Antonio Linares
Welcome to the club on $AMZN's incoming cash flow explosion, Morgan Stanley.

"Morgan Stanley Raises PT to $215, Reinstates 'Top Pick,' Encouraged by 'Multi-Year, Efficiency-Based Cash Flow Story’." https://t.co/QN8fTTgOoA
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Brandon Beylo
Me looking at my commodity positions in my portfolio.

#PGMs #gold #silver #tin #copper https://t.co/PO5XAi4CAm
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Giuliano
I think I heard Howard Marks confirm one of the hypotheses Zeckhauser posits:

'These masters are very generous in sharing their knowledge; for they know they have no competition.'
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Antonio Linares
$PLTR is trading at a generous 23.6 times sales.

Is this cheap or expensive?
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Giuliano
RT @WorldStockss: 🚨 Los Múltiplos y las Empresas de Calidad 🚨

En el artículo demuestro por qué las empresas de calidad cotizan a MÚLTIPLOS ELEVADOS (que no caros) y por qué se INFRAVALORAN.

¡Te veo dentro!

PD: Antes de dar tu opinión, te recomiendo leer el artículo 👀
https://t.co/2mUHpt81g0
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Giuliano
I'm making the necessary arrangements to reach 4 daily hours of reading this year.
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Clark Square Capital
Great stuff from @ToffCap

There we go. We're out with a new Toffcap Monday Monitor, our regular overview of interesting event-driven trades and companies - in the new format🔥. Once again a ton of action.

Special thanks this week to @ClarkSquareCap , @InvestSpecial and @Govro12 .

$MMM $GE $CCEL $BRAG $ALVR $ACRS $RPHM $EML $OCN $MRL $SMLP $ROIV $SNX $NCMI $RCMT $FVRR $DERM $OABI $HLF $JOY $SRG $BPOST $SPNS $RENT $EDBL $AINC $LABP $RBT $LQDA $NRDE $AMPY $6736 $BALY $IFOS $ALCLA $SMSI $HBI $ASCL $VSH $LFCR $NUVB $PARA

We hope you'll like it. Subscribe, for free (link in bio). - ToffCap
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Antonio Linares
Life is a gift. It’s incredible that we get to meet for some time with the people we love.

Past a certain time, we won’t meet again for eternity. This may be interpreted as “nothing matters” but to me, everything matters.
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Clark Square Capital
Always enjoy reading GBC's letters

GBC | Letter to Partners (Q1 2024)

DEU: https://t.co/DnpJYwmaVL

ENG: https://t.co/AlWLLZEZkY - Gehlen Bräutigam Capital
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Brandon Beylo
RT @nsundar79: I have never seen such a bullish sentiment since I started tracking commodities over 15 years ago - probably guess that 2007 was the closest similarity in terms of overall bullishness

Morgan Stanley Q3 2024 Commodity Forecast

Bullish:

• Copper
• Gold
• Silver
• Nickel

Bearish:

• Uranium

In other words, all systems go for new #uranium highs.

H/t @K3rry_Sun https://t.co/ZCzsorm2r2 - Brandon Beylo
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The Long Investor
RT @TheLongInvest: $ETH
Short Term Target: $4865
Mid Term target (Wave 3): $8811
Long Term Target: $10,677

I have a position and I am waiting. https://t.co/BKD2BihIvE

$ETH 4 YEAR PROJECTION. https://t.co/TJbLBupxkC - The Long Investor
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