Lex Acker

$GRAB just printed its first annual profit ($200M vs a $158M loss). The 20-F vs last year is more interesting than the headline. The platform (mobility + deliveries) is profitable. Financial services is not: loan book +120% to $1.18B, impairments up, operating cash flow down 91%. Credit risk is now its own section. ~22,800 filing changes, new ID/MY regulatory language, $500M buyback.Full 20-F comparison: redlineresearch.substack.com… @GabGrowth @MikeLongTerm

The trap is set. @realDonaldTrump didn't announce a bounty on voter fraud six months ago. Just a week before the elections, giving every corrupt individuals and organizations the time to commit themselves to corrupt acts. They now have only a week to undo whatever they planned and set in motion. They'll be scrambling, making mistakes.

That 3.3 ratio of mRNA in Moderna vs. Pfizer, showed up in the Serious AEFI report of the BC CDC of Feb 4th 2021, the beginning of the covid-19 vaccine rollout. They knew what they were doing. @PierreKory @MakisMedicine @delbigtree @SenRonJohnson freedomandinvesting.substack…

I recommend doing land title searches on Pavmeet, his bro and all related corporations over the last 20 years. @DomenicCinalli @dsimieritsch @ShareawareCdn @Dallas_Brodie

Marc, "If they can steal money from a grand-mother, what do you think they're gonna do to you?" I'll answer your question. It starts with one grandma to hundreds of thousands of grandmas. Here's how: Like the federal liberals recently did to the Canada Pension Fund, the BC Uniparty (NDP and BC Liberals a.k.a. BC Conservatives) will plunder the public service employee pension funds surpluses, which are used to finance pension inflation adjustments, known as COLA (Cost of living adjustments), by transferring the pension fund surplus to the general receiver account. Public service pensioneers (grandmas) will get their defined benefit pensions but they should not expect any inflation adjustments will receiving it. The uniparty is committed to support and enable the reconciliation and all existing graft all the way until the capital markets stop refinancing BC's debt on favorable terms. Another way the BC uniparty will steal from grandma is by cratering property values by pursuing the reconciliation graft. If grandmas counted on their home equity to maintain retirement standard of livings, they'll be very disappointed. Appraisers have already weighted on the market values of the Richmond properties affected by the Cowichan Tribe ruling: valuations: -[60-70]% which is what happens when title is shared. This is where the behavior you pointed out is leading to. Spread my warning far and wide. @Dallas_Brodie

Hey @joerogan @TuckerCarlson and @AGToddBlanche Did you know that the attorney general of British Columbia, @NikiSharma2, is a racist?? Unbelievable. She's a brown supremacist!!! Hey @elonmusk what do you think of that?

Elon, Using aid to children as false pretense to conceil unconscionable graft is not unique to USAID. In British Columbia, we spend $221,000/yr or $600+/day per children in care by the province of BC. To put things in perspective, $600/day would afford them a 5 star Caribean vacation year round. 70% of the children in care in BC are indigenous. The relatives of these children in care know very well that they are not getting that kind of value for the money spent. The graft in BC associated with children in care has increased by more than 32% in the last two years. Here's the receipt direcly from p. 144 of the BC budget 2025: @nickshirleyy @DataRepublican @joerogan

This statue reminds me that Europe produces and consumes about 3.8 and 14.6 million barrels of petroleum and other fuels per day, that it imports a substantial amount of its natural gas from the USA, and that winter is coming. @realDonaldTrump @POTUS @marcorubio @elonmusk

Everybody needs to read and repost this: freedomandinvesting.substack…

Short answer: I don't see a price range. I'm a different kind of financial analyst. I don't do valuations, price targets, or comps. That's Wall Street's business, and they're better at it than I am. It's also a mode of thinking that traps investors in loss aversion. What I do instead is track changes in the fundamentals and assess them as positive, negative, neutral, or uncertain. This approach stays disconnected from market price action, which is my best answer to loss aversion: a buy or sell decision motivated mainly by price. Example: after Nike’s last 10-K, the company appointed a new director, Mr. Arnault. The question is whether that development is fundamentally positive for NKE. You can run that through an AI. I did it in Grok, and it laid out a clear way to assess the change. Screenshots below. Monitoring fundamental changes allows you to distinguish good buy opportunities from value traps. So what $NKE is worth is not a question I try to answer. Instead: When will the trailing fundamental changes (margin of safety) and forward-looking prospects inflects upward? Today my answer is not now, but $NKE is not ignoring its problems and seems to take actions to remedy them. Back to Mr. Arnault's board appointment, Grok provided a sound opinion.

I isolated the language shift in $NKE 10-Ks that supports what Elliot Hill said about ditching the woke shit wrote it here: Change #3, #4 ($NKE also ditches the climate change hoax) and #5. redlineresearch.substack.com… I analyze language changes in financial statements of public companies and all acroos the board, companies are dropping ESG and everything woke. Corporate America is back to common sense. Canada is still struggling with it. @brett_oland @TSOH_Investing @BillAckman @michaeljburry

Import the third world and become the third world.

@CanadianForces @DavidMcGuinty nitter.gq/Vets4FreeCanada/status…

It was USAID money that propped-up the Lula government and sabotaged Jair Bolsonaro. Now that money is cut off, the blatant US Democrat foreign influence in the @MarkJCarney regime is embezzling Canadian tax revenues to replace the flows from USAID. The second round of Brazilian election is coming up in a few weeks and Flavio Bolsonaro, son of Jair, appears to be leading. Canada is likely interfering in Brazilian election by pledging $125 million, thus actively sabotaging the USA 2025 National Security Strategy and the 2026 National Defense Strategy. Canada is not a partner, it's an adversary to the USA. @marcorubio @MikeBenzCyber @POTUS

Every single property, commercial and residential, subject to that ruling has effectively been carved out of the market. Time will quickly demonstrate that the Cowichan ruling exproprieted everybody. The only bidder is the Cowichan tribe and they'll bid whatever the spirits tell them to. This reconciliation nonsense will backfire badly at the detriment of the Indigenous. They are living a lie. @SteveSaretsky @One_BCHQ