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Tuesday 21 April 2026 23:32:25 GMT
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ahmedanadri51
𝑺𝒂𝒍𝒗𝒂𝒕𝒐𝒓𝒆 𖣂 :
Gorgeous as always🤍
2026-04-22 10:35:04
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ay._.mhaichar_
Ay._.mhaichar_ :
😍😍😍 Ma belle ❤️🫶🏻
2026-04-26 14:01:54
1
esmail.off_17
esmail.off_17 :
2026-04-23 14:20:24
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anvvas1
🐉 :
bnt 👍🏼
2026-04-22 11:22:15
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yons_oman
Yous 🇴🇲 :
2026-04-22 14:35:09
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issmail553
Le S 🐺 :
Oo😍
2026-04-22 13:45:31
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m_jik14
Splinterx :
Ooo agadir ?
2026-04-22 19:42:20
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maaalak12
Maaalak💕 :
Offff❤️
2026-04-22 02:53:02
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abdrahimatmani1
ABDO :
ولمليح صافي
2026-04-22 16:56:33
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ihyalbakhoch
ihyalbakhoch :
Ai?
2026-04-21 23:35:02
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el.ghalia__2
_elغalia :
Ma belle😍😍😍
2026-04-21 23:51:44
1
malakmab__
malakmab__ :
🔥🔥🔥🔥
2026-04-22 00:43:49
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1cielphantomhive
earlCielPhantomhive :
🖖🏻
2026-04-25 02:34:15
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.nahiri2
Ismail :
😍❤️
2026-06-10 18:26:57
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annoneep999
777.smailee :
🥰👀
2026-05-21 23:39:19
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mouaad.asf
Mouaad Asf :
♥️♥️♥️♥️♥️♥️
2026-06-28 06:21:33
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solimanrifi2025
sofiyan Nadori🐆🐆 :
🥰
2026-08-16 16:14:12
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Film munafik versi indo yang akan tayang pada tanggal 3 September 2026 di bioskop Indonesia #munafikmelawaniblis #bahayajadimunafik #munafiknyaindo #rekomendasifilm #filmhoror #hororindonesia #editfilm #fyp #filmindonesia🎬 #filmbioskop #beritaviraltiktok #viral #filmlayarlebar #filmmunafik #filmgenre #pemainfilm #genrehoror #dibaliklayar #aryasaloka #prosessyuting
Film munafik versi indo yang akan tayang pada tanggal 3 September 2026 di bioskop Indonesia #munafikmelawaniblis #bahayajadimunafik #munafiknyaindo #rekomendasifilm #filmhoror #hororindonesia #editfilm #fyp #filmindonesia🎬 #filmbioskop #beritaviraltiktok #viral #filmlayarlebar #filmmunafik #filmgenre #pemainfilm #genrehoror #dibaliklayar #aryasaloka #prosessyuting
#CapCut #မလှလဲကြည့်ကွာ😞🤟🧡 #creatorsearchinsights #followers #foryoupage
#CapCut #မလှလဲကြည့်ကွာ😞🤟🧡 #creatorsearchinsights #followers #foryoupage
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

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