⁠Antonio Linares
Just 6 units remaining.

The mental models explained in the course are also behind my $HIMS investment.

I’m selling 10 units of my 2 Hour Deep Diver course for $150 (instead of $199).

In this course, I teach folks to analyze companies like I do, breaking down the mental models behind my very successful $AMD, $TSLA, $PLTR and $SPOT investments. https://t.co/go88vfynrI - Antonio Linares
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⁠The Long Investor
$HIMs

"Hims & Hers Announces Access to GLP-1 Injections, Passing Cost Savings Onto Customers"

By lowering the price, $HIMS creates exponential growth by attracting more loyal customers.

This has been straight from the $AMZN textbook

Create value and you’ll be rewarded with loyalty
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⁠The Long Investor
Those who can separate intraday movement and a long term view will succeed.
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⁠Hidden Value Gems
I know macro means little for long-term investing especially if you own quality compounders, but still quite worrying - a budget deficit of 7% with sub 4% unemployment.

Over-stimulated economy, peak earnings and above average multiple?

Worth being a little more cautious. https://t.co/4Rx1CoNIus
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⁠Brandon Beylo
Just a heads up for copper bulls.

I did an entire podcast on the Copper vs. Aluminum Substitutability debate with @AukeHoekstra.

TL;DR: Copper is hard to replace with aluminum. It depends on the application, and copper prices would need to SERIOUSLY rise to make it worth it.

I'm excited to share my conversation with @AukeHoekstra.

We spent 90 minutes discussing:

• Copper vs. Aluminum

• The problems with our electrical grid

• Common misconceptions about renewables

• The bull case for EVs and solar

And more!

I hope you enjoy. https://t.co/kJkCsqepdV - Brandon Beylo
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⁠Brandon Beylo
"Don’t write what you know. Write what you DON’T know."

Love this quote from @SPressfield
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⁠The Long Investor
$ABNB and the 0.618 Fib are a match made in heaven.

Pulls back to the 0.618 and then makes a higher high. https://t.co/tYqIVcVnD5
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⁠Antonio Linares
RT @xcybertruck4: @alc2022 I bought it about 3 hours ago and I can’t stop watching it!!! Thank you!!
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⁠Hidden Value Gems
It’s a bit like borrowing heavily to fund share buyback, reduce share count and report eps growth and then trade at a premium valuation due to faster growth…

Not new but still keeps me worried …

I know macro means little for long-term investing especially if you own quality compounders, but still quite worrying - a budget deficit of 7% with sub 4% unemployment.

Over-stimulated economy, peak earnings and above average multiple?

Worth being a little more cautious. https://t.co/4Rx1CoNIus - Hidden Value Gems
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⁠Brandon Beylo
RT @marketplunger1: Don’t overcomplicate it. https://t.co/9g6Ny5Dt6e
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⁠Brandon Beylo
Platinum and Palladium looking bullish here.

Palladium is coiling and ready to break out above the 200MA.

Platinum, on the other hand, approaches resistance around $1,150/oz.

PGM miners/developers will go wild if both break out.

#platinum #palladium #pgms
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⁠Brandon Beylo
I thought nickel was supposed to be dead?

It's up 35% from the lows this year. This despite Indonesia doing its best to destroy price.

What's your favorite nickel play?

#nickel https://t.co/wm3TnyZE4S
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