The Institutional Limited Partner
Unbelievable how dynamic this sector is.
Seven2 has entered an agreement to sell Crystal to Goldman Sachs Alternatives, 2.7x MOIC & 35% IRR, a deal expected to close H2 2024

Since 2021, Seven2 has completed 26 build-ups—increased aum from 2 to 22bn while Ebitda 5 x-ed.

This is how private equity consolidates a sector. 11 out of 12 of the largest French CGP (IFA/wealth managers) platforms are now sponsor-backed. https://t.co/hsYyhpuKb2 - The Institutional Limited Partner
tweet

Giuliano
Why should legal finance exist?

That’s the question whose answer will tell how long of a runway $BUR has.
tweet

The Long Investor
$GME down -17% now

Was +3% today

Its been 3 years since the market taught those gamblers a lesson and they still keep falling for the traps

Take the lesson or you will end up broke

$GME holders not having a clue why it just rejected at $17.40

$6 TARGET. https://t.co/JHpdXG8bLQ - The Long Investor
tweet

The Long Investor
😂😂😂

‘Me and my homie’

$GME -17%

Yo @TheLongInvest me and my homie been following you for some time. My buddy stopped following you bc of ur stance on $GME. He wanted me to tell you your a bitch. - Tyso
tweet

The Long Investor
Right back to keeping it professional
tweet

The Long Investor
We have been accumulating one stock, who can guess what it is?
tweet

Brandon Beylo
The Global Mining Industry: https://t.co/xglMYyZYFO

Cathie Wood's Ark Invest has destroyed $14 billion in wealth over the past decade, Morningstar has said. - unusual_whales
tweet

Brandon Beylo
I had a fantastic conversation with Minera Alamos $MAI.V CEO @dougcan.

We dove deep on mining and covered:

- How to evaluate projects

- How to think about margins, AISCs, and returns

- How to build a smart mining business model

- Stewarding capital

Release: 05/10
tweet

The Long Investor
$PLTR chart from 6 months ago.

In Wave 3 now

$40 remains the target

$PLTR ok I gave you $PLTR in March and it jumped 200%

Now, you get the 2024 guidance chart.

We want to see Wave 2 pull back in a controlled manner as shown, ideally to at least the 0.5 Fib at $13/$14.

At this level, you could be buying the best performing stock for 2024. https://t.co/hN1KAdk6gn - The Long Investor
tweet

Giuliano
I’ll dive into the insurance industry.

What book/papers would you recommend?
tweet

The Long Investor
$AFRM ok here is a freebie.

$AFRM reports their earnings before the market opens on Weds.

Bullish set up leading to its report release:
- Held and bounce on the 200 Day MA
- Broke out above the 50 Day MA
- Broke out of the falling bullish wedge
- In Wave 5.

Positive report and there is a route back to the previous high above $51.

If it misses, back down to the 200 Day MA at $31.
tweet

Brandon Beylo
RT @marketplunger1: Warren Buffett is one of the greatest investors ever.

Which is surprising considering he doesn't:

- Do cold plunges/take cold showers
- Use a sauna 3-4x a week
- Eat super clean
- Sleep on an Eight Sleep Mattress
- Wake up at 4AM to workout

What's his edge ... Luck?
tweet