⁠The Long Investor
RT @AndrewDudum: Everyone should be able to access the treatments and medications they need to feel good and address their health needs, and at a fair price.

We’ve built the $HIMS platform to offer access to personalized care affordably, and today we’ve taken that promise a step further: by leveraging the size and scale of our platform, we’ve secured access to one of the highest-quality supplies of compounded GLP-1s available, and we’re able to offer them to our customers starting at $199/monthly.

More on this exciting news here:

https://t.co/mKRZy7QGQY
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⁠The Long Investor
Good questions here from Amit.

The markets do not care about a bias opinion.

They will hunt and execute on undervalued positions

Take this as an example when you consider selling because of an emotional bias.

We added $HIMs when emotional sellers sold after the CEOs comments before earnings and now up 80%

Question for those who sold $HIMS due to the CEO’s political comments:

Did his comments actually matter more than you making money?

As in, I get not wanting to support him personally — but the company itself has nothing to do with his views, and if you made money from the stock, you could actually donate/fund the political causes you cared about because of the capital gains.

In general, does it ever really make sense to sell a stock due to a CEO’s politics?

We saw $GOOGL go to $130 off the woke gemini controversy and now also at ATH…

Maybe markets don’t care about this stuff as much as individual retail investors do?

$HIMS +30% on GLP-1 medications being introduced - amit
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⁠Brandon Beylo
Don't look now.

Global Uranium ETF $URA is breaking out of a 10YR base.

Probably nothing.

#uranium https://t.co/FZEkGqHZd6
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⁠The Long Investor
$GME

The state of this. https://t.co/0aUkjob6il
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⁠The Long Investor
$SHOP support has been found.

Hard to deny the attractiveness here. https://t.co/R3QFVe0DQF
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⁠The Long Investor
People spend more time on their brand, advertising and growth than their product

This is backward

A superior product sells itself.
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⁠Brandon Beylo
RT @EricMarkowitz: I love this essay from @NeckarValue on the meme below that sums up so much of investing (and decision-making generally)

"What makes this journey so frustrating is that the relationship between effort and return inverts. Both the left and the right seem to move quickly and effortlessly, in flow with the market."

https://t.co/998xfabxjr (h/t @marketplunger1 on the meme)
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⁠ Q-Cap 
Throwback to when Barry Sternlicht went on CNBC to plead for lower rates from the FED. Now his Real Estate Fund received $1.3B of redemptions in Q1 and was only able to dish out $500M.

Leverage comes at you fast Barry

How it started How it's going https://t.co/EUGNCQOU8Z
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⁠The Long Investor
RT @VladBastion: 📊New Infographic: Trends of Major Global Commodities Over 10 Years.

Gold, silver, and copper are reaching new highs. https://t.co/XMq4uPASG5
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⁠The Long Investor
Commodities show where the market is going.

Smart money prioritises capital preservation at all costs.

Customer’s would rather make very small gains than take any losses, and funds know this.

Buying safe havens protect institutions from people panic selling their entire positions.

Commodities rising aggressively means smart money is preparing for a correction
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⁠The Long Investor
What does he mean at these current levels?

Has he just identified that $JPM is overvalued, even tho it has mimicked the US market?

And he would prefer to buyback at lowers levels

Which he has no indicated that he will do when that happens

Dimon speaks the truth

JAMIE DIMON SAYS JP MORGAN ISNT GONNA BUY BACK A LOT OF STOCK AT THESE CURRENT PRICES

$JPM - GURGAVIN
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