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“Larry Ellison is a Genius!”
At IPO, I think Larry Ellison owned something like 23% of Oracle. Typically, that goes down over time. He now owns 41% of Oracle.What's he done. Every year, he's run that business superbly. It's got 43% operating margins and he's used that cash to buy back shares.He hasn't sold any. So, his ownership has just gone up over time. Two things happened this year.One is the stock really popped 40% and he got a lot of cloud credit. But the interesting thing is this is the year he actually abandoned the buyback str ...
X @Unipcs (aka 'Bonk Guy') 🎒
$BONK 🙂but i've kind of gone 'Murad mode' on BONK for the greater part of two years alreadyso much so that everyone now knows me as 'bonk guy' 😅️️️️BONK is the easiest and freest $10 billion+ memecoin play of this cycle if you ask me:- very strong meme narrative and the main memecoin of Solana- oldest relevant Solana memecoin with good price history and distribution- very good unit bias which makes it retail-friendly- listed on every major retail exchange including Binance, Coinbase, Robinhood, Upbit, Revol ...
X @Bloomberg
Bloomberg· 2025-07-02 16:08
Glencore plans to buy back up to $1 billion of its shares following the completion of the sale of its agricultural business to Bunge https://t.co/E5viAz3ekq ...
UBS' Erika Najarian: Banks are in wait-and-see mode
CNBC Television· 2025-07-02 15:35
Welcome back to Squawk on the Street. Well, America's biggest banks are on a winning streak. Wells, Goldman, Morman Stanley, and more are just inches from hitting their new all-time highs after passing the Fed's latest stress tests late last week and boosting shareholder payouts yesterday after uh the close.Those are the how far they are from all-time highs as we stand, but they're having a decent couple of trading sessions. So what's uh on the deck for banks in the second half of the year. UBS managing dir ...
Is Walmart Set to Win Big as Back-to-School Shopping Starts Early?
ZACKS· 2025-07-02 14:16
Key Takeaways WMT kicks off its summer savings event July 8-13 with deals in school supplies and electronics among others. WMT targets early shoppers with discounts, Walmart early access and AI-powered shopping tools. WMT's value strategy and flexible delivery options aim to drive traffic amid family budget pressures.Walmart Inc. (WMT) is kicking off the back-to-school season with a bang, launching its Walmart Deals summer savings event from July 8 to 13. The six-day sale promises deep discounts across el ...
38/2025・Trifork Group: Weekly report on share buyback
Globenewswire· 2025-07-01 20:08
Company announcement no. 38 / 2025Schindellegi, Switzerland – 1 July 2025 Trifork Group: Weekly report on share buyback On 28 February 2025, Trifork initiated a share buyback program in accordance with Regulation No. 596/2014 of the European Parliament and Council of 16 April 2014 (MAR) and Commission Delegated Regulation (EU) 2016/1052, (Safe Harbour regulation). The share buyback program runs from 4 March 2025 up to and including no later than 30 June 2025. For details, please see company announcement no. ...
X @Unipcs (aka 'Bonk Guy') 🎒
as much as people hate thempullbacks are healthy in a trending marketdon't lose sight of the big picture ...
X @Ansem
Ansem 🧸💸· 2025-07-01 18:28
RT Kov (effort arc) (@0xkovv)think ansem is spot on herenot so much noise, but it is a signal nowcan't say I was really involved in 2020-2021 as I have been for the past 3-4 years, but from what i can see - the game is much different then it wasthe PA dynamic now feels like it isn't so much dependent on "future growth" but like they are an early start ups as ansem mentionedthink it is no surprise but the valuations on some (really all) of these coins were drastically overvalued last cycleno more freebies fo ...
X @Bloomberg
Bloomberg· 2025-07-01 17:02
US bank stocks rose to their highest level in three years as investors continued to pile into the group amid speculation they will begin to boost buybacks and dividends after the lenders comfortably cleared the Federal Reserve’s stress test https://t.co/iQI0R7U2JD ...
RTX Corporation Stock: $93B Defense Backlog Fuels Growth
MarketBeat· 2025-07-01 11:14
RTX TodayRTXRTX$146.17 +1.51 (+1.04%) 52-Week Range$99.07▼$149.26Dividend Yield1.86%P/E Ratio42.87Price Target$161.12Add to WatchlistThe global market is currently defined by two powerful and distinct currents: rising geopolitical instability and a resilient demand for commercial air travel. Few companies are built to navigate both of these worlds, but RTX Corporation NYSE: RTX is uniquely structured to do so. The aerospace and defense giant operates under a dual mandate, serving governments that are build ...