Offshore
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Antonio Linares
$TSLA is going to redefine the economy. https://t.co/7Q8ESpNYvD
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Antonio Linares
RT @Skillful_Memes: @JLog @unwisewords42 @alc2022 In the world where Tesla goes to $30T, other tech AI companies will also go up significantly. So Tesla wouldn't be 10x the next biggest. Multiple companies are going to profit hugely on the AI revolution. I predict Nvidia, Google, Apple, and others all will be $10T+.
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The Long Investor
Every 15hours $AMZN makes $1 Billion in Revenue.
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The Long Investor
$AMZN EPS over the last 5 years was 23%

And expect this to increase to 30% for the next 5 years.

$AMZN can’t be stopped
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The Long Investor
Which Mega Cap would you buy first at?

$AMZN: $150
$GOOG: $140
$NVDA: $600
$MSFT: $370
$AAPL: $155
$TSLA: $100
$META: $380
$BRK—B: $370
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Offshore
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The Long Investor
RT @Investingcom: 🇺🇸U.S. ECONOMIC DATA THIS WEEK:

*SERVICES PMI (TUES.)
*MANUFACTURING PMI (TUES.)
*NEW HOME SALES (TUES.)
*DURABLE GOODS ORDERS (WED.)
*Q1 GDP (THURS.)
*JOBLESS CLAIMS (THURS.)
*PENDING HOME SALES (THURS.)
*CORE PCE INFLATION (FRI.)
*CONSUMER SENTIMENT (FRI.)

$DIA $SPY $QQQ $VIX 🇺🇸 🇺🇸
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Offshore
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Giuliano
The relation between the price of land and interest rates.

Adam Smith, 1776. https://t.co/DYHUcQeDdc
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Antonio Linares
$NFLX trailers generate over 6B impressions per month. Wow.
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Offshore
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The Long Investor
Successful people don’t get triggered. https://t.co/88Z9ZvK9Jm

Sorry to spoil the party

But I’ve never met a successful person who smokes weed.

Why?

Successful people have a drive in them that they are addicted to

They would never jeopardise this eternal drive

Weed is a threat on drive.

#420day
- The Long Investor
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Offshore
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Giuliano
More to come soon👀 https://t.co/JSz8V3Rpv3
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Giuliano
The path forward in the newsletter is becoming clearer.

I'll stop publishing on a weekly basis and focus on longer pieces, which might come out on a monthly basis or so.

As much benefited I was from weekly write-ups, I need depth on some verticals.
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Antonio Linares
Nearly at 20K followers. How should I celebrate?
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Offshore
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The Long Investor
Good work here.

Copper continues to be bought heavy

Along with precious metals, Gold and Silver.

China looks to be stockpiling, what do they know?

China is stockpiling everything from Copper to Oil to Nickel to Iron Ore.

That's what you do AHEAD of a currency devaluation.

China is preparing something major.

More -> https://t.co/sILjD21UGs https://t.co/ZgxJ8IeeZV
- Andreas Steno Larsen
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The Long Investor
Fix your:

- Diet
- Sleep
- Exercise
- Stress levels
- Gut problems
- and your addiction to sugar before using the easy option.
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 10 Quality Stocks Trading >20% Above 10-Year Average P/E Ratio & FCF Yield % 💵

📉 Moody’s $MCO
•NTM P/E: 34.88x
•Average: 25.95x

•NTM FCF Yield: 2.95%
•Average: 4.31%
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🍎 Apple $AAPL
•NTM P/E: 25.07x
•Average: 19.68x

•NTM FCF Yield: 4.39%
•Average: 6.27%
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🛒 Costco $COST
•NTM P/E: 42.80x
•Average: 31.62x

•NTM FCF Yield: 2.06%
•Average: 2.61%
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🔩 W W Grainger $GWW
•NTM P/E: 23.81x
•Average: 19.23x

•NTM FCF Yield: 3.38%
•Average: 4.53%
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💾 Monolothic Power $MPWR
•NTM P/E: 48.46x
•Average: 38.05x

•NTM FCF Yield: 1.61%
•Average: 2.99%
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☁️ Microsoft $MSFT
•NTM P/E: 33.13x
•Average: 25.23x

•NTM FCF Yield: 2.44%
•Average: 4.49%
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👨🏽‍💻 Synopsys $SNPS
•NTM P/E: 38.71x
•Average: 27.96x

•NTM FCF Yield: 2.15%
•Average: 4.05%
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📀 Cadence Design $CDNS
•NTM P/E: 48.14x
•Average: 31.44x

•NTM FCF Yield: 1.68%
•Average: 4.02%
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⚡️ Amphenol $APH
•NTM P/E: 33.52x
•Average: 25.57x

•NTM FCF Yield: 2.98%
•Average: 3.84%
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🧬 Danaher $DHR
•NTM P/E: 31.05x
•Average: 24.92x

•NTM FCF Yield: 3.22%
•Average: 4.40%
___

#stocks #investing
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