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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Antonio Linares
Please block and report. This is my only account and all other accounts are fake.

@alc2022: @alcc2022 has been reported. Looks like this is a big old imposter that’s fooled a few thousand and X. reported https://t.co/Y0uRM24L1O - Galen Little
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Hidden Value Gems
I discussed five stock ideas with my subscribers this Sunday. The first ideas was Clarkson Plc.

✅The market views it as a cyclical stock, not giving credit to its more secular revenue streams (recurring research subscription), its asset light business model and strong cash generation.
👇🏽
1/2

$CKN.L
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Hidden Value Gems
My second idea for premium subscribers was actually Philips which is up 40% today. A rare coincidence. I am rarely so lucky or smart, and I don’t own it, only benefiting through Exor. https://t.co/a0JtlCxK7o

I discussed five stock ideas with my subscribers this Sunday. The first ideas was Clarkson Plc.

✅The market views it as a cyclical stock, not giving credit to its more secular revenue streams (recurring research subscription), its asset light business model and strong cash generation.
👇🏽
1/2

$CKN.L - Hidden Value Gems
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