Offshore
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Antonio Linares
$RBLX is the default social media app for Gen Alpha and adults don’t get it it yet. As the $RBLX user base continues to age up, the platform is set to get much much bigger over time.
$RBLX has more daily active users than the United Kingdom’s total number of inhabitants because of a maniacal user-centricity sustained over a vast stretch of time.
My core observation is that $RBLX’s initial mission could have been constituted of anything within the realm of what they created, and still it would have succeeded.
Via tremendous process power, $RBLX has turned a trivial hobby of a few hundred into a culture with 71M adherents.
What’s fairly interesting about this business is that, to disrupt it, someone would have to go through the same iterative steps $RBLX has taken over the past 17 years to create a similar culture.
Either that, or $RBLX’s culture becomes irrelevant by itself, which would seem unlikely given a continuation of the aforementioned process power.
The world indirectly attempted to wrap its head around $RBLX’s process power with the rise of the term “Metaverse” in 2021, but with the ensuing disillusionment about virtual reality the stock is still down over 70% from all time highs in Q4 2021.
The decline has also been motivated by Roblox’s latest investment cycle, which we saw start in Q1 2022 and which has fleetingly dampened the company’s net income and free cash flow levels.
However, $RBLX is now emerging from its CapEx bonanza with, fundamentally, a much stronger platform and substantially greater numbers of daily active users, total hours engaged, bookings, and free cash flow.
Although the 2021 metrics seemed hard to match in hindsight, the company’s process power has once again shined through.
Over the past few years the market seems to have projected the “Metaverse is dead” narrative onto $RBLX income and cash flow statements, misinterpreting the temporarily lagging financials as an actual decline in the platform’s relevance.
Certainly, YoY growth has not been as rapid as in 2021, but the long term trend remains more than appealing.
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$RBLX is the default social media app for Gen Alpha and adults don’t get it it yet. As the $RBLX user base continues to age up, the platform is set to get much much bigger over time.
$RBLX has more daily active users than the United Kingdom’s total number of inhabitants because of a maniacal user-centricity sustained over a vast stretch of time.
My core observation is that $RBLX’s initial mission could have been constituted of anything within the realm of what they created, and still it would have succeeded.
Via tremendous process power, $RBLX has turned a trivial hobby of a few hundred into a culture with 71M adherents.
What’s fairly interesting about this business is that, to disrupt it, someone would have to go through the same iterative steps $RBLX has taken over the past 17 years to create a similar culture.
Either that, or $RBLX’s culture becomes irrelevant by itself, which would seem unlikely given a continuation of the aforementioned process power.
The world indirectly attempted to wrap its head around $RBLX’s process power with the rise of the term “Metaverse” in 2021, but with the ensuing disillusionment about virtual reality the stock is still down over 70% from all time highs in Q4 2021.
The decline has also been motivated by Roblox’s latest investment cycle, which we saw start in Q1 2022 and which has fleetingly dampened the company’s net income and free cash flow levels.
However, $RBLX is now emerging from its CapEx bonanza with, fundamentally, a much stronger platform and substantially greater numbers of daily active users, total hours engaged, bookings, and free cash flow.
Although the 2021 metrics seemed hard to match in hindsight, the company’s process power has once again shined through.
Over the past few years the market seems to have projected the “Metaverse is dead” narrative onto $RBLX income and cash flow statements, misinterpreting the temporarily lagging financials as an actual decline in the platform’s relevance.
Certainly, YoY growth has not been as rapid as in 2021, but the long term trend remains more than appealing.
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Antonio Linares
Invest in your education before you invest in stocks.
You shouldn’t buy stocks until you have a basic framework to operate in the stock market. If you do, the market will cash you in.
Stocks are a piece of a company and over time, if the company does well and the shareholders are fairly treated the stock go up.
Before you buy a stock, you need to make sure that you understand a business deeply and that you are not borrowing conviction.
Beating the index over the long term is very hard and so, the majority of people are much better off indexing their money. But even indexing over the long term requires a solid education.
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Invest in your education before you invest in stocks.
You shouldn’t buy stocks until you have a basic framework to operate in the stock market. If you do, the market will cash you in.
Stocks are a piece of a company and over time, if the company does well and the shareholders are fairly treated the stock go up.
Before you buy a stock, you need to make sure that you understand a business deeply and that you are not borrowing conviction.
Beating the index over the long term is very hard and so, the majority of people are much better off indexing their money. But even indexing over the long term requires a solid education.
