The Long Investor
Naval has said that the internet has provided a great source of education, mainly for free too

It is not scarce

What is scarce is people's appetite to learn.
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The Long Investor
$META you have got to love the timing of this.

We show the top hitting the trend line 2hrs ago and Trump attacks $META and the share price drops -5%

$META chart attached from October 27th 2022 when we caught the bottom at $87.

Now can we catch the Top at $523? - The Long Investor
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The Long Investor
$ETH 4 YEAR PROJECTION.
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The Long Investor
RT @JesseCohenInv: 🚨 The S&P 500 P/E Ratios Heat Map.

Besides Banks and Energy, everything is wildly overvalued.

Proceed with caution. $SPY
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Hidden Value Gems
✅ Other names I plan to focus this week $MGM $AER UK homebuilders and some energy names - the companies that have about 10% shareholder yield or more.

🙏🏽Thank you for reading!

🔔Subscribe to my Weekly Newsletter to receive the next update! See bio for details.

4/4
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Hidden Value Gems
✅ $NWG (NatWest) - the company has significantly improved its costs and margin profile recently with double-digit ROE. It has a large cash return programme and has been reducing its share count. The government plans to sell its 31.85% stake later this year, which may be a good entry point.

3/4
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Hidden Value Gems
✅ $VVV (Valvoline) - car maintenance service with 7-year sales and EBITDA CAGR of 18% and 32%, respectively! Double-digit net earnings margins, not particularly cheap at 13.6x EV/EBIT and 3.5% FCF yield, but with returns and growth profile is quite interesting.

2/4
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Hidden Value Gems
Not a shareholder of $AAPL any more, but still a customer.

Even if each new model is less innovative, the excitement is still there 😉

Had to replace my old 📱 today
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Hidden Value Gems
RT @HiddenValueGems: I went through my 'Corporate Cannibals' list and shared the most interesting names with subscribers. Three names that caught my eye are 🧵👇🏽

✅ Canadian Tire $CTCA.TO - $5.9B Mkt Cap, 100-year history, a family-controlled retailer with 4% sales growth (10Y CAGR) and 4% annual reduction in shares (on average). Dividends have grown at a 16.6% compound rate in the last 10 years! Trading at 12.5x PE and 5% div yield today.

1/4
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Hidden Value Gems
RT @HiddenValueGems: Just finished flipping through the UBS 2024 Global Investment Returns Book - a pretty good read.

Here are the seven points I found the most interesting:

1⃣ The global history of stock market performance highlights two biases: survivorship and success. Investors in some countries lost everything, and “if these countries are omitted, there is a danger of overstating worldwide equity returns.”

🧵👇🏽
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