Giuliano
I’ll dive into the insurance industry.

What book/papers would you recommend?
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Offshore
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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.
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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?
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Hidden Value Gems
My last stop in Omaha was the book store in the airport. Picked up three books, two signed by the authors. Was looking to buy @BRK_Student book but will have to order it back in London, maybe sign it next year? 😉

Good bye #Omaha ! https://t.co/W5AnJ6txq8
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The Long Investor
$LCID it hurts to say but it followed our trajectory from $18 down to $2 and now has broken out of this channel.

If you had to pick a growth EV right now, $LCID would not be my first choice.

$NIO and $LI for me have the strongest futures. https://t.co/aQ8120btSQ

$LCID do we think $2.20 is going to hold?

Below this level and $LCID is in danger. https://t.co/0uFOGbZIgU
- The Long Investor
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Dimitry Nakhla | Babylon Capital®
$FDS FactSet Research Systems is one of those steady compounders 📈📉

In the last 20 years:

•Revenues CAGR +11.91%
•Growth in 20/20 years

•Net Income CAGR: +11.85%
•Growth in 18/20 years

•Dividends CAGR: +17.44%
•Growth in 20/20 years

#stocks #investing https://t.co/glt0cFnANS
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The Long Investor
$PLTR
$HIMS

Lets go https://t.co/JllFUTH8ur
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Hidden Value Gems
Having wandered in the main hall observing all the #Berkshire brands and the rush to buy them, I started thinking why none of their brands have become bigger. Buffett keeps saying many of his businesses are great (high ROIC) but lack reinvestment opportunities.

What about Brooks 🔜Nike, See’s 🔜Lindt, Fruit of the Loom 🔜Lululemon?

Possible reasons:
1/ Buffett is just not pushing his managers enough

2/ Competing brands are not big enough (relative to BRK), so no point investing much more

3/ BRK brands are just not good enough vs top competitors

4/ Other reasons I have not thought about
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The Long Investor
RT @stocktalkweekly: PALANTIR $PLTR EARNINGS

EPS: $0.08 vs. $0.08 est.
REV: $634M vs. $615.8M est.
Q2 GUIDE: $649-$653M vs. $641.2M est.
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