Offshore
Photo
The Long Investor
The greatest investors to ever exist only modestly beat the S&P 500 performance and this was mainly due to reinvesting dividends.
Traders simply get nowhere near as close to performing as well as the S&P 500 performance, they may get lucky on some but overall, the market will catch them and humble them.
What is most bizarre is that everyone is aware of this but still think they can beat the market.
The same way people are aware that consuming too many calories will make them overweight, they know this but still indulge because they are addicted to short term dopamine hits.
One of the greatest inventions to ever exist in the US came from John C Bogle when he invented the first ETF with Vanguard, Wall Street did everything they could to discredit this invention and have somewhat succeeded.
Almost 50 years on, people still think they need to pay Wall Street fund managers who consistently underperform against the S&P 500.
Infact, studies have shown that the more expensive the fees are for a fund directly correlated to poor performances.
You do not need to trade everyday, you do not need to take high risks, you do not need a portfolio manager
You need to win with the market.
$SPY
tweet
The greatest investors to ever exist only modestly beat the S&P 500 performance and this was mainly due to reinvesting dividends.
Traders simply get nowhere near as close to performing as well as the S&P 500 performance, they may get lucky on some but overall, the market will catch them and humble them.
What is most bizarre is that everyone is aware of this but still think they can beat the market.
The same way people are aware that consuming too many calories will make them overweight, they know this but still indulge because they are addicted to short term dopamine hits.
One of the greatest inventions to ever exist in the US came from John C Bogle when he invented the first ETF with Vanguard, Wall Street did everything they could to discredit this invention and have somewhat succeeded.
Almost 50 years on, people still think they need to pay Wall Street fund managers who consistently underperform against the S&P 500.
Infact, studies have shown that the more expensive the fees are for a fund directly correlated to poor performances.
You do not need to trade everyday, you do not need to take high risks, you do not need a portfolio manager
You need to win with the market.
$SPY
tweet
The Long Investor
RT @dubinvest: Your abridged Earnings Calendar this week:
Monday (4/22)
Premarket:
$VZ
Afterhours:
$CLF
Tuesday: (4/23)
PreMarket:
$FXC
$GM
$GE
$SPOT
Afterhours:
$TSLA
$V
Wednesday: (4/24)
Premarket:
$BA
$T
Afterhours:
$META
$IBM
$F
$CMG
$VKTX
Thursday: (4/25)
Premarket:
$AAL
$CMCSA
Afterhours:
$GOOGL
$MSFT
$SNAP
$INTC
Friday: (4/26)
Premarket:
$XOM
$CVX
tweet
RT @dubinvest: Your abridged Earnings Calendar this week:
Monday (4/22)
Premarket:
$VZ
Afterhours:
$CLF
Tuesday: (4/23)
PreMarket:
$FXC
$GM
$GE
$SPOT
Afterhours:
$TSLA
$V
Wednesday: (4/24)
Premarket:
$BA
$T
Afterhours:
$META
$IBM
$F
$CMG
$VKTX
Thursday: (4/25)
Premarket:
$AAL
$CMCSA
Afterhours:
$GOOGL
$MSFT
$SNAP
$INTC
Friday: (4/26)
Premarket:
$XOM
$CVX
tweet
Offshore
Photo
The Long Investor
$BABA has so far bounced on the wedge line at $69
But will need a breakout to the upside to change this trend
tweet
$BABA has so far bounced on the wedge line at $69
But will need a breakout to the upside to change this trend
$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 tweet
AkhenOsiris
tweet
Citigroup provides some color on positioning in semis after their trip; here's the summary:
As a surprise $QCOM was the most pitched stock, closely followed by $TXN. Investors had a positive outlook on $NXPI as well. Though $NVDA and $AVGO are heavily owned, there's little contention among investors about these stocks.
Investors were notably bearish on $AMD and $ON Semiconductor, driven by concerns over AMD's potential order reductions from $MSFT and risks related to ON Semiconductor's exposure to Chinese OEM expansion.
They mention investor skepticism regarding their positive outlook on $INTC due to challenges in the foundry business, but remain confident in expecting a positive EPS surprise.
Post-trip, we have increased conviction that $QCOM might see a post-earnings drop, while $INTC and $AMD are likely to gain. The recent semiconductor sell-off, driven by mixed results and slowed AI growth, is seen as a temporary setback and a buying opportunity.
