The Long Investor
Institutions getting out of $NVDA at $974, instead of $1000, which the entire world was waiting for, is probably the greatest lesson you can take this year.

Do not be greedy for those extra percentages, if something is extended and has gone parabolic, you need to prepare for the pull back.

We give up a few percentage at the bottom too when we look for support confirmation, likewise this is needed at the top.
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The Long Investor
Naval has said that the internet has provided a great source of education, mainly for free too

It is not scarce

What is scarce is people's appetite to learn.
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The Long Investor
$META you have got to love the timing of this.

We show the top hitting the trend line 2hrs ago and Trump attacks $META and the share price drops -5%

$META chart attached from October 27th 2022 when we caught the bottom at $87.

Now can we catch the Top at $523? - The Long Investor
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The Long Investor
$ETH 4 YEAR PROJECTION.
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The Long Investor
RT @JesseCohenInv: 🚨 The S&P 500 P/E Ratios Heat Map.

Besides Banks and Energy, everything is wildly overvalued.

Proceed with caution. $SPY
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Hidden Value Gems
✅ Other names I plan to focus this week $MGM $AER UK homebuilders and some energy names - the companies that have about 10% shareholder yield or more.

🙏🏽Thank you for reading!

🔔Subscribe to my Weekly Newsletter to receive the next update! See bio for details.

4/4
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Hidden Value Gems
✅ $NWG (NatWest) - the company has significantly improved its costs and margin profile recently with double-digit ROE. It has a large cash return programme and has been reducing its share count. The government plans to sell its 31.85% stake later this year, which may be a good entry point.

3/4
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Hidden Value Gems
✅ $VVV (Valvoline) - car maintenance service with 7-year sales and EBITDA CAGR of 18% and 32%, respectively! Double-digit net earnings margins, not particularly cheap at 13.6x EV/EBIT and 3.5% FCF yield, but with returns and growth profile is quite interesting.

2/4
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Hidden Value Gems
Not a shareholder of $AAPL any more, but still a customer.

Even if each new model is less innovative, the excitement is still there 😉

Had to replace my old 📱 today
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Hidden Value Gems
RT @HiddenValueGems: I went through my 'Corporate Cannibals' list and shared the most interesting names with subscribers. Three names that caught my eye are 🧵👇🏽

✅ Canadian Tire $CTCA.TO - $5.9B Mkt Cap, 100-year history, a family-controlled retailer with 4% sales growth (10Y CAGR) and 4% annual reduction in shares (on average). Dividends have grown at a 16.6% compound rate in the last 10 years! Trading at 12.5x PE and 5% div yield today.

1/4
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