⁠Brandon Beylo
What can a car company do when cutting prices doesn’t fix the market share problem?

They can subsidize purchases with 0.99% loans.

In a 6%+ interest rate environment.

Looks like $TSLA is trying everything at this point. https://t.co/FU2cLznvsh
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⁠The Long Investor
Controlling your triggers

Finding undervalued positions

Finding suitable entry and exit points

And you have lowered your risk by 90%
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⁠Giuliano
Who is trustworthy is very obscure to me now.

Freud certainly seems to have been victim of the man-with-a-hammer tendency. https://t.co/gQ5ovuUnoB
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⁠The Long Investor
$BABA

47 analysts have weighed in on $BABA

83% say Buy
17% say Hold
0% say Sell

Average PT is $106
High PT of $145

TLI 2024 Target is $121 https://t.co/rrg3r95i6K
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⁠The Long Investor
$AMZN

Out of 61 analysts, 98% recommend $AMZN as a BUY.

Average PT is $224 https://t.co/KJdelPRKEK
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⁠The Institutional Limited Partner
Q1 2024 Private Market Performance
Listed GPs (notably Blackstone, KKR, Carlyle & Apollo) have published Q1 funds gross performance. We will get more precise data from providers such as Preqin or Burgiss in the coming weeks.

Average gross perf / (range)
Private Equity: +2.5% (0 - 5%)
Infra: +3.9% (2 - 5%)
Private Credit: +3.25% (2 - 4.1%)
Real Estate: +0.9% (0.3% - 2%)

Blackstone

KKR
Carlyle
Apollo
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⁠The Long Investor
RT @StockMKTNewz: Peter Lynch talking about pullbacks in the Stock Market

https://t.co/rz1OOyDudP
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⁠Giuliano
Les agradezco muchísimo por tomarse el tiempo de escuchar!

Personalmente, estoy haciendo todo lo posible para que las conversaciones sean interesantes y el contenido sustansioso. https://t.co/NsuQ1QEAcg
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⁠The Long Investor
The medal for outstanding contribution to stock picking.

The vision, the execution, the inside knowledge, the psychology to hold, a real trail blazer.

Biden has awarded the Medal of Freedom to Nancy Pelosi.

The Pelosi portfolio is nearly at an all time high, up 84%. https://t.co/p6VPsT30fX - unusual_whales
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