PandaInversion's profile picture. Global Equity, Financial Investment Manager, with great knowledge in LATAM and US Markets

Panda Investment

@PandaInversion

Global Equity, Financial Investment Manager, with great knowledge in LATAM and US Markets

Panda Investment reposted

The economy is so hot companies have to make layoff announcements every day.


Jerome Powell is not even the mickey mouse version of Volcker!!! #winning #FED #Fedup


Panda Investment reposted

$CGXEF $OYL.V $FECCF $FEC.TO 77 ft in Secondary 278 MMbo + 210 ft in Primary 723 MMbo = Wei could be a 1-2 Billion Boe discovery and it's w/in tieback distance to another 200-400MMBboe in Kawa and whatever will be found in the central. #EFT

SheDrills's tweet image. $CGXEF $OYL.V $FECCF $FEC.TO 77 ft in Secondary 278 MMbo + 210 ft in Primary 723 MMbo = Wei could be a 1-2 Billion Boe discovery and it's w/in tieback distance to another 200-400MMBboe in Kawa and whatever will be found in the central. #EFT

Panda Investment reposted

I'm so old I remember when a PEG ratio at 1.0 was considered fairly valued and a PEG ratio at 2.0 was considered richly valued. Today's market:

NorthmanTrader's tweet image. I'm so old I remember when a PEG ratio at 1.0 was considered fairly valued and a PEG ratio at 2.0 was considered richly valued.

Today's market:

Panda Investment reposted

Higher for longer is to the business cycle downturn what transitory was to the inflation cycle upturn. There is a certain beautiful symmetry to appreciate if it weren't inflicting terrible economic hardship and human misery upon millions.


$CGXEF volume today 550k vs 20k normally? What do you think is happening? @SheDrills


Panda Investment reposted

What's the point of CPI if it doesn't measure energy, food or housing anymore?


Panda Investment reposted

Nvidia currently has only $26 billion in sales versus $208-525 billion for the Big 4 (Microsoft, Apple, Google and Amazon). Just how high are these expectations? Nvidia now trades at over 38x sales and over 200x earnings. We’ve never before seen a price to sales ratio that high…

PeterMallouk's tweet image. Nvidia currently has only $26 billion in sales versus $208-525 billion for the Big 4 (Microsoft, Apple, Google and Amazon). Just how high are these expectations? Nvidia now trades at over 38x sales and over 200x earnings. We’ve never before seen a price to sales ratio that high…

Panda Investment reposted

$SPY $QQQ I started working on Wall Street in 1983. This is the most manipulated market in my career. Now that’s saying something….


Panda Investment reposted

Congrats $aapl beat watered down analyst guidance. Still paying 30x earnings for a company with negative earnings and sales growth What could go wrong?


When the FED chair says “this time is different” is when you start to sell, because odds are like 1/10 if you take into account history #markets #FED #FederalReserve


Panda Investment reposted

it takes 24 days to drop 5% and 3 days to bounce 5%.


Panda Investment reposted

$META Sales up 3% on the year Profit per ad down 17% Stock up 12% lol


Panda Investment reposted

$NVDA moving in AH as if the earnings beat came from them


In days like today, you realize retail aint buying the dip, Yellen is buying the dip!! Plunge Protection Team operating! #freethemarkets #FEDup


$NFLX were is the growth stock? 🤔 Basically no growth in 2 years and guidance is basically no growth, so now is a value stock 😂 #NFLX #freebird


We are watching the japanification of the US equity markets real-time 😥 with the plunge protection team buying every dip #freethemarkets


Panda Investment reposted

The most shocking part of UBS acquiring Credit Suisse, $CS, is not the 60% discount. It's that UBS could bypass shareholder approval for the transaction. On top of this, UBS was convinced the government to provide $100 billion in liquidity. Panic gets rid of all the rules.


Panda Investment reposted

There is no comparison between $PANR and $FEC.to. There is a more than 50% chance $Panr is a zero + poor management. $FEC is spewing cash, they bought 20% of float back last year + debt reduction + high cost Guyana capex + core capex. FEC Ridiculously cheap


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