⁠Librarian Capital
PSA: The Internet is a big place, even a small % of bad apples means a big number of actual people

Our policy on social media is thus to block people early and often, on the first sign of bad behaviour

Sometimes we get things wrong

If you know of such an instance, reach out
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⁠Brandon Beylo
Investing is fun because it's always the trades you don't take that end up working.

$NVDA

I want to short $NVDA so badly.

Someone talk me off the ledge. https://t.co/N3p7o8Ld6N - Brandon Beylo
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⁠Dimitry Nakhla | Babylon Capital®
Microsoft $MSFT Q4 2024 Report 🗓️

•Revenues: $64.7b (+15% YoY) ✅

•Operating Income: $27.9B (+15% YoY) ✅

•Net Income: $22.0B (+10% YoY) ✅

Notable Points 👇🏽

•Intelligent Cloud Revenue: $28.5B (+19% YoY) ✅

•Productivity & Business Revenue: $20.3B (+11% YoY) ✅

•Personal Computing Revenue: $15.9B (+14% YoY) ✅
___

Although $MSFT reported a robust Q4, its valuation is quite steep at 33.70x next-twelve-months (NTM) EPS estimates. As a result, even slight softness in the report could trigger the sell-off we are seeing in after-hours trading

You can see the FY 2024 Results below

#stocks #investing
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⁠Librarian Capital
Microsoft $MSFT FY24Q4 (Jun) results

Q4 revenues +15% (+16% ex-FX), incl:
Productivity & Biz. Processes +11%
Intelligent Cloud +19% (Azure +29%)
More Personal Computing +14%

Q4 EBIT +15%, Net Income +10%, EPS +10%

FY revenues +16%, EPS +20% (Non-GAAP)

Shares -6% AH https://t.co/QDpA5YQqqx
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⁠Brandon Beylo
Breakout confirmed in Gold/Oil chart.

I still think gold outperforms crude oil by a mile over the next 12-18 months.

#gold #oil https://t.co/Joddr4h6hW

I think gold outperforms crude oil by a mile over the next 12-18 months.

Loving this gold/oil comparison chart, too.

Massive base ready to breakout.

#gold #OOTT https://t.co/IkpepN1aVH - Brandon Beylo
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⁠Brandon Beylo
RT @Geologo_Trader: Pampa Metals - $PM.CN - I hold a position.

I’m certainly no natural interviewer, but I like thick intervals of #copper & #gold in drillcore close to giant resources in San Juan. 🇦🇷

Much more so after yesterday.

Below 👇 CEO & President Joe explaining the project at C$20m MC & big drill season ahead.

Argentina is now open for copper M&A business.

Mining Twitter.

What are your favorite copper mining plays specifically in Argentina?

The smaller the market cap, the better!

#copper #Argentina - Brandon Beylo
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⁠Finding Compounders
Our philosophy has evolved to the point where we can kind of sum it up in one sentence: Focus on the downside, and the upside will take care of itself.”

A good piece on down side risk https://t.co/OY2i8YoEM6
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⁠Brandon Beylo
Commodities continue to outperform tech.

I don't think people realize how intense the capital rotation could be if this relative out-performance sustains.

Money managers don't want to lose clients.

So they buy what's working.

And what's working is commodities and metals.
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AkhenOsiris
TIL $MU is off 35% in a mere 40 days 😂 God I love semis.

Honorable mention to $AMD, down 25% in 20 days
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⁠Finding Compounders
The key to investing is not assessing how much an industry is going to affect society, or how much it will grow, but rather determining the competitive advantage of any given company and, above all, the durability of that advantage.

- Warren Buffett
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