Antonio Linares
I bought a truckload of $PLTR at $7 and $SPOT at $97.50, after they fell slowly for 2 years.

When I bought $AMD at $4.2, it spent the next two years slowly declining 70%+.

You can’t fake conviction.
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The Long Investor
Fed Rates may be struggling to handle inflation but they are certainly affecting economic growth.

Fed will cut rates when the economy contracts

Inflation will follow suit. https://t.co/RDmIp15FHP
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The Long Investor
$ETH has been lagging $BTC and has still not made an ATH

But it will catch up.

$ETH this is the chart you bookmark. https://t.co/I8dg2pY59K - The Long Investor
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The Long Investor
X won’t congratulate you on your winners

But they sure as hell will call you out if you get something wrong.

This is part of the process

If you can’t handle the heat, get out of the kitchen.
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iinvested
1Q'24 Alluvial Capital Management on $MCB.L

https://t.co/7ltge6fRBE

More fund letters here:
https://t.co/HhAAZQRRKy https://t.co/OHN9MnsNWy
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The Long Investor
2000 https://t.co/jQID1sgGF9 crash was an election year

2008 great financial crash was an election year

2020 crash was an election year

The last 3 crash’s in the market happened on election years.

Each time the market moved higher next

The market never fails to move higher

$SPY $QQQ
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iinvested
1Q'24 Miller Deep Value on $TPC, $GTN, $FOSL

https://t.co/1VNN4tyLN1

More fund letters here:
https://t.co/HhAAZQRRKy https://t.co/Ll8Q0bbHqZ
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The Long Investor
The two greatest contributions to wealth creation in the US came from:

1. The S&P 500 and the strict criteria it has to enter and exit the Top 500

2. John C Bogles Vanguard ETF.

Nothing else comes closes
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Antonio Linares
RT @alc2022: @XFactZone Bought SolarCity, then $TSLA bought it at a 50% discount. Been holding since, with multiple 50%+ drops.
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Giuliano
I'll finish with Adam Smith this week.

These past weeks have been tougher for deeply reading, generally suggesting I need a break.

I wish I had more literature books to read thereafter.
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Antonio Linares
The problem with working in a traditional work setting is that you spend 90% of your time worrying about things that are not investment theses.

I believe this is why most funds don’t work. Groups of people can’t produce good investment ideas.
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Antonio Linares
RT @mindthelongterm: @alc2022 X is great for the discoverability of ideas, the work still has to be done...this will never change.
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Giuliano
"If everybody is thinking alike, then somebody isn't thinking"
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