⁠Hidden Value Gems
Daily Investment Wisdom #3 https://t.co/fuckY9qO90
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⁠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.
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⁠Antonio Linares
Valuation doesn't matter as much as picking the right company.
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⁠Antonio Linares
Change my mind. https://t.co/QcK9X57496

Valuation doesn't matter as much as picking the right company. - Antonio Linares
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⁠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
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⁠Brandon Beylo
This is an important update from @wmiddelkoop on the copper market.

Basically, things are starting to crack/break with a SMALL inflow of capital into commodities and copper.

Just imagine what happens to the physical market of investor appetite climbs above 1% allocations.

Broker comments on Copper:

CONCLUSION: We have seen a sharp rally in the CME copper contract, which has gained well over 5% this week to more than $5.15/lb in early Wednesday London trading. This is a new nominal high, but comes as the LME copper contract dropped yesterday, leaving an arbitrage of over $1,000/t between the two contracts, something never seen previously. In our view, the gains in CME are related to a couple of elements:
1- Firstly, the heavy flow of US-based money into commodities as an asset class, and copper in particular, as trend inflation expectations rise. Even a small rotation from equity markets into copper is enough to be impactful on contract dynamics.
2- Secondly, there is a limited availability of physical copper to deliver against the CME contract. Currently there is thought to be excess cathode in China pledged for export, but this is not CME-branded. Meanwhile, much of the other material available is of Russian origin. Thus, we suspect there has been a squeeze on short positions into contract expiry, exacerbating the move. This may lead to some pressure on the CME to temporarily amend rules, such as allowing for deferred delivery, to solve the current market dislocation. - Willem Middelkoop
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⁠The Long Investor
$AMC rinse and repeat

Dilute gamblers

$AMC

AMC ENTERED INTO PRIVATELY NEGOTIATED EXCHANGE PACTS ON MAY 14

AMC Entertainment Holdings, Inc. entered into privately negotiated exchange agreements, under which it will issue an aggregate of 23,280,295 shares of the Company's Class A common stock, par value $0.01 per share in exchange for $163,850,000 aggregate principal amount of its 10%/12% Cash/PIK Toggle Second Lien Subordinated Notes due 2026 - *Walter Bloomberg
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⁠Brandon Beylo
Underperforming HF manager: "I must know everything about a company! Down to where the CEO sleeps, what type of mattress he sleeps on, and what his friends think of him."

Stanley Druckenmiller: Searches "five most liquid Argentina ADRs" & sends it

That's why he's the 🐐
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⁠The Long Investor
Watching all the Copper charts appearing today.

Try uploading charts before they breakout

So people can prepare

April 9th below.

$COPX

$COPX Copper mining looks ready to breakout....Targets are now uploaded to our group.

Precious metals are having their moment. https://t.co/sX2SgdCryR - The Long Investor
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⁠The Long Investor
Silver

$29.17 hit this morning

$30 is the trigger and it moves a lot higher

SILVER

A break above $30 and this gets very interesting.

$42 is the target then. https://t.co/E2YzGYX1KR - The Long Investor
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⁠The Long Investor
RT @DeItaone: ❖ U.S CPI (MOM) (APR) ACTUAL: 0.3% VS 0.4% PREVIOUS; EST 0.4%

❖ U.S CPI (YOY) (APR) ACTUAL: 3.4% VS 3.5% PREVIOUS; EST 3.4%

❖ U.S CORE CPI (MOM) (APR) ACTUAL: 0.3% VS 0.4% PREVIOUS; EST 0.3%

❖ U.S CORE CPI (YOY) (APR) ACTUAL: 3.6% VS 3.8% PREVIOUS; EST 3.6%
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⁠The Long Investor
RT @cperruna: April CPI falls to 3.4%, in line with expectations of 3.4%.

Core CPI inflation comes in at 3.6%, in line with expectations of 3.6%.

Apr 24: 3.4%
Mar 24: 3.5%
Feb 24: 3.2%
Jan 24: 3.1%

Dec 23: 3.4%
Nov 23: 3.1%
Oct 23: 3.2%
Sept 23: 3.7%
Aug 23: 3.7%
Jul 23: 3.2%
Jun 23: 3.0%
May 23: 4.0%
Apr 23: 4.9%
Mar 23: 5.0%
Feb 23: 6.0%
Jan 23: 6.4%

Dec 22: 6.5%
Nov 22: 7.1%
Oct 22: 7.7%
Sept 22: 8.2%
Aug 22: 8.3%
Jul 22: 8.5%
Jun 22: 9.1%
May 22: 8.6%
Apr 22: 8.3%
Mar 22: 8.5%
Feb 22: 7.9%
Jan 22: 7.5%

Dec 21: 7.0%
Nov 21: 6.8%
Oct 21: 6.2%
Sep 21: 5.4%
Aug 21: 5.3%
Jul 21: 5.4%
Jun 21: 5.4%
May 21: 5.0%
Apr 21: 4.2%
Mar 21: 2.6%
Feb 21: 1.7%
Jan 21: 1.4%

#inflation
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