Alejandro Martin Barreiro
Alejandro Martin Barreiro @AMWorld

Ytelse
Alle

13.90%2026
2026
29.78%2025
2025
6.70%2024
2024
24.32%2023
2023
-27.76%2022
2022
13.97%2021
2021
-20.68%2020
2020
1.62%2019
2019
-3.00%2018
2018
29.8%0%-29.8%
Diskusjon
Alejandro Martin Barreiro
Alejandro Martin Barreiro
Australia
3t
𝟮𝟬𝟮𝟲𝟬𝟵𝟬𝟵 - 𝗗𝗮𝗶𝗹𝘆 𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 𝗯𝘆 𝗔𝗠𝗪𝗼𝗿𝗹𝗱 Third straight down day, and the news that mattered came from the bond desk. 𝗛𝗲𝗮𝗱𝗹𝗶𝗻𝗲𝘀 & 𝗠𝗮𝗿𝗸𝗲𝘁 𝗠𝗼𝘃𝗲𝘀 • The US Treasury said it would buy back up to $6bn of 10- and 20-year notes, triple the normal operation.... Vis flere Oversett
Alejandro Martin Barreiro
Alejandro Martin Barreiro
Australia
3t
𝗔𝗠𝗗 𝗚𝘂𝗶𝗱𝗲𝗱 𝗩𝗼𝗹𝘂𝗺𝗲 𝗨𝗽 𝗔𝗻𝗱 𝗠𝗮𝗿𝗴𝗶𝗻 𝗗𝗼𝘄𝗻. 𝗚𝗿𝗼𝘄𝘁𝗵 𝘆𝗼𝘂 𝗽𝗮𝘆 𝗳𝗼𝗿 𝗶𝗻 𝗮𝗱𝘃𝗮𝗻𝗰𝗲 𝗶𝘀 𝗻𝗼𝘁 𝗴𝗿𝗼𝘄𝘁𝗵. 𝗜𝘁 𝗶𝘀 𝗮 𝗹𝗼𝗮𝗻 𝘁𝗼 𝘁𝗵𝗲 𝘀𝘁𝗼𝗿𝘆. What matters most for AMD over the next two years? $AMD (Advanced Micro Devices Inc) Oversett
Ikke investeringsrådgivning. Forfatteren kan ha finansielle interesser i de nevnte instrumentene.
• Data Center revenue 70B USD
100.00%
• Gross margin > 50%
100.00%
• Customer concentration
100.00%
• Free cash flow conversion
100.00%
1 Stemmer
Alejandro Martin Barreiro
Alejandro Martin Barreiro
Australia
3t
𝗔𝗠𝗗 𝗚𝘂𝗶𝗱𝗲𝗱 𝗩𝗼𝗹𝘂𝗺𝗲 𝗨𝗽 𝗔𝗻𝗱 𝗠𝗮𝗿𝗴𝗶𝗻 𝗗𝗼𝘄𝗻 A company doubling its biggest business usually leads with the growth. $AMD (Advanced Micro Devices Inc) led with the growth, and then told you what it would cost. 𝗪𝗵𝗮𝘁 𝗵𝗮𝗽𝗽𝗲𝗻𝗲𝗱 On Tuesday, at the Citi Global TMT Conference,... Vis flere Oversett
Alejandro Martin Barreiro
Alejandro Martin Barreiro
Australia
1d
$CPB (Campbell Soup Co) Campbell's cut its dividend by 36% this week, from 39 to 25 cents a quarter, alongside a 37% drop in adjusted earnings and guidance for another down year. I want to sit with that, because Campbell's is not a speculative growth name that overreached. It is a 150-year-old... Vis flere Oversett
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CPB
Campbell Soup Co
21.78
-0.1000 (-0.46%)
Alejandro Martin Barreiro
Alejandro Martin Barreiro
Australia
1d
𝗡𝘃𝗶𝗱𝗶𝗮 𝗣𝗮𝗶𝗱 𝗧𝘄𝗲𝗹𝘃𝗲 𝗣𝗼𝗶𝗻𝘁 𝗡𝗶𝗻𝗲 𝗕𝗶𝗹𝗹𝗶𝗼𝗻 𝗙𝗼𝗿 𝗔 𝗛𝗮𝗯𝗶𝘁 Nvidia sells the most valuable hardware in the world. On Thursday it wrote the largest cheque in its history for something that barely sells anything. 𝗦𝗵𝗼𝘄 𝗠𝗲 𝗧𝗵𝗲 𝗡𝘂𝗺𝗯𝗲𝗿 Nvidia agreed to acquire... Vis flere Oversett
Alejandro Martin Barreiro
Alejandro Martin Barreiro
