⁠The Long Investor
$TSLA 4 year projection. https://t.co/f4hDt24dWp

$TSLA 4 year projection. https://t.co/cl6vtTX98j - The Long Investor
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⁠The Long Investor
$AMD was loved by many at $227 but scared by all at $153.

Not us, we like it. https://t.co/ZQS7egBUXD
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⁠The Long Investor
$SE are you ready to get your mind blown? https://t.co/W5GSr1T9Kl
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⁠Clark Square Capital
$MYTE Mytheresa considering going private.

https://t.co/RXyQMd9ott
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⁠Daniel
RIP to one of the best and brightest investors of all time, Jim Simons.

Here's a 15-minute video of Simons talking about his life and passion, math. https://t.co/6PheF5ZyD8
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⁠The Long Investor
RT @gurgavin: ALIBABA IS CURRENTLY WORTH $195 BILLION AND IT HAS $92 BILLION IN CASH

IN 4 YEARS ALIBABA WILL HAVE MORE CASH ON HAND THAN ITS ENTIRE MARKET CAP

ALIBABA SPENT ~$5 BILLION ON SHARE BUYBACKS IN Q1 OF THIS YEAR AND STILL HAS $32 BILLION DOLLARS LEFT IN ITS BUYBACK PLAN

$BABA https://t.co/YfFzzNQz1O
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⁠Antonio Linares
RT @alc2022: 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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⁠Brandon Beylo
RT @KlendathuCap: Compelling story. Refreshing to hear a mining exec who cares about shareholder value.

I'm excited to share my podcast with Doug Ramshaw (@dougcan), CEO of $MAI.V.

We spent 90 minutes diving deep on:

• How to build a profitable mining company
• How to analyze projects
• Stewarding shareholder money
• AISCs and IRRs

And more!

Enjoy 👇
https://t.co/ReTLePxTSL - Brandon Beylo
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⁠Clark Square Capital
Charlie Munger in Conversation with Todd Combs (April 2022).

h/t @FocusedCompound

https://t.co/WNnCNJHc5v https://t.co/tAsVl1koAJ
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⁠Hidden Value Gems
“In investing, luck may occasionally give you a boost, but it's the rigorous analysis and discipline that sustain
long-term success.”

- Jim Simmons, 1938-2024

We have lost another legend, a great mind and a very generous human being. We will miss you Jim Simmons. https://t.co/pYXHagkdyv

Interesting conversation with Jim Simmons, the founder of Renaissance Technology. My three takeaways are on:

1/Fundamental investing
2/Market efficiency
3/ Five Principles of Success.

🧵👇

1/6 - Hidden Value Gems
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