3:10 Value
@310Value
Independent Thought, Creative Insights, Relentless Discovery. Not investment advice. [email protected] http://310value.substack.com
$edr.mc eDreams just reported cash EBITDA growth of 110% and is trades at a laughable 6.4x FY25E EBITDA. Here's an article on the opportunity. eDreams: A Multi-Bagger Hiding in Plain Sight open.substack.com/pub/310value/p…
There are no amps loud enough to honor this rock legend.
"The first gulp from the glass of natural sciences will turn you into an atheist, but at the bottom of the glass God is waiting for you". — Werner Heisenberg
I’m not religious, but as I study the models powering chatgpt and realize how stupidly simple this technology is compared to the complexity of the human brain, I can’t help but wonder how something so profoundly powerful is even possible. OpenAI is spending >$13 billion on…
When you have a weak dollar, you can’t buy anything.
TRUMP: WHEN YOU HAVE STRONG DOLLAR, YOU CAN'T SELL ANYTHING
Another great example of just how horrible these $TPL and $LB short reports were yesterday. "TPL claims to be a 'growth-oriented enterprise', yet its employee count has barely grown since 2020." This is one of the most ridiculous things I have ever read in a research report.…
She’s must be getting good use of her eDreams Prime membership if she’s already booking another trip on the eDreams’ app. $edr.mc
sydney sweeney via ig📸
Sydney Sweeney booking some European travel via eDreams' Prime program. $edr.mc
Ferrari all time high, near 10x since going public in 2015. $RACE
Some interesting thoughts on $ses.to static1.squarespace.com/static/5d93ed0…
Great video on Brookfield that I just watched. $bn $bam
My brookfield video $BN youtu.be/zITofkTd2Uc?si…
I always enjoy reading @FullySynergized each quarter. This excerpt on why it's not enough simply to "invest in great companies" is fantastic. mdsass.com/insights/
A Key mentor of mine Joins me for another podcast. We discuss central banks 'running it hot' and what that means for investors. We're about to see inflation spill over into hard assets $GOLD $BTC $TPL $LB $ARIS
via KKR midyear outlook: how the AI boom compares to the previous two booms (bubbles) kkr.com/content/dam/kk…
Is an almost 1% move really a surge?
Spot Gold Price Surges Almost 1% to $3,380.95 per Ounce
The word on $ses.to is getting out. @CMcCall3rd wrote an excellent article on it. Link below. substack.com/@charlesmac/no…
The below article talks about a possible datacenter at $tpl. Excerpt below. h/t @UnHedgedChatter
Here is a 🧨 yarn 🧨
People just don’t seem to get this about royalties, particularly $TPL and $LB