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Brandon Beylo
I just finished reading How to Invest in Gold & Silver by @DonDurrett.

This is the single best mining investment book I’ve ever read.

Don teaches you the foundational concepts to analyze any mining stock.

I am not sponsored by Don.

I just want to acknowledge great work. https://t.co/eVOVEBq3HM
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Brandon Beylo
Men will have this quote in their LinkedIn bio while they build the 3,000th AI-based marketing software tool. https://t.co/qTEJCIYfLk
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Brandon Beylo
RT @DonDurrett: Thanks, Brandon. That's an awesome review. However, it's the single best because it's the only one! 😉 I wrote it because a book like this didn't exist.

It's the only gold/silver mining stock book (that I'm aware of) that shows you how to analyze gold/silver mining stocks in a comprehensive manner.

You can find it on Amazon.

I just finished reading How to Invest in Gold & Silver by @DonDurrett.

This is the single best mining investment book I’ve ever read.

Don teaches you the foundational concepts to analyze any mining stock.

I am not sponsored by Don.

I just want to acknowledge great work. https://t.co/eVOVEBq3HM
- Brandon Beylo
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The Long Investor
A lot of confused people on X today, earnings season is causing a lot of stress

Why are stocks dropping on what looks like good earnings?

Exactly 12 months of a bullish run and people still believe that inflated fundamentals will cause a stock to keep moving higher.

If you continue to be confused, you are missing something, so do something about it.
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Daniel
7 Google Talks/YouTube Videos that'll make you a Better Investor:
(Bookmark for later) https://t.co/iqVoFQMcSA
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Antonio Linares
Pessimists sound smart, optimists make money.
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Brandon Beylo
Silver perking up this morning 👀

#silver

Just a heads up for all you precious metals fans.

Silver crushes gold during the early stages of a Fed Pivot.

Maybe this time will be different.

But if it's not, silver looks ready to rip. And the equities will snap higher, too.

Data via SCP Research.

#silver
- Brandon Beylo
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Antonio Linares
There's something in $PLTR Q1 2024 earnings which I did not like at all.

Adj. gross margin came in at 83% in Q1 2024, which is actually down 1% QoQ from Q4 2023.

In Q4 2023, they included a graph clearly showing adj. gross margin trending up. It's a beautiful graph.

In the Q1 2024 presentation, the graph is not present. In the call, they simply say adj. gross margin was "83% for the quarter."

They give no QoQ or YoY references. The reporting feels muted.

On the contrary, adj. operating margin is trending up in Q1 2024 and management does include a graph for this metric:

This sugar-coated form of reporting is not optimal for a company like $PLTR.
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The Long Investor
RT @Sino_Market: #IMPORTANT
China is reportedly considering abolishing the dividend tax for mainland investors who invest in Hong Kong stocks to avoid double taxation and improve liquidity in the HK market.
Source: Bloomberg
#China $HSI #Tencent $BABA $KWEB $FXI $HXC
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Antonio Linares
Retail investors are meant to be the "most important" investors for $PLTR, but this says otherwise.

There's something in $PLTR Q1 2024 earnings which I did not like at all.

Adj. gross margin came in at 83% in Q1 2024, which is actually down 1% QoQ from Q4 2023.

In Q4 2023, they included a graph clearly showing adj. gross margin trending up. It's a beautiful graph.

In the Q1 2024 presentation, the graph is not present. In the call, they simply say adj. gross margin was "83% for the quarter."

They give no QoQ or YoY references. The reporting feels muted.

On the contrary, adj. operating margin is trending up in Q1 2024 and management does include a graph for this metric:

This sugar-coated form of reporting is not optimal for a company like $PLTR.
- Antonio Linares
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