Hidden Value Gems
A good overview of the recent turnaround at $GE by @TheEconomist . The stock has tripled in 5 years. Surprised Buffett has not taken a stake.

🧵👇🏽

1⃣ "Mr Culp, the first outsider to run GE, inherited a mess. GE ended 2018 with a $23bn write-down of its power business (largely due to the Alstom deal), a $15bn capital shortfall in a rump reinsurance business, a net annual loss of $22bn and more than $130bn in debt."

"In November 2018, the whole group was worth $65bn, the least since the early 1990s. It had been just ignominiously kicked out of the Dow Jones Industrial Average."

1/4
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Hidden Value Gems
Potential big change at $GOOG

"Google considers charging for AI-powered search in big change to business model. Proposals would mark first time any of the software group’s core product falls behind a paywall"

via @FT https://t.co/qKG3DPvzfY

A bullish case for $GOOG in @WSJ

➡️ “Investors are understandably angsty about generative AI. Building such capabilities requires a huge upfront investment in computing infrastructure; analysts project Google’s capital expenditures will jump 33% this year to a record just under $43 billion.”

1/5 - Hidden Value Gems
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The Long Investor
RT @TheLongInvest: $TSLA who is waiting for $144 now? https://t.co/xG5lrYgye9

$TSLA here is your game plan.

$TSLA either holds at $144 on the 0.78 Fib (and saves the sector)

or

its dropping down below $100 and you get an opportunity to buy $TSLA when it is undervalued with a margin of safety. https://t.co/deEBIPP03e - The Long Investor
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Ruth Capital
$SOFI https://t.co/MdLEQ1WBgJ

Snapshot for $SOFI

I feel bad for sharing this cause it's damaged so much but instead of hugging your fictional girlfriend at night you can hug this inverse head and shoulders and pray for 8.09 to come - Ruth Capital
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The Long Investor
RT @TheLongInvest: USOIL 1 month later.

6% gain

Clear breakout of the 200 Day MA now.

$OXY https://t.co/L3KuSBbJhG

USOIL has now flipped the 200 Day MA to support.

Bullish

$OXY https://t.co/YlvcFjSXxT - The Long Investor
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Ruth Capital
$SOFI sooneth cometh 8s https://t.co/YcsXxaVbHo

Snapshot for $SOFI

I feel bad for sharing this cause it's damaged so much but instead of hugging your fictional girlfriend at night you can hug this inverse head and shoulders and pray for 8.09 to come - Ruth Capital
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Ruth Capital
Morgan Stanley DOWNGRADES $SQ "Block" to Underweight from Equal weight and lowers PT to $60 from $62:

- 'Market is OVERESTIMATING Cash App and Square Growth Potential.'

As soon as I journal this shit everyone journals it and goes to shits, go figure. Will load spot on this dip.
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