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The Long Investor
$BABA
This is very straightforward for $BABA now:
2021 Free Cash Flow level was $27 Billion
2022 Free Cash Flow level was $13 Billion
2023 Free Cash Flow level was $24 Billion
And the share price pulled back hard because of this 2022 dip in FCF.
If they finish 2024 above $28 Billion Free Cash Flow their share price will return to the mean reversion zone as shown, above $140.
80% potential upside if management can execute their recovery now.
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$BABA
This is very straightforward for $BABA now:
2021 Free Cash Flow level was $27 Billion
2022 Free Cash Flow level was $13 Billion
2023 Free Cash Flow level was $24 Billion
And the share price pulled back hard because of this 2022 dip in FCF.
If they finish 2024 above $28 Billion Free Cash Flow their share price will return to the mean reversion zone as shown, above $140.
80% potential upside if management can execute their recovery now.
$BABA
There is no argument
TLI is the biggest Chinese Bull. https://t.co/e2ieRzMLh6 tweet
Brandon Beylo
MinTwit!
What is your favorite junior gold/silver or copper producer and developer?
I’m searching for either current production or expected production within 12-24 months.
#mining #commodities
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MinTwit!
What is your favorite junior gold/silver or copper producer and developer?
I’m searching for either current production or expected production within 12-24 months.
#mining #commodities
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The Long Investor
China is stock piling enormous amounts of Copper
And adding Gold and Silver.
What are they planning for? https://t.co/99bICsTJ9y
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China is stock piling enormous amounts of Copper
And adding Gold and Silver.
What are they planning for? https://t.co/99bICsTJ9y
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Brandon Beylo
RT @SixSigmaCapital: There’s more truth to this than people think….
Buying strong stocks in uptrends as a general rule is one of the best proven ways to make money in the market
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RT @SixSigmaCapital: There’s more truth to this than people think….
Buying strong stocks in uptrends as a general rule is one of the best proven ways to make money in the market
Don’t overcomplicate it. https://t.co/9g6Ny5Dt6e tweet
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Brandon Beylo
I’m extremely excited and humbled to host an investor panel at the Markel Group Annual Meeting.
Two of those investors are @BobRobotti and @ChrisBloomstran.
Please reach out if you’re attending the event and want to grab coffee during the AM.
Event is 05/21.
DMs open. https://t.co/iVgtsuUf25
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I’m extremely excited and humbled to host an investor panel at the Markel Group Annual Meeting.
Two of those investors are @BobRobotti and @ChrisBloomstran.
Please reach out if you’re attending the event and want to grab coffee during the AM.
Event is 05/21.
DMs open. https://t.co/iVgtsuUf25
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The Long Investor
Silver futures up 4% 🤯
Now up 36.9% YTD
We are now up 32% since March when we transferred our cash to Silver https://t.co/5OKFvjVqEC
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Silver futures up 4% 🤯
Now up 36.9% YTD
We are now up 32% since March when we transferred our cash to Silver https://t.co/5OKFvjVqEC
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Hidden Value Gems
EQT is considering the fourth bid for UK-listed Keyword Studios, at over 70% premium to the stock’s value at the close of trading on Friday.
Rising takeovers with few IPOs reduce supply of stocks and is one reason for potentially stronger returns in the future. https://t.co/FtOviUKSpr
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EQT is considering the fourth bid for UK-listed Keyword Studios, at over 70% premium to the stock’s value at the close of trading on Friday.
Rising takeovers with few IPOs reduce supply of stocks and is one reason for potentially stronger returns in the future. https://t.co/FtOviUKSpr
I have published a short note on the UK stock market.
It is extremely cheap in absolute (close to 2009) and relative (widest discount to US) terms. It is equally cheap when adjusted for different sector weights.
But what is the most exciting is that things have started to change.
🧵👇🏼
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