⁠The Long Investor
BoA start paying me for doing your job for you.

Same PT we’ve shared on the 9th of April

$HOOD

@TheLongInvest $HOOD https://t.co/Fx8MpSteGv - Trader
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⁠The Long Investor
Remember:

Add to winners, not to losers
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⁠The Long Investor
Munger was right.

$BABA
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⁠Antonio Linares
Real intellectuals are in the markets.
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⁠The Long Investor
$GME 😂😂

You can’t make this up

Rinse and repeat

You gamble, you pay.

GAMESTOP $GME has filed a mixed-shelf offering prospectus. No terms or amounts disclosed. - Stock Talk
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⁠The Long Investor
Rekt

$GME
$AMC https://t.co/0uu0vEQsU6
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⁠Giuliano
I might leave Freud’s book at 75%. Hugely disappointing.

Started Feynman’s and it’s truly exciting. https://t.co/CqLBjHF6qZ
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⁠Giuliano
I have been lately thinking about Newton’s book.

Can I get a good understanding without fully diving into the math?

Well, Feynman seems to have answered. https://t.co/uUNOVE1ORw
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⁠Hidden Value Gems
If you want to “play” AI via power companies, why not just buy $BRK.B, one of the leading energy players in the US and the UK (distribution).

You also benefit from higher interest rates on the insurance float and get a collection of quality companies as a bonus. https://t.co/D2bZVNIr2V
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⁠Dimitry Nakhla | Babylon Capital®
15 Quality Stocks >10% EPS Growth (Estimates) In 2025 & 2026 | LTM ROIC 💵

🖨️ ASML Holding $ASML
•2025E: $29.52 (+54.8% YoY)
•2026E: $34.16 (+15.7% YoY)
•LTM ROIC: 43.8%

💳 Visa $V
•2025E: $11.18 (+12.5% YoY)
•2026E: $12.66 (+13.2% YoY)
•LTM ROIC: 34.7%

💰 Nvidia $NVDA
•2025E: $25.20 (+94.5% YoY)
•2026E: $31.63 (+25.5% YoY)
•LTM ROIC: 60.5%

📈 S&P Global $SPGI
•2025E: $16.02 (+13.2% YoY)
•2026E: $18.09 (+13.0% YoY)
•LTM ROIC: 9.0%

🖱️ Alphabet $GOOG $GOOGL
•2025E: $8.56 (+13.6% YoY)
•2026E: $9.84 (+15.0% YoY)
•LTM ROIC: 30.2%

🧫 Thermo Fisher $TMO
•2025E: $24.32 (+12.1% YoY)
•2026E: $27.14 (+11.6% YoY)
•LTM ROIC: 8.9%

💸 Mastercard $MA
•2025E: $16.60 (+16.4% YoY)
•2026E: $19.40 (+16.9% YoY)
•LTM ROIC: 64.1%

📸 Meta Platforms $META
•2025E: $22.87 (+14.4% YoY)
•2026E: $26.05 (+13.9% YoY)
•LTM ROIC: 30.1%

🐶 Zoetis $ZTS
•2025E: $6.38 (+10.5% YoY)
•2026E: $7.02 (+10.1% YoY)
•LTM ROIC: 26.2%

🏥 Medpace Holdings $MEDP
•2025E: $13.51 (+17.0% YoY)
•2026E: $15.54 (+15.1% YoY)
•LTM ROIC: 42.6%

🩻 UnitedHealth $UNH
•2025E: $30.99 (+11.9% YoY)
•2026E: $34.94 (+12.8% YoY)
•LTM ROIC: 18.4%

🪟 Microsoft $MSFT
•2025E: $13.36 (+12.6% YoY)
•2026E: $15.64 (+17.1% YoY)
•LTM ROIC: 29.2%

🗂️ Intuit $INTU
•2025E: $18.84 (+14.7% YoY)
•2026E: $21.56 (+14.4% YoY)
•LTM ROIC: 14.8%

🔍 Fair Isaac Corp $FICO
•2025E: $29.42 (+24.4% YoY)
•2026E: $34.37 (+16.8% YoY)
•LTM ROIC: 51.3%

🪫 Amphenol $APH
•2025E: $3.78 (+10.6% YoY)
•2026E: $4.18 (+10.6% YoY)
•LTM ROIC: 19.9%

#stocks #investing
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⁠Giuliano
Creo que Antonio, @alc2022, es la persona con el pensamiento más original que me crucé en la vida.

Fue un absoluto placer tenerlo en el podcast @SaberCompuesto.

Vayan a escucharlo! https://t.co/HGDX96H46N
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⁠Antonio Linares
Stocks track FCF/share levels, over the long term.

In the short term, the stock market is a roulette.

That’s it.

@alc2022 A lot of people say the market is rigged and manipulated. Wondering your opinion on this?

Is is rigged short term, but stable long term?

Would love your thoughts. - Dan Martini
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⁠The Long Investor
SILVER is now above $30, breaking out of a 5 year high.

A retest of this level will confirm this as a support

SILVER

A break above $30 and this gets very interesting.

$42 is the target then. https://t.co/E2YzGYX1KR - The Long Investor
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