The Institutional Limited Partner
Unbelievable how dynamic this sector is.
Seven2 has entered an agreement to sell Crystal to Goldman Sachs Alternatives, 2.7x MOIC & 35% IRR, a deal expected to close H2 2024

Since 2021, Seven2 has completed 26 build-ups—increased aum from 2 to 22bn while Ebitda 5 x-ed.

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 - The Institutional Limited Partner
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Giuliano
Why should legal finance exist?

That’s the question whose answer will tell how long of a runway $BUR has.
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The Long Investor
$GME down -17% now

Was +3% today

Its been 3 years since the market taught those gamblers a lesson and they still keep falling for the traps

Take the lesson or you will end up broke

$GME holders not having a clue why it just rejected at $17.40

$6 TARGET. https://t.co/JHpdXG8bLQ - The Long Investor
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The Long Investor
😂😂😂

‘Me and my homie’

$GME -17%

Yo @TheLongInvest me and my homie been following you for some time. My buddy stopped following you bc of ur stance on $GME. He wanted me to tell you your a bitch. - Tyso
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The Long Investor
Right back to keeping it professional
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The Long Investor
We have been accumulating one stock, who can guess what it is?
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Brandon Beylo
The Global Mining Industry: https://t.co/xglMYyZYFO

Cathie Wood's Ark Invest has destroyed $14 billion in wealth over the past decade, Morningstar has said. - unusual_whales
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Brandon Beylo
I had a fantastic conversation with Minera Alamos $MAI.V CEO @dougcan.

We dove deep on mining and covered:

- How to evaluate projects

- How to think about margins, AISCs, and returns

- How to build a smart mining business model

- Stewarding capital

Release: 05/10
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The Long Investor
$PLTR chart from 6 months ago.

In Wave 3 now

$40 remains the target

$PLTR ok I gave you $PLTR in March and it jumped 200%

Now, you get the 2024 guidance chart.

We want to see Wave 2 pull back in a controlled manner as shown, ideally to at least the 0.5 Fib at $13/$14.

At this level, you could be buying the best performing stock for 2024. https://t.co/hN1KAdk6gn - The Long Investor
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Giuliano
I’ll dive into the insurance industry.

What book/papers would you recommend?
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The Long Investor
$AFRM ok here is a freebie.

$AFRM reports their earnings before the market opens on Weds.

Bullish set up leading to its report release:
- Held and bounce on the 200 Day MA
- Broke out above the 50 Day MA
- Broke out of the falling bullish wedge
- In Wave 5.

Positive report and there is a route back to the previous high above $51.

If it misses, back down to the 200 Day MA at $31.
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Brandon Beylo
RT @marketplunger1: Warren Buffett is one of the greatest investors ever.

Which is surprising considering he doesn't:

- Do cold plunges/take cold showers
- Use a sauna 3-4x a week
- Eat super clean
- Sleep on an Eight Sleep Mattress
- Wake up at 4AM to workout

What's his edge ... Luck?
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Hidden Value Gems
My last stop in Omaha was the book store in the airport. Picked up three books, two signed by the authors. Was looking to buy @BRK_Student book but will have to order it back in London, maybe sign it next year? 😉

Good bye #Omaha ! https://t.co/W5AnJ6txq8
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