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Brandon Beylo
I wonder how many people remember what happened to Cisco $CSCO after they did a stock split in 2000? https://t.co/0onSmzYSAb
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I wonder how many people remember what happened to Cisco $CSCO after they did a stock split in 2000? https://t.co/0onSmzYSAb
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The Long Investor
X logic:
Chinese stocks should not be bought because China is carrying out military drills around Taiwan
$NVDA, whose chips are built by TSMC, in Taiwan, jumps 9% today, adding $250 Billion to its Market Cap and is quickly becoming the most valuable company in the world.
I didn’t think this needed to be said but the market doesn’t care what you think, it buys value.
And the HSI is outperforming the US market this year.
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X logic:
Chinese stocks should not be bought because China is carrying out military drills around Taiwan
$NVDA, whose chips are built by TSMC, in Taiwan, jumps 9% today, adding $250 Billion to its Market Cap and is quickly becoming the most valuable company in the world.
I didn’t think this needed to be said but the market doesn’t care what you think, it buys value.
And the HSI is outperforming the US market this year.
tweet
Brandon Beylo
Excited to release tomorrow's Value Hive Podcast episode.
I interviewed @InvestRoiss, and we chatted:
• Hong Kong stocks
• How Mat finds new ideas
• Portfolio Construction
• How to buy hated stocks and industries
And more.
Stockpickers will love this one.
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Excited to release tomorrow's Value Hive Podcast episode.
I interviewed @InvestRoiss, and we chatted:
• Hong Kong stocks
• How Mat finds new ideas
• Portfolio Construction
• How to buy hated stocks and industries
And more.
Stockpickers will love this one.
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Hidden Value Gems
China has “almost crashed” the EV market with cheap alternatives to Tesla.
$NVDA is now cutting prices in China to compete with Huawei, according to Reuters. https://t.co/q8Og0lVYPq
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China has “almost crashed” the EV market with cheap alternatives to Tesla.
$NVDA is now cutting prices in China to compete with Huawei, according to Reuters. https://t.co/q8Og0lVYPq
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Hidden Value Gems
A daunting task for $BABA but definitely not priced in.
“Alibaba bets on AI to fuel cloud growth as it expands globally to catch up with U.S. tech giants”
🧵👇🏼
1/5 https://t.co/aKKVzCbuJj
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A daunting task for $BABA but definitely not priced in.
“Alibaba bets on AI to fuel cloud growth as it expands globally to catch up with U.S. tech giants”
🧵👇🏼
1/5 https://t.co/aKKVzCbuJj
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Offshore
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Hidden Value Gems
Remember the UK mid-caps!
"UK household energy bills are set to fall in the summer after energy regulator Ofgem said it would lower the price cap by 7%."
"Typical households pay £1,568 a year, compared with the current £1,690 a year."
"Average bills will have fallen 21% since July 2023, helping efforts to fight inflation. But they remain higher than before the energy crisis began, when the cap was typically below £1,100."
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Remember the UK mid-caps!
"UK household energy bills are set to fall in the summer after energy regulator Ofgem said it would lower the price cap by 7%."
"Typical households pay £1,568 a year, compared with the current £1,690 a year."
"Average bills will have fallen 21% since July 2023, helping efforts to fight inflation. But they remain higher than before the energy crisis began, when the cap was typically below £1,100."
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Hidden Value Gems
A nice letter but delivery is key.
Will see…
Thanks @SeekingTheValue for flagging this!
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A nice letter but delivery is key.
Will see…
Thanks @SeekingTheValue for flagging this!
''Letter from our Chairman and our CEO
May 23, 2024'' $BABA
https://t.co/C8EM8DOUMO tweet
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Offshore
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Antonio Linares
Versal Adaptive SOC Gen 2 is all you need to know about $AMD right now.
The concepts discussed in this excerpt from my $AMD deep dive are now materializing, yet this is only apparent to those that are not mesmerized with $NVDA's stock price. https://t.co/PhHVkC7lT7
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Versal Adaptive SOC Gen 2 is all you need to know about $AMD right now.
The concepts discussed in this excerpt from my $AMD deep dive are now materializing, yet this is only apparent to those that are not mesmerized with $NVDA's stock price. https://t.co/PhHVkC7lT7
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Hidden Value Gems
Warren Buffett keeps 99% of his net worth in just one stock, Charlie Munger was happy with three. Peter Lynch, on the other hand, used to hold a thousand stocks. So, how many stocks should you own?
This is just one of many questions I will be addressing this June. Sharing my experience, best tools that have helped me, and other useful resources.
Last few seats are still available. Join at a special price before 31 May. 👇
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Warren Buffett keeps 99% of his net worth in just one stock, Charlie Munger was happy with three. Peter Lynch, on the other hand, used to hold a thousand stocks. So, how many stocks should you own?
This is just one of many questions I will be addressing this June. Sharing my experience, best tools that have helped me, and other useful resources.
Last few seats are still available. Join at a special price before 31 May. 👇
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