⁠Hidden Value Gems
A year ago Druckenmiller made headlines by calling US fiscal problems (rising social security, debt, interest payments), expecting market to be flat in the next decade.

I am sure a few people were concerned by rising debt / valuation levels and exited the market some time ago.

Yet Druck made a killing in Nvidia and other stocks.

The lesson is to stick to your game and not blindly follow opinions of others.

Some interesting points from Druckenmiller's interview with @CNBC in May 2024

➡️Cautious on AI in the short term, but bullish long term (cut his $NVDA position in March)
➡️Bullish on Copper, Argentina and Japan
➡️Not investing in China under current leadership

🧵👇🏽

1/6 https://t.co/TSfBAJk62l - Hidden Value Gems
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⁠The Long Investor
$ONON up 49% YTD https://t.co/0PNDCzIpNj

$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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⁠Antonio Linares
$AMD update coming in hot.
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⁠Brandon Beylo
Tin over $34,000/t while Alphamin $AFM.V fully ramps Mpama South.

Maritz is a legend. https://t.co/Xh99Cl7HdB

#Tin price: 34125 (+896, +2.70%)
1:30pm London $Tin https://t.co/bAY5wJPYfN - Tin Bot
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⁠Antonio Linares
Most will only understand this when it’s too late. https://t.co/4XOe4yzTnU
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⁠The Long Investor
SILVER

Has now broken above $30, pulled back to retest the $30 level as a support and has now bounced

About to test a higher high now

Bulls are in the driving seat here

$42 PT

SILVER

A break above $30 and this gets very interesting.

$42 is the target then. https://t.co/E2YzGYX1KR - The Long Investor
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⁠Dimitry Nakhla | Babylon Capital®
5 Quality Stocks On My Buy Radar Today 💸

💳 Visa $V
•NTM P/E: 26.30x
•5-Year Avg: 30.23x
•Estimated EPS Growth 2025: 12.4%
•Estimated EPS Growth 2026: 13.1%
•LTM ROIC: 34.7%
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🚛 Old Dominion Freight Lines $ODFL
•NTM P/E: 27.67x
•5-Year Avg: 28.75x
•Estimated EPS Growth 2025: 18.5%
•Estimated EPS Growth 2026: 10.6%
•LTM ROIC: 33.9%
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🖱️ Alphabet $GOOG $GOOGL
•NTM P/E: 22.63x
•5-Year Avg: 24.60x
•Estimated EPS Growth 2025: 13.7%
•Estimated EPS Growth 2026: 14.9%
•LTM ROIC: 30.2%
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📈 S&P Global $SPGI
•NTM P/E: 30.65x
•5-Year Avg: 29.14x
•Estimated EPS Growth 2025: 13.2%
•Estimated EPS Growth 2026: 13.1%
•LTM ROIC: 9.0%
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🧃 Monster Beverage $MNST
•NTM P/E: 28.54x
•5-Year Avg: 32.28x
•Estimated EPS Growth 2025: 14.2%
•Estimated EPS Growth 2026: 13.4%
•LTM ROIC: 24.0%
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#stocks #investing
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𝐃𝐈𝐒𝐂𝐋𝐎𝐒𝐔𝐑𝐄‼️: 𝐓𝐡𝐢𝐬 𝐢𝐬 𝐍𝐎𝐓 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐀𝐝𝐯𝐢𝐜𝐞. 𝐁𝐚𝐛𝐲𝐥𝐨𝐧 𝐂𝐚𝐩𝐢𝐭𝐚𝐥® 𝐚𝐧𝐝 𝐢𝐭𝐬 𝐫𝐞𝐩𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐯𝐞𝐬 𝐦𝐚𝐲 𝐡𝐚𝐯𝐞 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐬 𝐢𝐧 𝐭𝐡𝐞 𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐢𝐞𝐬 𝐝𝐢𝐬𝐜𝐮𝐬𝐬𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭.

𝐓𝐡𝐞 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐢𝐬 𝐢𝐧𝐭𝐞𝐧𝐝𝐞𝐝 𝐟𝐨𝐫 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐩𝐮𝐫𝐩𝐨𝐬𝐞𝐬 𝐨𝐧𝐥𝐲 𝐚𝐧𝐝 𝐬𝐡𝐨𝐮𝐥𝐝 𝐧𝐨𝐭 𝐛𝐞 𝐜𝐨𝐧𝐬𝐭𝐫𝐮𝐞𝐝 𝐚𝐬 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐚𝐝𝐯𝐢𝐜𝐞 𝐭𝐨 𝐦𝐞𝐞𝐭 𝐭𝐡𝐞 𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐧𝐞𝐞𝐝𝐬 𝐨𝐟 𝐚𝐧𝐲 𝐢𝐧𝐝𝐢𝐯𝐢𝐝𝐮𝐚𝐥 𝐨𝐫 𝐬𝐢𝐭𝐮𝐚𝐭𝐢𝐨𝐧. 𝐏𝐚𝐬𝐭 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐢𝐬 𝐧𝐨 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞 𝐨𝐟 𝐟𝐮𝐭𝐮𝐫𝐞 𝐫𝐞𝐬𝐮𝐥𝐭𝐬.

𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐡𝐚𝐬 𝐛𝐞𝐞𝐧 𝐨𝐛𝐭𝐚𝐢𝐧𝐞𝐝 𝐟𝐫𝐨𝐦 𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞, 𝐛𝐮𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲.
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⁠Brandon Beylo
Congratulations to all those that survived The Great Metals Bear Market of 2024.

May 21 - May 24th

You all are heroes.
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⁠The Long Investor
$FUTU as bullish as you’ll get right now.

$FUTU

23rd of April: $55

Today: $80 https://t.co/2XpEfnMTOs - The Long Investor
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⁠The Long Investor
You need to be able to understand why Silver is up another +17% this month

$SPY https://t.co/l6uz6izZeG
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⁠ Q-Cap 
One of the most accurate forecasters of recessions, the inverted yield curve is no more. The yield curve has been inverted now for over 400 trading sessions, the longest streak on record. Yet, there seems to be no recession in sight.

Love seeing macro bois lose their fkng mind https://t.co/pEfA5TJLDg
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