⁠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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⁠The Long Investor
A simple decision of moving some of our cash reserve into Silver, as our safe haven, has meant a return of 26% in 2 months.

A money market account would have given us 5.5% return for the year

Both are good options

But knowing which safe havens to buy when the market is extended has helped us benefit here

Silver and Gold climb when the market becomes overvalued

$SPY
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⁠Antonio Linares
El placer fue mío!

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 - Giuliano
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⁠The Long Investor
$AMC back to the price it was at on the 28th of March.

0% gain if you held for 2 months.
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