⁠Antonio Linares
RT @EkyCakes: @alc2022 Tad Like a VC - thinks of companies as call options, platforms with optionality that are likely to harness robustness over time, not interested in the day to day price swings, thinks of people (leadership) and users (with customer product being the interface in the middle).
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⁠Brandon Beylo
What can a car company do when cutting prices doesn’t fix the market share problem?

They can subsidize purchases with 0.99% loans.

In a 6%+ interest rate environment.

Looks like $TSLA is trying everything at this point. https://t.co/FU2cLznvsh
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⁠The Long Investor
Controlling your triggers

Finding undervalued positions

Finding suitable entry and exit points

And you have lowered your risk by 90%
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⁠Giuliano
Who is trustworthy is very obscure to me now.

Freud certainly seems to have been victim of the man-with-a-hammer tendency. https://t.co/gQ5ovuUnoB
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⁠The Long Investor
$BABA

47 analysts have weighed in on $BABA

83% say Buy
17% say Hold
0% say Sell

Average PT is $106
High PT of $145

TLI 2024 Target is $121 https://t.co/rrg3r95i6K
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⁠The Long Investor
$AMZN

Out of 61 analysts, 98% recommend $AMZN as a BUY.

Average PT is $224 https://t.co/KJdelPRKEK
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⁠The Institutional Limited Partner
Q1 2024 Private Market Performance
Listed GPs (notably Blackstone, KKR, Carlyle & Apollo) have published Q1 funds gross performance. We will get more precise data from providers such as Preqin or Burgiss in the coming weeks.

Average gross perf / (range)
Private Equity: +2.5% (0 - 5%)
Infra: +3.9% (2 - 5%)
Private Credit: +3.25% (2 - 4.1%)
Real Estate: +0.9% (0.3% - 2%)

Blackstone

KKR
Carlyle
Apollo
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⁠The Long Investor
RT @StockMKTNewz: Peter Lynch talking about pullbacks in the Stock Market

https://t.co/rz1OOyDudP
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⁠Giuliano
Les agradezco muchísimo por tomarse el tiempo de escuchar!

Personalmente, estoy haciendo todo lo posible para que las conversaciones sean interesantes y el contenido sustansioso. https://t.co/NsuQ1QEAcg
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