⁠The Long Investor
Oh dear

Listen to me: the fed speakers are actually going to be surprised by how effective their jawboning is going to be, AS LONG AS THEY MAINTAIN THIS BEARISHNESS. This kind of talk is BULLISH. We will have a conversion that will take this market much higher. - Jim Cramer
tweet

⁠The Long Investor
$TSLA 4 year projection. https://t.co/f4hDt24dWp

$TSLA 4 year projection. https://t.co/cl6vtTX98j - The Long Investor
tweet

⁠The Long Investor
$AMD was loved by many at $227 but scared by all at $153.

Not us, we like it. https://t.co/ZQS7egBUXD
tweet

⁠The Long Investor
$SE are you ready to get your mind blown? https://t.co/W5GSr1T9Kl
tweet

⁠Clark Square Capital
$MYTE Mytheresa considering going private.

https://t.co/RXyQMd9ott
tweet

⁠Daniel
RIP to one of the best and brightest investors of all time, Jim Simons.

Here's a 15-minute video of Simons talking about his life and passion, math. https://t.co/6PheF5ZyD8
tweet

⁠The Long Investor
RT @gurgavin: ALIBABA IS CURRENTLY WORTH $195 BILLION AND IT HAS $92 BILLION IN CASH

IN 4 YEARS ALIBABA WILL HAVE MORE CASH ON HAND THAN ITS ENTIRE MARKET CAP

ALIBABA SPENT ~$5 BILLION ON SHARE BUYBACKS IN Q1 OF THIS YEAR AND STILL HAS $32 BILLION DOLLARS LEFT IN ITS BUYBACK PLAN

$BABA https://t.co/YfFzzNQz1O
tweet

⁠Antonio Linares
RT @alc2022: There's something in $PLTR Q1 2024 earnings which I did not like at all.

Adj. gross margin came in at 83% in Q1 2024, which is actually down 1% QoQ from Q4 2023.

In Q4 2023, they included a graph clearly showing adj. gross margin trending up. It's a beautiful graph.

In the Q1 2024 presentation, the graph is not present. In the call, they simply say adj. gross margin was "83% for the quarter."

They give no QoQ or YoY references. The reporting feels muted.

On the contrary, adj. operating margin is trending up in Q1 2024 and management does include a graph for this metric:

This sugar-coated form of reporting is not optimal for a company like $PLTR.
tweet

⁠Brandon Beylo
RT @KlendathuCap: Compelling story. Refreshing to hear a mining exec who cares about shareholder value.

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

⁠Clark Square Capital
Charlie Munger in Conversation with Todd Combs (April 2022).

h/t @FocusedCompound

https://t.co/WNnCNJHc5v https://t.co/tAsVl1koAJ
tweet

⁠Hidden Value Gems
“In investing, luck may occasionally give you a boost, but it's the rigorous analysis and discipline that sustain
long-term success.”

- Jim Simmons, 1938-2024

We have lost another legend, a great mind and a very generous human being. We will miss you Jim Simmons. https://t.co/pYXHagkdyv

Interesting conversation with Jim Simmons, the founder of Renaissance Technology. My three takeaways are on:

1/Fundamental investing
2/Market efficiency
3/ Five Principles of Success.

🧵👇

1/6 - Hidden Value Gems
tweet