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@alejandrocialo: full look @Anovair

Alejandro Cialo
Alejandro Cialo
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Region: ES
Monday 18 November 2024 12:02:05 GMT
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Comments

redhairgrip
redhairgrip :
What size are you wearing and how tall are you?
2025-01-06 18:38:51
0
dansparacino_
Daniele Sparacino :
fantanstic outfit
2024-12-10 21:49:56
0
anovair
Anovair :
🤍⚜️
2024-11-18 12:07:41
0
duduloavevanogiapreso
dudu :
I’m a simple man, I see a sick fit and I follow
2024-11-18 21:23:44
0
beatrizlc76
beatrizlc76 :
🥰🥰🥰
2024-11-19 11:54:13
0
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Other Videos

exclusive made by @alznnnftbl (ib: @rio) // #fyp #viral #judebellingham #edit #tovex
exclusive made by @alznnnftbl (ib: @rio) // #fyp #viral #judebellingham #edit #tovex
I'm sounding like a broken record. But that's how investing should be. Research the business, dissect the valuation, buy when risk/reward favors you — then wait. Nothing 2x's the day you buy it. Microsoft: - Embedded in every white-collar workflow. Ripping it out is a headache; you just renew. - Azure + M365 = distribution. Copilot didn't need a go-to-market, just a checkbox. - Switching costs at every layer: identity, security, data, compliance — frameworks rivals would take years to qualify for. - AI capex is defensible: they own the distribution, the tools, and the cloud. Three monetizations, one customer. - Historically cheap for this quality. Meta: - AI's strengths are Meta's strengths: pattern recognition at scale. See the revenue re-acceleration. - 3B+ daily users = distribution no one can buy. Every launch is a free option on a new business. - Flywheel: engagement → data → better models → better ads → more ad dollars. - Founder-led, and willing to cut ruthlessly when needed. - Also historically cheap. SPGI: - Ratings are baked into covenants, mandates, and capital rules. You can't go around them or replicate a century of acceptance. - Indices = a royalty on global markets. Trillions track the S&P 500; ~68% margins. - Subscription revenue: rounding-error cost, mission-critical workflow. - Nearly every dollar converts to FCF — buybacks + 53 straight years of dividend hikes. - Also historically cheap, just as the Mobility spin leaves a cleaner core. Do your own research — use my ideas as a place to start. #investing #stockmarkets #research
I'm sounding like a broken record. But that's how investing should be. Research the business, dissect the valuation, buy when risk/reward favors you — then wait. Nothing 2x's the day you buy it. Microsoft: - Embedded in every white-collar workflow. Ripping it out is a headache; you just renew. - Azure + M365 = distribution. Copilot didn't need a go-to-market, just a checkbox. - Switching costs at every layer: identity, security, data, compliance — frameworks rivals would take years to qualify for. - AI capex is defensible: they own the distribution, the tools, and the cloud. Three monetizations, one customer. - Historically cheap for this quality. Meta: - AI's strengths are Meta's strengths: pattern recognition at scale. See the revenue re-acceleration. - 3B+ daily users = distribution no one can buy. Every launch is a free option on a new business. - Flywheel: engagement → data → better models → better ads → more ad dollars. - Founder-led, and willing to cut ruthlessly when needed. - Also historically cheap. SPGI: - Ratings are baked into covenants, mandates, and capital rules. You can't go around them or replicate a century of acceptance. - Indices = a royalty on global markets. Trillions track the S&P 500; ~68% margins. - Subscription revenue: rounding-error cost, mission-critical workflow. - Nearly every dollar converts to FCF — buybacks + 53 straight years of dividend hikes. - Also historically cheap, just as the Mobility spin leaves a cleaner core. Do your own research — use my ideas as a place to start. #investing #stockmarkets #research
#statusapp
#statusapp
الفنان محي إسماعيل فى دار مسنين نقابة المهن التمثيلية
الفنان محي إسماعيل فى دار مسنين نقابة المهن التمثيلية



"EN LOS ÚLTIMOS 20 O 25 MINUTOS DEMOSTRAMOS LO QUE ES SER ARGENTINO" 💬🇦🇷 La palabra de Enzo Fernández tras la histórica clasificación de Argentina a cuartos de final. #MundialEnDSPORTS #FIFAWorldCup 🎙️ Nani Senra #TikTokDeportes #Fútbol

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