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
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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
twitter.com
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Offshore
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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
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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
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Offshore
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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.
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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.
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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 tweet
twitter.com
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Clark Square Capital
Charlie Munger in Conversation with Todd Combs (April 2022).
h/t @FocusedCompound
https://t.co/WNnCNJHc5v https://t.co/tAsVl1koAJ
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Charlie Munger in Conversation with Todd Combs (April 2022).
h/t @FocusedCompound
https://t.co/WNnCNJHc5v https://t.co/tAsVl1koAJ
tweet
Offshore
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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
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“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 tweet
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The Long Investor
$BTC I expect a lower low next to Wave A after a second rejection at the 50 Day MA
The 200 Day MA at the 0.38 Fib at $51k is looking attractive now
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$BTC I expect a lower low next to Wave A after a second rejection at the 50 Day MA
The 200 Day MA at the 0.38 Fib at $51k is looking attractive now
$BTC She will be worth the wait. https://t.co/YuxSl6EAx3 tweet
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Daniel
Mohnish Pabrai is a successful investor and an avid reader.
He taught himself how to invest by reading books instead of going to business school.
Here are 6 books he studied to learn Investing👇🏼 https://t.co/9qKLOs0Nwh
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Mohnish Pabrai is a successful investor and an avid reader.
He taught himself how to invest by reading books instead of going to business school.
Here are 6 books he studied to learn Investing👇🏼 https://t.co/9qKLOs0Nwh
tweet
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The Long Investor
China’s CPI rose to 0.3%, increasing now for the last 3 months.
They have moved from deflation to inflation
Policy makers continue to boost spending and the HSI has reacted positively to this trend
We are looking at the start of a new impulse wave for Chinese stocks, this as close to the bottom you should comfortably get
HSI
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China’s CPI rose to 0.3%, increasing now for the last 3 months.
They have moved from deflation to inflation
Policy makers continue to boost spending and the HSI has reacted positively to this trend
We are looking at the start of a new impulse wave for Chinese stocks, this as close to the bottom you should comfortably get
HSI
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Antonio Linares
RT @EkyCakes: @alc2022 Tad Like a VC - thinks of companies as call options, platforms with optionality that are likely to harness robustness over time, not interested in the day to day price swings, thinks of people (leadership) and users (with customer product being the interface in the middle).
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RT @EkyCakes: @alc2022 Tad Like a VC - thinks of companies as call options, platforms with optionality that are likely to harness robustness over time, not interested in the day to day price swings, thinks of people (leadership) and users (with customer product being the interface in the middle).
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