The Long Investor
$ETH has been lagging $BTC and has still not made an ATH

But it will catch up.

$ETH this is the chart you bookmark. https://t.co/I8dg2pY59K - The Long Investor
tweet

The Long Investor
X won’t congratulate you on your winners

But they sure as hell will call you out if you get something wrong.

This is part of the process

If you can’t handle the heat, get out of the kitchen.
tweet

iinvested
1Q'24 Alluvial Capital Management on $MCB.L

https://t.co/7ltge6fRBE

More fund letters here:
https://t.co/HhAAZQRRKy https://t.co/OHN9MnsNWy
tweet

The Long Investor
2000 https://t.co/jQID1sgGF9 crash was an election year

2008 great financial crash was an election year

2020 crash was an election year

The last 3 crash’s in the market happened on election years.

Each time the market moved higher next

The market never fails to move higher

$SPY $QQQ
tweet

iinvested
1Q'24 Miller Deep Value on $TPC, $GTN, $FOSL

https://t.co/1VNN4tyLN1

More fund letters here:
https://t.co/HhAAZQRRKy https://t.co/Ll8Q0bbHqZ
tweet

The Long Investor
The two greatest contributions to wealth creation in the US came from:

1. The S&P 500 and the strict criteria it has to enter and exit the Top 500

2. John C Bogles Vanguard ETF.

Nothing else comes closes
tweet

Antonio Linares
RT @alc2022: @XFactZone Bought SolarCity, then $TSLA bought it at a 50% discount. Been holding since, with multiple 50%+ drops.
tweet

Giuliano
I'll finish with Adam Smith this week.

These past weeks have been tougher for deeply reading, generally suggesting I need a break.

I wish I had more literature books to read thereafter.
tweet

Antonio Linares
The problem with working in a traditional work setting is that you spend 90% of your time worrying about things that are not investment theses.

I believe this is why most funds don’t work. Groups of people can’t produce good investment ideas.
tweet

Antonio Linares
RT @mindthelongterm: @alc2022 X is great for the discoverability of ideas, the work still has to be done...this will never change.
tweet

Giuliano
"If everybody is thinking alike, then somebody isn't thinking"
tweet

Antonio Linares
$SPOT and $PLTR shareholders during 2022, only to then rise above the ashes https://t.co/jLlSxIHX1q
tweet

Giuliano
Fascinating read.

The scientific approach is a key to finding the truth.

While finance is not technically a science, taking the scientific (or "evidence") approach to understanding its many puzzles can be helpful.

A great read Richard Feynman (1974):

h/t @Giuliano_Mana

https://t.co/Vvi5qT1hhY - Ryan Telford
tweet

Giuliano
I think this is the best book I’ve read. https://t.co/5JvrwFkW4d
tweet