⁠Brandon Beylo
Society if Sprott created an ETF to buy and hold physical tin.

#tin https://t.co/zuuLFT9LzH
tweet

⁠Hidden Value Gems
A great day ahead! https://t.co/vvqqCNEMrM
tweet

⁠Hidden Value Gems
A good reminder of why stock picking is so hard:

- 80% of companies underperform their benchmark over 5 years.

- Just 2% of US stocks have generated half of the wealth in the past 90 years. https://t.co/sFmot0Uf4Q
tweet

⁠Antonio Linares
The truth is that for long term investors of truly excellent companies, CPI doesn't matter.

These companies will simply continue innovating and will increase FCF/share levels considerably over the long term, with stock prices tagging along.
tweet

⁠Hidden Value Gems
Daily Investment Wisdom #3 https://t.co/fuckY9qO90
tweet

⁠Antonio Linares
As an investor, getting time to be your friend requires a lot of work.

But as Warren Buffet says, "fools do at the end what wise people do at the beginning."

Eery minute of work you skip while doing due diligence will come back to bite.
tweet

⁠Antonio Linares
Valuation doesn't matter as much as picking the right company.
tweet

⁠Antonio Linares
Change my mind. https://t.co/QcK9X57496

Valuation doesn't matter as much as picking the right company. - Antonio Linares
tweet

⁠Antonio Linares
The truth is, folks that spend their time doing DCF analyses are simply missing the point.

There’s a reason for which Warren Buffet pivoted to buying excellent companies at reasonable prices.

Change my mind. https://t.co/QcK9X57496 - Antonio Linares
tweet