⁠Brandon Beylo
These tariffs will drive inflation MUCH higher.

Not only are we killing fossil fuel investment.

But we’re making the Green Energy Transition even MORE expensive.

Not to mention the US doesn’t have domestic infrastructure to pick up the slack.

Bullish critical metals. https://t.co/sCRZxXKYGE

White House announces new anti-China tariffs:

🚗 Electric vehicles: from 25% to 100%
🔋 EVs batteries: from 7.5% to 25%
🌞 Solar cells: from 25% to 50%
🏭 Steel and aluminum: from 0%-7.5% to 25%

#EnergyTransition #EVs
https://t.co/gSnLerBfz0 - Javier Blas
tweet

⁠The Long Investor
$AMC

$GME should follow

$AMC

❖ AMC ENTERTAINMENT COMPLETES AT-THE-MARKET EQUITY OFFERING, RAISING $250M IN NEW EQUITY - *Walter Bloomberg
tweet

⁠The Long Investor
Mega Caps struggling again today in the PM

As liquidity goes into Meme stocks and concerns about the CPI print tomorrow.

Meme stocks are not safe havens for a hot CPI print.

Parabolic moves are 🚩 for the market.

$SPY $QQQ
tweet

⁠Giuliano
"Find fascination. Fascination is way better than passion"
tweet

⁠The Long Investor
What did we buy at the bottom today? https://t.co/AIKq1wcBIL
tweet

⁠The Long Investor
Haha who hurt you bro

@TheLongInvest BABA because that’s all you fucking talk about - Griff
tweet

⁠The Long Investor
$HIMs up 14% since earnings.

$BMBL up 20% since earnings

It ain’t much but it’s honest work https://t.co/6UXQMgISrE
tweet

⁠The Long Investor
RT @BigBullCap: BofA on $HIMS

We track Bloomberg Second Measure (BSM), Sensor Tower, and Similar Web data to gauge HIMS online revenue growth trends. Overall, April data was strong. While still early in the quarter, BSM observed sales suggest upside to 2Q ST estimates. Meanwhile, Monthly Active users (MAU) rebounded from the unusual dip we observed in March (the first since Dec ’21), reverting to the trend of m/m growth. Web visits also improved in April, growing m/m vs. the dip in March. While April data give us incremental confidence in HIMS near-term growth trajectory, May data will be important to track for any potential implications to consumer behavior from the recent social media events. Overall, we remain optimistic on HIMS’ long-term growth story due to its brand value, strong product portfolio differentiated by personalization, and ability to drive operating leverage. We maintain our Buy and $17.25 PT on 3x 2024E revenue.
tweet

⁠Dimitry Nakhla | Babylon Capital®
4 Quality Stocks That Increased Revenues ANNUALLY Since 2010 | LTM ROIC 💵

🤖 Fortinet $FTNT | LTM ROIC 135%

🚜 Tractor Supply $TSCO | LTM ROIC 20%

⚕️ UnitedHealth $UNH | LTM ROIC 18%

🔩 Fastenal $FAST | LTM ROIC 38%

#stocks #investing

*Billions USD
___

𝐃𝐈𝐒𝐂𝐋𝐎𝐒𝐔𝐑𝐄‼️: 𝐓𝐡𝐢𝐬 𝐢𝐬 𝐍𝐎𝐓 𝐈𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐀𝐝𝐯𝐢𝐜𝐞. 𝐁𝐚𝐛𝐲𝐥𝐨𝐧 𝐂𝐚𝐩𝐢𝐭𝐚𝐥® 𝐚𝐧𝐝 𝐢𝐭𝐬 𝐫𝐞𝐩𝐫𝐞𝐬𝐞𝐧𝐭𝐚𝐭𝐢𝐯𝐞𝐬 𝐦𝐚𝐲 𝐡𝐚𝐯𝐞 𝐩𝐨𝐬𝐢𝐭𝐢𝐨𝐧𝐬 𝐢𝐧 𝐭𝐡𝐞 𝐬𝐞𝐜𝐮𝐫𝐢𝐭𝐢𝐞𝐬 𝐝𝐢𝐬𝐜𝐮𝐬𝐬𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭.

𝐓𝐡𝐞 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐢𝐬 𝐢𝐧𝐭𝐞𝐧𝐝𝐞𝐝 𝐟𝐨𝐫 𝐢𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧𝐚𝐥 𝐩𝐮𝐫𝐩𝐨𝐬𝐞𝐬 𝐨𝐧𝐥𝐲 𝐚𝐧𝐝 𝐬𝐡𝐨𝐮𝐥𝐝 𝐧𝐨𝐭 𝐛𝐞 𝐜𝐨𝐧𝐬𝐭𝐫𝐮𝐞𝐝 𝐚𝐬 𝐢𝐧𝐯𝐞𝐬𝐭𝐦𝐞𝐧𝐭 𝐚𝐝𝐯𝐢𝐜𝐞 𝐭𝐨 𝐦𝐞𝐞𝐭 𝐭𝐡𝐞 𝐬𝐩𝐞𝐜𝐢𝐟𝐢𝐜 𝐧𝐞𝐞𝐝𝐬 𝐨𝐟 𝐚𝐧𝐲 𝐢𝐧𝐝𝐢𝐯𝐢𝐝𝐮𝐚𝐥 𝐨𝐫 𝐬𝐢𝐭𝐮𝐚𝐭𝐢𝐨𝐧. 𝐏𝐚𝐬𝐭 𝐩𝐞𝐫𝐟𝐨𝐫𝐦𝐚𝐧𝐜𝐞 𝐢𝐬 𝐧𝐨 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞 𝐨𝐟 𝐟𝐮𝐭𝐮𝐫𝐞 𝐫𝐞𝐬𝐮𝐥𝐭𝐬.

𝐈𝐧𝐟𝐨𝐫𝐦𝐚𝐭𝐢𝐨𝐧 𝐜𝐨𝐧𝐭𝐚𝐢𝐧𝐞𝐝 𝐢𝐧 𝐭𝐡𝐢𝐬 𝐭𝐰𝐞𝐞𝐭 𝐡𝐚𝐬 𝐛𝐞𝐞𝐧 𝐨𝐛𝐭𝐚𝐢𝐧𝐞𝐝 𝐟𝐫𝐨𝐦 𝐬𝐨𝐮𝐫𝐜𝐞𝐬 𝐛𝐞𝐥𝐢𝐞𝐯𝐞𝐝 𝐭𝐨 𝐛𝐞 𝐫𝐞𝐥𝐢𝐚𝐛𝐥𝐞, 𝐛𝐮𝐭 𝐢𝐬 𝐧𝐨𝐭 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 𝐚𝐬 𝐭𝐨 𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞𝐧𝐞𝐬𝐬 𝐨𝐫 𝐚𝐜𝐜𝐮𝐫𝐚𝐜𝐲.
tweet

⁠The Long Investor
$BMBL Free Cash Flow has recovered to early 2022 levels and the share price was at $38 then.

Now it is at $12 and has just broken out of its wedge.

Early signs of a reversal are evident here. https://t.co/XuKEXHnN8V
tweet