The Long Investor
It took me about 5 years to convert to liking Crypto.
The parabolic moves in 2021 along with the memestock craze labeled both in the same category for me.
I needed to see a bear market for Crypto in order to justify its balance and behaviour.
Now I believe that its bear market is complete and it is behaving like a valid asset class.
I still believe your portfolio should never be more than 5-10% in Crypto but in terms of R v R here, it is showing signs of a being a solid hedge against macro influences....Gold now has a competitor. $BTC $ETH $SOL $ADA $GOLD
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It took me about 5 years to convert to liking Crypto.
The parabolic moves in 2021 along with the memestock craze labeled both in the same category for me.
I needed to see a bear market for Crypto in order to justify its balance and behaviour.
Now I believe that its bear market is complete and it is behaving like a valid asset class.
I still believe your portfolio should never be more than 5-10% in Crypto but in terms of R v R here, it is showing signs of a being a solid hedge against macro influences....Gold now has a competitor. $BTC $ETH $SOL $ADA $GOLD
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Offshore
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The Long Investor
$BIDU has now found support on the $100 support level 11 times since 2010.
In that same time, revenue has increased 15.5 X times. $BIDU and $BABA are both undervalued but there is no point in history where a share price does not return to its Fair Value over time.
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$BIDU has now found support on the $100 support level 11 times since 2010.
In that same time, revenue has increased 15.5 X times. $BIDU and $BABA are both undervalued but there is no point in history where a share price does not return to its Fair Value over time.
$BIDU
Share Price:
2011: $110
2024: $109
Yearly Revenue:
2011: $1.16 Billion
2024: $18 Billion
Revenue right now is 15.5 times greater then it was in 2011 and both share prices are exactly the same now.
Mean Fair Value line is at $240
FWD PE: 10
Verdict: Severely Undervalued - The Long Investortweet
Offshore
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The Long Investor
$BABA when $BABA reverses, the price will return to its Fair Value and drift back into the Mean Reversion Zone above $145.
Anything below this zone is consider undervalued with a margin of safety.
There is no surprise to see the 200 MA directly in the middle of the Mean Reversion Zone.
Fundamentals remain too strong to stay at these suppressed levels.
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$BABA when $BABA reverses, the price will return to its Fair Value and drift back into the Mean Reversion Zone above $145.
Anything below this zone is consider undervalued with a margin of safety.
There is no surprise to see the 200 MA directly in the middle of the Mean Reversion Zone.
Fundamentals remain too strong to stay at these suppressed levels.
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Offshore
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The Long Investor
$BTC is still showing another 10% climb to complete Wave 5 at $57,000, without going extended.
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$BTC is still showing another 10% climb to complete Wave 5 at $57,000, without going extended.
$BTC The Masterpiece. - The Long Investortweet
Offshore
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The Long Investor
$ETH is hunting down the Second Target at $3250
Textbook moves here.
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$ETH is hunting down the Second Target at $3250
Textbook moves here.
$ETH the move has already started.
50 Day MA is starting to show a move up....this could run quickly.
This is as straight forward and as bullish as a chart can be.
This is your Xmas present.
I have added the full long term projection of $ETH to our group. We like @ETH as a long term hold. - The Long Investortweet
Offshore
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Hidden Value Gems
Interesting weekend reading:
“Amateurs have a goal. Professionals have a system.”
by @ShaneAParrish
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Interesting weekend reading:
“Amateurs have a goal. Professionals have a system.”
by @ShaneAParrish
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BizToc
4) AT&T Credits Post-Outage —
AT&T offers billing credits to affected consumers following a major outage, attempting to remedy customer service disruptions. #OutageCompensation
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4) AT&T Credits Post-Outage —
AT&T offers billing credits to affected consumers following a major outage, attempting to remedy customer service disruptions. #OutageCompensation
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BizToc
3) Saudi Tourism Powers Up —
Saudi Arabia boosts its tourism authority to expand growth, signifying a significant push in their economic diversification plan. #TourismGrowth
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3) Saudi Tourism Powers Up —
Saudi Arabia boosts its tourism authority to expand growth, signifying a significant push in their economic diversification plan. #TourismGrowth
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BizToc
2) Shoppers Resist Price Hikes —
As price hikes become more common, consumers are starting to push back, signaling potential shifts in spending behaviors. #ConsumerResistance
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2) Shoppers Resist Price Hikes —
As price hikes become more common, consumers are starting to push back, signaling potential shifts in spending behaviors. #ConsumerResistance
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