The Long Investor
The 3 most important factors to determine if a company is fundamentally undervalued:

1. Have they got a Moat?
2. How healthy is their Free Cash Flow?
3. Increasing margins
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Daniel
I just released a new Write-Up:

- AI Micro Cap growing 150% YoY
- 77% gross margins
- Profitable
- No debt
- Forward P/E of 14

Like and Retweet this to get free access for 24h
(The article is 5 minutes, so 24h should be sufficient😉)
https://t.co/HWQw1kG7y1
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The Long Investor
What will the impact of Buffett reducing his position in $AAPL have on the stock tomorrow and the market?
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The Long Investor
MON: $PLTR, $SAVE. $HIMS, $LCID

TUES: $DIS, $CELH, $DDOG, $CROX
$RIVN, $WYNN, $OXY, $TWLO

WEDS: $UBER, $SHOP, $AFRM, $ARM, $HOOD, $ABNB, $AMC, $DUO, $TTD

THURS: $RBLX, $PLUG, $MARA, $U

All charts are uploaded to our group https://t.co/CHsVHhEOvH
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Daniel
Warren Buffett reads up to six hours per day.

"I just sit in my office and read."

Having read thousands of books, he knows some of the best ever written.

Here's his list of must-read books👇 https://t.co/gOpFaMG6hg
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Giuliano
‘Go to sleep every day a little bit wiser than you woke up.’ https://t.co/fz4gvRj71D
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Brandon Beylo
RT @marketplunger1: How it feels investing in commodities. https://t.co/OVqQK5PflA
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Brandon Beylo
Twitter, I need your help.

Suppose I wanted to buy a farm house and I live out in the country yet somewhat connected to a larger city/town.

What’s the best place to do that in the US?
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Hidden Value Gems
My latest post on the seven lessons from learning and following #BerkshireHathaway over many years.

I highlighted the points that helped me to improve my performance the most.

There is also a big lesson on life beyond marking 💰

https://t.co/g5QFTw0Ub8
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The Long Investor
If you spoke about Drake instead of Buffett and Munger this weekend, you need to reevaluate.
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Antonio Linares
The worst part about investing is wanting for time to go by quicker. The best part is benefiting from the system without participating with your time.
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Clark Square Capital
I'm at the Markel event. Let me know if you're here. Would love to say hi
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Brandon Beylo
It’s official.

Connor is a confirmed Tin Baron.

:)

Excited to share one of our highest conviction names in the portfolio and a new position for us. Good and improving biz, oligopoly industry structure, and rapid earnings growth at a discounted price. I think it’s the type of idea Buffett would probably buy (if he had a lot less capital to manage).

The full idea will be posted Monday AM. - Connor Haley
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The Long Investor
One of our main focuses this week will be on the Chinese ADRs pulling back, HSI has run very aggressively now and is outperforming the US market YTD

This has been a massive flip over the last month

A pull back shortly will be healthy and needed and an opportunity to add to our positions.

Once the pull back is complete we will be rewarded with Wave 3, it’s been long overdue and we deserve it

$BABA $BIDU $KWEB $YINN $NIO $LI $JD $CQQQ HSI
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Antonio Linares
It’s actually incredible that $AMD has gone from selling 0 AI GPUs to selling an expected $4B worth this year.

The chiplet architecture will allow $AMD to iterate fast and this number will get much bigger over the coming 5 years.
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