 Q-Cap 
$META: 18x NTM P/E growing EPS at 20% YoY
$SPY: 21x NTM P/E growing EPS at 10.7% YoY

We've been on an epic run since October 2022.

A little slap in the face is warranted and healthy. https://t.co/2fVTBruRJV
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The Long Investor
It’s all just part of the plan.

ABC correction https://t.co/1TjBLQqS0R
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The Long Investor
I also had the same look of disbelief after reading earnings reports and wondering how can bad be good and good be bad.

Which is why I learnt the theory.

You can sit there and scratch your head or you learn.
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The Long Investor
$META up 500% in 18 months

X: why is the market so unfair?
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The Long Investor
The market does not know what your entry price is or your average, nor does it care.

People buying at the start of Wave 3 are not the same as those buying at the top of Wave 5.

Your entry point matters and if you missed the entry, let it go, focus on the next undervalued position.

Experienced investors would rather die then chase a stock
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Brandon Beylo
Tomorrow I'm releasing my write-up on one of my favorite mining stocks.

It's a PGM miner with the following characteristics:

• Lowest-quartile AISCs
• Half its market cap in cash w/ no debt
• Buying back stock
• Dividend paying
• Insiders own shares

My other deep dives 👇
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Clark Square Capital
RT @waterboycap: I am currently looking for an internship (on-site) at a value-oriented fund in the NYC/LA area. Eager to contribute meaningfully to a team. Please don't hesitate to reach out if you know of any opportunities; it would be greatly appreciated. @ClarkSquareCap
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The Long Investor
High rates for longer eventually cause more damage than 3% inflation

The US Mortgage Market is crashing. Hard.

With Mortgage Applications to buy a house plummeting -14% from last year.

And now languishing at their lowest level since 1995.

The housing market is frozen. And buyers aren't coming back until prices/rates drop. https://t.co/HO4V4ZjiKD - Nick Gerli
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 Q-Cap 
Chipotle is trading like it's gonna grow earnings by 20% every year for the next millennial
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Brandon Beylo
How would you grade this capital return policy?

Now.

What if I told you this company was a PGM miner?

Mining companies like this exist if you're willing to do the work of turning over rocks!

My write-up on this company drops tomorrow.

$PGMs
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The Long Investor
$META I’ll just leave this here.

From the 11th of March

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

Now can we catch the Top at $523? https://t.co/W2ln5j954K - The Long Investor
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Brandon Beylo
RT @YellowLabLife: The time has come…

The koala is bittersweet about this but it was inevitable…

Tomorrow I'm releasing my write-up on one of my favorite mining stocks.

It's a PGM miner with the following characteristics:

• Lowest-quartile AISCs
• Half its market cap in cash w/ no debt
• Buying back stock
• Dividend paying
• Insiders own shares

My other deep dives 👇 - Brandon Beylo
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The Long Investor
People focus on street estimates which are usually nonsense

$METAs revenue was down $4billion from their Q4 result.

‘But it came in above estimates?’

A 10% decline should be the headline
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