⁠The Long Investor
$HIMS and we took advantage.

Look at this.

Hims and Hers CEO said that he'd hire anti-Israel student protestors.

On that day after the comments, on May 3rd, the stock dropped 9%, losing nearly $210 million in stock value, per NYP. https://t.co/rAecPDQFtW - unusual_whales
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⁠Antonio Linares
My best ideas sound crazy to some. But guess what - they’re playing out.

Here are my biggest bets for the coming decade:

1. $HIMS: positioned to disrupt the $4T US healthcare industry. It’s still a small company, but it is executing on its roadmap to perfection.
2. $PLTR: poised to become as important as electricity for companies in the West.
3. $AMD: largely considered a distant #2, it’s set to disrupt $NVDA by leveraging a decade-long lead in chiplet technology.
4. $SPOT: quickly evolving into the $GOOG of audio. Margins are set to expand meaningfully, along with tech company’s ability to produce cash.
5. $TSLA: positioned to become a platform that combines highly efficient manufacturing, economical energy solutions, and expansive AI technology. This platform can be evolve to be as important as the internet.
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⁠The Long Investor
$BTC has respected the Fib levels very well during this pull back and continues to sit on the 0.236 Fib at $60k but I do not believe this pull back is complete yet.

The 200 Day MA is exactly at the 0.38 Fib now at $51.6k

I would not be touching $BTC until at least this level.

Wave 3 target then for the middle of 2025 is at $125k.
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⁠Antonio Linares
RT @coupe_df: @alc2022 Nobel Laureate David Hubel posited “if you need to run statistics, it’s not significant”
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⁠Clark Square Capital
RT @SavingPlants: Great write up on $MAPS as a primary benefactor of rescheduling of cannabis - includes primer, valuation, and a working model.

Big news yesterday for $MSOS

IMO, the best way to play the industry-wide catalyst is through $MAPS given that 280e tax savings will get reinvested into marketing.

The dominant advertising platform should benefit disproportionately.

Below is my original write-up [open to all] - Clark Square Capital
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⁠Antonio Linares
$PLTR update next?
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⁠The Long Investor
RT @VladBastion: 📊Top 10 S&P 500 companies with the highest operating margins:

🏢 VICI Properties 93% $VICI
📊 CME Group 80% $CME
💳 Visa 67% $V
🔒 VeriSign 67% $VRSN
💳 Mastercard 58% $MA
🎮 NVIDIA 55% $NVDA
📊 MSCI 54% $MSCI
💡 Diamondback Energy 54% $FANG
💰 Blackstone 51% $BX
🏢 Simon Property Group 50% $SPG
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⁠The Long Investor
Are you taking a gamble this week and buying before the CPI print on Weds?

A gamble on US stocks*

$SPY $QQQ
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⁠The Long Investor
$VIX

No listen, it's probably nothing. https://t.co/otPJYmVbVE
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⁠Dimitry Nakhla | Babylon Capital®
“Only for short term investors and market timers is a correction not an opportunity”

— Warren Buffett 🗣️

#stocks #investing
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⁠The Institutional Limited Partner
2024 Exit data
+33%, the average uplift from prior NAV seen by a Top 10 secondary firm on 2024 YTD on all exits across its portfolio. This is significantly up from 2023, which stood at +19% and above the long-term average of +27%. https://t.co/sT0w0UmHZx
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⁠Brandon Beylo
He’s long tin.

Roaring Kitty Tin Baron.

https://t.co/YgjVqtgcNS - Roaring Kitty
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⁠Hidden Value Gems
Looking forward to the London Value Investor Conference 2024 this Wednesday (15 May), with Joel Greenblatt among the speakers.

Please get in touch if you plan to be there! https://t.co/aMYhRwItTh
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