⁠The Long Investor
The medal for outstanding contribution to stock picking.

The vision, the execution, the inside knowledge, the psychology to hold, a real trail blazer.

Biden has awarded the Medal of Freedom to Nancy Pelosi.

The Pelosi portfolio is nearly at an all time high, up 84%. https://t.co/p6VPsT30fX - unusual_whales
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⁠The Long Investor
100% correlation between a share price and its Revenue and its Free Cash Flow

$AMZN https://t.co/lDYEH7ZrKE
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⁠The Long Investor
$PLTR this is why you buy and hold $PLTR for long term https://t.co/Fy5DBLKw7Y
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⁠Antonio Linares
A recipe for creating wealth is buying excellent companies when no one wants them.

This doesn’t happen often, but it happens.
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⁠The Long Investor
The market if CPI comes in hot this week. https://t.co/aJKTQ0zap1
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⁠Brandon Beylo
“He’s not broke, he’s just early in the commodity super cycle.” https://t.co/MQLoLfBwW3
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⁠The Long Investor
What is one lie you hear all the time that is simply not true?

I’ll start:

- ‘You can’t do it alone.’

Nonsense.
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⁠Giuliano
I find it much easier to focus when editing than when writing.
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AkhenOsiris
RT @ScroogeCap: WFC brings out an interesting point today and this is massive. Bullets below:

1. Taiwan's April 2024 exports of Automated Data Processing Machines (servers) were $8.218 billion, +298% YoY.

2. This is down from March 2024's $8.715 billion (+465% YoY), suggesting an inflection which many reports have tied to the shipments of #AI servers.

3. Q1 2024 exports for these machines totaled $19.647 billion, +336% YoY and +23.5% QoQ.

4. Exports for the 3 months ending April 2024 (potentially tied to NVDA F1Q25) were $22.240 billion, +363% YoY and +33% QoQ.

5. Historically, this data correlates highly (R² = 0.98) with Nvidia's Datacenter revenue.

6. Based on this correlation, $NVDA DC revenue could be $25B+ vs. your estimate of $20.6B (Street: $21.1B).

7. $TSM also has revenues up 60% YoY, don't see that often.
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⁠The Long Investor
Uncomfortable truth:

- If you are not obsessed with what you do, then you have not found your purpose.
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⁠The Long Investor
- I have an economics & business degree
- A law diploma and
- Captain for an Airline

But I learnt 10 X more outside of school, college and work.

You are lucky enough to live in an age where everything is accessible and mainly free these days.

There is no excuse
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⁠The Long Investor
CPI out on Wednesday and it will be an important one.

If it comes in Hot, the market will likely behave as it did when it came in Hot in the middle of April and decline hard

If it comes in cooler than expected, then the Fed has an easier job and can expect to rate cut, either during the summer or before the elections in Nov….the market can make one more leg up in this scenario, how much? Unlikely anything more than 5-10%.

The correction happens in both scenarios and it is healthy and needed.

It is either happening this month or when the Fed Rate Cuts, which is a signal the economy is cooling down which has been evident already from this earnings season.

I hold a lot of my positions but have been building to my cash reserves and safe havens during this time.

I recommend doing the same

$SPY $QQQ
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⁠The Long Investor
If your goal is to give up 9-5, be prepared for 24/7
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⁠Giuliano
Taking notes on how much time I actually spend writing.

I'm working on something to help you build the habit. I believe writing is incredibly useful. https://t.co/pepHqyFiVD
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