⁠Hidden Value Gems
Decent FY-24 trading update by $WOSG.L, confirms its 5-year plan to double sales and grow profits above that.

✅Group revenue +4% in constant currency, continued market share gains in the UK/US.

✅UK/Europe -4%; US +14%

✅Rolex pre-owned sales ahead of expectations (sales doubled YoY)

✅Net cash at £1m vs £16m a year ago (driven by £44m acquisition costs of Ernest Jones stores)

✅ FY-25 outlook: sales +9-12%; adj EBIT margin +0.2-0.6% improvement; £60-70m cape, 70% FCF conversion

The stock is at 8x forward P/E.
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⁠The Long Investor
David Tepper

Michael Burry

Ken Griffin

Steve Cohen

All added Chinese stocks in Q1

$BABA
$BIDU
$JD
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⁠The Long Investor
David Tepper

Added:
Chinese
$BABA
$PDD
$BIDU
$JD

Reduced:
$AMZN
$MSFT
$META
$NVDA
$GOOG
$AMD

The transfer of capital from US stocks in Wave 5 to Chinese stocks starting Wave 1 is clear here https://t.co/8cAH2LcUGO
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⁠Antonio Linares
My biggest bets:

1. $TSLA is both an AI and energy powerhouse.
2. $PLTR holds the key to AI adoption in the West.
3. $AMD is poised to dominate the AI sector eventually.
4. $HIMS will compound into a healthcare giant.
5. $SPOT will evolve into the $GOOG of audio.
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⁠Hidden Value Gems
Quote of the day #4 https://t.co/gN2Jp0qKJP
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⁠Brandon Beylo
I’m watching the 2024 Metals Investor Forum on YouTube.

There are SO MANY empty seats at these presentations.

Meanwhile, gold, silver and copper are making new all-time highs.

Absolutely wild.

#gold #silver #copper
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⁠Daniel
Jeff Bezos is one of the most successful entrepreneurs of all time. He is worth $210,000,000,000.

Since 1997, Bezos has written 24 Shareholder Letters.

They are a masterclass on entrepreneurship, investing and life.

Here are the 7 most important Concepts: https://t.co/6hRHBvXZcN
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⁠ Q-Cap 
Never leaving this app 😂😂😂 https://t.co/Ycs9t8V7C3
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⁠Brandon Beylo
Society is healing.

Jeremy Clarkson, 64, is crowned the UK's sexiest man for the second year running beating the likes of Cillian Murphy, Tom Holland and Idris Elba https://t.co/35iSZECJXo https://t.co/V75OmwEIhA - Daily Mail Online
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⁠ Q-Cap 
after seeing all these 13F's drop https://t.co/n6pTNN8SIn
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⁠Giuliano
I need to think more about Lollapalooza effects.
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⁠The Long Investor
RT @HenrikZeberg: One more push higher in #SP500 in #BlowOffTop ....

Major Bear Market to set in. https://t.co/Eg6k0au983
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