$MU remains their top pick, supported by the start of a DRAM upturn. Other favored stocks include $AMD, $AVGO, $ADI, $MCHP, and $ON. - Scrooge McDucktweet
Offshore
Photo
AkhenOsiris
Adam Jonas waiting for TSLA $100 to take victory lap even though price target set at $310 🤡
tweet
Adam Jonas waiting for TSLA $100 to take victory lap even though price target set at $310 🤡
tweet
Offshore
Photo
AkhenOsiris
$AMZN
Latest on New NBA TV Deal Discussions
Andrew Marchand from The Athletic:
While the incumbents, ESPN/ABC and TNT Sports, remain intensely interested and very well could retain their rights, it is nearly assured that a new tech partner will join the mix, with Amazon Prime Video the perceived favorite.
The notion that a pure streamer, like Amazon, could have significant games, including conference finals and perhaps even the NBA Finals at some point over the life of a long-term deal is a possibility, according to executives briefed on the NBA’s discussions.
ESPN and the NBA have talked about the league taking a minority equity stake in the network, but that is on the backburner until the rights deals are completed, according to executives briefed on the talks.
Meanwhile, Amazon Prime Video appears to be exactly what the NBA is looking for in a new partner, with its worldwide reach of 200 million viewers, according to its latest shareholder letter, its success with the NFL “Thursday Night Football” package, and its desire to be a part of the league. Amazon is only interested in being involved with a regular- and postseason package of high-level games, according to executives briefed on their thinking.
tweet
$AMZN
Latest on New NBA TV Deal Discussions
Andrew Marchand from The Athletic:
While the incumbents, ESPN/ABC and TNT Sports, remain intensely interested and very well could retain their rights, it is nearly assured that a new tech partner will join the mix, with Amazon Prime Video the perceived favorite.
The notion that a pure streamer, like Amazon, could have significant games, including conference finals and perhaps even the NBA Finals at some point over the life of a long-term deal is a possibility, according to executives briefed on the NBA’s discussions.
ESPN and the NBA have talked about the league taking a minority equity stake in the network, but that is on the backburner until the rights deals are completed, according to executives briefed on the talks.
Meanwhile, Amazon Prime Video appears to be exactly what the NBA is looking for in a new partner, with its worldwide reach of 200 million viewers, according to its latest shareholder letter, its success with the NFL “Thursday Night Football” package, and its desire to be a part of the league. Amazon is only interested in being involved with a regular- and postseason package of high-level games, according to executives briefed on their thinking.
tweet
Offshore
Photo
Brandon Beylo
Everyone on Twitter:
"UK stocks are the worst. They're all zeroes. Why would you ever invest in the UK?"
Meanwhile, FTSE 100 just hit new ATHs.
Price is king, folks. https://t.co/D03IAAXZ8v
tweet
Everyone on Twitter:
"UK stocks are the worst. They're all zeroes. Why would you ever invest in the UK?"
Meanwhile, FTSE 100 just hit new ATHs.
Price is king, folks. https://t.co/D03IAAXZ8v
tweet
Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: “Success in investing doesn't correlate with I.Q. once you're above the level of 125. Once you have ordinary intelligence, WHAT YOU NEED is the TEMPERAMENT to CONTROL the urges that get other people into trouble in investing.”
— Warren Buffett 🗣️
#stocks #investing
tweet
RT @DimitryNakhla: “Success in investing doesn't correlate with I.Q. once you're above the level of 125. Once you have ordinary intelligence, WHAT YOU NEED is the TEMPERAMENT to CONTROL the urges that get other people into trouble in investing.”
— Warren Buffett 🗣️
#stocks #investing
tweet
Offshore
Photo
The Long Investor
$PLTR has exploded straight after its last two earnings reports and declined leading up to both reports too.
If history is repeating itself, then we expect the same reaction on the 6th of May.
Testing the 200 Day MA before this happens would be ideal at $18.70 https://t.co/aIlsVgVoHA
tweet
$PLTR has exploded straight after its last two earnings reports and declined leading up to both reports too.
If history is repeating itself, then we expect the same reaction on the 6th of May.
Testing the 200 Day MA before this happens would be ideal at $18.70 https://t.co/aIlsVgVoHA
$PLTR
Short term $29 PT
Longer term: $45 PT. https://t.co/SvLUlDgz9O tweet