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Hidden Value Gems
What’s behind a truly successful investment? Seven ideas inspired by the visit to the Barcelona Zoo.
🧵👇🏽
1⃣ Avoid group thinking. https://t.co/tmS8ChSmfZ
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What’s behind a truly successful investment? Seven ideas inspired by the visit to the Barcelona Zoo.
🧵👇🏽
1⃣ Avoid group thinking. https://t.co/tmS8ChSmfZ
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The Long Investor
$AMZN is destined to touch $188. https://t.co/lSHT7USRuV
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$AMZN is destined to touch $188. https://t.co/lSHT7USRuV
$AMZN who has been following this with us since October?
Simple strategy of buying below the green fair value line which has been in place since 2016. https://t.co/1SFubodWOb tweet
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The Long Investor
$OXY
"dRaWing LiNes on a CHart" https://t.co/nxP9ZGIO97
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$OXY
"dRaWing LiNes on a CHart" https://t.co/nxP9ZGIO97
$OXY has got the breakout... https://t.co/bNbGEat2VK tweet
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The Long Investor
$DG don't forget about this. https://t.co/7DlyWwsycn
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$DG don't forget about this. https://t.co/7DlyWwsycn
$DG we identified the V shape recovery here in Jan.
Up 25% since then and still potentially a lot more upside.
Earnings next Thursday. https://t.co/lpCBcJ7nvg tweet
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Brandon Beylo
This morning, my life changed forever.
I’m a father to a beautiful 8lb baby girl.
She has no idea how much she’s already loved. https://t.co/3nwdI3s4px
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This morning, my life changed forever.
I’m a father to a beautiful 8lb baby girl.
She has no idea how much she’s already loved. https://t.co/3nwdI3s4px
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Antonio Linares
5 companies building world class moats:
1. $PLTR: the commercial offering is evolving into a platform, as the speed and ease of deployment increases exponentially with the introduction of AIP. As $PLTR onboards more customers in every industry, the platform's ability to cater to each specific industry increases in a manner that is very hard for competitors to imitate.
2. $HIMS: the pharmacy business is incredibly complex and $HIMS has managed to create a vertically integrated, automated and personalized pharmacy infrastructure to best cater for the needs of digital-native customers, while also printing positive cash from operations and outside of the traditional insurance-based system. This is a strong moat in itself, but as $HIMS treats more patients and picks up data all along the value chain, it is creating the world's first AI closed-loop.
3. $SPOT: although many think of $SPOT as a music app, the platform has no real competition and is well on the way to 1B MAUs. It knows better than anyone what its users want to listen to and as it ventures towards audio verticals beyond the traditional music business, it stands to become a $GOOG of audio of sorts. As the network gets bigger, the potential to create powerful AI models that solve problems for creators and consumers alike, in a way that competitors simply cannot.
4. $AMD: with the acquisition of Xilinx and Pensando and coupled with its $AMD expertise, $AMD is set up to tailor accelerated compute in a way that would be currently impossible for other players in the industry to do. With the launch of every product, $AMD's ability to personalize compute for its clients will increase, making it very hard for competitors to keep up.
5. $TSLA: although the market now sees $TSLA as a car company, $TSLA is building a platform that promises to combine cheap and abundant energy, with AI and hyper-efficient manufacturing. Each of the three components of this platform has an extremely high barrier of entry and the combination of the three is simply impossible to surmount. As time goes by and $TSLA deploys more cars on the road (and other hardware devices that it may create), the volume and quality of data that it generates will allow $TSLA to create un-replicable AI models.
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5 companies building world class moats:
1. $PLTR: the commercial offering is evolving into a platform, as the speed and ease of deployment increases exponentially with the introduction of AIP. As $PLTR onboards more customers in every industry, the platform's ability to cater to each specific industry increases in a manner that is very hard for competitors to imitate.
2. $HIMS: the pharmacy business is incredibly complex and $HIMS has managed to create a vertically integrated, automated and personalized pharmacy infrastructure to best cater for the needs of digital-native customers, while also printing positive cash from operations and outside of the traditional insurance-based system. This is a strong moat in itself, but as $HIMS treats more patients and picks up data all along the value chain, it is creating the world's first AI closed-loop.
3. $SPOT: although many think of $SPOT as a music app, the platform has no real competition and is well on the way to 1B MAUs. It knows better than anyone what its users want to listen to and as it ventures towards audio verticals beyond the traditional music business, it stands to become a $GOOG of audio of sorts. As the network gets bigger, the potential to create powerful AI models that solve problems for creators and consumers alike, in a way that competitors simply cannot.
4. $AMD: with the acquisition of Xilinx and Pensando and coupled with its $AMD expertise, $AMD is set up to tailor accelerated compute in a way that would be currently impossible for other players in the industry to do. With the launch of every product, $AMD's ability to personalize compute for its clients will increase, making it very hard for competitors to keep up.
5. $TSLA: although the market now sees $TSLA as a car company, $TSLA is building a platform that promises to combine cheap and abundant energy, with AI and hyper-efficient manufacturing. Each of the three components of this platform has an extremely high barrier of entry and the combination of the three is simply impossible to surmount. As time goes by and $TSLA deploys more cars on the road (and other hardware devices that it may create), the volume and quality of data that it generates will allow $TSLA to create un-replicable AI models.
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Giuliano
Charlie Munger said there are two types of knowledge in this world.
To explain it, he used to tell the following story:
Max Planck was the father of quantum mechanics. He was touring through Europe and, once, his chaffeur said to him:
"Would you mind, Professor Planck, if I gave the lecture this time? It's so boring to just sit there"
Planck said that he could. Then the chaffeur gets in front of everybody and gave the whole conference on quantum mechanics. It went perfectly, as he had memorized the speech.
After he finished, a Professor stood up in the public and asked something, to which the chaffeur replied:
"Well, I'm surprised that in an advanced city like Munich I get such an elementary question. I'm going to ask my chaffeur to reply."
The two types of knowledge are Planck's knowledge and the chaffeur's knowledge. Planck had paid the dues and knew the thing. The chaffeur had simply learned to 'prattle the talk'.
It's crucial to detect who has Planck knowledge and deposit confidence and value in them.
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Charlie Munger said there are two types of knowledge in this world.
To explain it, he used to tell the following story:
Max Planck was the father of quantum mechanics. He was touring through Europe and, once, his chaffeur said to him:
"Would you mind, Professor Planck, if I gave the lecture this time? It's so boring to just sit there"
Planck said that he could. Then the chaffeur gets in front of everybody and gave the whole conference on quantum mechanics. It went perfectly, as he had memorized the speech.
After he finished, a Professor stood up in the public and asked something, to which the chaffeur replied:
"Well, I'm surprised that in an advanced city like Munich I get such an elementary question. I'm going to ask my chaffeur to reply."
The two types of knowledge are Planck's knowledge and the chaffeur's knowledge. Planck had paid the dues and knew the thing. The chaffeur had simply learned to 'prattle the talk'.
It's crucial to detect who has Planck knowledge and deposit confidence and value in them.
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