 24-hour reply
Telegram:@webaccsells
WhatsApp:+1 (213) 548-4470
Email:webaccsells@gmail.com
https://webaccsells.com/product/buy-telegram-accounts/
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
The frontrunner of the nuclear renaissance, which has no paying customers but a billion in cash
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
The best quarter in the company's history, and yet the most interesting question is the price
Bulios Black
This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
6 companies with ROE above 10% across all sectors