Giuliano
Kevin's takes on these things are incredible.

A lot of work goes into them and he's able to uncover quite unique insights.

Warren Buffett has beaten the market without using Excel

In his mind, he uses the Quality to Value ratio

I've included it in my investing process

Here's what I've come up with
🧵👇 https://t.co/2dCj7xCR5H - Kevin
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The Long Investor
Just now @DivesTech has said on CNBC that $AAPL will post growth from Sept earnings, this in line with our Wave C completing for $AAPL.

This bounce now is Wave B for us, followed by a decline.
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 Q-Cap 
Company lifespan on S&P500 keeps shrinking

In 1964, the avg lifespan was 33Yrs, today it's getting closer to 10Yrs.

Stock picking and compounding will only get harder. https://t.co/elytzpxn6r
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Antonio Linares
As $PLTR continues to productive, margins and FCF/share will continue to rise fast.

Per the anecdotes of AIP Bootcamps, I expect this quarter to be excellent, at least on the commercial side.
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The Long Investor
Bullish or Bearish? https://t.co/s6Qkb1Fdn3
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The Long Investor
$AAPL's $110 Billion Share Buy back, they could have bought:

$NIO
$XPEV
$LI
combined

and still have $70 Billion left over to buyback shares like $GOOG did.
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 Q-Cap 
$AMZN: 1.1% from ATH
$MSFT: 5.6% from ATH
$AAPL: 7.5% from ATH
$NVDA: 9.2% from ATH

WE NEED RATES CUTS
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Antonio Linares
$SPOT is up 3X since I doubled down, at which point I did some tax loss harvesting to bring my average down to that level.

The returns have come on a little bit of increased efficiency. Many drivers to kick in yet and I expect the stock to continue trending up over the long term.

The market is only beginning to grasp that $SPOT is a generational company, with pricing power and scarce competition.

As the deployment of podcasts and audiobooks continues, unit economics are set to expand meaningfully, with FCF/share levels poised to increase 10X over the coming decade.
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 Q-Cap 
Apple's tax rate was 15.7% lol https://t.co/LvnpHknKOv
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Giuliano
RT @owen_makes: El lunes tuvimos una conversación muy interesante con @alejobaltasar para @SaberCompuesto. Hablamos de todo y de nada, no se lo pierdan! https://t.co/HRMatb8qNe
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The Long Investor
Study history
Study psychology
Study fundamentals
Study technicals

In that order
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The Long Investor
$AAPL commentary in our group before they reported yesterday

Negative sentiment was baked in and a bounce was due for Wave B https://t.co/vzU7HxNDBR
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