Discover and read the best of Twitter Threads about #MOS

Most recents (11)

Tack @Kvalitetsaktie för er ovärderliga utbildning och inspiration. Satt i helgen lyssnade, antecknade & njöt när ni diskuterade er filosofi (avs 108), världsklass! Tänkte dela med mig av en summering av KAP-filosofin. OBS: är en glad amatör så res för div fel & misstolkningar Image
KAP citat #1

"The basic ideas of investing are to look at stocks as business, use the market's fluctuations to your advantage, and seek a margin of safety. That's what Ben Graham taught us. A hundred years from now, they will still be the cornerstones of investing," /Buffett Image
Marknaden är på kort sikt irrationell men rationell på lång. Detta använder man till sin fördel och utnyttjar felprissättningar. Sen tillkommer trender, flockbeteende och indexvikt. "Vem vill du helst sälja dina aktier till, en indexfond som automatiskt viktar upp eller Ola?" Image
Read 25 tweets
1/48

Here it is.. 🤯

This is my WAGMI HODL-list 🧾 for this upcoming next bull run 💎🐈🚀

It’s gonna be a long thread but I guarantee it’s gonna be well worth your precious time 🫱🏻‍🫲🏼

I’ll add new Gems 💎 over time at the end so bookmark and revisit 📖

#WAGMI #HODL #100x #Gems
2/48

This HODL-list aims at crypto portfolios in the 6-figure range.

You can use this list as a starting point to DYOR 👨🏼‍🔬🧪 or just as confluence or simply pick coins you like and invest according to your risk management.
3/48

My goal with these picks is to average a 100x during the next bull run 🔮

Profits will be not taken before new ATHs on the coins itself and probably not before ETH is above 10.000$.

Will revisit and update the projects when ETH is at 10.000$.
Read 49 tweets
It’s a new Monday, so time for a new entry into the #BatmanvSuperman references the DC lore series. Today, it’s time for the Fallout scene in the 🧵 below! #RestoreTheSnyderVerse #BvSMondayMood Image
So let’s start where we finish off last week because the homages to The Dark Knight Returns (TDKR) #4 continue. First, we have the bomb going off homage in #BvS. ImageImageImageImage
Funnily enough, after the bomb explosion we get Batman saying Oh God in #BatmanvSuperman and in The Dark Knight Returns we get a similar one. This one from Carrie Kelley worried not that Superman is dead but rather that Bruce is. ImageImage
Read 14 tweets
To make money in stocks you need to vision to see them, then the patience & conviction to hold them

Having a screener helps with that & forces you to do your own research (example below 👇)

Just keep trying until something works, trust yourself & never give up 🦾 Image
This is how #GFIN stacks up against this screener.

Anything I've got wrong, comments or questions, let me know! Image
Here's a bit more detail into what has happened with #GFIN this year and why I believe they have already reached an inflexion point Image
Read 13 tweets
It’s a new Monday, and today is a special one since I get to do a thread on one of my favorite #BatmanvSuperman scenes (The Mountain) and how it references the broad DC lore. Everything about it and a small analysis in the 🧵 below! #RestoreTheSnyderVerse #BvSMondayMood Image
In this scene, Clark visits a mountain where he talks with his father’s ghost about what he’s going through. Importantly, to dissect this scene a good starting point is thinking about Zack Snyder’s words about it (thanks to @hell0gary for the edit of the image). Image
In a way it’s all about the evolution of the Fortress of Solitude. Interestingly, the first part of Zack Snyder’s Superman arc (#ManofSteel) depicts a “sort of” traditional fortress, the scout ship in the arctic. A big palace where he talks to his birth parent, Jor-El. ImageImageImage
Read 20 tweets
@myESMO #ESMO20 as a #trainee can be #overwhelming! So many good studies, some more #practicechanging then others, if you missed some and want to understand (albeit at a simplistic #trainee level), sit back, relax and enjoy as we go through some great data #ESMO20 @OncoAlert
1. #NSCLC: 2 major studies #ADAURA #CROWN for adjuvant #EGFRmNSCLC, and advanced #ALK+ experts can provide better perspective @JackWestMD @n8pennell @StephenVLiu @AMansfieldMD @CharuAggarwalMD @NarjustDumaMD @GlopesMd @DevikaDasMD @OncoAlert
1. A) #ADAURA: Stage IB-IIIA #resected #NSCLC with #EGFRm treated with #Osimertinib vs #placebo [SOC prior to this was adjuvant chemotherapy [cisplatin-based doublet based on #LACE metanalysis- pubmed.ncbi.nlm.nih.gov/18506026/] showed improvement in #DFS @NEJM nejm.org/doi/full/10.10…
Read 19 tweets
#MOS launches a second platform since its rebirth - the SaaS Insight Platform.

"Aim is to disrupt and democratise the global content and digital insight industry." A punchy statement, to say the least!

Over 30 clients for it already.

And SaaS - the holy grail of revenue. 1/3
#MOS has raised £1.5m since end March (at which point it had £0.1m). It has a further £0.28m to come through 0.20p warrants, and £1.67m at 0.50p.

Salaries of all directors being taken in equity, to be issued next year. Their payday comes through driving that SP aggressively. 2/3
I estimate cash burn ATM to be £50k max pm - as SaaS revenue scales up this will reduce rapidly.

2019/20 YE results not due until end Dec. Thus 6 months of contracts news ahead to drive the SP.

Across the family we hold 50m #MOS: looking for multiples of current price now. 3/3
Read 3 tweets
EXCLUSIVE: Byline Investigates can reveal the #DuchessofSussex has filed her response to the #MailonSunday’s Defence in her legal action over its publication of a private letter she sent her father Thomas Markle before her wedding to #PrinceHarry 1/12
BREAKING: The 30-plus page, approx 9,000-word,document will take a wrecking ball to the newspaper’s publishers own 44-page case which seeks to justify allegations of misuse of #duchessmeghan's private information,breach of Data Protection Rights and infringement of copyright 2/12
The Duchess's filing will accuse Associated Newspapers Ltd (ANL) of trying to “attack and intimidate” her in “the Defence and in print”, adding to distress of it publishing a “deeply private communication” that ANL itself called “a moving letter to her estranged father” 3/12
Read 12 tweets
Morning all - a few days off from the markets post GE, for a trip to Clermont to watch @bathrugby (lose with dignity 🙄).

Great to see #RRE slowly recover. Said it before, but - a $1.2bn offer was made. Completion of that deal would have seen the SP up by 250% minimum, IMO.
#MKA also beginning to climb back up. The Talaxis / Chinalco MoU is massive: Chinalco is one of China's six SEOs that hold a near-monopoly over the global REE market.

Its partnership with Talaxis is, for me, evidence that it's acutely aware of the Pentagon's interest in Songwe.
#HZM is also recovering, in line with Ni bouncing. Expecting a busy Q1 there, with major newsflow generated by both projects. Current EV (~£27m) is simply wrong. If it doesn't change soon, I don't think it's unreasonable to suggest a takeover - Orion being an obvious candidate.
Read 9 tweets
#SupplyChains #India needs to work indipendently with #USA and #China to separate the supply chains headed in the two directions and try to shift as much of them as possible to India
3/n #SupplyChains This is the final opportunity for making India a manufacturing hub, & bring manufacture jobs to India. It would be tragic if we miss this opportunity. I suggest that the new Govt appoint a #MOS(Supply Chains)in @PMOIndia to attract Global supply chains to India.
Read 54 tweets

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