Offshore
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Giuliano
I will be pausing Sunday articles to force myself into finishing this.
My sense is that there are a lot of things we can benefit from. https://t.co/BenRaQHQAC
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I will be pausing Sunday articles to force myself into finishing this.
My sense is that there are a lot of things we can benefit from. https://t.co/BenRaQHQAC
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Offshore
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Brandon Beylo
RT @TinInvestor: This 👇
S&P materials weighting is 2.4% and even that is mostly a bunch of chemical cos
You can count on one hand the number of mining companies in the index
Though maybe it’s a tree falling in the forest and we never get fund flows because index huggers don’t have to own them
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RT @TinInvestor: This 👇
S&P materials weighting is 2.4% and even that is mostly a bunch of chemical cos
You can count on one hand the number of mining companies in the index
Though maybe it’s a tree falling in the forest and we never get fund flows because index huggers don’t have to own them
Fascinating to see how the S&P 500 has shifted sector weighting over time.
Take a look at Energy & Materials.
During the 1970s Inflationary Regime, Energy & Materials comprised 30%+ of the S&P 500.
Today, it's 6%.
What happens if fund flows shift again? tweet
Offshore
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Brandon Beylo
I will say this again.
This #tin chart is one of the most bullish developments in commodities.
Read my Tin Industry Deep Dive in the reply below.
$AFM.V $MLX https://t.co/2jSIKmP7E5
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I will say this again.
This #tin chart is one of the most bullish developments in commodities.
Read my Tin Industry Deep Dive in the reply below.
$AFM.V $MLX https://t.co/2jSIKmP7E5
tweet
Offshore
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The Long Investor
$PLTR This time last year we shared the $PLTR long term PT’s
It has moved a lot faster than expected which is always a good complaint
But still a lot more to go
+200% gain so far
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$PLTR This time last year we shared the $PLTR long term PT’s
It has moved a lot faster than expected which is always a good complaint
But still a lot more to go
+200% gain so far
$PLTR wins and it has been a favourite of mine for a long time.
Only issue with charting $PLTR long term is that it has only been on the exchange since November 2020. That being said, I can see a corrective wave and I've assessed its fundamentals on a 5 year projection.
This may seem conservative but this is considering their earnings growth and their own 5 year projections.
If they can develop a platform for small to medium businesses, then these targets could be multiples of what I have shown. Likewise, if they form a partnership with a Mega Cap Tech stock ($AAPL) their earnings potential could be profound too, for now, we'll go with expected growth. tweet