iinvested
1Q'24 SouternSun Small Cap on $DY, $BOOT, $MBUU, $MGPI

https://t.co/1EagqE8koj

More fund letters here:
https://t.co/HhAAZQRRKy https://t.co/r9xKKxzwOf
tweet

 Q-Cap 
So my son is going to be 8 feet 6 inches tall.

Very proud!

Thank you @ChatGPTapp https://t.co/F27uACTG2T
tweet

Brandon Beylo
RT @wolfejosh: Very good;)

Value investors passing on every great business so they can buy a dilapidated steel mill at 2x earnings and 1/2 replacement cost. https://t.co/KjmMDLs6lZ - Brandon Beylo
tweet

The Long Investor
Buffett over the last 12 months has been a net seller.

Buffett is not a technical guy, he focuses solely on fundamentals

When the market is overvalued, he net sells and builds cash, at $168 Billion now https://t.co/KSTsmvHltL
tweet

The Long Investor
Why did Bill Gates completely flip from aggressive net buying to aggressive net selling between Q3 and Q4 2023? https://t.co/YTEELCvlCf
tweet

Antonio Linares
RT @FedexSTi: Música para mis oídos. Male es espectacular. Además de súper buena onda hace buenas preguntas y me gusta mucho su voz.

Tesla es una compañía de tecnología, manufactura y energía. The abundance triangle cortesía de @alc2022

Si me dan la chance mañana puedo explicar un poco. Es mas o menos así.

No miento cuando lo arrobo a Elon Musk que estudio la compañía multiples horas por semana.
tweet

Antonio Linares
$CRWD is emerging as a dominant force in the XDR cybersecurity arena, potentially leading to a winner-takes-all scenario.

The company's competitive advantage is robust and continues to strengthen due to the following factors:

1. The market's most efficient software agent: Their system is designed for easy installation and operation, attracting more users and thus, more data for analysis.

2. Integrated data framework: By consolidating all data into a single model, $CRWD simplifies obtaining a unified view of security threats and enhances the training of AI algorithms.

3. Low incremental cost for new modules: The streamlined data architecture of $CRWD facilitates the training and rollout of new AI-driven modules, allowing them to expand their offerings at minimal additional cost.

4. Positive feedback loop: The introduction of new modules brings in additional customers, who provide more data, which in turn improves the AI capabilities and leads to the development of even more advanced modules. This cycle fuels increasing cash generation over time.

5. Scalable profitability: As usage of their modules grows, $CRWD experiences significant leaps in cash generation with little additional expenditure. Each new module not only enhances their service offering but also reinforces their financial inflow.

Observe the progression of $CRWD's cash from operations over time below: 👇
tweet

Daniel
Joel Greenblatt compounded at 49% (!) from 1985 to 2005.

And the best thing, he taught a Columbia Class on how to do it.

Here are 6 Investing Gems from his Columbia Classnotes (+Free PDF)👇🏼 https://t.co/k5BmAU5mUL
tweet

Antonio Linares
I bought a truckload of $PLTR at $7 and $SPOT at $97.50, after they fell slowly for 2 years.

When I bought $AMD at $4.2, it spent the next two years slowly declining 70%+.

You can’t fake conviction.
tweet

The Long Investor
Fed Rates may be struggling to handle inflation but they are certainly affecting economic growth.

Fed will cut rates when the economy contracts

Inflation will follow suit. https://t.co/RDmIp15FHP
tweet