Offshore
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The Long Investor
$SHOP support has been found.
Hard to deny the attractiveness here. https://t.co/R3QFVe0DQF
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$SHOP support has been found.
Hard to deny the attractiveness here. https://t.co/R3QFVe0DQF
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Offshore
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Brandon Beylo
RT @EricMarkowitz: I love this essay from @NeckarValue on the meme below that sums up so much of investing (and decision-making generally)
"What makes this journey so frustrating is that the relationship between effort and return inverts. Both the left and the right seem to move quickly and effortlessly, in flow with the market."
https://t.co/998xfabxjr (h/t @marketplunger1 on the meme)
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RT @EricMarkowitz: I love this essay from @NeckarValue on the meme below that sums up so much of investing (and decision-making generally)
"What makes this journey so frustrating is that the relationship between effort and return inverts. Both the left and the right seem to move quickly and effortlessly, in flow with the market."
https://t.co/998xfabxjr (h/t @marketplunger1 on the meme)
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Offshore
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Q-Cap
Throwback to when Barry Sternlicht went on CNBC to plead for lower rates from the FED. Now his Real Estate Fund received $1.3B of redemptions in Q1 and was only able to dish out $500M.
Leverage comes at you fast Barry
How it started How it's going https://t.co/EUGNCQOU8Z
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Throwback to when Barry Sternlicht went on CNBC to plead for lower rates from the FED. Now his Real Estate Fund received $1.3B of redemptions in Q1 and was only able to dish out $500M.
Leverage comes at you fast Barry
How it started How it's going https://t.co/EUGNCQOU8Z
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Offshore
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The Long Investor
RT @VladBastion: 📊New Infographic: Trends of Major Global Commodities Over 10 Years.
Gold, silver, and copper are reaching new highs. https://t.co/XMq4uPASG5
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RT @VladBastion: 📊New Infographic: Trends of Major Global Commodities Over 10 Years.
Gold, silver, and copper are reaching new highs. https://t.co/XMq4uPASG5
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The Long Investor
Commodities show where the market is going.
Smart money prioritises capital preservation at all costs.
Customer’s would rather make very small gains than take any losses, and funds know this.
Buying safe havens protect institutions from people panic selling their entire positions.
Commodities rising aggressively means smart money is preparing for a correction
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Commodities show where the market is going.
Smart money prioritises capital preservation at all costs.
Customer’s would rather make very small gains than take any losses, and funds know this.
Buying safe havens protect institutions from people panic selling their entire positions.
Commodities rising aggressively means smart money is preparing for a correction
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The Long Investor
What does he mean at these current levels?
Has he just identified that $JPM is overvalued, even tho it has mimicked the US market?
And he would prefer to buyback at lowers levels
Which he has no indicated that he will do when that happens
Dimon speaks the truth
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What does he mean at these current levels?
Has he just identified that $JPM is overvalued, even tho it has mimicked the US market?
And he would prefer to buyback at lowers levels
Which he has no indicated that he will do when that happens
Dimon speaks the truth
JAMIE DIMON SAYS JP MORGAN ISNT GONNA BUY BACK A LOT OF STOCK AT THESE CURRENT PRICES
$JPM tweet
twitter.com
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Offshore
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Antonio Linares
Just 6 units remaining.
The mental models explained in the course are also behind my $HIMS investment.
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Just 6 units remaining.
The mental models explained in the course are also behind my $HIMS investment.
I’m selling 10 units of my 2 Hour Deep Diver course for $150 (instead of $199).
In this course, I teach folks to analyze companies like I do, breaking down the mental models behind my very successful $AMD, $TSLA, $PLTR and $SPOT investments. https://t.co/go88vfynrI tweet
The Long Investor
$HIMs
"Hims & Hers Announces Access to GLP-1 Injections, Passing Cost Savings Onto Customers"
By lowering the price, $HIMS creates exponential growth by attracting more loyal customers.
This has been straight from the $AMZN textbook
Create value and you’ll be rewarded with loyalty
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$HIMs
"Hims & Hers Announces Access to GLP-1 Injections, Passing Cost Savings Onto Customers"
By lowering the price, $HIMS creates exponential growth by attracting more loyal customers.
This has been straight from the $AMZN textbook
Create value and you’ll be rewarded with loyalty
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Hidden Value Gems
I know macro means little for long-term investing especially if you own quality compounders, but still quite worrying - a budget deficit of 7% with sub 4% unemployment.
Over-stimulated economy, peak earnings and above average multiple?
Worth being a little more cautious. https://t.co/4Rx1CoNIus
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I know macro means little for long-term investing especially if you own quality compounders, but still quite worrying - a budget deficit of 7% with sub 4% unemployment.
Over-stimulated economy, peak earnings and above average multiple?
Worth being a little more cautious. https://t.co/4Rx1CoNIus
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Brandon Beylo
Just a heads up for copper bulls.
I did an entire podcast on the Copper vs. Aluminum Substitutability debate with @AukeHoekstra.
TL;DR: Copper is hard to replace with aluminum. It depends on the application, and copper prices would need to SERIOUSLY rise to make it worth it.
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Just a heads up for copper bulls.
I did an entire podcast on the Copper vs. Aluminum Substitutability debate with @AukeHoekstra.
TL;DR: Copper is hard to replace with aluminum. It depends on the application, and copper prices would need to SERIOUSLY rise to make it worth it.
I'm excited to share my conversation with @AukeHoekstra.
We spent 90 minutes discussing:
• Copper vs. Aluminum
• The problems with our electrical grid
• Common misconceptions about renewables
• The bull case for EVs and solar
And more!
I hope you enjoy. https://t.co/kJkCsqepdV tweet
twitter.com
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Brandon Beylo
"Don’t write what you know. Write what you DON’T know."
Love this quote from @SPressfield
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"Don’t write what you know. Write what you DON’T know."
Love this quote from @SPressfield
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Offshore
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The Long Investor
$ABNB and the 0.618 Fib are a match made in heaven.
Pulls back to the 0.618 and then makes a higher high. https://t.co/tYqIVcVnD5
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$ABNB and the 0.618 Fib are a match made in heaven.
Pulls back to the 0.618 and then makes a higher high. https://t.co/tYqIVcVnD5
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Antonio Linares
RT @xcybertruck4: @alc2022 I bought it about 3 hours ago and I can’t stop watching it!!! Thank you!!
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RT @xcybertruck4: @alc2022 I bought it about 3 hours ago and I can’t stop watching it!!! Thank you!!
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