Offshore
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Giuliano
In 2009, Jonathan Molot articulated why legal finance should exist.
Further, it validates my suspicion on why I think it will continue to grow.
$BUR https://t.co/3SfJB040Tj
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In 2009, Jonathan Molot articulated why legal finance should exist.
Further, it validates my suspicion on why I think it will continue to grow.
$BUR https://t.co/3SfJB040Tj
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Offshore
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The Long Investor
$META Yikes https://t.co/fvXWmHx0G6
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$META Yikes https://t.co/fvXWmHx0G6
$META earnings in 45mins
No surprise share buyback or dividend expected this time
Let’s see how the market handles a standard report without bells and whistles tweet
The Long Investor
$META only -14% away now
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$META only -14% away now
Which Mega Cap would you buy first at?
$AMZN: $150
$GOOG: $140
$NVDA: $600
$MSFT: $370
$AAPL: $155
$TSLA: $100
$META: $380
$BRK—B: $370 tweet
Offshore
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Q-Cap
$META: 18x NTM P/E growing EPS at 20% YoY
$SPY: 21x NTM P/E growing EPS at 10.7% YoY
We've been on an epic run since October 2022.
A little slap in the face is warranted and healthy. https://t.co/2fVTBruRJV
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$META: 18x NTM P/E growing EPS at 20% YoY
$SPY: 21x NTM P/E growing EPS at 10.7% YoY
We've been on an epic run since October 2022.
A little slap in the face is warranted and healthy. https://t.co/2fVTBruRJV
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The Long Investor
The market does not know what your entry price is or your average, nor does it care.
People buying at the start of Wave 3 are not the same as those buying at the top of Wave 5.
Your entry point matters and if you missed the entry, let it go, focus on the next undervalued position.
Experienced investors would rather die then chase a stock
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The market does not know what your entry price is or your average, nor does it care.
People buying at the start of Wave 3 are not the same as those buying at the top of Wave 5.
Your entry point matters and if you missed the entry, let it go, focus on the next undervalued position.
Experienced investors would rather die then chase a stock
tweet
Offshore
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Brandon Beylo
Tomorrow I'm releasing my write-up on one of my favorite mining stocks.
It's a PGM miner with the following characteristics:
• Lowest-quartile AISCs
• Half its market cap in cash w/ no debt
• Buying back stock
• Dividend paying
• Insiders own shares
My other deep dives 👇
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Tomorrow I'm releasing my write-up on one of my favorite mining stocks.
It's a PGM miner with the following characteristics:
• Lowest-quartile AISCs
• Half its market cap in cash w/ no debt
• Buying back stock
• Dividend paying
• Insiders own shares
My other deep dives 👇
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Clark Square Capital
RT @waterboycap: I am currently looking for an internship (on-site) at a value-oriented fund in the NYC/LA area. Eager to contribute meaningfully to a team. Please don't hesitate to reach out if you know of any opportunities; it would be greatly appreciated. @ClarkSquareCap
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RT @waterboycap: I am currently looking for an internship (on-site) at a value-oriented fund in the NYC/LA area. Eager to contribute meaningfully to a team. Please don't hesitate to reach out if you know of any opportunities; it would be greatly appreciated. @ClarkSquareCap
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Offshore
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The Long Investor
High rates for longer eventually cause more damage than 3% inflation
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High rates for longer eventually cause more damage than 3% inflation
The US Mortgage Market is crashing. Hard.
With Mortgage Applications to buy a house plummeting -14% from last year.
And now languishing at their lowest level since 1995.
The housing market is frozen. And buyers aren't coming back until prices/rates drop. https://t.co/HO4V4ZjiKD tweet