Offshore
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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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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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Offshore
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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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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
Sunday evening is our favourite time of the week
We upload 20 charts every Sunday and prepare our group for the market and our favourite positions.
We review these positions again on Weds to make sure we are on track and continue this process every week.
We have been doing this for 18 months now and have never missed a Sunday, or have we missed a single month uploading 450 charts each month.
People deserve certainty when they pay for a group
We have a catalog of 830 different charts uploaded now to our group and can be easily found, so if there is something you want to see analysed, we likely have it already done.
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Sunday evening is our favourite time of the week
We upload 20 charts every Sunday and prepare our group for the market and our favourite positions.
We review these positions again on Weds to make sure we are on track and continue this process every week.
We have been doing this for 18 months now and have never missed a Sunday, or have we missed a single month uploading 450 charts each month.
People deserve certainty when they pay for a group
We have a catalog of 830 different charts uploaded now to our group and can be easily found, so if there is something you want to see analysed, we likely have it already done.
tweet
Offshore
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The Long Investor
Why you should never limit yourself by time when it comes to trading and investing. https://t.co/qOJLTbQuTU
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Why you should never limit yourself by time when it comes to trading and investing. https://t.co/qOJLTbQuTU
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The Long Investor
I have never held more than 15 stocks at any one time.
I want to know everything about the stocks I own, the more information I have, the more comfortable I am with holding.
If you hold 30+ stocks, it is almost impossible to stay on top of these positions, even for professionals.
Sector ETFs would be more appropriate than holding a large amount of positions
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I have never held more than 15 stocks at any one time.
I want to know everything about the stocks I own, the more information I have, the more comfortable I am with holding.
If you hold 30+ stocks, it is almost impossible to stay on top of these positions, even for professionals.
Sector ETFs would be more appropriate than holding a large amount of positions
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The Long Investor
RT @DailyCompoundng: HERE IS MY UPDATED LIST OF $BABA BULLS TO FOLLOW:
- @TheLongInvest
- @EquityBrian
- @gurgavin
- @DailyCompoundng
- @Mr_Derivatives
- @nataninvesting
-@RunAwayInvestor
- @ahern_brendan
- @_mm85
- @HedgeFundTips
- @SeekingTheValue
- @AJButton2
- @GoingJGalt
- @FrisoAlenus
- @DecodeMarkets
- @RhinoInsight
- @DividendDynasty
- @michaelgmcquaid
SORRY IF STILL MISSING SOME?! 🤔
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RT @DailyCompoundng: HERE IS MY UPDATED LIST OF $BABA BULLS TO FOLLOW:
- @TheLongInvest
- @EquityBrian
- @gurgavin
- @DailyCompoundng
- @Mr_Derivatives
- @nataninvesting
-@RunAwayInvestor
- @ahern_brendan
- @_mm85
- @HedgeFundTips
- @SeekingTheValue
- @AJButton2
- @GoingJGalt
- @FrisoAlenus
- @DecodeMarkets
- @RhinoInsight
- @DividendDynasty
- @michaelgmcquaid
SORRY IF STILL MISSING SOME?! 🤔
THERE ISNT A SINGLE ACCOUNT ON TWITTER THAT WAS MORE BULLISH ON ALIBABA THAN ME
UP 25% SO FAR
$BABA tweet
twitter.com
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Offshore
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Brandon Beylo
Copper price: $5/lb
My boss: “Why were you late today?”
Me: “What did you just say to me?”
H/t @WallStreetSilv https://t.co/tceuIGZyIv
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Copper price: $5/lb
My boss: “Why were you late today?”
Me: “What did you just say to me?”
H/t @WallStreetSilv https://t.co/tceuIGZyIv
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The Long Investor
$COPX Copper is up 31% YTD and it’s been identified that China has been aggressively buying, amongst other precious metals
It is also worth knowing that 83kg of Copper is needed for every single EV battery.
Considering China has the largest EV market in the world, I suspect they are aware how big this sector will grow.
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$COPX Copper is up 31% YTD and it’s been identified that China has been aggressively buying, amongst other precious metals
It is also worth knowing that 83kg of Copper is needed for every single EV battery.
Considering China has the largest EV market in the world, I suspect they are aware how big this sector will grow.
Watching all the Copper charts appearing today.
Try uploading charts before they breakout
So people can prepare
April 9th below.
$COPX tweet
twitter.com
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Offshore
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The Long Investor
RT @TheLongInvest: $BABA
IPO'd in 2014 with Revenue of $12.3 Billion and a share price of $90
2024 Revenue is now $126 Billion and has a share price of $80.
A 10 X increase in Revenue but now a lower share price, this is how early you are investing in $BABA right now.
Free Cash Flow also increase 5 X during this same 10 year perod from $5 Billion to $24 Billion.
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RT @TheLongInvest: $BABA
IPO'd in 2014 with Revenue of $12.3 Billion and a share price of $90
2024 Revenue is now $126 Billion and has a share price of $80.
A 10 X increase in Revenue but now a lower share price, this is how early you are investing in $BABA right now.
Free Cash Flow also increase 5 X during this same 10 year perod from $5 Billion to $24 Billion.
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Offshore
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The Long Investor
$BABA
This is very straightforward for $BABA now:
2021 Free Cash Flow level was $27 Billion
2022 Free Cash Flow level was $13 Billion
2023 Free Cash Flow level was $24 Billion
And the share price pulled back hard because of this 2022 dip in FCF.
If they finish 2024 above $28 Billion Free Cash Flow their share price will return to the mean reversion zone as shown, above $140.
80% potential upside if management can execute their recovery now.
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$BABA
This is very straightforward for $BABA now:
2021 Free Cash Flow level was $27 Billion
2022 Free Cash Flow level was $13 Billion
2023 Free Cash Flow level was $24 Billion
And the share price pulled back hard because of this 2022 dip in FCF.
If they finish 2024 above $28 Billion Free Cash Flow their share price will return to the mean reversion zone as shown, above $140.
80% potential upside if management can execute their recovery now.
$BABA
There is no argument
TLI is the biggest Chinese Bull. https://t.co/e2ieRzMLh6 tweet