The Long Investor
There will always be an argument against buying an undervalued position

The main fear is that the bottom hasn’t come in

People fear catching a falling knife as much as they hate missing buying at the bottom

Split your buys into 5 parts.

- Buy at support confirmation
- Add to positions when a higher low is made
- Be prepared to give up some % in order to see a higher low confirmed
- DO NOT ALLOCATE your entire position with one buy.
- Manage your average at all times and be prepared for supports not holding, you cannot rule out catalysts or bad earnings, uncertainty will always exist
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Antonio Linares
The best opportunities require the least due diligence.
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Offshore
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Antonio Linares
Many are yet to understand that $SPOT is a generational company.

My investment is up ~3X since since I went all in at $97.50 and I’m not selling because I believe the company has a vast runway ahead.

In my view, $SPOT is going to be one the big winners this decade, with operating leverage set to increase meaningfully.
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Giuliano
Two hours of daily reading. https://t.co/169eztZSab
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 Q-Cap 
Yeah flowers are nice but nothing says Happy Mother’s Day like fresh MONTREAL bagels 💕 https://t.co/skjGc2bfzC
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Brandon Beylo
Djokovic and Nadal both getting spanked early in Rome.

We’re watching the end of a tennis duopoly.
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The Long Investor
RT @GoldPredictors: #Silver Last week's rebound from the neckline confirmed the potential inverted head and shoulders pattern, indicating a possible break above $30. If it breaks $30, after the required consolidation, we could see it move quickly to $50. https://t.co/vEqIvQie1D
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Antonio Linares
If you need to do a DCF, the deal is too thin or you're missing the point.

@alc2022 This is the best filter for valuation

If it requires a lot of effort/calculations, it’s probably overvalued
- Purvil
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Brandon Beylo
- Djokovic firing entire staff and losing in first two rounds

- Nadal injured and a shadow of his former self

- Jannik Sinner injured

- Carlos Alcaraz injured

This is Medvedev’s best chance at Roland Garros. https://t.co/03NcmRnexr
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Dimitry Nakhla | Babylon Capital®
Polen Capital Management Holdings Q1 2024

Notable buys: $V $TMO $ZTS $NKE

Notable sells: $NOW $ADBE

#stocks #investing

Source: dataroma https://t.co/9MctzZjUyx
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The Long Investor
Why is the dip machine the most unused piece of equipment in the gym? even though it is one of the most effective machines to gaining muscle

Because it’s hard to do.

Do the things that the masses find difficult

The returns will be exponential
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