Offshore
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Giuliano
I'm perfectly fine with having only one investment idea over the next year.

Insurance will take time, but I suspect learning all of this will yield massive results. https://t.co/hrO0eqRQYR
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Offshore
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The Long Investor
We are ahead of the market.

$BABA
$BIDU
$JD
$KWEB

David Tepper is aggressively buying China.

2x+ on $BABA, $PDD, $BIDU and a new position in $JD, $FXI, $KWEB

Full long Chinese E-commerce https://t.co/3CVn6CzOK6
- THE SHORT BEAR
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Offshore
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The Long Investor
Why have investors and hedge funds started to pour back into Chinese stocks?

I thought there was a Geo Political risk associated with buying Chinese Stocks? lol

The market does not care about your opinions or bias against China, it buys undervalued positions regardless

The market will always revert a stock back to its mean fair value, this has never failed to happen.

It will be irrational in the short term but never long term.

$BABA
$BIDU
$JD
$YINN
$KWEB

JUST IN:

Michael Burry has updated his portfolio https://t.co/JQgwFBmBgP
- Evan
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The Long Investor
Geo political risks

lol
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Offshore
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The Long Investor
RT @DeItaone: $TSLA

❖ BAIDU TALKS ABOUT USING TESLA ROBOTAXI IN CHINA

Baidu says that it is considering using Tesla’s upcoming Robotaxi in China as the two major companies appear to be getting closer.

Following Elon Musk’s recent visit to China, Tesla seems to have made progress toward bringing its ‘Supervised Full Self-Driving’ to the country.
https://t.co/q7KWXMFjiS
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Offshore
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The Long Investor
$GME has just broke the record for creating the most amount of bagholders in one day.

They previously held the record in 2021.

⚠️ JUST IN:

*GAMESTOP PLUNGES 30% AS MEME STOCK RALLY FADES

$GME https://t.co/J4NU2EbmuP
- Investing.com
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Clark Square Capital
RT @ClarkSquareCap: @atelicinvest You get rich with concentration. You stay rich with diversification.
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Offshore
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Giuliano
"The first update is the exclusion of internal Mercado Pago peer-to-peer transfers from our TPV (approximately $7bn in Q1'24"

$MELI https://t.co/ey2rku8Wid
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Offshore
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 Q-Cap 
Amazon will most likely overtake Walmart next year as the largest company by sales. They are expected to reach $1 Trillion in sale by 2029 according to Factset.

Jeff deserves the best Latin BJ ever. https://t.co/LrE8HCnLc5
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Offshore
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Brandon Beylo
As it is written.

My daughter’s birth kickstarted the massive commodity bull run we’re seeing now.

The Prophecy being fulfilled. https://t.co/x4NKmCcLo3

My daughter was born Sunday at 1AM.

Since then, commodities have ripped and haven’t looked back.

Maybe, just maybe she’s the Commodities Mahdi. https://t.co/OyZf0lu04O
- Brandon Beylo
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The Long Investor
As a proud man from Dublin, Ireland….not a single person in Ireland is surprised to see the portal with NYC shut down after a week.

We can’t have nice things
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The Long Investor
HSI 13.4% YTD
$SPY 11.4% YTD
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