The Long Investor
RT @WOLF_Financial: 65 terms every investor needs to know:
(It took me 4 years and $100,000 to learn what I'll teach you in the next 90 seconds)
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RT @WOLF_Financial: 65 terms every investor needs to know:
(It took me 4 years and $100,000 to learn what I'll teach you in the next 90 seconds)
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The Long Investor
Geo Political risks:
An actual War between Ukraine and Russia
An actual Israeli invasion of Palestine and an all out war between Iran and Israel.
Both Geo Political risks have existed and the US market climbs to all time highs.
These are Geo Politcal risks
What’s not a Geo Political risk in comparison is China.
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Geo Political risks:
An actual War between Ukraine and Russia
An actual Israeli invasion of Palestine and an all out war between Iran and Israel.
Both Geo Political risks have existed and the US market climbs to all time highs.
These are Geo Politcal risks
What’s not a Geo Political risk in comparison is China.
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Offshore
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The Long Investor
Interesting.
Why such an increase in part time jobs?
Because it’s very difficult to work two full time jobs together.
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Interesting.
Why such an increase in part time jobs?
Because it’s very difficult to work two full time jobs together.
This is absolutely wild:
All of the headlines focused on how the "US added 303,000 jobs in March."
However, if you dig further into the data, ALL of the job gains came from part-time jobs, according to ZeroHedge.
Last month, the US added a whopping 691,000 part-time jobs while LOSING 6,000 full-time jobs.
The worst part?
Over the last year, the number of full-time jobs is DOWN 1.347 million.
Meanwhile, the number of part-time jobs is up by 1.888 million, according to ZeroHedge.
What is happening here? tweet
Offshore
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The Long Investor
RT @nataninvesting: 🟠 ALIBABA $BABA STOCK IS REALLY UNDERVALUED FOR THE NEXT 5 REASONS:
1) Revenue is growing in the range of 6-10% with a bad Chinese macro environment (during the first months of 2024 it's improving).
2) The business is incredibly diversified as you can see in the pictures, the risk is lower compared to competitors like $JD and $PDD.
3) Company is expanding his business internationally very fast in fact Alibaba International (Aliexpress, Alibaba. com and Lazada) and Cainiao Logistics are growing crazy during last quarters.
4) Company is trading at 7.9 Fwd PE, it's a lower multiple even compared to Verizon (just to better understand the situation), that's ridiculous. I know, it's China, but we have to remember that the country is fundamental for the entire world economy.
5) Alibaba has around $63B in Net Cash that represents 35% of the $180B Market Capitalization.
That's a huge amount of money, $AAPL for example has around 50B of Net Cash, less than Alibaba.
They're starting to use it to buyback shares aggressively in 2024 (2.5% of the company in Q1 and 5% of the company in the LTM).
They're also paying a 1.40% yield annual dividend.
Do you own $BABA shares? Do you think that it could be one of the best turnaround in the history or just a big stagnant business and a big flop? Let me know what you think in the comments.
Follow me: @nataninvesting
$BIDU $TCEHY $NIO $BYDDY $HSI $HSTECH $KWEB
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RT @nataninvesting: 🟠 ALIBABA $BABA STOCK IS REALLY UNDERVALUED FOR THE NEXT 5 REASONS:
1) Revenue is growing in the range of 6-10% with a bad Chinese macro environment (during the first months of 2024 it's improving).
2) The business is incredibly diversified as you can see in the pictures, the risk is lower compared to competitors like $JD and $PDD.
3) Company is expanding his business internationally very fast in fact Alibaba International (Aliexpress, Alibaba. com and Lazada) and Cainiao Logistics are growing crazy during last quarters.
4) Company is trading at 7.9 Fwd PE, it's a lower multiple even compared to Verizon (just to better understand the situation), that's ridiculous. I know, it's China, but we have to remember that the country is fundamental for the entire world economy.
5) Alibaba has around $63B in Net Cash that represents 35% of the $180B Market Capitalization.
That's a huge amount of money, $AAPL for example has around 50B of Net Cash, less than Alibaba.
They're starting to use it to buyback shares aggressively in 2024 (2.5% of the company in Q1 and 5% of the company in the LTM).
They're also paying a 1.40% yield annual dividend.
Do you own $BABA shares? Do you think that it could be one of the best turnaround in the history or just a big stagnant business and a big flop? Let me know what you think in the comments.
Follow me: @nataninvesting
$BIDU $TCEHY $NIO $BYDDY $HSI $HSTECH $KWEB
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Offshore
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The Long Investor
Love the coincidence of this.
My set up is a curved monitor of picture 2 btw.
@StockMKTNewz https://t.co/sqM6oIiAuu
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Love the coincidence of this.
My set up is a curved monitor of picture 2 btw.
@StockMKTNewz https://t.co/sqM6oIiAuu
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Clark Square Capital
RT @RSimpton325: As someone who learned from Richard Rainwater and his career as an investor, I'm posing the following question.
Who are the best and most under the radar investors that you know of today?
@GrahamDuncanNYC @SohnConf @BillAckman @AndrewRangeley @GavinSBaker @DanielSLoeb1
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RT @RSimpton325: As someone who learned from Richard Rainwater and his career as an investor, I'm posing the following question.
Who are the best and most under the radar investors that you know of today?
@GrahamDuncanNYC @SohnConf @BillAckman @AndrewRangeley @GavinSBaker @DanielSLoeb1
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Offshore
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The Institutional Limited Partner
This is what big allocators target by going into large funds low return dispersions https://t.co/AENsVkk1Yb
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This is what big allocators target by going into large funds low return dispersions https://t.co/AENsVkk1Yb
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Offshore
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The Long Investor
$GOOG chart today. Same time frame, same targets.
9 months later
It only took 15,000hrs of screen time to make this look easy
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$GOOG chart today. Same time frame, same targets.
9 months later
It only took 15,000hrs of screen time to make this look easy
$GOOG chart from the 4th of Sept.
🎨 https://t.co/bfWtBDdqKP tweet
The Long Investor
For 18 months:
I have not missed a single weekend where I do not upload our Top 20 list to prepare us for the week ahead.
I upload 15 charts a day, every day, with full commentary.
450 charts a month.
There is not a single part of the market we do not cover.
We have the edge.
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For 18 months:
I have not missed a single weekend where I do not upload our Top 20 list to prepare us for the week ahead.
I upload 15 charts a day, every day, with full commentary.
450 charts a month.
There is not a single part of the market we do not cover.
We have the edge.
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