 Q-Cap 
Company lifespan on S&P500 keeps shrinking

In 1964, the avg lifespan was 33Yrs, today it's getting closer to 10Yrs.

Stock picking and compounding will only get harder. https://t.co/elytzpxn6r
tweet

Antonio Linares
As $PLTR continues to productive, margins and FCF/share will continue to rise fast.

Per the anecdotes of AIP Bootcamps, I expect this quarter to be excellent, at least on the commercial side.
tweet

The Long Investor
Bullish or Bearish? https://t.co/s6Qkb1Fdn3
tweet

The Long Investor
$AAPL's $110 Billion Share Buy back, they could have bought:

$NIO
$XPEV
$LI
combined

and still have $70 Billion left over to buyback shares like $GOOG did.
tweet

 Q-Cap 
$AMZN: 1.1% from ATH
$MSFT: 5.6% from ATH
$AAPL: 7.5% from ATH
$NVDA: 9.2% from ATH

WE NEED RATES CUTS
tweet

Antonio Linares
$SPOT is up 3X since I doubled down, at which point I did some tax loss harvesting to bring my average down to that level.

The returns have come on a little bit of increased efficiency. Many drivers to kick in yet and I expect the stock to continue trending up over the long term.

The market is only beginning to grasp that $SPOT is a generational company, with pricing power and scarce competition.

As the deployment of podcasts and audiobooks continues, unit economics are set to expand meaningfully, with FCF/share levels poised to increase 10X over the coming decade.
tweet

 Q-Cap 
Apple's tax rate was 15.7% lol https://t.co/LvnpHknKOv
tweet

Giuliano
RT @owen_makes: El lunes tuvimos una conversación muy interesante con @alejobaltasar para @SaberCompuesto. Hablamos de todo y de nada, no se lo pierdan! https://t.co/HRMatb8qNe
tweet

The Long Investor
Study history
Study psychology
Study fundamentals
Study technicals

In that order
tweet

The Long Investor
$AAPL commentary in our group before they reported yesterday

Negative sentiment was baked in and a bounce was due for Wave B https://t.co/vzU7HxNDBR
tweet

The Long Investor
Steady and to the top right.

$DAL https://t.co/va6ktmNBwO
tweet