Hidden Value Gems
Just a thought: Could Philips be to Exor what Apple was for Berkshire? A dormant stock suddenly generating 100% gains? 🤔

$EXO.AS #Exor

My second idea for premium subscribers was actually Philips which is up 40% today. A rare coincidence. I am rarely so lucky or smart, and I don’t own it, only benefiting through Exor. https://t.co/a0JtlCxK7o - Hidden Value Gems
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The Long Investor
$DAL is up 64% over the last 6 months.
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The Long Investor
RT @dubinvest: 🚨Your abridged Earnings Calendar this week:

Monday (4/29)
Premarket:
$SOFI
$DPZ
Afterhours:
$PARA
$CHGG

Tuesday: (4/30)
Premarket:
$PYPL
$KO
$LLY
$MCD
Afterhours:
$AMZN
$SBUX
$PINS

Wednesday: (5/1)
Premarket:
$CVS
$MA
Afterhours:
$Z
$EBAY
$DASH
$ETSY
$HLF

Thursday: (5/2)
Afterhours:
$APPL
$X
$COIN
$SQ
$EXPE

Friday: (5/3)
Premarket:
$HSY
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Brandon Beylo
Alphamin $AFM.V Q1 results are out.

And they did not disappoint.

Nearly $70M in cash from operations.

Benefited from A/R unwind after solving road/construction issues.

Mpama South will be ready in May.

Let's ride, Barons. Let's ride. https://t.co/l6ji6KYIUI

Alphamin's $AFM.V free cash flow will look vastly different than 2023 for a few reasons:

1) Substantial AP and tax liability payments in 2023, reducing those outflows by $70M in '24.

2) Tin prices are inflecting higher

3) They're done investing in Mpama South construction - Brandon Beylo
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The Long Investor
$TSLA https://t.co/LNEBL7EBlw

$TSLA here is your game plan.

$TSLA either holds at $144 on the 0.78 Fib (and saves the sector)

or

its dropping down below $100 and you get an opportunity to buy $TSLA when it is undervalued with a margin of safety. https://t.co/deEBIPP03e - The Long Investor
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The Institutional Limited Partner
I can’t believe one of our Direct Lending GPs lent money to the largest Nordic e-commerce provider of S*xtoys.

The company is now on the verge of defaulting. For the recovery, we will probably stick it into our ***, if I dare to say 😅
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The Long Investor
$TSLA has now jumped 40% in 1 week.

Have a strategy, have a plan and stick to it.
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Brandon Beylo
Copper is up $0.26/lb or 6% since this tweet.

Trading commodities is hard.

Sometimes, the best bull markets look like the best short environments. And they stay that way for a long time.

There's no "right" answer to how to trade these.

What works for me: follow price.

The latest CoT Positioning Data suggests pullbacks in:

• Copper
• Gold
• Silver

This isn't surprising, given their run over the past week.

Pullbacks are a healthy part of any bull market. https://t.co/6nS5vhOtgA - Brandon Beylo
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 Q-Cap 
World Map PE Ratios Excluding USA

The amount of low PE stocks is stunning. https://t.co/ylj71whPrz
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Brandon Beylo
My Coal Twitter friends will like this chart.

Coal ETF $COAL forming an inverse H&S basing pattern.

Interesting potential setup here.

What say you @mfwarder? https://t.co/2yq3NF0KHG
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The Long Investor
RT @JD28438566: @TheLongInvest Long live ,

The Long Investor !!
😂 😆 🙏🏻
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Brandon Beylo
Rafael Nadal has always played every match like it's his last.

But now, he's celebrating every victory like it's his last.

That is how you know he knows.

Grateful we get to watch him for as long as we still can.

#mutuamadridopen
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