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Markets love them, Analysts don’t Laurus Labs and Astra Microwave has surged so sharply that they’re now trading above analysts’ most optimistic targets. Is market seeing something analysts are missing, or are expectations getting ahead of reality? CA Mahima Vachhrajani with details

NDTV Profit Alpha

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60,672 次观看 • 2 个月前 •via X (Twitter)

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WarrenBhaiBuffett 的头像

WarrenBhaiBuffett2 个月前

@NDTVProfitIndia @MVachhrajani #Hyderabad seems to be exporting more than IT these days. 🚀#Hyd based Laurus & Astra are reminding us that conviction often arrives before consensus. #Telangana #investing #TelanganaRising @revanth_anumula @TelanganaCMO @TelanganaHealth @AllThingsTelang

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🚨 WALL STREET ANALYSTS JUST PRONOUNCED SNEAKER CULTURE “DEAD” - AND THE INTERNET IS LOSING IT This isn’t a Twitter argument. These are analysts with balance sheets. According to analysts at Bank of America, the sneaker boom has officially peaked and the data is pointing in one direction: away from casual, toward polished. Last fall alone, women’s loafers surged so hard that average U.S. prices jumped 40%. For men, sneakers are quietly losing prime placement on retail sites, replaced by boat shoes and dress-leaning styles. Even when sneakers are worn, analysts note they’ve changed - less gym, more office-safe hybrids. Fashion sneakers. Structured soles. “Professional casual.” The analysts’ explanation isn’t cultural, it’s economic. Offices are back. The job market is softer. Power is shifting back to employers. And when leverage moves, analysts say comfort stops being the priority - signaling stability does. That shift is helping brands like Ralph Lauren, while forcing Nike, Adidas, and Lululemon to rethink what “everyday wear” even means. Sneaker culture says it’s just evolving. Wall Street analysts say the boom already ended. If analysts are calling sneaker culture “dead,” what data are they seeing - and what are they getting wrong?

🚨 WALL STREET ANALYSTS JUST PRONOUNCED SNEAKER CULTURE “DEAD” - AND THE INTERNET IS LOSING IT This isn’t a Twitter argument. These are analysts with balance sheets. According to analysts at Bank of America, the sneaker boom has officially peaked and the data is pointing in one direction: away from casual, toward polished. Last fall alone, women’s loafers surged so hard that average U.S. prices jumped 40%. For men, sneakers are quietly losing prime placement on retail sites, replaced by boat shoes and dress-leaning styles. Even when sneakers are worn, analysts note they’ve changed - less gym, more office-safe hybrids. Fashion sneakers. Structured soles. “Professional casual.” The analysts’ explanation isn’t cultural, it’s economic. Offices are back. The job market is softer. Power is shifting back to employers. And when leverage moves, analysts say comfort stops being the priority - signaling stability does. That shift is helping brands like Ralph Lauren, while forcing Nike, Adidas, and Lululemon to rethink what “everyday wear” even means. Sneaker culture says it’s just evolving. Wall Street analysts say the boom already ended. If analysts are calling sneaker culture “dead,” what data are they seeing - and what are they getting wrong?

HustleBitch

16,275 次观看 • 7 个月前

We're only seeing the tip of the iceberg. Oil prices are spiking sharply, it's still manageable for now. Interest rates are climbing in many countries to fight inflation, in Latin America, we're feeling an immediate hit. But if this war restarts? It will become a multiplier. A real global crisis with long-term consequences. Some analysts are already warning of famine risks next year. This is how fragile our world has become.

We're only seeing the tip of the iceberg. Oil prices are spiking sharply, it's still manageable for now. Interest rates are climbing in many countries to fight inflation, in Latin America, we're feeling an immediate hit. But if this war restarts? It will become a multiplier. A real global crisis with long-term consequences. Some analysts are already warning of famine risks next year. This is how fragile our world has become.

