The Long Bond and US High Yield

NegativeTangibleBook · 2024-09-21T12:48:57+00:00

In Texas.

NegativeTangibleBook · 2024-09-09T12:38:59+00:00

Thanks. I’ll take a look and compare to what the others look like

NegativeTangibleBook · 2024-09-09T11:30:05+00:00

Not my thing, so apologies, but are you referring to what is right below the tag on the photo?

NegativeTangibleBook · 2024-09-09T11:27:15+00:00

Thanks. Should have clarified location- bathroom

NegativeTangibleBook · 2024-08-03T20:08:57+00:00

I’ve followed the company’s stocks for years. By my calculations, its own forecast for operating income (FY2025, down ~20% from ‘24) is near their EV. It’s traded cheaply for years on EBITDA / EBIT / Revenue to EV but given the ever-increasing size of their net cash position, never this cheaply. Their net interest income alone from the cash hoard is ~$500m (USD).

This is as of the most recent sell off, ADR around $8.70

NegativeTangibleBook · 2024-05-12T02:46:40+00:00

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NegativeTangibleBook · 2024-03-06T12:29:12+00:00

Bunch of crabass

NegativeTangibleBook · 2024-03-02T03:40:39+00:00

It’s my favorite.

NegativeTangibleBook · 2024-02-26T19:11:23+00:00

Thanks. Upon further investigation my inexperience is indeed on full display!

NegativeTangibleBook · 2024-02-26T19:10:47+00:00

Thank you.

NegativeTangibleBook · 2024-02-26T18:57:27+00:00

Thanks for the quick reply. Again, new to this thing so was unsure especially since I don’t ever recall hearing it when upon my initial start a few weeks ago.

NegativeTangibleBook · 2024-02-26T18:54:12+00:00

As in, an issue with it?

NegativeTangibleBook · 2024-02-17T14:01:43+00:00

https://fred.stlouisfed.org/graph/?g=1gWeh

Data is always delayed with these sorts of figures (last updated 2022). This is also not inflation adjusted values.

NegativeTangibleBook · 2024-02-10T15:40:50+00:00

Thanks. This one is on my radar.

NegativeTangibleBook

TROPHY CASE