Offshore
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Hidden Value Gems
So little attention to $BABA these days. I almost missed that they are reporting later today. https://t.co/mGKRPly6Pj
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So little attention to $BABA these days. I almost missed that they are reporting later today. https://t.co/mGKRPly6Pj
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The Long Investor
$BABA take advantage of pull backs
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$BABA take advantage of pull backs
$BABA earnings tomorrow morning
It has run aggressively leading up to earnings so any pull back will be an opportunity to add
Either way, this moves back up to the mean reversion zone as shown below tweet
twitter.com
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Offshore
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Brandon Beylo
This is hilarious.
Sprott doesn’t want to be left out of the copper party.
Now you have investment demand hoarding physical copper.
This reflexivity will send prices MUCH higher.
Industrial demand, military demand, and now investor demand.
All competing for supply.
#copper https://t.co/P0gA9SyP60
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This is hilarious.
Sprott doesn’t want to be left out of the copper party.
Now you have investment demand hoarding physical copper.
This reflexivity will send prices MUCH higher.
Industrial demand, military demand, and now investor demand.
All competing for supply.
#copper https://t.co/P0gA9SyP60
tweet
Offshore
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Hidden Value Gems
$BABA results:
✅decent top line (+7% YoY) supported by strong International (+45% YoY) and Logistics (+30%), while overall China sales +4% (in line with the mkt?).
✅Segment EBITA down -9% as both Intl and Logistics are still loss-making (growing faster). Taobao/Tmall profits down -1%; Cloud +45%.
✅One-time special dividend of $0.66/share.
Looks like the same deep value with better returns to shareholders.
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$BABA results:
✅decent top line (+7% YoY) supported by strong International (+45% YoY) and Logistics (+30%), while overall China sales +4% (in line with the mkt?).
✅Segment EBITA down -9% as both Intl and Logistics are still loss-making (growing faster). Taobao/Tmall profits down -1%; Cloud +45%.
✅One-time special dividend of $0.66/share.
Looks like the same deep value with better returns to shareholders.
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Offshore
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Q-Cap
But but but stock price is the present value of future cash flows why is this happening https://t.co/fW3kbEUg5u
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But but but stock price is the present value of future cash flows why is this happening https://t.co/fW3kbEUg5u
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Antonio Linares
The mental framework that has led to my 36X+ $AMD and 10X+ $TSLA investments:
1. Stocks represent ownership in a company. If a company's free cash flow per share increases tenfold, the stock is likely to rise tenfold as well.
2. Achieving this requires a company to boost its earning power while strengthening its competitive position. This often involves pushing profits further into the future.
3. We are now in a network-driven economy, where industries increasingly trend toward winner-takes-all outcomes. Understanding companies today requires understanding networks.
4. Networks are created through process power—consistent actions that encourage the world to engage with your services. From process power come modern economic moats like network effects, switching costs, and branding.
5. Companies with exceptional process power typically see their revenue multiply over time and become difficult to disrupt, as their moat strengthens. Their process power usually focuses on their customers.
6. Financials reflect the past, while qualitative factors look to the future. When a company loses customer focus or process power, failure is imminent. Long-term financial success often comes from an obsession with customer satisfaction and a willingness to experiment, self-cannibalize, and tolerate failure.
7. Moats compound to create platforms, enabling companies to offer goods or services with unmatched price/quality ratios. This privilege is reserved for the few companies with outstanding process power and exceptional capital allocation skills—the 100-baggers of the world.
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The mental framework that has led to my 36X+ $AMD and 10X+ $TSLA investments:
1. Stocks represent ownership in a company. If a company's free cash flow per share increases tenfold, the stock is likely to rise tenfold as well.
2. Achieving this requires a company to boost its earning power while strengthening its competitive position. This often involves pushing profits further into the future.
3. We are now in a network-driven economy, where industries increasingly trend toward winner-takes-all outcomes. Understanding companies today requires understanding networks.
4. Networks are created through process power—consistent actions that encourage the world to engage with your services. From process power come modern economic moats like network effects, switching costs, and branding.
5. Companies with exceptional process power typically see their revenue multiply over time and become difficult to disrupt, as their moat strengthens. Their process power usually focuses on their customers.
6. Financials reflect the past, while qualitative factors look to the future. When a company loses customer focus or process power, failure is imminent. Long-term financial success often comes from an obsession with customer satisfaction and a willingness to experiment, self-cannibalize, and tolerate failure.
7. Moats compound to create platforms, enabling companies to offer goods or services with unmatched price/quality ratios. This privilege is reserved for the few companies with outstanding process power and exceptional capital allocation skills—the 100-baggers of the world.
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Offshore
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Giuliano
Much less value than I thought.
What fundamental book in psychology should I read? https://t.co/OcCUJyXWfH
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Much less value than I thought.
What fundamental book in psychology should I read? https://t.co/OcCUJyXWfH
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