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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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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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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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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 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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🚨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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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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Offshore
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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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🔴⚫️ 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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The Long Investor
I do a cold plunge every morning, not solely because of the recovery benefits but because it exposes me to a stress event
Your body is immediately under threat to survive due to the ice cold water that your brains defence system kicks in
Each day it gets easier, as you develop a method to deal with this shock
Red days in the market also trigger people to sell because they are not prepared for any pull backs
Develop a strategy to take advantage of pull backs by identifying support levels
Turn the event into an opportunity
Each stress event can be taken advantage of
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I do a cold plunge every morning, not solely because of the recovery benefits but because it exposes me to a stress event
Your body is immediately under threat to survive due to the ice cold water that your brains defence system kicks in
Each day it gets easier, as you develop a method to deal with this shock
Red days in the market also trigger people to sell because they are not prepared for any pull backs
Develop a strategy to take advantage of pull backs by identifying support levels
Turn the event into an opportunity
Each stress event can be taken advantage of
tweet
Offshore
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Hidden Value Gems
RT @HiddenValueGems: 🎉Excited to announce that I will be hosting the second Investment Masterclass starting from 11 June.
✅Investing is usually taught in a highly technical way (eg one chapter just on the cost of capital) or as a set of philosophical tenets (be patient).
✅In my course, I will be sharing the investment methods that have worked for me, the five crucial points in company analysis, position sizing and portfolio construction, and other practical questions.
✅A small group of participants will be able to interact and ask questions; there will also be several case studies.
✅This is the last live Masterclass this year. Don’t miss the opportunity to learn practical tools, interact with like-minded investors, and share your story.
🎯Register today on the Hidden Value Gems website!
#InvestingInsights #StockAnalysis #FinancialSuccess #InvestmentTraining #InvestmentCourse
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RT @HiddenValueGems: 🎉Excited to announce that I will be hosting the second Investment Masterclass starting from 11 June.
✅Investing is usually taught in a highly technical way (eg one chapter just on the cost of capital) or as a set of philosophical tenets (be patient).
✅In my course, I will be sharing the investment methods that have worked for me, the five crucial points in company analysis, position sizing and portfolio construction, and other practical questions.
✅A small group of participants will be able to interact and ask questions; there will also be several case studies.
✅This is the last live Masterclass this year. Don’t miss the opportunity to learn practical tools, interact with like-minded investors, and share your story.
🎯Register today on the Hidden Value Gems website!
#InvestingInsights #StockAnalysis #FinancialSuccess #InvestmentTraining #InvestmentCourse
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The Long Investor
You are now considered worse than a terrorist
You have orchestrated genocide and there is a warrant out for your arrest.
124 Member States have signed up to the Rome Statue as part of the ICC
We are all witnessing genocide and it is up to every Member State to fulfill their duties of arresting you the moment you step foot on their jurisdiction.
‘it is the duty of every State to exercise its criminal jurisdiction over those responsible for international crimes’
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You are now considered worse than a terrorist
You have orchestrated genocide and there is a warrant out for your arrest.
124 Member States have signed up to the Rome Statue as part of the ICC
We are all witnessing genocide and it is up to every Member State to fulfill their duties of arresting you the moment you step foot on their jurisdiction.
‘it is the duty of every State to exercise its criminal jurisdiction over those responsible for international crimes’
The intention of several European countries to recognize a Palestinian state is a reward for terrorism.
80% of the Palestinians in Judea and Samaria support the terrible massacre of October 7.
This evil cannot be given a state.
This would be a terrorist state. It will try to repeat the massacre of October 7 again and again; we will not consent to this.
Rewarding terrorism will not bring peace and neither will it stop us from defeating Hamas. tweet
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Offshore
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Brandon Beylo
"I'm glad copper, gold, and silver are down 3-5%+ today.
It shakes out all the paper hands and transfers wealth from the impatient to the patient.
If you're not excited about buying this dip, you don't know commodities, man." https://t.co/tzoVl43ARh
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"I'm glad copper, gold, and silver are down 3-5%+ today.
It shakes out all the paper hands and transfers wealth from the impatient to the patient.
If you're not excited about buying this dip, you don't know commodities, man." https://t.co/tzoVl43ARh
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