Antonio Linares
$PLTR ‘s CEO getting into politics is relatively acceptable, because the product is political in nature.
The $HIMS CEO getting into politics is not, because the product has nothing to do with politics. I’m disappointed with the move and thinking about selling my shares.
tweet
$PLTR ‘s CEO getting into politics is relatively acceptable, because the product is political in nature.
The $HIMS CEO getting into politics is not, because the product has nothing to do with politics. I’m disappointed with the move and thinking about selling my shares.
tweet
The Long Investor
HSI is now up 15% in 2 weeks
This is not a normal situation to see an index increase by this amount over a short period of time
Inflows from the US is likely the cause of this aggressive buying and mainland China
If US institutions have not started adding already, they will shortly
tweet
HSI is now up 15% in 2 weeks
This is not a normal situation to see an index increase by this amount over a short period of time
Inflows from the US is likely the cause of this aggressive buying and mainland China
If US institutions have not started adding already, they will shortly
tweet
Offshore
Photo
Hidden Value Gems
Shared a table at a dinner with two engineers from the West Coast yesterday.
Naturally AI was the first topic we discussed.
Got more convinced that avoiding investments outside of your circle of competence is the right thing.
It is just too complicated with lots of innovation and changes to form a view for the next few years when most value is created.
tweet
Shared a table at a dinner with two engineers from the West Coast yesterday.
Naturally AI was the first topic we discussed.
Got more convinced that avoiding investments outside of your circle of competence is the right thing.
It is just too complicated with lots of innovation and changes to form a view for the next few years when most value is created.
tweet
The Long Investor
The questions need to be asked:
Why did $GOOG and $AAPL need to go so aggressive with buybacks and dividends?
and why did $AMZN not do either?
$AMZN is focused on growth and innovation and not focused on share holders short term value. (Which is a great approach for long term holders)
$GOOG and $AAPL were aware they needed to help their share price for this earning season but unfortunately, they can't use that same card for their next earnings report....ask $META how this went for them.
tweet
The questions need to be asked:
Why did $GOOG and $AAPL need to go so aggressive with buybacks and dividends?
and why did $AMZN not do either?
$AMZN is focused on growth and innovation and not focused on share holders short term value. (Which is a great approach for long term holders)
$GOOG and $AAPL were aware they needed to help their share price for this earning season but unfortunately, they can't use that same card for their next earnings report....ask $META how this went for them.
tweet
Offshore
Photo
Hidden Value Gems
41-page free deep dive on $BRK by @BRK_Student
Lots of charts and tables, very useful!
https://t.co/9W7KFFCI3k https://t.co/bFY9qRgcgR
tweet
41-page free deep dive on $BRK by @BRK_Student
Lots of charts and tables, very useful!
https://t.co/9W7KFFCI3k https://t.co/bFY9qRgcgR
tweet
The Long Investor
$VICI now has a Net Profit Margin above 70%
One month ago we highlighted that it is the only company in the S&P 500 with a net profit margin above 60%.
Dividend is also at 5.7%
It is our belief that when interest rates come down, $VICI will likely benefit the most from this.
tweet
$VICI now has a Net Profit Margin above 70%
One month ago we highlighted that it is the only company in the S&P 500 with a net profit margin above 60%.
Dividend is also at 5.7%
It is our belief that when interest rates come down, $VICI will likely benefit the most from this.
There is only one company in the S&P 500 with a Net Profit Margin above 60%
Dividend is also 5.7%
$VICI tweet
X (formerly Twitter)
The Long Investor (@TheLongInvest) on X
There is only one company in the S&P 500 with a Net Profit Margin above 60%
Dividend is also 5.7%
$VICI
Dividend is also 5.7%
$VICI
Offshore
Photo
The Long Investor
Goldman likes Gold at $3000
Clearly that should have been their tag line!
“The PBOC has increased its gold reserves for 17 consecutive months, with a 16% rise in its gold holdings during this period, as reported by the World Gold Council. In March alone, the PBOC added 160,000 ounces of gold to its reserves.
Similarly, countries like Turkey, India, Kazakhstan, and some in Eastern Europe have been active gold buyers this year.
This accumulation reflects a broader trend among global central banks to diversify their reserves and lessen their dependence on the US dollar.”
- https://t.co/cRiDie7T7B
tweet
Goldman likes Gold at $3000
Clearly that should have been their tag line!
“The PBOC has increased its gold reserves for 17 consecutive months, with a 16% rise in its gold holdings during this period, as reported by the World Gold Council. In March alone, the PBOC added 160,000 ounces of gold to its reserves.
Similarly, countries like Turkey, India, Kazakhstan, and some in Eastern Europe have been active gold buyers this year.
This accumulation reflects a broader trend among global central banks to diversify their reserves and lessen their dependence on the US dollar.”
- https://t.co/cRiDie7T7B
tweet
Offshore
Photo
Hidden Value Gems
My takeaway from the chart below:
Earnings growth is more important than valuation multiple.
Just be careful if the growth is “borrowed” from the future and comes on the back of tech changes concentrated in a few mega caps. https://t.co/hLV0sikfbJ
tweet
My takeaway from the chart below:
Earnings growth is more important than valuation multiple.
Just be careful if the growth is “borrowed” from the future and comes on the back of tech changes concentrated in a few mega caps. https://t.co/hLV0sikfbJ
tweet
Offshore
Photo
The Long Investor
Global hedge funds are flowing into Hong Kong.
We are ahead of the hedge funds now.
$BABA $BIDU $JD $YINN $NIO https://t.co/6xZQybNAAN
tweet
Global hedge funds are flowing into Hong Kong.
We are ahead of the hedge funds now.
$BABA $BIDU $JD $YINN $NIO https://t.co/6xZQybNAAN
Bullish Headlines have now arrived on China and hedge funds are piling back in 🇨🇳 🇭🇰
To start 2024, China was the MOST shorted investment theme in Fund Manager surveys
Later this year, I believe it will be the MOST crowded long investment theme.
$baba $kweb $pdd $hsi $jd https://t.co/N1f0J7xLFF tweet
The Long Investor
FED will cut before the elections
tweet
FED will cut before the elections
❖ US Labor Apr Nonfarm Payrolls +175K; Consensus +240K
❖ US Apr Unemployment Rate 3.9%; Consensus 3.8%
❖ US Apr Average Hourly Earnings +0.20%, or +$0.07 to $34.75; Over Year +3.92%
❖ US Apr Private Sector Payrolls +167K and Government Payrolls +8K
❖ US Apr Average Workweek -0.1 Hour to 34.3 Hours
❖ US Apr Labor-Force Participation Rate 62.7%
❖ US Mar Payrolls Revised to +315K; Feb Revised to +236K tweet
X (formerly Twitter)
*Walter Bloomberg (@DeItaone) on X
❖ US Labor Apr Nonfarm Payrolls +175K; Consensus +240K
❖ US Apr Unemployment Rate 3.9%; Consensus 3.8%
❖ US Apr Average Hourly Earnings +0.20%, or +$0.07 to $34.75; Over Year +3.92%
❖ US Apr Private Sector Payrolls +167K and Government Payrolls +8K
❖…
❖ US Apr Unemployment Rate 3.9%; Consensus 3.8%
❖ US Apr Average Hourly Earnings +0.20%, or +$0.07 to $34.75; Over Year +3.92%
❖ US Apr Private Sector Payrolls +167K and Government Payrolls +8K
❖…