Brandon Beylo
RT @TinInvestor: This 👇

S&P materials weighting is 2.4% and even that is mostly a bunch of chemical cos

You can count on one hand the number of mining companies in the index

Though maybe it’s a tree falling in the forest and we never get fund flows because index huggers don’t have to own them

Fascinating to see how the S&P 500 has shifted sector weighting over time.

Take a look at Energy & Materials.

During the 1970s Inflationary Regime, Energy & Materials comprised 30%+ of the S&P 500.

Today, it's 6%.

What happens if fund flows shift again? - Brandon Beylo
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Antonio Linares
$SPOT regaining the 3 handle. https://t.co/kVKnwMwJY2
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 Q-Cap 
$META All time highs will never be boring https://t.co/pmOI4hgpuI
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naiive
#BTC https://t.co/03QpXfrCKB
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The Long Investor
A potential Low Risk 20-30% gain

Is far superior to a

Potential High Risk 70-100% gain.
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Brandon Beylo
I will say this again.

This #tin chart is one of the most bullish developments in commodities.

Read my Tin Industry Deep Dive in the reply below.

$AFM.V $MLX https://t.co/2jSIKmP7E5
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 Q-Cap 
I found the WeWork accountant https://t.co/YPMT0M1GYL
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The Long Investor
There is only one company in the S&P 500 with a Net Profit Margin above 60%

Dividend is also 5.7%

$VICI
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The Long Investor
$PLTR This time last year we shared the $PLTR long term PT’s

It has moved a lot faster than expected which is always a good complaint

But still a lot more to go

+200% gain so far

$PLTR wins and it has been a favourite of mine for a long time.

Only issue with charting $PLTR long term is that it has only been on the exchange since November 2020. That being said, I can see a corrective wave and I've assessed its fundamentals on a 5 year projection.

This may seem conservative but this is considering their earnings growth and their own 5 year projections.

If they can develop a platform for small to medium businesses, then these targets could be multiples of what I have shown. Likewise, if they form a partnership with a Mega Cap Tech stock ($AAPL) their earnings potential could be profound too, for now, we'll go with expected growth. - The Long Investor
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naiive
#BTC 68.000 🚀 https://t.co/riwHZPVVFp
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The Long Investor
$ABNB I’ll never forget the time people got fixated on one cities approach to $ABNB in the US

Share price is up 60% since then

$ABNB is in every city and every country on the planet, everyone is a customer and anyone can be an worker for the app

This sort of moat is unparalleled

Airbnb $ABNB occupancy rates in the 🇺🇸 over the next week 👀 https://t.co/lLcL3MNbtK - Evan
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