⁠Hidden Value Gems
In this 2022 interview with @WilliamGreen72, Matthew McLennan from First Eagle makes a strong case 🎯on 🪙

Not a gold bug myself, but I think his points are worth reflecting on. https://t.co/qUvdfbzxqr

Great conversation, highly recommend it! Didn’t realise how much Matt McLennan’s investment approach was based on a deep philosophical foundation. He also spoke about two of his top picks, bitcoin and gold and more.

Key takeaways and favourite quotes 📝👇:
1/13 - Hidden Value Gems
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⁠Antonio Linares
RT @LocosWallStreet: ¡Descubre Palantir! De la mano de @alc2022 🚀
 
Analizamos a fondo esta empresa y su potencial en el mercado. 🌐

¡No te pierdas el  vídeo completo! 👇
(LINK EN LA BIO)

#Palantir #Inversión #Tecnología #Finanzas #Mercado #Análisis https://t.co/Z33vub4ohc
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⁠Daniel
Mohnish Pabrai's book "The Dhando Investor" is excellent for investing beginners and intermediates.

Here are the 5 most important Dhando Rules👇 https://t.co/CVCFmpsAi7
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⁠The Long Investor
$AMD https://t.co/oEvjq5Ib2l

$AMD nice bounce on the 200 Day MA

Just the 50 Day MA to clear now at $168.

Nice recovery https://t.co/2QC0ce1tRh - The Long Investor
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⁠Brandon Beylo
Showing my wife my portfolio of mining stocks. https://t.co/rSSmnb8Es6
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⁠The Long Investor
$MRNA

They don't always move as smooth as this

$107 10th of April
$164 22nd of May https://t.co/Mg42Zn71zc
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⁠The Long Investor
$NVDA

TLI PT raised to $1209
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⁠Antonio Linares
$HIMS management has proved that they can plan and execute at the highest level.

I'd be happy to hold this stock if the stock market shut down for 10 years.
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⁠Antonio Linares
Where do you need to be on this curve in order to not be displaced by AI at your job in the next 5 years? https://t.co/Cy7mds0Ms3
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⁠The Long Investor
To be fair to @BillAckman, he thought there was an injustice and he tried to do something about.

FairPlay.

I took an @Uber today and for the first time was offered a NYC yellow cab. I thought good for Uber supporting the cabbies. I asked the driver about his experience with Uber and he surprised me by saying it was bad.

He explained that even when the passenger agreed to pay a tip to the driver on the Uber app, the driver did not receive a tip and Uber kept the tip for itself.

I said that this could not be true so he asked me to test it. When the ride finished I added a $5.00 tip. His screen showed that I paid no tip.

The driver was right. In short, Uber is massively increasing its margins and profits in NYC by ripping off NYC cab drivers.

I texted @dkhos Dara from Uber midday today and sent this photo of the driver’s screen. He did not respond. I like Dara, but this is really bad. I can only assume that Dara is unaware of this.

Uber needs to immediately return the stolen funds with interest to the NYC taxi drivers and to other drivers in any other markets where they are doing the same and they should deeply apologize. And Uber should restate its earnings to reflect this overstatement of margins and profits.

This needs to happen now. @ericadamsfornyc Mayor Adams, I am sure agrees. - Bill Ackman
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⁠Giuliano
Muchísimas gracias por compartir el artículo @investordotdev!

Fue una interesante escritura. https://t.co/kMcaf5FlSE
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