Guillaume Long

12,359 次观看 • 2 个月前

a former PM at Citadel and D.E. Shaw, now trains institutional analysts, on where alpha actually exists: "my general prior is that alpha lives in the tails." "80% of stocks are mostly fairly priced. but there's a 10% tail on the right, 10% tail on the left where there's meaningful mispricing." "so the decomposition of generating alpha is finding a differentiated perspective and investing behind that differentiated perspective with conviction." 80% of the market is efficiently priced. the edge isn't in the middle, it's in the extremes that most people avoid because they're uncomfortable. same distribution in trading. most strategy ideas are noise. most parameter combinations are curve fit. few strategies that survive every validation test you throw at them.

a former PM at Citadel and D.E. Shaw, now trains institutional analysts, on where alpha actually exists: "my general prior is that alpha lives in the tails." "80% of stocks are mostly fairly priced. but there's a 10% tail on the right, 10% tail on the left where there's meaningful mispricing." "so the decomposition of generating alpha is finding a differentiated perspective and investing behind that differentiated perspective with conviction." 80% of the market is efficiently priced. the edge isn't in the middle, it's in the extremes that most people avoid because they're uncomfortable. same distribution in trading. most strategy ideas are noise. most parameter combinations are curve fit. few strategies that survive every validation test you throw at them.

Goshawk Trades

91,968 次观看 • 2 个月前

VIDEO: Watch Alex Jones Confirm Tucker Carlson's Theory That AI-Controlled Oil Futures Trading Has Been Artificially Keeping the Perception of Oil Prices Low, Where in Reality Costs Are Exploding at the Pump There is a clear consensus that once the strategic oil reserve runs out in the next week, Trump will no longer be able to dampen the exploding prices of energy, and most analysts believe we will see $140-$160 per barrel. Watch the livestream: 👇

VIDEO: Watch Alex Jones Confirm Tucker Carlson's Theory That AI-Controlled Oil Futures Trading Has Been Artificially Keeping the Perception of Oil Prices Low, Where in Reality Costs Are Exploding at the Pump There is a clear consensus that once the strategic oil reserve runs out in the next week, Trump will no longer be able to dampen the exploding prices of energy, and most analysts believe we will see $140-$160 per barrel. Watch the livestream: 👇

Alex Jones

184,393 次观看 • 2 个月前

Is this the beginning of the end for the Indian stock market? Even sections of the so-called “Godi media” are now raising serious questions. Some analysts argue that the market’s rally over the past decade has been driven by unsustainable capital flows and financial engineering. If the economy weakens further or the political landscape changes significantly, the cracks could become much more visible. This is my personal view based on recent developments. Watch the video and let me know if you agree or disagree.

Is this the beginning of the end for the Indian stock market? Even sections of the so-called “Godi media” are now raising serious questions. Some analysts argue that the market’s rally over the past decade has been driven by unsustainable capital flows and financial engineering. If the economy weakens further or the political landscape changes significantly, the cracks could become much more visible. This is my personal view based on recent developments. Watch the video and let me know if you agree or disagree.

Pushpendra Singh

156,985 次观看 • 2 个月前

🚨 BREAKING: FAUCI’S COVID STORY IS COLLAPSING A CIA whistleblower has now testified before the Senate that the lab leak theory was deliberately covered up — and that Anthony Fauci’s role was “intentional.” The testimony alleges: • Intelligence analysts believed COVID most likely came from a lab leak • Senior officials overruled those findings • Scientists privately raised concerns about Wuhan before publicly dismissing the theory • Gain-of-function definitions were allegedly rewritten to keep funding flowing • Analysts supporting the lab leak theory were reportedly retaliated against For years, anyone questioning the official narrative was attacked, censored, mocked, or silenced. Now the cracks are becoming impossible to ignore. If these allegations are proven true, this would represent one of the biggest scientific and political scandals of modern history.

🚨 BREAKING: FAUCI’S COVID STORY IS COLLAPSING A CIA whistleblower has now testified before the Senate that the lab leak theory was deliberately covered up — and that Anthony Fauci’s role was “intentional.” The testimony alleges: • Intelligence analysts believed COVID most likely came from a lab leak • Senior officials overruled those findings • Scientists privately raised concerns about Wuhan before publicly dismissing the theory • Gain-of-function definitions were allegedly rewritten to keep funding flowing • Analysts supporting the lab leak theory were reportedly retaliated against For years, anyone questioning the official narrative was attacked, censored, mocked, or silenced. Now the cracks are becoming impossible to ignore. If these allegations are proven true, this would represent one of the biggest scientific and political scandals of modern history.

