Antonio Linares
More personalization, more moat $HIMS https://t.co/vVEFgMM3rr
tweet

Brandon Beylo
I don't want to get every Tin Baron's hopes up.

But there is a good chance I get Alphamin Resources $AFM CEO Maritz Smith on the podcast.

Will confirm when I get more information.
tweet

The Long Investor
$HIMS

Before everyone and their granny starts uploading $HIMS chart

This is the chart we uploaded to our group on the 2nd of Jan ‘24

Yep 4 months ago.

We caught the bounce from $9 to $17

And added on the pull back today before earnings

Before any chart becomes a thought in most peoples ahead, we have already analysed it months ahead of the market

850 charts uploaded to our group, everything is covered.
tweet

Antonio Linares
I’m thus far happy that I exited $GPRO and $BB and put the money into $HIMS.

If I hadn’t pushed the limits over the last few years, I wouldn’t have made what are in hindsight foolish investments like $GPRO and $BB.

But I wouldn’t have caught $PLTR and $SPOT either.
tweet

The Institutional Limited Partner
Following the CVC IPO, we compare carried interest attributable to employees vs shareholders for different European Private Equity listed management companies https://t.co/uIlosdw5G5
tweet

Brandon Beylo
RT @TinInvestor: $AFM.V #tin

I don't want to get every Tin Baron's hopes up.

But there is a good chance I get Alphamin Resources $AFM CEO Maritz Smith on the podcast.

Will confirm when I get more information. - Brandon Beylo
tweet

Brandon Beylo
Twitter/X, if used properly, is one of the best investment research and networking tools available.

Seriously.

A highly curated feed with high-quality individuals of diverse investment backgrounds is worth $1,000s per month.

There are exceptional people on here.

Go find them.
tweet

Clark Square Capital
How to find a partner like Charlie Munger

h/t @NeckarValue https://t.co/ckRiVtBNZt
tweet

Antonio Linares
The feeling of owning a company that you cannot blindly trust to execute is terrible. The opposite is the foundation for financial freedom.
tweet

Antonio Linares
$HIMS has the essential characteristic of a long term multibagger.

It's solving a growing volume of acute customer pains, at scale, in a way that is increasingly harder to imitate.
tweet

Antonio Linares
Just because a company doesn't achieve stellar results from one quarter to the next doesn't mean that it won't deliver exceptional returns to shareholders over the long term.

Quarterly analyses are important, but they should be done with a long term mindset.
tweet

Antonio Linares
I'm getting this a lot lately:

"You used to really care about being succesful, but now you don't."

Few understand the taming of the ego, so that it becomes a tool instead of something you are fully identified with.

Plus no one cares how much / if you succeed.
tweet

The Long Investor
HSI down -0.6% today, is not a lot but it’s a good start after running 16% over the last 2 weeks

We are watching for $BABA, $BIDU, $JD, $KWEB, $NIO, $YINN to drop down into the buy area this week to add.

The strength of a structure is only confirmed in the pull back

We use Fib levels and Moving Averages to find support levels, when support is found, we add
tweet

Antonio Linares
Apparently the wife of $HIMS CEO Andrew Dudum is Jewish, which would make his kids half Jewish too.
tweet