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Parin vuoden tauon jälkeen katsaus suomalaisiin osakkeisiin ja niiden arvostuksiin. P/E yksin ei tietenkään kerro koko totuutta. OMXH25 on parissa vuodessa tuottanut ~30 %. S&P500 painellut samalla ajalla ~50 % → jonkinlainen torjuntavoitto sekin. https://t.co/clivdIhLpP 1/X
Melkein kaksi vuotta sitten ketjussa oli sekä hyviä että huonoja huomioita. Ennustaminen on tunnetusti vaikeaa – etenkin tulevaisuuden. Markkinoilla etu syntyy harvoista oivalluksista. Jos kuvittelee omaavansa sen joka osakkeessa, kärsii vakavasta yli-itsevarmuusharhasta. Käytän näissä 12kk eteenpäin katsovaa ennustetta. Siinä on puutteensa (mm. lievä optimismi), mutta mielestäni paras tapa. Kuvaajat ovat siis arvostuksesta, ei osakekurssista.
Donald Trump ~ A Rare Thread 🧵 This thread will blow your mind 1. 34 year old Donald Trump asked if he’d ever run for President
2. Woman screams 'NO' as Donald Trump is sworn in as the 45th President of the United States
Silly “settlers”, you thought that you owned your homes? A British Columbia judge just decided that you don’t. Aboriginal title has been declared over private property in Richmond. Are you awake yet? 1/
The case was brought by the Cowichan Tribes to claim title over fee simple lands within Richmond. This one case cost many millions of dollars. Dozens of lawyers took up over 500 days of court time. 2/
OpenAI has historically scaled up training compute by around 100x with each new generation of its GPT. However, GPT-5 appears to be an exception to this trend. 🧵
GPT-4 was trained on 2e25 floating-point operations, and OpenAI said GPT-4.5 was about an order-of-magnitude (10x) scale-up. We don’t have a rigorous estimate yet, but GPT-5’s compute scale may be *between* GPT-4 and GPT-4.5, and it is probably not a large scale-up from 4.5.
Burnout isn’t stress. It started when you were praised for holding it all together. That praise became identity. That identity became oxygen. Now you can’t stop because you don’t know who you’d be without it. Here’s what no one told you: 🧵
Act I – The Self Some people learn the rules. Others learn to hold the system together. From a young age, you fell into the second group.
10) Still Undervalued Despite running more than 200% in the last few months, $SOFI — believe it or not — is still undervalued. Case in point. $SOFI currently trades at a Forward PE of about 74x, but that's based on 2025 EPS estimate of $0.30, which is below management’s revised guidance of $0.31. In addition, analysts estimate 2026 EPS to be $0.54, which is also below management's guidance of $0.55 to $0.80. Analysts forget that management likes to not only sandbag their guidance but also destroy it in the process. That said, I believe $SOFI will achieve an EPS of $1.00 in 2026, valuing SOFI at a 2026 Forward PE of about 21x today. Now that looks like a good valuation to pay. Some catalysts to consider include: - new deals for the Loan Platform Business - acquisitions - relaunch of crypto offerings - interest rate cuts
That's a wrap! If you would like to read my full investment thesis on $SOFI, do check out my deep dive article here: https://t.co/H7iuGNqovQ These posts take a lot of time and energy to write, so I would appreciate a like, share, and subscribe. Thank you for your support!
