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!

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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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Hidden Value Gems
RT @HiddenValueGems: Just finished flipping through the UBS 2024 Global Investment Returns Book - a pretty good read.

Here are the seven points I found the most interesting:

1⃣ The global history of stock market performance highlights two biases: survivorship and success. Investors in some countries lost everything, and “if these countries are omitted, there is a danger of overstating worldwide equity returns.”

🧵👇🏽
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AkhenOsiris
Have heard Visa is allocating significant IT budget

$V CEO: "We're spending a lot of time on [generative AI]. I think it's very real. I think it'll have a very profound impact on us as a company and on the ecosystem." - The Transcript
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AkhenOsiris
Does Oracle's FY25/FY26 major ramp imply anything about AI spend longevity or is it just idio for them being the "new" cloud on the block taking some vanilla infra share from the big boys...or maybe a bit of both

ORCL takeaway from call:
- Signed large deals driving material RPO increase
- Increased FY26 target (not explicitly)
- Near-term Q4 numbers not exciting which implies FY25/FY26 major ramp

very bullish call. straight path to $140+ if they just follow the path laid out - dalibali
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