Offshore
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Brandon Beylo
"China real estate is collapsing. There's no way copper can sustain higher prices with all this demand destruction."
India: "Hold my chai."
#copper https://t.co/OiCNG4IfyP
tweet
"China real estate is collapsing. There's no way copper can sustain higher prices with all this demand destruction."
India: "Hold my chai."
#copper https://t.co/OiCNG4IfyP
tweet
Offshore
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The Long Investor
$BABA
This is very straightforward for $BABA now:
2021 Free Cash Flow level was $27 Billion
2022 Free Cash Flow level was $13 Billion
2023 Free Cash Flow level was $24 Billion
And the share price pulled back hard because of this 2022 dip in FCF.
If they finish 2024 above $28 Billion Free Cash Flow their share price will return to the mean reversion zone as shown, above $140.
80% potential upside if management can execute their recovery now.
tweet
$BABA
This is very straightforward for $BABA now:
2021 Free Cash Flow level was $27 Billion
2022 Free Cash Flow level was $13 Billion
2023 Free Cash Flow level was $24 Billion
And the share price pulled back hard because of this 2022 dip in FCF.
If they finish 2024 above $28 Billion Free Cash Flow their share price will return to the mean reversion zone as shown, above $140.
80% potential upside if management can execute their recovery now.
tweet
Offshore
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The Long Investor
$PTON was once worth $171 a share, now at $3.39.
From $63 Billion to $1.25 Billion.
Would $NKE, $LULU, $SKX consider buying this and adding value to their ecosystem?....seems like a steal at this level. https://t.co/saGwqgLgrm
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$PTON was once worth $171 a share, now at $3.39.
From $63 Billion to $1.25 Billion.
Would $NKE, $LULU, $SKX consider buying this and adding value to their ecosystem?....seems like a steal at this level. https://t.co/saGwqgLgrm
tweet
Offshore
Photo
Brandon Beylo
I want to give a HUGE shoutout to my friend @CorneliaLake on Tidewater's $TDW success.
He pitched TDW/offshore on my podcast in April 2023.
Since then, TDW is up ~150%.
Investing is a lonely game. It's important to celebrate the wins when good people get them.
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I want to give a HUGE shoutout to my friend @CorneliaLake on Tidewater's $TDW success.
He pitched TDW/offshore on my podcast in April 2023.
Since then, TDW is up ~150%.
Investing is a lonely game. It's important to celebrate the wins when good people get them.
tweet
The Long Investor
The week is over, it was a big one and eventful.
For the second week in a row the $SPY and $QQQ tested and finished below their 50 Day MA
Still too early to call this a rejection
Bulls and Bears will need to go at it again next week to decide the markets direction next.
Enjoy your weekend!
tweet
The week is over, it was a big one and eventful.
For the second week in a row the $SPY and $QQQ tested and finished below their 50 Day MA
Still too early to call this a rejection
Bulls and Bears will need to go at it again next week to decide the markets direction next.
Enjoy your weekend!
tweet
Offshore
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Brandon Beylo
RT @Awesomecat250: Happy Friday! Cheers to $TDW and thanks to all the guys who mentioned it years ago...👍👏👏👏@capitalistexp @CorneliaLake @hkuppy @OHare888 https://t.co/nfPDnLzUD3
tweet
RT @Awesomecat250: Happy Friday! Cheers to $TDW and thanks to all the guys who mentioned it years ago...👍👏👏👏@capitalistexp @CorneliaLake @hkuppy @OHare888 https://t.co/nfPDnLzUD3
I want to give a HUGE shoutout to my friend @CorneliaLake on Tidewater's $TDW success.
He pitched TDW/offshore on my podcast in April 2023.
Since then, TDW is up ~150%.
Investing is a lonely game. It's important to celebrate the wins when good people get them. tweet
Offshore
Photo
Brandon Beylo
Copper bears when you tell them that there are billions of people that will upgrade their standard of living over time.
#copper https://t.co/j5ZI4hF6m4
tweet
Copper bears when you tell them that there are billions of people that will upgrade their standard of living over time.
#copper https://t.co/j5ZI4hF6m4
tweet