Australia
2d
𝟮𝟬𝟮𝟲𝟬𝟵𝟬𝟳 - 𝗗𝗮𝗶𝗹𝘆 𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 𝗯𝘆 𝗔𝗠𝗪𝗼𝗿𝗹𝗱 US equity and bond markets were shut for Labor Day. Every US level below is a Friday 4 September close. The rest of the world repriced anyway. 𝗛𝗲𝗮𝗱𝗹𝗶𝗻𝗲𝘀 & 𝗠𝗮𝗿𝗸𝗲𝘁 𝗠𝗼𝘃𝗲𝘀 • Asia ran hot. KOSPI +4.61% and Nikkei... Vis flere Oversett
Alejandro Martin Barreiro
Alejandro Martin Barreiro
Australia
2d
𝗔 𝗥𝗲𝗴𝘂𝗹𝗮𝘁𝗼𝗿 𝗠𝗼𝘃𝗲𝗱. 𝗘𝗾𝘂𝗶𝗳𝗮𝘅 𝗙𝗲𝗹𝗹 𝟱.𝟲 𝗣𝗲𝗿𝗰𝗲𝗻𝘁. The quarter did not change. The rulebook did. One of those you wait out. The other you re-underwrite. 𝗧𝗵𝗲 𝗘𝘃𝗲𝗻𝘁 Late last week the US housing finance regulator directed Fannie Mae and Freddie Mac to accept VantageScore... Vis flere Oversett
Alejandro Martin Barreiro
Alejandro Martin Barreiro
Australia
3d
𝐀𝐌𝐖𝐨𝐫𝐥𝐝 – 𝐖𝐞𝐞𝐤𝐥𝐲 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐑𝐞𝐩𝐨𝐫𝐭 News, Macro, Noise | Snapshot | Entry Log 31/08/26 – 06/09/26 No holding reported earnings last week, and the strongest payroll print since March barely moved the September meeting. One holding lost part of its moat to a regulator in a single... Vis flere Oversett
Alejandro Martin Barreiro
Alejandro Martin Barreiro
Australia
3d
𝟮𝟬𝟮𝟲𝟬𝟴𝟯𝟭-𝟮𝟬𝟮𝟲𝟬𝟵𝟬𝟲 - 𝗪𝗲𝗲𝗸𝗹𝘆 𝗠𝗮𝗿𝗸𝗲𝘁 𝗡𝗲𝘄𝘀 𝗯𝘆 𝗔𝗠𝗪𝗼𝗿𝗹𝗱 A week where the earnings leg held and the discount rate moved against it. 𝗛𝗲𝗮𝗱𝗹𝗶𝗻𝗲𝘀 & 𝗠𝗮𝗿𝗸𝗲𝘁 𝗠𝗼𝘃𝗲𝘀 • August payrolls +162,000 against a 53-56,000 consensus, unemployment steady at 4.1%,... Vis flere Oversett
Alejandro Martin Barreiro
Alejandro Martin Barreiro
Australia
3d
𝗧𝗵𝗲 𝗗𝗲𝗯𝘁 𝗗𝗶𝗱 𝗡𝗼𝘁 𝗗𝗶𝘀𝗮𝗽𝗽𝗲𝗮𝗿. 𝗜𝘁 𝗖𝗵𝗮𝗻𝗴𝗲𝗱 𝗛𝗮𝗻𝗱𝘀. The debt did not disappear. It changed hands. And it grew on the way across. 𝗧𝗵𝗲 𝗧𝘄𝗼 𝗟𝗶𝗻𝗲𝘀 𝗧𝗵𝗮𝘁 𝗠𝗮𝘁𝘁𝗲𝗿 • In 2008, US household debt was close to 100 percent of GDP. Today it is around 68 percent. •... Vis flere Oversett

Om Alejandro Martin Barreiro
Australia
Strategi: Verdi

25-KPI Value Growth Quality below fair value, rotate overvalued 95% of capital 1000+ days
Vis full biografi Oversett
54 Kopierere
2.5K Følgere

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ETH
ETH
Åpnet•08/09/26, 08:25
▴-0.41%
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ETH
ETH
Åpnet•05/08/26, 09:07
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ETH
Åpnet•06/07/26, 08:30
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MBGL
Åpnet•02/07/26, 10:15
0%
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