⁠The Long Investor
Only $AMZN is able to stay in the mix with Asian shopping apps.

Temu remains the most downloaded shopping app worldwide.

Shein remains in second place, with $AMZN, $SE, and $BABA completing the top five. https://t.co/Y4aaVJSi44 - Wolf of Harcourt Street
tweet

⁠The Long Investor
$SE went from a negative FCF of -$2.5 Billion to +$1.6Billion in one year.

Share price has now jumped from $35 to $73

Understanding margins and FCF and you’ll find the key to discovering undervalued positions https://t.co/dwysbWQljY
tweet

⁠Hidden Value Gems
I have published a short note on the UK stock market.

It is extremely cheap in absolute (close to 2009) and relative (widest discount to US) terms. It is equally cheap when adjusted for different sector weights.

But what is the most exciting is that things have started to change.

🧵👇🏼

1/5
tweet

⁠Antonio Linares
$ZM deep dive dropping tonight.

Spoiler: I’m not the author.
tweet

⁠Brandon Beylo
Her: “Babe, please don’t get all metaphysical and philosophical at dinner with my family tonight.”

Me: *takes one sip of Mike’s Hard Lemonade* https://t.co/wG5BvEqque
tweet

⁠The Long Investor
Open the market

We are ready for this week ahead!
tweet

⁠The Long Investor
Sunday evening is our favourite time of the week

We upload 20 charts every Sunday and prepare our group for the market and our favourite positions.

We review these positions again on Weds to make sure we are on track and continue this process every week.

We have been doing this for 18 months now and have never missed a Sunday, or have we missed a single month uploading 450 charts each month.

People deserve certainty when they pay for a group

We have a catalog of 830 different charts uploaded now to our group and can be easily found, so if there is something you want to see analysed, we likely have it already done.
tweet

⁠The Long Investor
Why you should never limit yourself by time when it comes to trading and investing. https://t.co/qOJLTbQuTU
tweet

⁠The Long Investor
I have never held more than 15 stocks at any one time.

I want to know everything about the stocks I own, the more information I have, the more comfortable I am with holding.

If you hold 30+ stocks, it is almost impossible to stay on top of these positions, even for professionals.

Sector ETFs would be more appropriate than holding a large amount of positions
tweet

⁠The Long Investor
RT @DailyCompoundng: HERE IS MY UPDATED LIST OF $BABA BULLS TO FOLLOW:

- @TheLongInvest
- @EquityBrian
- @gurgavin
- @DailyCompoundng
- @Mr_Derivatives
- @nataninvesting
-@RunAwayInvestor
- @ahern_brendan
- @_mm85
- @HedgeFundTips
- @SeekingTheValue
- @AJButton2
- @GoingJGalt
- @FrisoAlenus
- @DecodeMarkets
- @RhinoInsight
- @DividendDynasty
- @michaelgmcquaid

SORRY IF STILL MISSING SOME?! 🤔

THERE ISNT A SINGLE ACCOUNT ON TWITTER THAT WAS MORE BULLISH ON ALIBABA THAN ME

UP 25% SO FAR

$BABA - GURGAVIN
tweet

⁠Brandon Beylo
Copper price: $5/lb

My boss: “Why were you late today?”

Me: “What did you just say to me?”

H/t @WallStreetSilv https://t.co/tceuIGZyIv
tweet

⁠The Long Investor
$COPX Copper is up 31% YTD and it’s been identified that China has been aggressively buying, amongst other precious metals

It is also worth knowing that 83kg of Copper is needed for every single EV battery.

Considering China has the largest EV market in the world, I suspect they are aware how big this sector will grow.

Watching all the Copper charts appearing today.

Try uploading charts before they breakout

So people can prepare

April 9th below.

$COPX - The Long Investor
tweet

⁠The Long Investor
RT @TheLongInvest: $BABA

IPO'd in 2014 with Revenue of $12.3 Billion and a share price of $90

2024 Revenue is now $126 Billion and has a share price of $80.

A 10 X increase in Revenue but now a lower share price, this is how early you are investing in $BABA right now.

Free Cash Flow also increase 5 X during this same 10 year perod from $5 Billion to $24 Billion.
tweet