⁠Giuliano
I thought I had listened to all speeches Charlie Munger gave, but there's one I had never heard of.

Here are some highlights: https://t.co/StSSkUKz7K
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⁠The Long Investor
$SHOP +5% bounce today. https://t.co/VE7y1R2THc

$SHOP support has been found.

Hard to deny the attractiveness here. https://t.co/R3QFVe0DQF - The Long Investor
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⁠ Q-Cap 
$CELH Stock Performance last 6Y:

2019: +39.2%
2020: +941.6%
2021: +48.2%
2022: +39.5%
2023: +57.2%
2024: +79.8%

This is proof if you market something well enough and you have the right strategic partners in place, you can literally sell dog shit and make a fortune.
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⁠The Long Investor
Observations I have found on the criteria Buffett uses to start a position:

- PE and FWD PE must be below 15
- P/FCF under 10
- Profit Margin above 15%
- ROI above 10%
- Profitable
- Dividend payment
- EPS over the last 5 years above 20%
- Competent Management

Screen this and you can buy like Buffett.
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⁠ Q-Cap 
Giving out Masterclass lessons on Real Estate while your stock is down -80% since IPO.

The American Dream! https://t.co/YDxvN5QBFR
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⁠Antonio Linares
The difference between a madman and a genius is the scorecard.
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⁠The Long Investor
I put 2-3 charts a day on X

And 15-17 charts a day in my group.

If you like our free content, you are going to love our group.
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⁠The Long Investor
RT @Kensan71287558: @TheLongInvest Love The Long Investors Group
My favorite chartist on X
Good group of top 20 tickers and provide non biased view and you can decide for yourself if it fits your investment criteria. Becoming a better investor
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⁠The Long Investor
Ok $ETH that was fun, now confirm a higher low next and we’ll Buy one more time and hold till $8k
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⁠The Institutional Limited Partner
🚨Private Equity - European Mid-Market update Q1 2024.

1.  Transaction multiples slightly declined to 8.9x EV/EBITDA, down from 9.0x
2. Decrease in multiples mainly driven by multiples paid by funds. Strategics remain stable.
3. Record proportion of deals made below 7x EV/EBITDA
4. M&A Activity quite stable in Q1 2024 vs Q4 2023
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⁠Antonio Linares
RT @alc2022: Predictions for the next 10 years:
1. $HIMS will evolve into a healthcare giant, by deflating healthcare prices worldwide.
2. $AMD will disrupt $NVDA’s dominance of the AI space.
3. $SPOT will evolve into an audio search engine will billions of MAUs.
4. $PLTR will evolve into the platform that enables AI adoption in the West and on which folks build companies on first.
5. $AMZN’s market cap will increase multiple fold as its FCF/share levels increase exponentially, driven by its proprietary AI models.
6. $TSLA will unlock material abundance by combining AI, cheap energy and hyper-efficient manufacturing.
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⁠The Institutional Limited Partner
🔴⚫️ AC Milan x FC Internazionale Milano 🔵⚫

2016 🔵 Chinese electronics giant Suning acquires ~70% of FC Internazionale Milano from Massimo Moratti and Erick Thohir for €270 million.

2017 🔴 Silvio Berlusconi sells AC Milan to Chinese businessman Li Yonghong for €740 million after 20 years of ownership, with €300 million in high-interest loans from Elliott Management.

2018 🔴 Li Yonghong defaults on his loan, and Elliott Management takes control of AC Milan through a debt-to-equity swap.

In 2021 🔵 Oaktree Capital provided Suning with a €275 million emergency bridge loan secured against its stake in Inter Milan. Due to over 12% annual interest, this loan amount rises to €395 million.

2022 🔴 RedBird Capital buys AC Milan from Elliott for €1.2 billion. Elliott retains a minority stake and seats on the Board after gaining full ownership due to a previous loan default.

2024 (today) 🔵 Oaktree Capital seizes control of FC Internazionale Milano after Suning fails to repay the almost €400 million loan.

Fast-forward to 2028: Oaktree sells their stake in Inter Milan for €1.6 billion?

Sourced from Achille de Rauglaudre / Linkedin
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