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The Long Investor
$BABA Fair Value was estimated on 5 Year Free Cash Flow projection.

It is also in line with our Mean Reversion Zone on our chart below.

Current Price: $79
Fair Value: $241
Mean Reversion Zone: starts at $140 at the end of this year. https://t.co/7agRvJkL6H

$BABA
This is very straightforward for $BABA now:

2021 Free Cash Flow level was $27 Billion
2022 Free Cash Flow level was $13 Billion
2023 Free Cash Flow level was $24 Billion

And the share price pulled back hard because of this 2022 dip in FCF.

If they finish 2024 above $28 Billion Free Cash Flow their share price will return to the mean reversion zone as shown, above $140.

80% potential upside if management can execute their recovery now.
- The Long Investor
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The Long Investor
A reminder of our Current Top 20 list:

Each chart is uploaded every Sunday evening to prepare our group for the week ahead and reviewed every Wednesday.

$AAPL
$AMZN
$AMD
$ABNB
$BTC
$BABA
$COST
$DIS
$GOOG
$MSFT
$INTC
$NKE
$NIO
$PLTR
$PYPL
$TSLA
$SHOP
$SE
$SPY
$QQQ
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The Long Investor
Do not limit your investing goals by time.

- Research undervalued positions
- DCA into a position after it has completed a Wave 2, Wave 4 or ABC correction.
- Trim positions at the top of Wave 3 and Wave 5
- Reassess consistently that the fundamentals have not changed, after each earnings report is a good time to do this.
- If they have changed, take action.
- Be prepared to hold a position as long as the fundamentals remain strong, even during a consolidation phase.

Master these points and you are on a fast track route to creating wealth.
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The Long Investor
RT @PiQSuite: 💰 Airbnb $ABNB

EPS. vs Forecast
0.41 / 0.23 🟢

Rev. vs Forecast
2.14B / 2.06B 🟢

Market Cap: 99.79B
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The Long Investor
$HOOD REPORTED EARNINGS

EPS of $0.18 beating expectations of $0.12
Revenue of $618M beating expectations of $555M
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Offshore
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The Long Investor
RT @macrokit1: $BMBL Earnings:

- Total Revenue Increased 10% to $268 Million

- Bumble App Revenue Increased 11% to $216 Million

- Bumble App Paying Users Increased 18% to 2.7 Million; Grew 42,000 Quarter Over Quarter

- Net Earnings of $33.9 Million, Adjusted EBITDA of $74.0 Million

See more: https://t.co/RhRH2B4pHX
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Brandon Beylo
RT @marketplunger1: 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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Offshore
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The Long Investor
$HOOD up 6.5% post earnings

$HOOD needs a little more of a pull back to complete Wave 4 for me before going higher again to complete Wave 5 at $24. https://t.co/7NP1FS6WCG
- The Long Investor
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Offshore
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The Long Investor
RT @dubinvest: Need some extra cash to invest?

No worries—dub referrals are here.

For every person referred you refer who completes a subscription and deposits funds, you get 10 dollars.
Every person who subscribes after being referred also gets $10.

Think about it, every 10 friends referred gets you $100.

Get to it!

Terms Apply.
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The Long Investor
$ARM had a Market Cap of $109 Billion with an income of $85 million leading into earnings and people are wondering why it’s selling off now
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: $FDS FactSet Research Systems is one of those steady compounders 📈📉

In the last 20 years:

•Revenues CAGR +11.91%
•Growth in 20/20 years

•Net Income CAGR: +11.85%
•Growth in 18/20 years

•Dividends CAGR: +17.44%
•Growth in 20/20 years

#stocks #investing https://t.co/glt0cFnANS
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