Giuliano
Great visual on the Oil & Gas value chain. https://t.co/nKCTtbTGsA
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The Long Investor
Powell Tee Time is at 1315

Most important person in the US today https://t.co/s8TQ00xv7n
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Giuliano
How to get an edge.

Poor Charlie’s Almanack. https://t.co/ROb6R8JkfJ
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The Long Investor
$BTC is pulling back with the market but the timing is coincidental I think.

The halving event is taking place this week

This date was known for a number of years

But there was no way to know when the market would start to pull back, or that Middle Eastern tensions would rise and CPI would come in Hot, in the same week.

Yes it is not acting like Gold right now but I believe it is getting a question wrong and not failing the full test

$BTC 3 weeks later and no changes to our projection that this is in its ABC correction.

There has been a rejection at the $69k level again, one more test of this level and it rejects, then we have further confirmation.

From the guy that brought you up from $19,000 to $73,000 https://t.co/smrSEwEzuJ - The Long Investor
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Brandon Beylo
Calvin joining the Tin Barons is the best news I’ve seen all week.

#tin

WW2: there were widespread shortages of steel and tin. A single tank uses around 18 tonnes of steel.

Most small military tools were made of tin. - 🏴‍☠️
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 Q-Cap 
TERM LIMITS NOW FFS https://t.co/0qcoP0xgb0
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 Q-Cap 
Investing is easy folks

Just buy back 62.4M S/O in the last 10 years

Reduce your share count by 50.56% in 10 years

Watch your stock go up +653% in 10 years

$ORLY https://t.co/YYaROAJuR1
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The Long Investor
Because there is no greater return than a book.

An expert can spend years writing a book and you can buy it for $14

All their hard work can be transferred to you within a week or so.

Repeat this process every week.

personal spending on books https://t.co/xVdVodN3j4 - Sam Ro 📈
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Giuliano
Having an answer does not mean one effectively solved a problem.
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Brandon Beylo
The US has spent the past 85 years outsourcing critical mineral production.

Which is a problem in a world of escalating military conflict.

As of March 2023, the value of stockpiles was $912.3M.

That's just 1.2% of the stockpile's 1962 value of approximately $77.1B. https://t.co/0dSTc6GgKf
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 10 Quality Stocks That Have Grown EPS At A >10% CAGR Last 10 Years | LTM ROIC 💵

📲 Lam Research $LRCX
•EPS CAGR: 31.4%
•LTM ROIC: 30.5%

💳 Mastercard $MA
•EPS CAGR: 16.7%
•LTM ROIC: 61.1%

🖨️ ASML Holding $ASML
•EPS CAGR: 23.8%
•LTM ROIC: 48.7%

🚗 Copart $CPRT
•EPS CAGR: 22.1%
•LTM ROIC: 22.6%

🖱️ Alphabet $GOOG $GOOGL
•EPS CAGR: 10.2%
•LTM ROIC: 28.1%

🍎 Apple $AAPL
•EPS CAGR: 15.7%
•LTM ROIC: 65.1%

🦮 Zoetis $ZTS
•EPS CAGR: 14.1%
•LTM ROIC: 25.7%

🔩 Fastenal $FAST
•EPS CAGR: 10.2%
•LTM ROIC: 38.3%

🩻 UnitedHealth $UNH
•EPS CAGR: 16.4%
•LTM ROIC: 19.1%

👜 Moët Hennessy $LVMH $LVMUY
•EPS CAGR: 16.2%
•LTM ROIC: 21.0%

#stocks #investing
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