Jim Ferguson

76,923 次观看 • 4 个月前

Greek Prime Minister Mitsotakis on Türkiye: There is often journalistic exaggeration—both in Greece and in Türkiye. I keep seeing analysts with maps, drawing circles to show how far this or that missile can reach. That doesn't help. Let's stick to reality. We are condemned to live next to each other. That is not going to change. I believe our peoples want good relations. We do have differences—and one very major difference, of course—which has remained unresolved for forty years. But that does not mean we have to live in a state of permanent tension or constant dramatization.

Greek Prime Minister Mitsotakis on Türkiye: There is often journalistic exaggeration—both in Greece and in Türkiye. I keep seeing analysts with maps, drawing circles to show how far this or that missile can reach. That doesn't help. Let's stick to reality. We are condemned to live next to each other. That is not going to change. I believe our peoples want good relations. We do have differences—and one very major difference, of course—which has remained unresolved for forty years. But that does not mean we have to live in a state of permanent tension or constant dramatization.

Clash Report

35,161 次观看 • 2 个月前

‼️🇷🇺🇨🇳Are Russian Air Defenses Losing Their Throne? Once feared and respected worldwide, Russia's air defense systems like the S-400 ruled the skies. But today, whispers are growing louder — has the crown slipped? As Chinese systems like the HQ-9 and HQ-22 flood global markets with competitive prices and rapid upgrades, defense analysts suggest a shift is underway. Nations once loyal to Russian tech are now eyeing China. The question echoing Is Russian air defense still the gold standard — or has the dragon quietly taken over the skies?

‼️🇷🇺🇨🇳Are Russian Air Defenses Losing Their Throne? Once feared and respected worldwide, Russia's air defense systems like the S-400 ruled the skies. But today, whispers are growing louder — has the crown slipped? As Chinese systems like the HQ-9 and HQ-22 flood global markets with competitive prices and rapid upgrades, defense analysts suggest a shift is underway. Nations once loyal to Russian tech are now eyeing China. The question echoing Is Russian air defense still the gold standard — or has the dragon quietly taken over the skies?

Defense Intelligence

184,716 次观看 • 1 年前

NO MORE BEAR CASE FOR bitcoin:native "Now we have the confirmation that we need that the BTC bear market is over." "I took a screenshot for you guys earlier, not even of the current price because it doesn't matter at the moment." "On that weekly BTC chart, that blue line is the 50 MA on the weekly. We are now above it. We had a weekly close above it yesterday on Sunday. That has been the confirmation of every bear market to bull market transition in the past for BTC." "More importantly, that black line at $82,814, which is an oddly specific amount, shows BTC breaking out for a higher high." "For technical analysts who look at charts and believe in them, there is no more bear case for BTC."

NO MORE BEAR CASE FOR bitcoin:native "Now we have the confirmation that we need that the BTC bear market is over." "I took a screenshot for you guys earlier, not even of the current price because it doesn't matter at the moment." "On that weekly BTC chart, that blue line is the 50 MA on the weekly. We are now above it. We had a weekly close above it yesterday on Sunday. That has been the confirmation of every bear market to bull market transition in the past for BTC." "More importantly, that black line at $82,814, which is an oddly specific amount, shows BTC breaking out for a higher high." "For technical analysts who look at charts and believe in them, there is no more bear case for BTC."

The Wolf Of All Streets

30,907 次观看 • 2 天前

It’s not what you think about your idea that matters most, it’s what the market thinks. Before you invest heavily or fall in love with it, test it. Listen. Learn. Adjust. Ideas don’t win because they’re secret or unique. They win because the time is right and people are ready for them. 🎥myaccessbank

It’s not what you think about your idea that matters most, it’s what the market thinks. Before you invest heavily or fall in love with it, test it. Listen. Learn. Adjust. Ideas don’t win because they’re secret or unique. They win because the time is right and people are ready for them. 🎥myaccessbank

Nairametrics

22,728 次观看 • 8 个月前

"Out of the 557 MPs that we have, at least 18 of them have got PhDs, 231 MPs have Masters Degrees, 251 MPs have Bachelors Degrees, 37 have Diplomas, only 16 possess just the minimum qualification of UACE (Senior Six) and only 4 possess Certificates that are equivalent to UACE. So how do you say that MPs are incompetent or shallow? Because I hear that from analysts. No, I don’t agree, I think what we lack here is integrity. Because MPs are educated and exposed, they know what to do- Joel Ssenyonyi Leader of Opposition.

