@kab60.bsky.social
Bessent said “It’s mortgages, it’s cars, it’s real wage gains,” - Tesla sent a letter to Trump saying tariffs will whack 'em. Why aren't car suppliers a buy here? (I own some Linamar, but maybe I should own more)
March 17, 2025 at 10:54 AM
Bessent said “It’s mortgages, it’s cars, it’s real wage gains,” - Tesla sent a letter to Trump saying tariffs will whack 'em. Why aren't car suppliers a buy here? (I own some Linamar, but maybe I should own more)
I listened to 5 minutes of that episode and had to turn it off... So much bullshit in there, but 10-15% cash 'as a residual of the proces' was probably the dumbest bit... Sounded like your average 'quality investor' with a cash position to comfort the nerves
This podcast is the most clear sign of the bubble in so called "quality" stocks I've seen so far @upslopecapital.bsky.social
March 17, 2025 at 9:57 AM
I listened to 5 minutes of that episode and had to turn it off... So much bullshit in there, but 10-15% cash 'as a residual of the proces' was probably the dumbest bit... Sounded like your average 'quality investor' with a cash position to comfort the nerves
Reposted
Castings #CGS.L H1 results, badly affected by lower heavy vehicle demand with revenue/profits well down on previous yr. Cash pile also down but still have £16M cash (£31M). Expect production efficiencies to improve in H2, assuming no further reduction in demand should be inline for full yr.
November 13, 2024 at 7:24 AM
Castings #CGS.L H1 results, badly affected by lower heavy vehicle demand with revenue/profits well down on previous yr. Cash pile also down but still have £16M cash (£31M). Expect production efficiencies to improve in H2, assuming no further reduction in demand should be inline for full yr.