Offshore
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Hidden Value Gems
Leon Cooperman on 14 qualities he expects from a good analyst 👇🏽
See the next tweet for more (1/2)
#investing
#hedgefunds
#FundamentalAnalysis https://t.co/JBt1uhAHla
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Leon Cooperman on 14 qualities he expects from a good analyst 👇🏽
See the next tweet for more (1/2)
#investing
#hedgefunds
#FundamentalAnalysis https://t.co/JBt1uhAHla
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Offshore
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Dimitry Nakhla | Babylon Capital®
$LULU Forward Multiple of 23.88x is near the lowest point of its range over the past 10 years
#stocks #investing https://t.co/eB7YOlJYMc
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$LULU Forward Multiple of 23.88x is near the lowest point of its range over the past 10 years
#stocks #investing https://t.co/eB7YOlJYMc
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Offshore
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Brandon Beylo
RT @riteshmjn: Fantastic thread … the missing picture in #electrification ecosystem
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RT @riteshmjn: Fantastic thread … the missing picture in #electrification ecosystem
Copper is one of the most exciting metals to study.
We're obsessed with "Electrifying" the world.
But we have completely ignored the MASSIVE metals supply/demand imbalance.
This creates one of the most asymmetric bets in all of markets.
A thread on the copper setup ... 🧵 https://t.co/SDyTrpBEYp tweet
The Long Investor
50 Day MA:
$MSFT - ❌ lost
$NVDA - 🟠Testing
$GOOG - ✅
$AMZN - ✅
If the market loses these 4, correction is confirmed.
$NVDA is next to test the 50 Day MA.
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50 Day MA:
$MSFT - ❌ lost
$NVDA - 🟠Testing
$GOOG - ✅
$AMZN - ✅
If the market loses these 4, correction is confirmed.
$NVDA is next to test the 50 Day MA.
$MSFT
$NVDA
$GOOG
$AMZN
4 stocks pulling back 2-5% is enough to accelerate a correction now. tweet
X (formerly Twitter)
The Long Investor (@TheLongInvest) on X
$MSFT
$NVDA
$GOOG
$AMZN
4 stocks pulling back 2-5% is enough to accelerate a correction now.
$NVDA
$GOOG
$AMZN
4 stocks pulling back 2-5% is enough to accelerate a correction now.
Offshore
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Brandon Beylo
https://t.co/tn2L9Bc0P6
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https://t.co/tn2L9Bc0P6
GOLDMAN SEES A VERY SIGNIFICANT REFINED #COPPER DEFICIT FOR 2024. tweet
Clark Square Capital
This is worth the time.
Graham + Dodd Luncheon Symposium (2008) with Bruce Berkowitz, Seth Klarman, David Abrams, and Howard Marks.
h/t to @v_humboldt for sharing!
https://t.co/TamDtux3WH
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This is worth the time.
Graham + Dodd Luncheon Symposium (2008) with Bruce Berkowitz, Seth Klarman, David Abrams, and Howard Marks.
h/t to @v_humboldt for sharing!
https://t.co/TamDtux3WH
tweet
Offshore
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Hidden Value Gems
A new memo by @HowardMarksBook. Key takeways
🧵👇🏽
✅"Because the future is inherently uncertain, we usually have to choose between (a) avoiding risk and having little or no return, (b) taking a modest risk and settling for a commensurately modest return, or (c) taking on a high degree of uncertainty in pursuit of substantial gain but accepting the possibility of substantial permanent loss."
1/7
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A new memo by @HowardMarksBook. Key takeways
🧵👇🏽
✅"Because the future is inherently uncertain, we usually have to choose between (a) avoiding risk and having little or no return, (b) taking a modest risk and settling for a commensurately modest return, or (c) taking on a high degree of uncertainty in pursuit of substantial gain but accepting the possibility of substantial permanent loss."
1/7
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Antonio Linares
How $PLTR disrupts $MSFT's dominance of the enterprise space from here:
1. $PLTR streamlines the deployment of Foundry, enabling medium and small organizations to adopt it economically, and this is currently underway.
