The Long Investor
RT @StockMarketNerd: Snapshot of a rock-solid $PLTR Quarter: https://t.co/qnmalOfJkh
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The Long Investor
RT @AndrewDudum: We’re exceeding our own high expectations at $HIMS.

We announced today we’re increasing our outlook for the year, and now expect to achieve $1.2-1.23 billion in revenue and $120-135 million in Adjusted EBITDA in 2024, blowing by our previous 2025 targets.

Personalized products are resonating with our customers, and we’re getting more and more efficient at growing and delivering a stellar experience.

🧵on how we did it and what’s coming next:

https://t.co/l9Qkw0wLNg
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Antonio Linares
More personalization, more moat $HIMS https://t.co/vVEFgMM3rr
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Brandon Beylo
I don't want to get every Tin Baron's hopes up.

But there is a good chance I get Alphamin Resources $AFM CEO Maritz Smith on the podcast.

Will confirm when I get more information.
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The Long Investor
$HIMS

Before everyone and their granny starts uploading $HIMS chart

This is the chart we uploaded to our group on the 2nd of Jan ‘24

Yep 4 months ago.

We caught the bounce from $9 to $17

And added on the pull back today before earnings

Before any chart becomes a thought in most peoples ahead, we have already analysed it months ahead of the market

850 charts uploaded to our group, everything is covered.
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Antonio Linares
I’m thus far happy that I exited $GPRO and $BB and put the money into $HIMS.

If I hadn’t pushed the limits over the last few years, I wouldn’t have made what are in hindsight foolish investments like $GPRO and $BB.

But I wouldn’t have caught $PLTR and $SPOT either.
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The Institutional Limited Partner
Following the CVC IPO, we compare carried interest attributable to employees vs shareholders for different European Private Equity listed management companies https://t.co/uIlosdw5G5
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Brandon Beylo
RT @TinInvestor: $AFM.V #tin

I don't want to get every Tin Baron's hopes up.

But there is a good chance I get Alphamin Resources $AFM CEO Maritz Smith on the podcast.

Will confirm when I get more information. - Brandon Beylo
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Brandon Beylo
Twitter/X, if used properly, is one of the best investment research and networking tools available.

Seriously.

A highly curated feed with high-quality individuals of diverse investment backgrounds is worth $1,000s per month.

There are exceptional people on here.

Go find them.
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Clark Square Capital
How to find a partner like Charlie Munger

h/t @NeckarValue https://t.co/ckRiVtBNZt
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Antonio Linares
The feeling of owning a company that you cannot blindly trust to execute is terrible. The opposite is the foundation for financial freedom.
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Antonio Linares
$HIMS has the essential characteristic of a long term multibagger.

It's solving a growing volume of acute customer pains, at scale, in a way that is increasingly harder to imitate.
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Antonio Linares
Just because a company doesn't achieve stellar results from one quarter to the next doesn't mean that it won't deliver exceptional returns to shareholders over the long term.

Quarterly analyses are important, but they should be done with a long term mindset.
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Antonio Linares
I'm getting this a lot lately:

"You used to really care about being succesful, but now you don't."

Few understand the taming of the ego, so that it becomes a tool instead of something you are fully identified with.

Plus no one cares how much / if you succeed.
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