"Out of the 557 MPs that we have, at least 18 of them have got PhDs, 231 MPs have Masters Degrees, 251 MPs have Bachelors Degrees, 37 have Diplomas, only 16 possess just the minimum qualification of UACE (Senior Six) and only 4 possess Certificates that are equivalent to UACE. So how do you say that MPs are incompetent or shallow? Because I hear that from analysts. No, I don’t agree, I think what we lack here is integrity. Because MPs are educated and exposed, they know what to do- Joel Ssenyonyi Leader of Opposition.

AIDEN KALIISA

86,041 次观看 • 10 个月前

$Massive protests have erupted across Ukraine after Zelensky suddenly sacked his tech-forward defense chief and replaced him with the "old guard." The crowds flooding the streets are angry, but it goes deeper than just one cabinet change. People are holding signs saying they are exhausted from the fighting and that Ukraine cannot win this war — a conclusion many military analysts have already reached. The official narrative of unity and momentum is fracturing, and the reality of the crisis is now spilling into the streets.$

Massive protests have erupted across Ukraine after Zelensky suddenly sacked his tech-forward defense chief and replaced him with the "old guard." The crowds flooding the streets are angry, but it goes deeper than just one cabinet change. People are holding signs saying they are exhausted from the fighting and that Ukraine cannot win this war — a conclusion many military analysts have already reached. The official narrative of unity and momentum is fracturing, and the reality of the crisis is now spilling into the streets.

Rick Sanchez

20,500 次观看 • 2 个月前

🇺🇸🇮🇷🇶🇦 Analysts and markets are responding to a "reopening" that has a huge asterisk next to it... Fmr. CIA Analyst Larry Johnson explains that 90% of Gulf maintenance contractors have left the region. Their parts warehouses have been destroyed across Bahrain, Saudi, Qatar, and the UAE. "Even if the Strait is wide open now, there's going to be probably months, if not years of repairs and maintenance." Qatar's gas field alone is looking at 3-5 years to repair... SonofNewAmericanRevolution

🇺🇸🇮🇷🇶🇦 Analysts and markets are responding to a "reopening" that has a huge asterisk next to it... Fmr. CIA Analyst Larry Johnson explains that 90% of Gulf maintenance contractors have left the region. Their parts warehouses have been destroyed across Bahrain, Saudi, Qatar, and the UAE. "Even if the Strait is wide open now, there's going to be probably months, if not years of repairs and maintenance." Qatar's gas field alone is looking at 3-5 years to repair... SonofNewAmericanRevolution

Mario Nawfal

86,098 次观看 • 1 个月前

What is wrong with Chennai - why are politicians so in love with poverty and stink - when we can achieve something like this? Or they don’t have any idea of class or wealth - poverty p0rn has taken over their minds? Sad. Sick.

What is wrong with Chennai - why are politicians so in love with poverty and stink - when we can achieve something like this? Or they don’t have any idea of class or wealth - poverty p0rn has taken over their minds? Sad. Sick.

Adi | 🇮🇳

39,216 次观看 • 1 个月前

🇺🇸🇮🇷 The markets have declared the oil crisis "over." One of the world's top commodity analysts says that is exactly the WRONG conclusion... Jeffrey Currie, former head of commodities research at Goldman Sachs, offers an assessment that should alarm ANYONE paying attention to energy markets: $4 billion fled energy markets last month alone, headline fatigue has set in, and investors are treating Hormuz as transitory... Currie says that disconnect between what crude futures show and what product markets are screaming is the most dangerous misread he has seen in his CAREER. The real crisis is already visible in the markets nobody watches: the spread between diesel prices and crude oil is now greater than the oil price itself, jet fuel spreads are at HISTORIC extremes, and there's NO strategic reserve on the product side to buffer what comes next. "I have never seen a market like this. Never..." The July reprieve from Iranian oil flooding markets is already reversing, inventories are heading back down in August, and it's only a matter of time before the product shortage bleeds into crude. Markets have a habit of being wrong right up until they are catastrophically right... Appreciate your insights, Jeffrey Currie 🆔++