2. $MSFT also develops an enterprise operating system, but its effectiveness is diminished by the company's broad range of focuses, causing it to fall behind $PLTR's offerings. Consequently, $PLTR's OS becomes the leading choice in the enterprise sector.
3. By "enterprise OS," I refer to software that consolidates an enterprise's data and facilitates its use, enhancing the generation of AI-driven insights and reducing data fragmentation.
4. As the trend towards Generative AI progresses, generative techniques are becoming standard, replacing traditional retrieval methods.
5. Generative techniques are becoming as indispensable as electricity.
6. At this stage, the importance of a cohesive data framework (ontology) for Generative AI to utilize becomes critical; without an ontology, leveraging Generative AI is not feasible, leaving businesses noncompetitive.
7. Business tools like $MSFT's Word and Excel maintain their importance, but their true potential is only realized when integrated with an ontology—without one, they resemble antiquated technologies; with one, they empower every user.
8. From here on, in a competitive landscape, business applications lose their edge without an ontology, solidifying $PLTR's dominant position at the pinnacle of the enterprise hierarchy.
9. This scenario positions $PLTR to potentially charge $MSFT a fee for directing customers its way or to develop its own suite of business applications, possibly engaging with the open-source community.
10. Consequently, $PLTR secures a commanding position at the enterprise forefront, exerting significant influence over $MSFT. $PLTR becomes top of funnel.
11. At this juncture, $PLTR's deep understanding of various industries surpasses any other company globally, priming it to cultivate its own ecosystem of solutions, paralleling $MSFT's historical expansion.
tweet
How $PLTR disrupts $MSFT's dominance of the enterprise space from here:
1. $PLTR streamlines the deployment of Foundry, enabling medium and small organizations to adopt it economically, and this is currently underway.
2. $MSFT also develops an enterprise operating system, but its effectiveness is diminished by the company's broad range of focuses, causing it to fall behind $PLTR's offerings. Consequently, $PLTR's OS becomes the leading choice in the enterprise sector.
3. By "enterprise OS," I refer to software that consolidates an enterprise's data and facilitates its use, enhancing the generation of AI-driven insights and reducing data fragmentation.
4. As the trend towards Generative AI progresses, generative techniques are becoming standard, replacing traditional retrieval methods.
5. Generative techniques are becoming as indispensable as electricity.
6. At this stage, the importance of a cohesive data framework (ontology) for Generative AI to utilize becomes critical; without an ontology, leveraging Generative AI is not feasible, leaving businesses noncompetitive.
7. Business tools like $MSFT's Word and Excel maintain their importance, but their true potential is only realized when integrated with an ontology—without one, they resemble antiquated technologies; with one, they empower every user.
8. From here on, in a competitive landscape, business applications lose their edge without an ontology, solidifying $PLTR's dominant position at the pinnacle of the enterprise hierarchy.
9. This scenario positions $PLTR to potentially charge $MSFT a fee for directing customers its way or to develop its own suite of business applications, possibly engaging with the open-source community.
10. Consequently, $PLTR secures a commanding position at the enterprise forefront, exerting significant influence over $MSFT. $PLTR becomes top of funnel.
11. At this juncture, $PLTR's deep understanding of various industries surpasses any other company globally, priming it to cultivate its own ecosystem of solutions, paralleling $MSFT's historical expansion.
tweet
Offshore
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Daniel
8 Investing Lessons by Li Lu:
Li Lu is a well-respected investor who managed money for Charlie Munger.
He was also essential to Buffett and Munger's investing success in BYD. https://t.co/2DDQd4rirO
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8 Investing Lessons by Li Lu:
Li Lu is a well-respected investor who managed money for Charlie Munger.
He was also essential to Buffett and Munger's investing success in BYD. https://t.co/2DDQd4rirO
tweet
Offshore
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Giuliano
Halfway through.
I had, and still do, severe holes in my understanding of economics. https://t.co/N6dlaGSgIb
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Halfway through.
I had, and still do, severe holes in my understanding of economics. https://t.co/N6dlaGSgIb
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