Offshore
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Brandon Beylo
Don’t overcomplicate it. https://t.co/9g6Ny5Dt6e
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Offshore
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Brandon Beylo
Fantastic roast from @cupofcoffeecap.

Well done!

Something seemed off with the first version so I thought I'd make an alternative version. https://t.co/k7mEqFDzuv
- Cup of Coffee Capital
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The Long Investor
RT @AIinvestor74: My favorite accounts to follow for investing have been the following:
1) @HedgeFundTips
2) @Banana3Stocks
3) @TheLongInvest

They all give amazing tips and sound advice. I’ve mirrored my portfolio based on @HedgeFundTips. Great returns so far. Thank you all!
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The Long Investor
$ETH ….just going to leave this here

I’ll lead you to water but you need to drink it

$ETH tick tock

$ETH is looking ready to make a move https://t.co/cXEyWXlvMz
- The Long Investor
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The Long Investor
Weds.

AH.

$NVDA. That’s all. https://t.co/8CItgZdi0v
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The Long Investor
Only $AMZN is able to stay in the mix with Asian shopping apps.

Temu remains the most downloaded shopping app worldwide.

Shein remains in second place, with $AMZN, $SE, and $BABA completing the top five. https://t.co/Y4aaVJSi44
- Wolf of Harcourt Street
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The Long Investor
$SE went from a negative FCF of -$2.5 Billion to +$1.6Billion in one year.

Share price has now jumped from $35 to $73

Understanding margins and FCF and you’ll find the key to discovering undervalued positions https://t.co/dwysbWQljY
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Hidden Value Gems
I have published a short note on the UK stock market.

It is extremely cheap in absolute (close to 2009) and relative (widest discount to US) terms. It is equally cheap when adjusted for different sector weights.

But what is the most exciting is that things have started to change.

🧵👇🏼

1/5
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Antonio Linares
$ZM deep dive dropping tonight.

Spoiler: I’m not the author.
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Brandon Beylo
Her: “Babe, please don’t get all metaphysical and philosophical at dinner with my family tonight.”

Me: *takes one sip of Mike’s Hard Lemonade* https://t.co/wG5BvEqque
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The Long Investor
Open the market

We are ready for this week ahead!
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