The Long Investor
HSI
$BABA
$NIO
$FUTU
$JD
$YINN
$KWEB

Are all testing their respective breakout levels right now

Interesting coincidence
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Giuliano
Lots of homework still due. $BUR https://t.co/mZFhmVrKJ8
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Giuliano
In 2009, Jonathan Molot articulated why legal finance should exist.

Further, it validates my suspicion on why I think it will continue to grow.

$BUR https://t.co/3SfJB040Tj
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The Long Investor
$META Yikes https://t.co/fvXWmHx0G6

$META earnings in 45mins

No surprise share buyback or dividend expected this time

Let’s see how the market handles a standard report without bells and whistles - The Long Investor
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The Long Investor
Say it after me:

Don’t be someone’s exit liquidity.
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The Long Investor
$META only -14% away now

Which Mega Cap would you buy first at?

$AMZN: $150
$GOOG: $140
$NVDA: $600
$MSFT: $370
$AAPL: $155
$TSLA: $100
$META: $380
$BRK—B: $370 - The Long Investor
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 Q-Cap 
$META: 18x NTM P/E growing EPS at 20% YoY
$SPY: 21x NTM P/E growing EPS at 10.7% YoY

We've been on an epic run since October 2022.

A little slap in the face is warranted and healthy. https://t.co/2fVTBruRJV
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The Long Investor
It’s all just part of the plan.

ABC correction https://t.co/1TjBLQqS0R
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The Long Investor
I also had the same look of disbelief after reading earnings reports and wondering how can bad be good and good be bad.

Which is why I learnt the theory.

You can sit there and scratch your head or you learn.
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The Long Investor
$META up 500% in 18 months

X: why is the market so unfair?
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The Long Investor
The market does not know what your entry price is or your average, nor does it care.

People buying at the start of Wave 3 are not the same as those buying at the top of Wave 5.

Your entry point matters and if you missed the entry, let it go, focus on the next undervalued position.

Experienced investors would rather die then chase a stock
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Brandon Beylo
Tomorrow I'm releasing my write-up on one of my favorite mining stocks.

It's a PGM miner with the following characteristics:

• Lowest-quartile AISCs
• Half its market cap in cash w/ no debt
• Buying back stock
• Dividend paying
• Insiders own shares

My other deep dives 👇
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Clark Square Capital
RT @waterboycap: I am currently looking for an internship (on-site) at a value-oriented fund in the NYC/LA area. Eager to contribute meaningfully to a team. Please don't hesitate to reach out if you know of any opportunities; it would be greatly appreciated. @ClarkSquareCap
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