⁠The Long Investor
Why you should never limit yourself by time when it comes to trading and investing. https://t.co/qOJLTbQuTU
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⁠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
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⁠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
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⁠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
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⁠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
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⁠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.
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⁠The Long Investor
$BABA
This is very straightforward for $BABA now:

2021 Free Cash Flow level was $27 Billion
2022 Free Cash Flow level was $13 Billion
2023 Free Cash Flow level was $24 Billion

And the share price pulled back hard because of this 2022 dip in FCF.

If they finish 2024 above $28 Billion Free Cash Flow their share price will return to the mean reversion zone as shown, above $140.

80% potential upside if management can execute their recovery now.

$BABA

There is no argument

TLI is the biggest Chinese Bull. https://t.co/e2ieRzMLh6 - The Long Investor
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⁠Brandon Beylo
MinTwit!

What is your favorite junior gold/silver or copper producer and developer?

I’m searching for either current production or expected production within 12-24 months.

#mining #commodities
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⁠The Long Investor
China is stock piling enormous amounts of Copper

And adding Gold and Silver.

What are they planning for? https://t.co/99bICsTJ9y
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⁠Brandon Beylo
RT @SixSigmaCapital: There’s more truth to this than people think….

Buying strong stocks in uptrends as a general rule is one of the best proven ways to make money in the market

Don’t overcomplicate it. https://t.co/9g6Ny5Dt6e - Brandon Beylo
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⁠Brandon Beylo
I’m extremely excited and humbled to host an investor panel at the Markel Group Annual Meeting.

Two of those investors are @BobRobotti and @ChrisBloomstran.

Please reach out if you’re attending the event and want to grab coffee during the AM.

Event is 05/21.

DMs open. https://t.co/iVgtsuUf25
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⁠ Q-Cap 
LFG BABY https://t.co/S8e6Cno2vN
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⁠The Long Investor
Silver futures up 4% 🤯

Now up 36.9% YTD

We are now up 32% since March when we transferred our cash to Silver https://t.co/5OKFvjVqEC
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