AkhenOsiris
$MDB techcrunch.com/2024/04/28/mo…
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AkhenOsiris
$META

The Verge:

Meta’s ‘set it and forget it’ AI ad tools are misfiring and blowing through cash / Advertisers report that costs per impressions on the automated ad platform Advantage Plus have skyrocketed and performance has dropped.

The Verge spoke to several marketers and businesses that advertise on Meta’s platforms who tell a similar story. Meta’s automated ad platform has been blowing through budgets and failing to deliver sales. Small businesses have seen their ad dollars get wiped out and wasted as a result, and some have said the bouts of overspending are driving them from Meta’s platforms. theverge.com/2024/4/28/24141…
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The Institutional Limited Partner
This is how private equity consolidates a sector. 11 out of 12 of the largest French CGP (IFA/wealth managers) platforms are now sponsor-backed. https://t.co/hsYyhpuKb2
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The Long Investor
HSI up 4% YTD now
$SPY up 6.9 YTD

HSI up 7% over the last month
$SPY down -2% over the last month
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The Long Investor
$BIDU
$TSLA

Both up +4.5% in the PM https://t.co/YgL1r0RcFs
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The Long Investor
$TSLA from $144 to $178 now

$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 - The Long Investor
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The Long Investor
$KWEB clean breakout. https://t.co/kpM7ARfhHg

$KWEB.....we see you. https://t.co/VOtFmH5TxE - The Long Investor
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The Long Investor
$YINN
21st of Feb and today.

30% jump. https://t.co/E70DCf1i73

HSI showing signs of breaking out today.....so $YINN is looking good in the PM now.

A 3 X Bull ETF so proceed with caution.....BUT if the HSI confirms its breakout, $YINN is looking good here. https://t.co/wXAZMwSpMH - The Long Investor
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The Long Investor
$TSLA $184 now

$40 up since holding at $144

$TSLA from $144 to $178 now - The Long Investor
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Antonio Linares
Picking an excellent company early is more an art than a science.

At the early stages all you have is mostly qualitative crumbs. And by the time the excellence shows in the financials, it’s likely too late.
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Antonio Linares
.@arny_trezzi sent me this graph this morning.

What’s happening with $SPOT? Looks like the fundamentals are evolving as I expected. https://t.co/krGL09g2rD
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Antonio Linares
You make money by figuring out whether a company has extraordinary earning power and the organizational properties to increase it over time, when it’s very hard to figure it out.

Everyone thought $SPOT couldn’t compete with $AAPL and $AMZN - but it wasn’t true.
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Antonio Linares
It’s true. There comes a point when you can almost predict the financials.

@alc2022 Probably the sweet spot is when you have early evidence of financials set to explode but market not realizing it yet.

That’s why maniacal knowledge gives an edge. - Arny Trezzi
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