AkhenOsiris
RT @qcapital2020: The only sectors in the $SPY that are trading > NTM 20x P/E is Tech and Real Estate.

RE is impaired due to rates so it's likely short term skewed and Tech has been the best industry in the world.

Investors who complain about mkts being expensive are either lazy, dumb or both.
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⁠The Long Investor
Silver is up 4.5% today.

Spend the weekend wondering why Silver and Gold have been breaking above 5 year highs.
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⁠The Long Investor
You can take on risk

But

You can not reduce your discipline
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⁠The Long Investor
The day after Xi and Putin meet, Silver jumps 5%

This is a strategic step to move away from the Dollar

This sort of movement is a number of institutions or a country(s) buying.

Not normal
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⁠The Long Investor
😂😂 turning on the each other.

Instead of shitting on each other in comments how about you help eachother avoid past mistakes - Zack Morris
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⁠The Long Investor
$GME
$HIMS

Are both up 18% for the week.

One of them is a long term hold and can 10 X from here…..and the other is $GME https://t.co/uo31tUiF6o
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⁠Giuliano
Feynman on what he thought was needed with chips.

1980s talk in Japan. https://t.co/zWPiOpGprq
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⁠The Long Investor
$SE
August $38
May $74

$SE another stock, exactly at its pre-covid level right now. Offering significant value here.

Share Price:
March 2020: $38
August 2023: $38

Revenue:
March 2020 (before Covid): $2.54 Billion
August 2023: $12.75 Billion

Another stock which has also completed its chart cycle too.

A lot of value available at the moment. - The Long Investor
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⁠Giuliano
Feynman analogy between chip size reduction and planes speed. https://t.co/RhtWJO7WDP
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⁠The Long Investor
Morgan Stanley have just given $BIDU a PT of $125.

You know what this means when they downgrade

Buy $BIDU.
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⁠The Institutional Limited Partner
“We have sold a couple of infra funds at a premium to NAV in the last few weeks.” Campbell Lutyens

Quite recent funds with some undrawn capital but still 😩
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⁠The Long Investor
$BIDU's share price is back at its 2011 level at $110

FCF was $550million in 2011
FCF is $3.5 Billion in 2023
and expected to be over $4 Billion for 2024.

Mean Reversion Zone is above $220.

Verdict: Undervalued. https://t.co/eBLZX9Kvol
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