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X @The Economist
The Economist· 2025-07-13 01:00
As prime minister for 24 of the past 44 years, Mahathir Mohamad is due considerable credit for Malaysia’s economic success. This record helps explain his enduring popularity. Yet politically he has left a largely toxic legacy https://t.co/DMcicejA5rIllustration: Lan Truong https://t.co/KDk5nSsppi ...
This Daily Product Is More Dangerous Than You Think 🤯
The Diary Of A CEO· 2025-07-12 21:30
This is one of the worst products that you can use. I've been using it every day. Yeah.So, I'll tell you why. Aerosols use propellants. Propellants are derived from petroleum.And there was a recall on thousands of products within the last couple years that the propellants were a source of benzene contamination. And benzene is a known human carcinogen that you do not want to be inhaling because what you inhale goes to your brain. It goes quickly all over your body through the bloodstream.You don't want to be ...
X @The Wall Street Journal
The latest trendy smart wearable? A glucose monitor for adults who aren’t dealing with diabetes. Here’s what @nicnguyen learned when she wore one for two weeks. https://t.co/MV4Uslj3vu ...
X @Bloomberg
Bloomberg· 2025-07-12 19:50
President Donald Trump and his allies have seized upon a new way to criticize the head of the US central bank: his handling of an expensive renovation of the Fed’s headquarters https://t.co/QqBrNTYB3R ...
Is Costco Stock Worth Buying at $1,000?
The Motley Fool· 2025-07-12 19:39
Core Viewpoint - Costco Wholesale has significantly outperformed the broader market, with a 200% increase in stock price over the last five years, doubling the S&P 500's return during the same period [1] Group 1: Sales Growth and Opportunities - Costco's sales have accelerated post-pandemic, with annualized revenue growth of about 11% from fiscal 2019 to fiscal 2024, compared to 8% from fiscal 2010 to 2019 [2] - The company has substantial growth opportunities in e-commerce and non-food sales, with e-commerce sales increasing nearly 16% year over year last quarter [6][7] - Costco's competitive advantage lies in its membership model, with nearly 80 million paying households, allowing it to offer low prices and continue expanding [4] Group 2: Expansion Plans - As of the recent quarter, Costco operates 914 warehouses globally, with plans to open 24 new locations in high-quality markets such as Sweden, Japan, South Korea, and Canada [5] - The company is experiencing double-digit sales growth in various non-food categories, including jewelry, toys, and home goods, indicating strong demand for diverse product offerings [8] Group 3: Valuation Concerns - Costco's stock trades at a high earnings multiple of 54 times forward earnings, significantly above the S&P 500's forward P/E ratio of 26 [9] - The current P/E ratio is also above Costco's five-year average of 44, raising concerns about the sustainability of such a high valuation given the slowing sales momentum in e-commerce and non-food sales [10][11] - Analysts expect long-term earnings growth at an annualized rate of 9%, which may not justify the current high P/E, potentially leading to disappointing returns for investors [11][12]
X @The Economist
The Economist· 2025-07-12 19:20
“Donald Trump’s hostility to the very idea of climate change may yet end up making green technologies better,” hopes Vinod Khosla, “by forcing a rethink on wasteful subsidies and refocusing government efforts on the most promising tech to scale” https://t.co/GsFIfd0lzY ...
🚨The Bitter Lesson: Grok 4's breakthrough and how Elon leapfrogged the competition in AI
All-In Podcast· 2025-07-12 18:12
two things. One is how quickly starting in March of 2023, so we're talking about less than two and a half years, what this team has accomplished and how far ahead they are of everybody else as demonstrated by this. But the second is a fundamental architectural decision that Elon made which I think we didn't fully appreciate until now.And it maps to an architectural decision he made at Tesla as well. And for all we know, we'll figure out that he made an equivalent decision at SpaceX. And that decision is rea ...
GeoPark: Picking The Right Location To Strengthen Valuation
Seeking Alpha· 2025-07-12 18:05
Group 1 - The article discusses the importance of strategizing to counter external risks and price volatility in the oil and gas market when considering potential portfolio additions [1] - The author has nearly two decades of experience in the logistics sector and focuses on stock investing and macroeconomic analysis, particularly in ASEAN and NYSE/NASDAQ stocks [1] - The author emphasizes the diversification of investments across various industries and market cap sizes, including banking, telecommunications, logistics, and hotels [1] Group 2 - The author began trading in the Philippine stock market in 2014, initially investing in blue-chip companies and later expanding to different sectors [1] - The entry into the US market occurred in 2020, with the author gaining insights through a relative's trading account before opening their own [1] - The author has been utilizing analyses from Seeking Alpha to compare with their own research in the Philippine market since discovering the platform in 2018 [1]
X @The Economist
The Economist· 2025-07-12 16:40
“Can we really know something before we can make it ourselves?”Our science correspondent @IEmSteinmark explains why scientists are trying to build genomes from scratch, on “Babbage” https://t.co/obsz9Tsc48 ...
X @Forbes
Forbes· 2025-07-12 15:30
Being A Digital Nomad Isn't For Everyone. Could You Handle It? https://t.co/QJJhZGXVR0 https://t.co/QJJhZGXVR0 ...