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THE POD me & @robarmstrong.bsky.social & our Middle East ed Andrew England, who I don't think is on here, on: -no but seriously what is going on in Iran? -deal or no deal? -walruses -sand -the Great Brotation open.spotify.com/episode/5xrA...
POD O'CLOCK me and @robarmstrong.bsky.social on the tech IPO feeding frenzy, featuring: - sign of a top? - or just giving the people what they want? - pronunciation - subversive cubicle dwellers - Godzilla open.spotify.com/episode/166k...
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Unhedged · Episode
open.spotify.com
Could we interest you in $675bn in tech stocks?
Can Trump make a deal with Iran?
Unhedged · Episode
open.spotify.com
Katie Martin
Katie Martin
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Another win for the good guys.
Zuck must listen to Unhedged. This trade was being recommended by @robarmstrong.bsky.social this week 😊
Wall Street consensus estimates for hyperscaler free cash flow. Provides a good snapshot of where the market's head is at, I think:
Colored Paper Image XIII (Yellow Green Black Blue Orange) http://www.moma.org/collection/works/60733
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Two reads on why analysts see massive FCF leap after 2028. One: they believe that AI will be an all-time great business. Two: they can't get their DCF models to spit out numbers higher than current share prices without putting big numbers into the out years. Some of both?
Read this wonderful @robarmstrong.bsky.social column on my second-favourite of the 7 deadly sins: "Vanity, channelled the right way, helps bring order and joy to social life." as.ft.com/r/7b9a73ac-3...
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