NFA_PT - Invidious

NFA_PT

Markets, strategies, and structural analysis.

Independent perspectives on equities, macro dynamics, and capital allocation — built for investors who think in systems.

All content is for informational and educational purposes only and does not constitute financial or investment advice.

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10:58

3i Group PLC (LON: III, GB00B1YW4409): The Discounted Giant

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Shared 2 months ago

78 views

9:57

Compass Group PLC (LON: CPG, GB00BD6K4575): A Quality Compounder

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Shared 2 months ago

21 views

9:12

Banco Santander S.A. (BME: SAN, ES0113900J37): Global Banking Giant

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Shared 2 months ago

65 views

9:09

SCM Ep. 05 | Positioning vs Prediction

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Shared 2 months ago

31 views

8:43

Aker BP ASA (OL: AKRBP | OTC: AKRBF, NO0010345853): Quality vs Cycles

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Shared 2 months ago

54 views

11:09

Advanced Micro Devices, Inc. (NASDAQ: AMD, US0079031078): AI Infrastructure Giant

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Shared 2 months ago

36 views

7:58

SCM Ep. 04 | Optionality

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Shared 2 months ago

14 views

10:58

SCM Ep. 03 | Rethinking the Titanic

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Shared 3 months ago

24 views

9:42

Tokyo Electron Limited (TSE: 8035 / ADR: TOELY, JP3571400005): Hidden Giant

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Shared 3 months ago

86 views

8:40

Caterpillar Inc. (NYSE: CAT, US1491231015): Reality

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Shared 3 months ago

30 views

10:03

Farmland Partners Inc. (NYSE: FPI, US31154R1095) - Asset Vs Vehicle

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Shared 3 months ago

170 views

7:46

XPeng Inc. (NYSE: XPEV | HKEX: 9868): The Paradox

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Shared 3 months ago

102 views

9:15

SCM Ep. 02 | The Real Lesson of LTCM

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Shared 3 months ago

67 views

8:35

SCM Ep. 01 | Why Intelligent People Make Good Decisions — And Still Fail Strategically

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Shared 3 months ago

27 views

7:53

Perenti Ltd (ASX: PRN): The Shovel

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Shared 3 months ago

31 views

6:59

Hesai Group (NASDAQ: HSAI, US4280501085 | HKEX: 2525, KYG4417G1064): The Paradox

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Shared 3 months ago

115 views

7:36

Viscofan S.A. (BME: VIS, ES0184262212): The Invisible Giant

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Shared 3 months ago

54 views

10:08

Guangdong Dongfang Precision (SZSE: 002611, CNE1000016L3): The Pivot - The Humanoid Gigafactory

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Shared 3 months ago

29 views

6:58

CTT - Correios de Portugal S.A. (ELI: CTT, PTCTT0AM0001): A 500 Year Old Startup

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Shared 4 months ago

45 views

6:53

A2A SpA (BIT: A2, IT0001233417): Italy's dividend machine

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Shared 4 months ago

39 views

4:53

Stantec Inc. (TSX/NYSE: STN, CA85472N1096): The Puzzle

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Shared 4 months ago

154 views

7:18

Chemring Group PLC (LON: CHG, GB0002072398): Safeguarding the Global Defense Supercycle

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Shared 4 months ago

55 views

8:12

Sonae SGPS, S.A. (ELI: SON, PTSON0AM0001): The Billion-Euro Puzzle

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Shared 4 months ago

89 views

7:33

Shin-Etsu Chemical Co., Ltd. (TYO: 4063, JP3371200001): The Silent Double Monopoly

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Shared 4 months ago

105 views

6:44

SK Hynix Inc. (KRX: 000660, KR7000660001): The AI King's Sword

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Shared 4 months ago

97 views

6:28

Quanta Services, Inc. (NYSE: PWR, US74762E1029): Building AI's Future

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Shared 4 months ago

90 views

7:51

Prysmian (BIT: PRY, IT0004176001): Rewiring the World

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Shared 4 months ago

128 views

7:06

Kawasaki Heavy Industries (TSE: 7012, JP3224200000): More Than Motorcycles

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Shared 4 months ago

154 views

6:31

Strategic Calibration Mode

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Shared 4 months ago

177 views

7:27

Scottish Mortgage Investment Trust (LSE: SMT, GB00BLDYK618): A Bet on SpaceX

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Shared 4 months ago

391 views

6:42

Höegh Autoliners (OSL: HAUTO, NO0011082071): Shipping - Caos Into Cash (March 2026)

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Shared 4 months ago

134 views

7:52

Cheniere Energy (NYSE: LNG, US16411R2085): World's Gas Station (March 2026)

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Shared 4 months ago

68 views

5:25

EOG Resources (NYSE: EOG, US26875P1012): A "Apple do Petróleo" e o Pivot Estratégico para o Gás

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Shared 4 months ago

50 views

5:46

Análise Estratégica: PrairieSky Royalty (TSX: PSK, CA7397211086) - A Petrolífera Impossível

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Shared 4 months ago

67 views