@salimabdulazz: maen basket kalo mao tinggi

anakgangarab
anakgangarab
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Wednesday 08 July 2026 23:12:29 GMT
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user6567718289564
Rian Andriandi :
selama ini di shoot muka doang, kirain tinggi
2026-07-09 02:50:24
1029
dhanzzyw122
￴ ￴Dhann :
disono gapernah siang ya🗿
2026-07-09 09:13:03
138
trustmerp
Rivana :
beneran ada emg yg gini smpe gw di marah²n hrs dpt ftoin biar tinggi🤣
2026-07-09 05:06:12
68
saarh11
Sarrrrrh :
Syialan😭
2026-07-08 23:57:17
58
xyxyxy_71
dagra :
BTW HODIE NYA JIBAR BRAND APA GAISSSSS🥰
2026-07-11 04:08:45
1
tidakdikenal1._04
siapa anda :
emg tinggi badan dia berapa yaa?
2026-07-15 05:41:03
2
orangrinh3
hhh :
berapa sih tinggi dia?
2026-07-11 06:23:32
3
ganzcamon40
`ᴀɴɢɢᴀᴀᴀ :
pake 0,5 bisa kan
2026-07-11 10:22:16
1
two3996
Nihilism :
tingginya berapa? 155? btw..... bang, dunia kalian emang ga ada matahari?? matahari bagus loh untuk FOTOSINTESIS
2026-07-09 22:55:03
6
king.of.land31
𝙍𝙞𝙞 𝙛𝙩 [𝓥𝓮𝓼𝓽𝓲𝓪] :
fotonya di miniatur biar keliatan tinggi
2026-07-09 15:03:26
0
agungstwn.09
agungstwn :
masa malem terus
2026-07-10 15:44:30
0
mamimaumakan
Mami Zee :
Hi Lo di promosiin niii🫣
2026-07-09 03:29:48
4
apo_3454
@flaminggo :
1
2026-07-08 23:13:59
2
audill47
Adilan_ :
Temen gue ngedit ditinggiin kakinyaa ampe sisi bawahnya itu melar
2026-07-11 11:06:46
1
naynyanyi
na ila :
mang ga boleh ya
2026-07-09 03:52:45
0
mbgmangangratis
ngga°•°🐥 :
gw yg 166 tapi pas liat badan sendiri di kaca kek pendek jir
2026-07-14 16:45:30
0
intan_20011
intan_20011 :
pertama kakkk
2026-07-08 23:14:38
2
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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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