Smart investors zoom out. Daily charts lie — fundamentals don’t. 🧠 ...

Diversification remains a cornerstone of a robust #crypto investment strategy. Spread your assets wisely. ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 The Flow Show Gold-Binger Scores on the Doors: gold 30.3%, bitcoin 25.5%, stocks 12.6%, IG bonds 8.1%, HY bonds 7.6%, govt bonds 6.6%, cash 2.6%, commods 1.3%, US$ -9.6%, oil -11.0% YTD. Zeitgeist: "Tariffs, taxes, Iran, Russia, China, that was April wall of worry to climb; now we've just got China to go…when Xi & Trump shaking hands on the Great Wall it's the top". The Biggest Picture: best performing FX in '25…Russian ruble up 42% (Chart 3), best stock market…Poland up 54%, Uk ...

The market pays those who wait.It punishes those who react. ...

Weak hands panic. Strong hands accumulate. Which one are you? 💎🙌 ...

Ppl are gonna try to convince you to long “laggards”.Sometimes it’s best to get on strength. ...

I aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow-ups and constant updates.I manage a concentrated portfolio targeted at avoiding losers and maximizing exposure to big winners. This means that often I'll rate great companies at a 'Hold' because their growth opportunity is below my threshold, or their d ...

Every time you hesitate to buy, someone else apes in.Every time you sell early, someone else holds.That’s the game. 🧠🎯 ...

Financial Data and Key Metrics Changes - On a consolidated basis, Entravision increased revenue by 22% to $101 million in Q2 2025 compared to Q2 2024, with an operating loss of just under $1 million [4][12] - Corporate expenses were reduced by $4 million in Q2 2025 compared to Q2 2024, representing a 41% decrease [21] Business Line Data and Key Metrics Changes - Media segment revenue declined by 8% to $45.4 million in Q2 2025 compared to Q2 2024, attributed to fewer active local advertisers and economic uncertainty [5][12] - Advertising Technology and Services (ATS) revenue increased by 66% to $55.3 million in Q2 2025 compared to Q2 2024, driven by more customers and higher spend per customer [7][13] Market Data and Key Metrics Changes - The number of active local advertisers in Q2 2025 was higher than in Q1 2025, indicating a monthly revenue increase throughout 2025 [6] - The media business faced challenges due to political advertising fluctuations and economic conditions impacting advertiser confidence [12] Company Strategy and Development Direction - The company is focused on increasing local sales capacity and expanding digital sales capabilities in the media segment [11] - In ATS, the strategy includes investing in engineering and sales capacity to enhance technology and AI capabilities [8][10] Management Comments on Operating Environment and Future Outlook - Management acknowledged the need for improvement in operating performance and profitability, emphasizing ongoing investments in both media and ATS segments [4][11] - The company aims to achieve profitability in each operating segment and on a consolidated basis, with a focus on revenue growth and expense reduction [20][18] Other Important Information - The company has a strong balance sheet with over $69 million in cash and marketable securities at the end of Q2 2025 [22] - A voluntary debt prepayment of $1 million was made, reducing credit facility indebtedness to approximately $178 million [22] Q&A Session Summary - There were no questions during the Q&A session, and the call concluded without further inquiries [25]

When in doubt. Zoom out. ...