🇺🇸🇮🇷 The markets have declared the oil crisis "over." One of the world's top commodity analysts says that is exactly the WRONG conclusion... Jeffrey Currie, former head of commodities research at Goldman Sachs, offers an assessment that should alarm ANYONE paying attention to energy markets: $4 billion fled energy markets last month alone, headline fatigue has set in, and investors are treating Hormuz as transitory... Currie says that disconnect between what crude futures show and what product markets are screaming is the most dangerous misread he has seen in his CAREER. The real crisis is already visible in the markets nobody watches: the spread between diesel prices and crude oil is now greater than the oil price itself, jet fuel spreads are at HISTORIC extremes, and there's NO strategic reserve on the product side to buffer what comes next. "I have never seen a market like this. Never..." The July reprieve from Iranian oil flooding markets is already reversing, inventories are heading back down in August, and it's only a matter of time before the product shortage bleeds into crude. Markets have a habit of being wrong right up until they are catastrophically right... Appreciate your insights, Jeffrey Currie 🆔++

Mario Nawfal

479,305 次观看 • 1 个月前

Cathie Wood says ARK underwrites every name to a market multiple of 18-19x EBITDA in year five, and is stricter on valuation than most with a longer horizon "And our working assumption is that premium multiple is going to decay. It's going to compress during the next five years toward a market multiple." "And in fact, most of our analysis, the market's multiple has gone up. Most of our analysis is at 18, 19x EBITDA in the fifth year, even if we don't believe it's going to get there. We want to be conservative." "So our analysts and portfolio managers have to believe that the revenue growth and margin expansion these companies are going to enjoy over the next five years is going to overwhelm that compression in multiples." "So many people think, you know, we'll buy any technology company, no matter what. We probably are stricter in terms of valuation, but have a longer-term time horizon than most."

Cathie Wood says ARK underwrites every name to a market multiple of 18-19x EBITDA in year five, and is stricter on valuation than most with a longer horizon "And our working assumption is that premium multiple is going to decay. It's going to compress during the next five years toward a market multiple." "And in fact, most of our analysis, the market's multiple has gone up. Most of our analysis is at 18, 19x EBITDA in the fifth year, even if we don't believe it's going to get there. We want to be conservative." "So our analysts and portfolio managers have to believe that the revenue growth and margin expansion these companies are going to enjoy over the next five years is going to overwhelm that compression in multiples." "So many people think, you know, we'll buy any technology company, no matter what. We probably are stricter in terms of valuation, but have a longer-term time horizon than most."

Fireside Alpha

22,498 次观看 • 1 个月前

🚨 JD VANCE DROPS BOMBSHELL: “UFOs AREN’T ALIENS… THEY’RE DEMONS” This wasn’t a joke. He said it straight. • “I don’t think they’re aliens” • “I think they’re demons” • Describes them as “celestial beings” • Says people may be labeling them the wrong way Let that sink in. The Vice President of the United States is openly suggesting what people are seeing in the sky… might not be extraterrestrial at all. Now connect this: Barack Obama was asked point blank if aliens are real. He said yes. But also said: “They’re not at Area 51.” So if they’re real…and not where we’ve been told…what exactly are people seeing? Aliens… or something humanity has been trying to describe for thousands of years under a completely different name?

🚨 JD VANCE DROPS BOMBSHELL: “UFOs AREN’T ALIENS… THEY’RE DEMONS” This wasn’t a joke. He said it straight. • “I don’t think they’re aliens” • “I think they’re demons” • Describes them as “celestial beings” • Says people may be labeling them the wrong way Let that sink in. The Vice President of the United States is openly suggesting what people are seeing in the sky… might not be extraterrestrial at all. Now connect this: Barack Obama was asked point blank if aliens are real. He said yes. But also said: “They’re not at Area 51.” So if they’re real…and not where we’ve been told…what exactly are people seeing? Aliens… or something humanity has been trying to describe for thousands of years under a completely different name?

HustleBitch

57,729 次观看 • 6 个月前