Replying to @VelascoIsla
@VelascoIsla los catedráticos ni de coña, conozco a varios y dan cuatro horas de clase a la semana

los profesores poco aportan también, vistos los resultados del informe PISA

pero a ver, profesores medicos y policia tiene hasta el estado mas anarcocapitalista.

hablamos de estos:
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Replying to @aseoane123
@grok calcula que % son los funcionarios:

1.) docentes no universitarios
2.) personal docente de las universidades
3.) guardia civil, policia nacional y fuerzas de seguridad
4.) fuerzas armadas
5.) sanitarios SNS
6.) magistrados y jueces

sobre el total del funcionarios
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$aep.v q2 results

this is supposed to be one of the strongest quarters in the year…

- bottom line loss of 0.3M
- more shares outstanding
- inventory pilling up (this is seasonal but still surprisingly high)
- cash burn of 6M excluding grant
- tangible equity 15M vs 44M mkt cap
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Tree retweeted
Trump just signed off on a 30-year deal that gives Saudi Arabia the green light to enrich its own uranium. The U.S. isn’t even requiring them to agree to the IAEA’s nonproliferation “gold standard” to do it. The deal is headed to Congress now.

Let this sink in. No binding safeguard against the material being diverted toward a nuclear weapons program. In the most volatile region on earth. Announced the same week the U.S. is still bombing Iran to stop it from doing exactly this.

This is not happening in isolation:

→ Jared Kushner (Trump’s son-in-law and “Special Envoy for Peace”) took a massive $2B from the Saudi PIF to open up his brand-new investment firm (Affinity Partners) just after Trump left office after his first term. As of this spring, Democrats were still demanding he comply with the financial disclosure required of special government employees. He hasn’t done so.

→ Eric Trump and Don Jr., who run the Trump Organization while their father is in office, have struck roughly $10B in Saudi-backed developments in the family business.

→ In November, the administration approved the sale of up to 35,000 of Nvidia’s MOST advanced AI chips (worth roughly $1B) to Saudi Arabia’s state AI firm, reversing restrictions that were put in place specifically because of the risk those chips get diverted to China.

Each one of these FACTS on their own is a conflict of interest. Together, it’s a consistent pattern where the family profits while the President sets policy toward the same government paying them.

So when is enough enough??? Restricted chips getting waved through wasn’t the line. Billions of dollars flowing to the President’s sons while he’s in office wasn’t the line. Now we’re talking about a pathway to nuclear material.

This is just Saudi Arabia; similar grifts are happening all across the Gulf States.

At what point does Congress stop treating this as a joke and put our COUNTRY and our national security above their own political interests????
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This is how you do a proper incentive compensation scheme, and not the outrageous SBC that companies like $AEP.V have approved, with no strings attached, for their management and board
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curioso razonamiento

si tienes 100mil millones en acciones de inditex tu patrimonio debe estar protegido, pues generas riqueza

pero si tienes 10millones en acciones de inditex, entonces no?

y si tienes 100mil euros, entonces menos aun?
Su riqueza no es una hucha llena guardada en algún sitio, es ahorro sembrado, consumo al que alguien renunció para plantarlo en empresas reales.

Y vale por las cosechas que se esperan de él, no por lo que pesa hoy.

“Repartámoslo.” Vale, esta primavera coméis. Pero os habéis comido la siembra, ya nunca germinará.

El capital no es una tarta, es lo que alguien no se comió para que mañana haya más tartas. Consumirlo no iguala a nadie: nos empobrece a todos.
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#namesilo $URL.CN

as always very fun to check out their results

market cap CAD 130
shareholders equity CAD 8M, including 9M of goodwill
business did 0.4M
trades for a cool 81x run rate esnings
mgmt fees of 90k. to manage what?
SBC 200k , half of the quarterly profit

enjoy
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$AEP.V worst results ever with a 3% gross margin in Q1 2026. Q1 is always the worst month for construction in Canada due to weather, and this is more pronounced in the LCF business because of where it operates, but man, these results are terrible, really really bad.
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Replying to @aseoane123
$AEP.V note that AEP, with CAD $20M in goodwill, is trading at 2x tangible book. It has CAD $20M in net debt and its been losing money since 2024

auditors will test goodwill for impairment

I hope folks ask mgmt. about debt covenants, because this can get really ugly really fast
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Ejercicio interesante, muchos no lo han hecho nunca, pruébalo:

Escoge una empresa que te guste, que quieras investigar y de la que no conozcas su cotización, y comienza la investigación.

Si en la web de relación con inversores aparece la cotización, mala señal, escoge otra, y lee los últimos informes, las últimas calls, aprende sobre la historia de la empresa, las dinámicas del sector, las ventajas competitivas, etc.

Sólo cuando entiendas todo bien podrás interpretar la contabilidad pasada, en TIKR tienen un modo "propietario de negocios" que oculta las cotizaciones.

Después de entender el negocio e interpretar la contabilidad pasada, estima escenarios futuros que te parezcan probables, realistas, más optimistas y más pesimistas, y calculas cuánto vale para ti la empresa, cuánto pagarías para conseguir una rentabilidad adecuada a 5 y a 10 años, por ejemplo 10% anual, para cada escenario.

Ya tiene tu rango de valores razonables.

Al final, sí, mira la cotización y sorpréndete.
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porque en españa puedes financiar el piso con una hipoteca a 30 años a tipo fijo.
Por qué invertir en un piso en España para alquilarlo si puedes comprar acciones de $CPT y dormir más tranquilo.
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Tree retweeted
The IRS taxes US citizens on worldwide income...

No other major country does this. Only the US and Eritrea.

You could live in Portugal for 20 years, never step foot in America, and still owe the IRS every April.

And Americans think they live in the "land of the free."
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Now that we are all green on the year, cue the fintwit victory laps

3, 2, 1…
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Tree retweeted
JD Vance is lecturing the Pope on Catholicism and Pierre Poilievre is lecturing Mark Carney on economics and RFK Jr is lecturing scientists about vaccines and Donald Trump is lecturing the world on tariffs and Pete Hegseth is quoting Pulp Fiction and thinking it’s the Bible
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$gsy.to $nwl $nwl.mi $na9 #na9

pobre estebaranz y pobres participes suyos, que dios se apiade de ellos
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viendo el directo de estebaranz sobre goeasy $GSY $GSY.TO . el tio tiene bloqueado goeasy como palabra clave. si la escribes no sale el mensaje jajajajajajajaja
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$lha.de

Asia-EU routes at 100% capacity taking market share from GCC carriers

Massive operating leverage at full capacity

Plus last seats sold at huge premiums

Plus capturing bookings for the remainder of the year

Plus increasing supply in the Asia-EU routes
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