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Brandon Beylo
Druck is the GOAT.
He's probably taking his profits in $NVDA and buying gold, silver, copper, and miners.
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Druck is the GOAT.
He's probably taking his profits in $NVDA and buying gold, silver, copper, and miners.
Druck told small event he is out of $nvda last night. Its gonna get in press and cause 5 pct drop imo tweet
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Live Monitor (@amlivemon) on X
Druck told small event he is out of $nvda last night. Its gonna get in press and cause 5 pct drop imo
Offshore
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Brandon Beylo
The Ultimate Tin Baron. https://t.co/Qdw7vbz93d
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The Ultimate Tin Baron. https://t.co/Qdw7vbz93d
A single trader is holding a futures position in tin equivalent to over 90% of the volume held in LME warehouses
@cangsizhi
https://t.co/Uh72SOoysX tweet
Offshore
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Brandon Beylo
This is still one of my favorite threads that I've written on copper.
Over a year old but provides insight into potential Electrification demand drivers.
Hope you enjoy.
#copper
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This is still one of my favorite threads that I've written on copper.
Over a year old but provides insight into potential Electrification demand drivers.
Hope you enjoy.
#copper
Copper is one of the most exciting metals to study.
We're obsessed with "Electrifying" the world.
But we have completely ignored the MASSIVE metals supply/demand imbalance.
This creates one of the most asymmetric bets in all of markets.
A thread on the copper setup ... 🧵 https://t.co/SDyTrpBEYp tweet
Offshore
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The Long Investor
$BTC let there be no doubt who has been correct on $BTC for the last year.
Chart below on the 16th of March and today, with no changes.
Wave A is currently underway, 0.38 fib is the target. https://t.co/GcKUVTzYtM
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$BTC let there be no doubt who has been correct on $BTC for the last year.
Chart below on the 16th of March and today, with no changes.
Wave A is currently underway, 0.38 fib is the target. https://t.co/GcKUVTzYtM
$BTC I brought you up from $19,000 to $73,000
Now I'll bring you down.
This pull back is an opportunity, when this ABC correction is complete, $BTC will start its next aggressive move up. https://t.co/7zGJoZ1ZFV tweet
Offshore
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The Long Investor
$BABA still in its long wedge
I am finding it difficult to ignore these prices and will start adding more shortly. https://t.co/uARTE6GMoJ
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$BABA still in its long wedge
I am finding it difficult to ignore these prices and will start adding more shortly. https://t.co/uARTE6GMoJ
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Offshore
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The Long Investor
RT @TheLongInvest: $SPY has been in an Impulse Wave since 2008 GFC crash.
Even with the Covid Low in March 2020, it aligned with a Wave 2 pull back, holding at the 0.78 Fib perfectly.
Even Wave 4 pulled back exactly to the 0.5 Fib and held the 200 MA.
After every Wave 5, there is a Corrective Wave, which is Primary Wave 2 here of an overall impulse wave.
Generational wealth was made after the ‘08 GFC Crash, after Covid Low and it can be made again after this Primary Wave 2 is complete.
$SPY Chart below from November and following our count.
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RT @TheLongInvest: $SPY has been in an Impulse Wave since 2008 GFC crash.
Even with the Covid Low in March 2020, it aligned with a Wave 2 pull back, holding at the 0.78 Fib perfectly.
Even Wave 4 pulled back exactly to the 0.5 Fib and held the 200 MA.
After every Wave 5, there is a Corrective Wave, which is Primary Wave 2 here of an overall impulse wave.
Generational wealth was made after the ‘08 GFC Crash, after Covid Low and it can be made again after this Primary Wave 2 is complete.
$SPY Chart below from November and following our count.
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Offshore
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The Long Investor
$SPY the chart that got ignored but now everyone is talking about it. https://t.co/ilPI2FG24E
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$SPY the chart that got ignored but now everyone is talking about it. https://t.co/ilPI2FG24E
$SPY has been in an Impulse Wave since 2008 GFC crash.
Even with the Covid Low in March 2020, it aligned with a Wave 2 pull back, holding at the 0.78 Fib perfectly.
Even Wave 4 pulled back exactly to the 0.5 Fib and held the 200 MA.
After every Wave 5, there is a Corrective Wave, which is Primary Wave 2 here of an overall impulse wave.
Generational wealth was made after the ‘08 GFC Crash, after Covid Low and it can be made again after this Primary Wave 2 is complete.
$SPY Chart below from November and following our count. tweet