⁠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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⁠Clark Square Capital
RT @evfcfaddict: Up 25% in 6 weeks…of course didn’t buy it…congrats @ClarkSquareCap - as always great research!

Just shared a new idea. Check it out at the usual place. [Link in bio] https://t.co/FAs6ga0uHw - Clark Square Capital
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