The Long Investor
Almost all errors in investing can be narrowed down to one simple Fear:

The Fear of missing out.
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Giuliano
For some months, I believe that my 2023 shareholder letter was good.

I can now proudly state that it is not. https://t.co/MOfOOlx5XP
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The Long Investor
$SBUX downright filthy behaviour out of us back in Sept 2023. https://t.co/z4ySEhtBTf
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The Long Investor
Fed decision on Interest Rates is at 1400 EST

Powell Speaks at 1430 EST

I expect no changes to the rates, what the market is waiting to hear is how dovish or hawkish he will be.

Any suggestion that rate hikes will be needed will upset the market.

$SPY $QQQ
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Clark Square Capital
Big news yesterday for the cannabis industry.

IMO, the best way to play it is through $MAPS given that tax savings will get reinvested into marketing.

The r/r remains compelling given that the no-resch scenario got taken off the table.

I am sharing my original write-up below.
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Clark Square Capital
Big news yesterday for $MSOS

IMO, the best way to play the industry-wide catalyst is through $MAPS given that 280e tax savings will get reinvested into marketing.

The dominant advertising platform should benefit disproportionately.

Below is my original write-up [open to all]
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The Institutional Limited Partner
Private Equity Market Update
Exit activity has shrunk in Q1 2024 to a 3-year low. No wonder why secondary volumes are increasing both LPs & GPs turn to the secondary market for liquidity reasons.
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Antonio Linares
Two trucks full of $TSLA cars.

Is this a sign? https://t.co/CLViMwIucg
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Antonio Linares
Seems like the market though that $AMD could chip away at $NVDA’s marketshare in two quarters.

It will take 5 years at least, in case of success.

@alc2022 Morning, what were thoughts on $AMD? A bit uninspring no? - Ryan
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Hidden Value Gems
Spending 8+ hours without the internet is hard. Not sure what is easier - staying without caffeine or internet 💺

As a value investor, I couldn't afford $35 on flight wifi (my monthly broadband cost) 🛜

Besides, you can focus better without distracting messages…

Hello America 🙌🇺🇸
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The Long Investor
RT @TheLongInvest: $PFE Earnings due on Weds before the market opens.

$22 would be the sweet spot to add

But has this beaten down stock got the ability to drop another 15% to get there?

Trying to catch the bottom is normally not a good idea. https://t.co/cN5K7uaQNa

$PFE bounced within the 0. 618 Fib - 0.78 Fib in 2009

It is showing signs of bouncing in this range now too.

It may be the ultimate cyclical stock and a 5.95% dividend too.

Very attractive long term hold. https://t.co/2cD5yeGfnl - The Long Investor
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 Q-Cap 
In the grand tapestry of market dynamics, each stock inevitably navigates its share of trials. Yet within this flux, discernment prevails: between enduring oblivion and transient setback lies the fertile ground of opportunity, where astute investors distinguish between the perishable and the perennial.
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Brandon Beylo
You won't find the answer to "proper diversification" in any investment textbook.

And that's because they won't tell you that the answer is equal parts Korean BBQ and Copper.

#NowYouKnow
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