Kit Winder, CFA

ROIC spent a long time declining at CoStar $CSGP before investors woke up. Then, the share price crashed 70% in 12 months... Frog in boiling water syndrome. Now though, things are picking back up. The https://t.co/zv9sW0GhYK investment phase is largely done (although ROI remains uncertain), and the valuation has been dragged back into line. High rates hurt the property sector more broadly, so that could add an additional headwind, but it's one to watch if execution improves or rates decline.

$BTC back to a ByteTrend score of 5 in a flash. Seasonality favourable, strong trend back in place, some risk-on behaviour returning to markets... https://t.co/HNjxKjTzK4

FactSet $FDS got caught up in the SaaSpocalypse while trading at 10x sales... Bad combo. Sales growth (orange bars) had already slowed, too. But today, it's back to 2008-lows in EV/Sales terms (orange line), and the shares have started to regain some momentum. One to watch. https://t.co/gdLDJOLOaF

$BTC starting the week strong https://t.co/YzaNRmtnTs

Druck says respect the trend. Don’t be a hero. https://t.co/N4VSfXxOIh

Bitcoin $BTC jumped 6% to $80 again today. $COIN is +10% on the move. Coinbase has been sliding vs BTC since 2022. Time for a turnaround as we enter more bullish seasonality? https://t.co/qb9fnI3JB8

Netflix is now trading near its all-time PE ratio lows (black line). Follows a 50% drawdown, while sales and FCF continue to grow double-digit. $NFLX https://t.co/cRSEwJGhqD

Trend following/momentum investing, summarised: https://t.co/m4MXMSevlo

Mega caps have beaten small caps since 2013. $SPY (S&P 500) vs $RTY (Russell 2000). Since early 2025, small caps have staged a comeback, but that has already begun to fade, and they are leading indices lower at present. https://t.co/HPcgY6Oqtb

Qualys $QLYS FCF yield vs Share price. Went from 6% to 15% back to 5% already this year... https://t.co/d60RmnS7Gz