The Long Investor
RT @TheLongInvest: $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
tweet

Brandon Beylo
China dominates Rare Earth Element (REE) production.

Which wouldn't be a problem if they also didn't control:

• 87% of REE processing

• 91% of REE refining

• 94% of permanent magnet production

• 45% of EV production

• 23% of windmill production https://t.co/PNFKoM96ZW
tweet

Clark Square Capital
RT @ClarkSquareCap: Just got my tickets. Who else is going to Omaha this year? https://t.co/k9XycubI7d
tweet

Antonio Linares
$SPOT today echoes $AMZN in 2001, embodying a "goodwill compounding machine" that stands poised to reshape the landscape for creators and fans akin to how $AMZN has revolutionized the experiences of consumers, merchants, and developers.

The driving forces behind their triumphs are two shared core values:

1. Building consumer trust: $SPOT has consistently fostered user loyalty by offering superb value, much like Amazon's commitment to customer satisfaction.

2. Pursuing relentless innovation: $SPOT is continually broadening its horizons with ventures into new audio markets, such as podcasts, audiobooks, and educational content, mirroring Amazon's expansion beyond book sales.

$SPOT's command over the podcasting sector, outstripping giants like $AAPL and $AMZN, underscores its knack for seizing nascent opportunities.

This demonstrates $SPOT's adeptness at exploring and exploiting new growth paths, enhancing its strategic execution.

Echoing $AMZN's early disruptive stance, $SPOT is overturning traditional market norms.

With a booming ad inventory fueled by the unregulated expanse of new audio domains, $SPOT is ideally placed to forge direct links between creators and consumers, paving the way for novel revenue avenues.

Despite facing stiff competition from $AAPL and $AMZN, $SPOT's leadership in the audio domain is unrivaled, with a staggering 615 million monthly active users.

This underlines $SPOT's singular focus on audio, unmatched within the industry.

Looking ahead, $SPOT's financial outlook is set to transform as it delves deeper into new audio categories and refines its margins.

Through its continuous drive for improvement and innovation, $SPOT could well establish an "AWS equivalent" in the audio sector.

While the realization of this vision remains uncertain, the potential rewards are substantial.
tweet

Hidden Value Gems
Enjoyed my first ever visit to a $GAW.L shop. Just wanted to understand the rules, different game options, basic strategy.

Great experience, very engaging.

I think I should try a Warhammer 40,000 with my son one day. https://t.co/ae2tTyxMik
tweet

Hidden Value Gems
A real moat…

PS: I am in Cardiff to attend $ADM.L agm tomorrow. https://t.co/p1APUwfbs8
tweet

Antonio Linares
To get good at investing, you need to study everything. There’s no way you can catch a $PLTR or $SPOT early simply by being a “financial analyst” - you need broad and deep judgement.
tweet

Antonio Linares
$NFLX is up around 480X since IPO. At less than 10% of TV hours and with the company getting into gaming, $NFLX can evolve into a 1000-2000X investment.

There are so many lessons to be learned from this particular case, I’ve decided to turn the $NFLX update into a deep dive.
tweet

The Long Investor
HSI up 6% for the week and now +1% YTD.

HSI is -1% away from being green YTD

In Mid January, it was -12% YTD

In comparison:

$SPY was +10% YTD in March

Now +5% YTD

🤫 https://t.co/aLXErj5RCi - The Long Investor
tweet