Hidden Value Gems
Just a thought: Could Philips be to Exor what Apple was for Berkshire? A dormant stock suddenly generating 100% gains? 🤔

$EXO.AS #Exor

My second idea for premium subscribers was actually Philips which is up 40% today. A rare coincidence. I am rarely so lucky or smart, and I don’t own it, only benefiting through Exor. https://t.co/a0JtlCxK7o - Hidden Value Gems
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The Long Investor
$DAL is up 64% over the last 6 months.
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The Long Investor
RT @dubinvest: 🚨Your abridged Earnings Calendar this week:

Monday (4/29)
Premarket:
$SOFI
$DPZ
Afterhours:
$PARA
$CHGG

Tuesday: (4/30)
Premarket:
$PYPL
$KO
$LLY
$MCD
Afterhours:
$AMZN
$SBUX
$PINS

Wednesday: (5/1)
Premarket:
$CVS
$MA
Afterhours:
$Z
$EBAY
$DASH
$ETSY
$HLF

Thursday: (5/2)
Afterhours:
$APPL
$X
$COIN
$SQ
$EXPE

Friday: (5/3)
Premarket:
$HSY
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Brandon Beylo
Alphamin $AFM.V Q1 results are out.

And they did not disappoint.

Nearly $70M in cash from operations.

Benefited from A/R unwind after solving road/construction issues.

Mpama South will be ready in May.

Let's ride, Barons. Let's ride. https://t.co/l6ji6KYIUI

Alphamin's $AFM.V free cash flow will look vastly different than 2023 for a few reasons:

1) Substantial AP and tax liability payments in 2023, reducing those outflows by $70M in '24.

2) Tin prices are inflecting higher

3) They're done investing in Mpama South construction - Brandon Beylo
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The Long Investor
$TSLA https://t.co/LNEBL7EBlw

$TSLA here is your game plan.

$TSLA either holds at $144 on the 0.78 Fib (and saves the sector)

or

its dropping down below $100 and you get an opportunity to buy $TSLA when it is undervalued with a margin of safety. https://t.co/deEBIPP03e - The Long Investor
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The Institutional Limited Partner
I can’t believe one of our Direct Lending GPs lent money to the largest Nordic e-commerce provider of S*xtoys.

The company is now on the verge of defaulting. For the recovery, we will probably stick it into our ***, if I dare to say 😅
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The Long Investor
$TSLA has now jumped 40% in 1 week.

Have a strategy, have a plan and stick to it.
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Brandon Beylo
Copper is up $0.26/lb or 6% since this tweet.

Trading commodities is hard.

Sometimes, the best bull markets look like the best short environments. And they stay that way for a long time.

There's no "right" answer to how to trade these.

What works for me: follow price.

The latest CoT Positioning Data suggests pullbacks in:

• Copper
• Gold
• Silver

This isn't surprising, given their run over the past week.

Pullbacks are a healthy part of any bull market. https://t.co/6nS5vhOtgA - Brandon Beylo
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 Q-Cap 
World Map PE Ratios Excluding USA

The amount of low PE stocks is stunning. https://t.co/ylj71whPrz
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Brandon Beylo
My Coal Twitter friends will like this chart.

Coal ETF $COAL forming an inverse H&S basing pattern.

Interesting potential setup here.

What say you @mfwarder? https://t.co/2yq3NF0KHG
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The Long Investor
RT @JD28438566: @TheLongInvest Long live ,

The Long Investor !!
😂 😆 🙏🏻
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