Offshore
Photo
The Long Investor
PE Ratios at Bear Market Bottoms throughout history

Average is 11.7

Markets current PE ratio is 29.7

$SPY https://t.co/8G3kpX0sYr
tweet
Offshore
Photo
 Q-Cap 
Ford just hired the ex-CFO of Lucid.

A SPAC darling down -75% since IPO. https://t.co/1Awu0O0wDG
tweet
Antonio Linares
Deca-baggers require vision!

Can it be taught though?

@alc2022 You need to have vision for your investment. This has been a key learning for in the past couple years.
- Berto
tweet
Offshore
Photo
Brandon Beylo
I'm excited to share my podcast with Doug Ramshaw (@dougcan), CEO of $MAI.V.

We spent 90 minutes diving deep on:

• How to build a profitable mining company
• How to analyze projects
• Stewarding shareholder money
• AISCs and IRRs

And more!

Enjoy 👇
https://t.co/ReTLePxTSL
tweet
Antonio Linares
Why do some people succeed time after time and others just fail all the time?

Is luck a personality trait?
tweet
Antonio Linares
Largely underestimated by most.

For instance, what can my $AMD investment be worth in 30 years if the company continues to do well for that period of time?

Billions of $?

@alc2022 The effect of "Power Law"
- Larry DaLuz
tweet
Offshore
Photo
 Q-Cap 
RIP to the real quant OG https://t.co/cqNk0MbpqB
tweet
Antonio Linares
RT @alc2022: @_MortRainey When taking risks, not everything will work.

The question is whether in aggregate it will work out.

Our civilization is based on that premise a.k.a, pessimists sound smart, optimists make money 💸💸💸💸
tweet
Antonio Linares
$TSLA will go to $10k/share if it unleashes robotaxis.
tweet
Brandon Beylo
Wall Street lost a legend today.

Rest in peace, Jim Simons.

He was a true one-of-one character who built one of the most successful investment firms ever.

Here's my favorite Jim Simons lecture. I still learn so much each time I listen.

Source: Free Engineering Course on YT https://t.co/eXVb32jjZ5
tweet
Offshore
Photo
Antonio Linares
The nasdaq has been flat for a month and almost everyone here is deflated.

The sad truth is, most people don’t make money in the stock market because they lack the psychological fortitude.

They only get excited when stocks go up. You’re meant to buy when no one wants them! https://t.co/BNPvZac725
tweet
Antonio Linares
What I my humble view does exist is $TSLA ‘s track record of compounding its manufacturing, AI and energy curves like no one else in history, by a wide margin.

The odds are on.

@alc2022 Maybe, but robotaxis don’t exist.
- newscomber
tweet
Offshore
Photo
Antonio Linares
Understand this

@alc2022 Reminds me of the Stanford marshmallow experiment https://t.co/wTM2WdbUFT
- Jack
tweet
Brandon Beylo
RT @real_MikeBarnes: Brandon has a great podcast.

President of $MAI.v $MAIFF Doug Ramshaw is on this one.

I'm excited to share my podcast with Doug Ramshaw (@dougcan), CEO of $MAI.V.

We spent 90 minutes diving deep on:

• How to build a profitable mining company
• How to analyze projects
• Stewarding shareholder money
• AISCs and IRRs

And more!

Enjoy 👇
https://t.co/ReTLePxTSL
- Brandon Beylo
tweet