⁠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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⁠The Long Investor
$FFIE was up 134% today and finished -37% down

Another joke stock that creating bag holders

Every single gambler and trader lost money on these stocks this week

Every amateur got caught out this week pumping this nonsense https://t.co/GZX78aryaS
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⁠The Long Investor
Across all our chat rooms in our group this week

- nobody spoke about $GME, $AMC and $FFIE
- nobody requested charts on these company’s, and
- nobody spoke about buying these companies

We focused on buying fundamentally strong companies and assets and we had one of our most successful weeks to date.

Our group is not for gamblers, we have created a group of investors who are focused on making exponential gains by taking on very little risk.

When it’s time to get serious about your investing plans, come join us.
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⁠Antonio Linares
It’s happening. Slowly, then suddenly.

@alc2022 You were the one pointing at AMD as a serious contender against NVDA.. - Oti Goodhind
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⁠Antonio Linares
The sad truth is that most of the funds that’ve had to shut down in the past 10 years would still be alive if the paid me a meager $2M/year.
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⁠The Long Investor
RT @BrianFeroldi: Investing advice that works:

→Add To Winners
→Journal
→Read Widely
→Save More
→Study Great Investors
→Trade Less
→Use Checklists
→Wait longer

The problem: all of this advice is boring.
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⁠The Long Investor
RT @unusual_whales: Well this is interesting.

Representative Shri Thanedar sold up to $250,000 of stocks.

He sold $100,000 of Apple, $AAPL, up to $60,000 of Google, $GOOGL, $30,000 of Amazon, $AMZN, and Microsoft, $MSFT. https://t.co/wGzLLyEozj
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AkhenOsiris
VIX at 5 year lows, no one scared of anything
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