Vintage Analyst
@vintageanalyst.bsky.social
Stock-market nerd, Generalist, Bookworm & Learning-addict | Strictly own opinions, not financial advice.
https://t.co/qGy1i9SvG4
https://t.co/qGy1i9SvG4
Some links & notes from podcasts (and other content) that I found interesting during March 2025.
open.substack.com/pub/vintagea...
open.substack.com/pub/vintagea...
Notes and links from investing content (March 2025)
There is no lack of content nowadays and it is easy to get overwhelmed.
open.substack.com
March 30, 2025 at 4:03 PM
Some links & notes from podcasts (and other content) that I found interesting during March 2025.
open.substack.com/pub/vintagea...
open.substack.com/pub/vintagea...
1/n
Book review: "F Wall Street" by Joe Ponzio.
"Back to basics and common sense" is how I would describe the book "F Wall Street" by Joe Ponzio in one sentence. A quick read that covers the basics and is a good read for beginners. My main takeaways:
open.substack.com/pub/vintagea...
Book review: "F Wall Street" by Joe Ponzio.
"Back to basics and common sense" is how I would describe the book "F Wall Street" by Joe Ponzio in one sentence. A quick read that covers the basics and is a good read for beginners. My main takeaways:
open.substack.com/pub/vintagea...
February 27, 2025 at 7:49 PM
1/n
Book review: "F Wall Street" by Joe Ponzio.
"Back to basics and common sense" is how I would describe the book "F Wall Street" by Joe Ponzio in one sentence. A quick read that covers the basics and is a good read for beginners. My main takeaways:
open.substack.com/pub/vintagea...
Book review: "F Wall Street" by Joe Ponzio.
"Back to basics and common sense" is how I would describe the book "F Wall Street" by Joe Ponzio in one sentence. A quick read that covers the basics and is a good read for beginners. My main takeaways:
open.substack.com/pub/vintagea...
Some food for thought by Ian Rushbrook (from the book Money Makers by Jonathan Davis) before investing only based on cheapness.
December 7, 2024 at 5:41 PM
Some food for thought by Ian Rushbrook (from the book Money Makers by Jonathan Davis) before investing only based on cheapness.
Reposted by Vintage Analyst
We're not in a bubble. 🫧
How do I know?
Because Palantir ($PLTR) is only valued at 64x Sales, 435x LTM Operating Income and 160x Operating Cash Flow.
It's not too late to buy in at these moderate levels...
How do I know?
Because Palantir ($PLTR) is only valued at 64x Sales, 435x LTM Operating Income and 160x Operating Cash Flow.
It's not too late to buy in at these moderate levels...
December 5, 2024 at 1:51 PM
We're not in a bubble. 🫧
How do I know?
Because Palantir ($PLTR) is only valued at 64x Sales, 435x LTM Operating Income and 160x Operating Cash Flow.
It's not too late to buy in at these moderate levels...
How do I know?
Because Palantir ($PLTR) is only valued at 64x Sales, 435x LTM Operating Income and 160x Operating Cash Flow.
It's not too late to buy in at these moderate levels...
Reposted by Vintage Analyst
Some great charts from HSBC - China's *direct* export exposure to the US has slumped and is now at the lowest levels since in modern history, and does not stand out relative to other Asian economies.
December 6, 2024 at 6:21 AM
Some great charts from HSBC - China's *direct* export exposure to the US has slumped and is now at the lowest levels since in modern history, and does not stand out relative to other Asian economies.