1. Home
  2. Detail

@kathleenwise7: RIDING RIGHT INTO A DISASTER ZONE IN LA.. *FOOTAGE*

kathleenwise7
kathleenwise7
Open In TikTok:
Region: US
Wednesday 24 June 2026 14:17:57 GMT
4755
33
0
0

Music

Download

No Watermark .mp4 (25.9MB) No Watermark(HD) .mp4 (18.83MB) Watermark .mp4 (22.96MB) Music .mp3

Comments

There are no more comments for this video.
To see more videos from user @kathleenwise7, please go to the Tikwm homepage.

Other Videos
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
Best way to score? #sologoals #football #footballtiktok #footballedit #fyp
Best way to score? #sologoals #football #footballtiktok #footballedit #fyp
#xupertv #actualizacion #gratis #tecnologia #codigoxuper
#xupertv #actualizacion #gratis #tecnologia #codigoxuper
دام كل شي من اللهُ مكتوب معاد تفرق هي لنا ولا علينا.#tiktok #foryou #fyp #1995re7
دام كل شي من اللهُ مكتوب معاد تفرق هي لنا ولا علينا.#tiktok #foryou #fyp #1995re7
#زياره_عاشوراء #اكسبلورexplore #ترند #الشعب_الصيني_ماله_حل😂😂 #زياره
#زياره_عاشوراء #اكسبلورexplore #ترند #الشعب_الصيني_ماله_حل😂😂 #زياره

About

Legal