Giuliano
The relation between the price of land and interest rates.

Adam Smith, 1776. https://t.co/DYHUcQeDdc
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Antonio Linares
$NFLX trailers generate over 6B impressions per month. Wow.
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The Long Investor
Successful people don’t get triggered. https://t.co/88Z9ZvK9Jm

Sorry to spoil the party

But I’ve never met a successful person who smokes weed.

Why?

Successful people have a drive in them that they are addicted to

They would never jeopardise this eternal drive

Weed is a threat on drive.

#420day - The Long Investor
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Giuliano
More to come soon👀 https://t.co/JSz8V3Rpv3
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Giuliano
The path forward in the newsletter is becoming clearer.

I'll stop publishing on a weekly basis and focus on longer pieces, which might come out on a monthly basis or so.

As much benefited I was from weekly write-ups, I need depth on some verticals.
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Antonio Linares
Nearly at 20K followers. How should I celebrate?
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The Long Investor
Good work here.

Copper continues to be bought heavy

Along with precious metals, Gold and Silver.

China looks to be stockpiling, what do they know?

China is stockpiling everything from Copper to Oil to Nickel to Iron Ore.

That's what you do AHEAD of a currency devaluation.

China is preparing something major.

More -> https://t.co/sILjD21UGs https://t.co/ZgxJ8IeeZV - Andreas Steno Larsen
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The Long Investor
Fix your:

- Diet
- Sleep
- Exercise
- Stress levels
- Gut problems
- and your addiction to sugar before using the easy option.
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 10 Quality Stocks Trading >20% Above 10-Year Average P/E Ratio & FCF Yield % 💵

📉 Moody’s $MCO
•NTM P/E: 34.88x
•Average: 25.95x

•NTM FCF Yield: 2.95%
•Average: 4.31%
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🍎 Apple $AAPL
•NTM P/E: 25.07x
•Average: 19.68x

•NTM FCF Yield: 4.39%
•Average: 6.27%
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🛒 Costco $COST
•NTM P/E: 42.80x
•Average: 31.62x

•NTM FCF Yield: 2.06%
•Average: 2.61%
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🔩 W W Grainger $GWW
•NTM P/E: 23.81x
•Average: 19.23x

•NTM FCF Yield: 3.38%
•Average: 4.53%
___

💾 Monolothic Power $MPWR
•NTM P/E: 48.46x
•Average: 38.05x

•NTM FCF Yield: 1.61%
•Average: 2.99%
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☁️ Microsoft $MSFT
•NTM P/E: 33.13x
•Average: 25.23x

•NTM FCF Yield: 2.44%
•Average: 4.49%
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👨🏽‍💻 Synopsys $SNPS
•NTM P/E: 38.71x
•Average: 27.96x

•NTM FCF Yield: 2.15%
•Average: 4.05%
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📀 Cadence Design $CDNS
•NTM P/E: 48.14x
•Average: 31.44x

•NTM FCF Yield: 1.68%
•Average: 4.02%
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⚡️ Amphenol $APH
•NTM P/E: 33.52x
•Average: 25.57x

•NTM FCF Yield: 2.98%
•Average: 3.84%
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🧬 Danaher $DHR
•NTM P/E: 31.05x
•Average: 24.92x

•NTM FCF Yield: 3.22%
•Average: 4.40%
___

#stocks #investing
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The Long Investor
RT @charliebilello: % Below All-Time High...
Gold $GLD: 0%
Google $GOOGL: -3%
S&P 500 $SPY: -5%
Microsoft $MSFT: -7%
Amazon $AMZN: -8%
Meta $META: -9%
Apple $AAPL: -17%
Russell 2000 $IWM: -18%
Netflix $NFLX: -20%
Nvidia $NVDA: -20%
$AMD: -31%
Tesla $TSLA: -64%
Ark Innovation ETF $ARKK: -73%
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Giuliano
If someone's interested in the equity report on $BUR, feel free to DM me.

I wrote a 60-pages equity report on a quite obscure business, $BUR.

Here are the most important things to know about the company: https://t.co/JgZ6BnVMGp - Giuliano
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Brandon Beylo
RT @Tintincapital: This was really, really good...

I'm excited to share my conversation with @erik_ywr.

This episode is a Crash Course on Inflation.

Erik is world-class explaining why we're here, how we got here, and what higher inflation means for financial markets.

We also pitch Euro Banks.

Enjoy!👇
https://t.co/vHgs2ZlX7p - Brandon Beylo
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Antonio Linares
This is happening anyway

@alc2022 Go to Ibiza - Dissecting the Markets | See pinned tweet
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The Long Investor
All Top 20 Charts are now uploaded to our group.

We said last Sunday evening that the week ahead was going to be a big one and it certainly delivered

We were prepared and stuck to our strategy, there was not a single surprise.

We have prepared for this market correction for the last 6 months and we will take full advantage of our favourite stocks going on sale.

$SPY $QQQ
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