Brandon Beylo
Great thread on the situation in the DRC and its implications for Alphamin $AFM.V
Disc: we own AFM.
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Great thread on the situation in the DRC and its implications for Alphamin $AFM.V
Disc: we own AFM.
A thread on DRC and Alphamin. I am seeing lots of random people concerned about M23 and potential violence at $AFM. 1/N tweet
X (formerly Twitter)
Will Thomson (@wmthomson22) on X
A thread on DRC and Alphamin. I am seeing lots of random people concerned about M23 and potential violence at $AFM. 1/N
Hidden Value Gems
Joe Tsai, co-founder and chairman of Alibaba, recently spoke to Nicolai Tangen CEO of Norges.
🧵👇🏽
✅“When we look internally and kind of self-reflect over the last several years, we have fallen behind because we forgot about who our real customers are. Our customers are the users that use our apps that are shopping. And we did not give them the best experience.”
$BABA
1/12
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Joe Tsai, co-founder and chairman of Alibaba, recently spoke to Nicolai Tangen CEO of Norges.
🧵👇🏽
✅“When we look internally and kind of self-reflect over the last several years, we have fallen behind because we forgot about who our real customers are. Our customers are the users that use our apps that are shopping. And we did not give them the best experience.”
$BABA
1/12
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The Institutional Limited Partner
RT @holistic_pm: Following @carrynointerest thread. Some of you ask for more specific content about private equity secondaries.
I am starting a series of articles covering everything you need to know about it. Tell me if you prefer this format or if I should go back to traditional threads
https://t.co/so5WwXKuB8
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RT @holistic_pm: Following @carrynointerest thread. Some of you ask for more specific content about private equity secondaries.
I am starting a series of articles covering everything you need to know about it. Tell me if you prefer this format or if I should go back to traditional threads
https://t.co/so5WwXKuB8
tweet
X (formerly Twitter)
The Institutional Limited Partner (@holistic_pm) on X
SECONDARY SERIES #1: Market size and outlook
Offshore
Video
Antonio Linares
Cathie Woods believes $PLTR can disrupt $MSFT.
What do you think? https://t.co/S644RhiTrG
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Cathie Woods believes $PLTR can disrupt $MSFT.
What do you think? https://t.co/S644RhiTrG
tweet
Offshore
Video
Antonio Linares
$AMZN'S ANDY JASSY SAYS AI IS GOING TO TRANSFORM EVERY CUSTOMER EXPERIENCE https://t.co/ZzabRY2hCr
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$AMZN'S ANDY JASSY SAYS AI IS GOING TO TRANSFORM EVERY CUSTOMER EXPERIENCE https://t.co/ZzabRY2hCr
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Offshore
Photo
The Long Investor
$TLT Bonds in terms of Risk v Reward favour the reward side here.
Monthly RSI is showing a bullish trend too.
20% jump to return to the Mean Reversion Zone
and 3.72% dividend. https://t.co/UpRnas2MDR
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$TLT Bonds in terms of Risk v Reward favour the reward side here.
Monthly RSI is showing a bullish trend too.
20% jump to return to the Mean Reversion Zone
and 3.72% dividend. https://t.co/UpRnas2MDR
tweet
The Long Investor
Tunnel Vision is a common trait for new investors
In bull markets, they only see markets moving higher
In bear markets, they only see markets moving lower.
After strong runs and strong declines, you need to prepare for a change in trend and this cycle has been in place since the first stock has ever traded.
You can make money in both markets but you need to prepare for both scenarios.
$SPY $QQQ $SQQQ $TLT GOLD
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Tunnel Vision is a common trait for new investors
In bull markets, they only see markets moving higher
In bear markets, they only see markets moving lower.
After strong runs and strong declines, you need to prepare for a change in trend and this cycle has been in place since the first stock has ever traded.
You can make money in both markets but you need to prepare for both scenarios.
$SPY $QQQ $SQQQ $TLT GOLD
tweet
Offshore
Photo
The Long Investor
Silver and $ETH looking very similar here
Silver has the same set up as $ETH before it broke out in December. https://t.co/y8U7sy5CVP
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Silver and $ETH looking very similar here
Silver has the same set up as $ETH before it broke out in December. https://t.co/y8U7sy5CVP
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