⁠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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⁠The Long Investor
$ONON

$ONON we do like $ONON at TLI HQ.

My buy alert was sent out at $27.88, a completed Cup and Handle formation will mean a 100% return by August. https://t.co/j2yK5XNUvH - The Long Investor
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⁠Brandon Beylo
Some trailing 6M commodity returns:

• Copper: +27%

• Gold: +18%

• Silver: 29%

Me holding tin: https://t.co/yM8daVmr3R
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⁠Brandon Beylo
I hope you guys enjoy my conversation with @InvestRoiss.

If you like investing in hated industries and companies, you'll love this episode.

Mat is one of the kindest investors I've met on this platform.

This is a good one.
https://t.co/eVycAB3dog
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⁠Hidden Value Gems
Like in life, success in investing doesn't come from a single magic formula. Instead, it stems from rigorous discipline, consistency, and the willingness to admit and learn from mistakes.

Quote of the day #9 https://t.co/FLt0oDOWf8
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⁠Hidden Value Gems
What a surprising guest - Consuelo Mack interviewed by Bill!

Great stuff, should be worth listening in 😀

@BillBrewsterTBB https://t.co/OY9vJixEHe
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⁠Clark Square Capital
Excellent thread on hedge fund compensation, i.e. points.

HF COMP: POINTS / CARRY

Arguably the topic of most curiosity, least transparency, and dearth of datapoints. Broken up into 4 sections: 1) basics 2) All points not created equal 3) structures 4) datapoints. A 🧵: - HF Reflections
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⁠Brandon Beylo
Finally what every precious metals investor wants to see.

A Silver/Gold ratio breakout on the weekly timeframe.

This is usually a very bullish signal for PM markets.

Got #silver and #gold? https://t.co/3NStQBhdVB
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⁠Giuliano
My research on $WINA will be published on Tuesday.
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⁠Antonio Linares
Too much research leads to lower returns.
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⁠The Long Investor
RT @YahooFinance: Retail investors are cashing in by replicating trades made by public figures like Nancy Pelosi.

dub CEO @swangentr joins Yahoo Finance to discuss copy trading: https://t.co/Wt8cwzRPYe
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⁠Hidden Value Gems
Thinking of starting journaling. Wondering what has been your experience like?
- Not my thing
- Gave up, too much effort
- Want to start
- Practising, it works
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