Hidden Value Gems
A good read on how #LVMH uses real estate strategy to support its brands by @WSJ
🧵👇🏽

1⃣"In the early 1980s, after years of developing commercial real estate in France at his father’s company, Ferret-Savinel, Arnault set his sights on the U.S. Arnault’s careers took a sharp detour in 1984, when Arnault, by then president of his father’s company, purchased Boussac, a bankrupt French textile company that owned the fashion brand Christian Dior."

1/6

$MC.PA
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The Long Investor
HSI

This is what happens when a chart moves in an impulse wave.

You get 5 waves moving up, 3 waves pulling back, holding at a strong Fib level, here at the 0.5 Fib and then you get a strong bounce next.

HSI has been textbook

Above the 200 Day MA and into Wave 3 now. https://t.co/IEw2lNfJBi

HSI

Johnny who lives in his mothers box room who still believes China is one big rice paddie:
"HSI has crashed this year, wouldn't touch it, only Americana for me'

Reality: Moving in an impulse wave. https://t.co/6DKvQgZlUH - The Long Investor
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The Long Investor
We now have 858 different assets charted in our group.

All available immediately.

There is only one Tier available right now but everyone gets access to the same charts.
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The Long Investor
Over the last 12 months:

GOLD is up 11%
$SPY is up 22.7%
$QQQ is up 34%
$ETH is up 74%
$BTC is up 110%
$TLT 20 YR is down -16%
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Antonio Linares
$AMD earnings today!
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The Long Investor
RT @DeItaone: ❖ $PYPL RESULTS: Q1

• Total payment volume $403.9B, +14% y/y, EST $392.9B
• Net revenue $7.7B, +9.4% y/y, EST $7.51B
• Transaction revenue $7.03B, EST $6.79B
• Other value added services revenue $665M, EST $723.3M
• US net revenue $4.47B, EST $4.37B
• International net revenue $3.23B, EST $3.12B
• Transaction margin dollars $3.5B
• Total operating expenses $6.53B, EST $6.45B
• ADJ operating income $1.40B, EST $1.55B
• ADJ EPS $1.08, ADJ free cash flow $1.86B, EST $1.19B
• Payment transactions 6.51B, EST 6.45B

• Guides FY Adj EPS increase by a low double-digit percentage compared to $0.87 in the prior year period.
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The Long Investor
RT @JulioCastineir1: $PYPL Earnings https://t.co/kSFR8Dh8aj
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The Long Investor
$PYPL First Target has now been hit in the PM.

$PYPL very nice test of the 50 and 200 Day MA for support and bounced

Moving well leading up to earnings tomorrow before the market opens.

First Target is at $71 if this gets a clean breakout.

They need a flawless report now, no surprises and improving margins. https://t.co/nPgUApsqHh - The Long Investor
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The Long Investor
$PYPL now up 40% in 6 months.

Nice

$PYPL is up 32% over the last 6 months

This not a meme stock

It’s a $70 Billion market cap company and to be up 32% in a half a year is not a bad performance.

You want a steady climb in the right direction, you don’t want parabolic moves, charts break down when this happens. - The Long Investor
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The Long Investor
RT @Stock_Inf0: PayPal repurchased $1.5B worth of shares in Q1 2024 👑

With the $PYPL results out, let's take a look at how the shares outstanding evolved.

Currently, PayPal has 1.053B shares outstanding (as of March 27th). A decrease of 10.82% since 2021 📉 https://t.co/ciUnWljZ9E
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Daniel
Michael Mauboussin recently held a fantastic speech on: How the best Investors Behave

He explained what they do differently and how we can copy their tactics.

Here’s what they do👇🏼 https://t.co/gpW9sg0g0D
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The Long Investor
$BTC ETF started trading today in Hong Kong and did not start well but are we surprised?

The chart already showed the 50 Day MA rejected on the 23rd of April

Don’t fight the trend, take advantage of it and load up when the pull back is complete

$BTC I have white circled the moment the price hit the 50 Day MA on Tuesday and Weds this week and rejected.

The $SPY is now testing the 50 Day MA from below.

$BTC looks to be a few days ahead of the market....is this an indication of what will happen to the $SPY next? https://t.co/EjYfUyq6Lg - The Long Investor
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