Execution
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Powell Industries: A Focus On Controlling Costs Helps Propel Growth (NASDAQ:POWL)
Seeking Alpha· 2026-01-27 18:31
One of the reasons for this impressive growth is its focus on “execution”, or productivity improvements. In particular, it generally hasRobert F. Abbott has been investing his family’s accounts since 1995, and in 2010 added options, mainly covered calls and collars with long stocks. He is a freelance writer, and his projects include a website that provides information for new and intermediate-level mutual fund investors. A resident of Airdrie, Alberta, Canada, Robert has earned Bachelor of Arts and Master o ...
X @Solana
Solana· 2025-12-03 15:26
Stablecoin Strategy Pillars - Western Union (WU) outlines four pillars of their stablecoin strategy [1] - The strategy aims to unlock trapped capital, potentially "hundreds of millions" of dollars stuck in the banking system, to enable real-time payments [1] - This move to stablecoins could free up capital, eliminate approximately 2-day tie-ups via correspondent banking, and deliver capital-light real-time settlement on roughly $500 million per day, while also capturing currently forgone interest [1] - Western Union is partnering with four providers for on/off-ramps, expected to go live in the first half of 2026, enabling customers to send/receive stablecoins and on/off-ramp in person [1] - A stablecoin card will allow customers in high-inflation countries to spend stablecoin balances directly without needing to off-ramp to local cash [1] - Western Union intends to issue its own stablecoin on Solana to control economics, compliance, and distribution, and to grow beyond leveraging their brand [1] Market Perspective - The market has priced Western Union for death at 4x LTM PE (Last Twelve Months Price-to-Earnings ratio) [1] - The success of this transition is entirely an execution story with compelling upside if they pull it off [1]
X @The Economist
The Economist· 2025-11-26 16:40
Legal & Political Landscape - The Supreme Court, now with a more conservative leaning, is changing its approach to blocking states from executing people [1] - Previously, the Supreme Court routinely blocked executions without solid evidence or in torturous ways [1]
3 REITs I’d Own for Steady Monthly Income (Part 1)
The Smart Investor· 2025-11-19 23:30
Core Viewpoint - Investing in Singapore REITs (S-REITs) can provide stable and reliable passive income for investors, with specific focus on three REITs for long-term monthly income generation. Group 1: CapitaLand Integrated Commercial Trust (CICT) - CICT is Singapore's largest REIT with a total property value of S$27.0 billion, comprising 21 properties in Singapore, two in Frankfurt, and three in Sydney [2][3] - The portfolio's occupancy rate is 97.2%, with a weighted average lease expiry (WALE) of 3.2 years, and a distribution yield of 4.8% [5][4] - CICT's net property income grew by 0.2% year-on-year to S$874.2 million, with a slight increase in gearing ratio to 39.2% and an improved interest coverage ratio of 3.5 [4][5] Group 2: CapitaLand Ascendas REIT (CLAR) - CLAR is Singapore's first and largest listed industrial REIT, with a portfolio value of S$17.7 billion and 228 properties [8][9] - The portfolio occupancy rate is 91.3%, with a WALE of 3.6 years, and a distribution yield of 5.4% [10][9] - CLAR's DPU has shown stability, with a slight increase to S$0.15205 in 2024, and a healthy rental reversion rate of 7.6% in Q3 2025 [10][11] Group 3: Frasers Centrepoint Trust (FCT) - FCT is a suburban retail REIT with assets under management of approximately S$8.3 billion, owning four of Singapore's top ten largest prime suburban malls [14][15] - In FY2025, FCT's gross revenue increased by 10.8% year-on-year to S$389.6 million, with a total DPU of S$0.12113 [15][16] - The overall portfolio occupancy rate is strong at 98.1%, with a distribution yield of 5.4% and a rental reversion rate of 7.8% in FY2025 [16][18]
X @BBC News (World)
BBC News (World)· 2025-11-13 20:18
Legal & Ethical Considerations - Oklahoma spared a death row inmate hours before the planned execution [1]
X @mert | helius.dev
mert | helius.dev· 2025-11-04 12:28
Solana's Strengths - Solana's success is attributed to a combination of technology, resilience, mindset, and proven execution, not solely technology [1] - Solana has demonstrated a critical mass of scale, talent, and execution under pressure, making it a leading chain [1] - Solana has consistently been the center of attention due to its talent, scale, and the attention it attracts [1] Market Positioning - The market is not zero-sum, implying that both Solana and other platforms can thrive in the trillion-dollar markets [1] - Comparing Bitcoin to Solana in terms of speed is considered inappropriate, similar to comparing gold to a stock like Robinhood [1] Competitive Landscape - The argument that Solana will be out-competed due to technology is contradictory to the claim that technology is not the primary factor [1] - The reason why people are not using Aptos is because it is not just about scale [1]
X @mert | helius.dev
mert | helius.dev· 2025-10-21 11:36
Product Performance - DFlow is leading and effectively saving users approximately 10 basis points (bps) with consistently tight execution [1] - DFlow brings significant benefits to users on Solana [1] - The product is considered great, complemented by non-toxic marketing [1]
X @Nick Szabo
Nick Szabo· 2025-10-15 07:28
Humanitarian Crisis - Gaza's Health Ministry received 45 bodies at Nasser Medical Complex after release by the Israeli army [1] - Bodies showed signs of severe torture, field execution, blindfolding, and abuse [1] - The Red Cross pledged to provide the victims' names later [1]
X @mert | helius.dev
mert | helius.dev· 2025-10-10 15:12
DFlow's Market Microstructure Design - DFlow's market microstructure design is centered around the needs of mid-frequency trading strategies [1] - DFlow aims to provide sophisticated trading execution capabilities to Solana retail users for free [1] DFlow JIT Routing - DFlow JIT routing is positioned as a fundamental tool for sophisticated traders on Solana [1] - Sophisticated trading on Solana is considered unfeasible without DFlow JIT [1]
X @Elon Musk
Elon Musk· 2025-10-01 17:42
With rare exception, ideas really are trivial compared to execution.For example, the idea of going to the Moon is simple, but ACTUALLY going to the Moon is staggeringly difficult. ...