Offshore
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Antonio Linares
Julio Iglesias reminds me every morning that there’s things that are far more important than the stock market.
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Julio Iglesias reminds me every morning that there’s things that are far more important than the stock market.
De niño odiaba cuando llegaba el fin de semana y mi padre ponía Julio Iglesias.
Últimamente es de lo único que se escucha en mi casa.
Ahora entiendo a mi padre. https://t.co/mPTayRxV8J tweet
Dimitry Nakhla | Babylon Capital®
“Investors who expect to be ongoing buyers of investments throughout their lifetimes should adopt a similar attitude toward market fluctuations; instead many illogically become euphoric when stock prices rise and unhappy when they fall.
They show no such confusion in their reaction to food prices:
Knowing they are forever going to be buyers of food, they welcome falling prices and deplore price increases. (It's the seller of food who doesn't like declining prices)”
— Warren Buffett 🗣️
#stocks #investing
Source: Berkshire Hathaway 1990 Shareholder Letter 📝
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“Investors who expect to be ongoing buyers of investments throughout their lifetimes should adopt a similar attitude toward market fluctuations; instead many illogically become euphoric when stock prices rise and unhappy when they fall.
They show no such confusion in their reaction to food prices:
Knowing they are forever going to be buyers of food, they welcome falling prices and deplore price increases. (It's the seller of food who doesn't like declining prices)”
— Warren Buffett 🗣️
#stocks #investing
Source: Berkshire Hathaway 1990 Shareholder Letter 📝
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The Long Investor
A CEO’s main job is capital allocation
Using it for:
- Share Buybacks
- Paying a dividend
- Acquisitions
- R&D
- Expansion
The best CEOs in history only bought their own shares when they were cheap, not when they were overvalued, according to standard metrics of value.
$BABA and $PYPL stick out as two companies that are buying back at undervalued levels.
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A CEO’s main job is capital allocation
Using it for:
- Share Buybacks
- Paying a dividend
- Acquisitions
- R&D
- Expansion
The best CEOs in history only bought their own shares when they were cheap, not when they were overvalued, according to standard metrics of value.
$BABA and $PYPL stick out as two companies that are buying back at undervalued levels.
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Offshore
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The Long Investor
$NVDA in spite of a 2834% gain over 5 years, $NVDA only has a FWD PE of 30
People need to realise that it is extremely rare for a company to achieve what $NVDA has done
They were in the right place at the right time and sold spades in the middle of a gold AI rush.
Remember $NVDA is the exception as opposed to the norm.
When parabolic moves like this happen, companies need to back it up with extraordinary earnings and growth, if this is not achieved, the pull back will be catastrophic
So far $NVDA has over achieved on Revenue growth and they deserve to be at this level now.
There is 100% correlation between Revenue and Profits to a share price.
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$NVDA in spite of a 2834% gain over 5 years, $NVDA only has a FWD PE of 30
People need to realise that it is extremely rare for a company to achieve what $NVDA has done
They were in the right place at the right time and sold spades in the middle of a gold AI rush.
Remember $NVDA is the exception as opposed to the norm.
When parabolic moves like this happen, companies need to back it up with extraordinary earnings and growth, if this is not achieved, the pull back will be catastrophic
So far $NVDA has over achieved on Revenue growth and they deserve to be at this level now.
There is 100% correlation between Revenue and Profits to a share price.
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Offshore
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The Long Investor
$SPY you can believe we are going a lot higher from here but we are preparing for Wave 2 when the Fed pivots
And then we go higher for Wave 3.
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$SPY you can believe we are going a lot higher from here but we are preparing for Wave 2 when the Fed pivots
And then we go higher for Wave 3.
$SPY 10 Year Projection
6 months later updated.
New ATH so Wave 5 is not complete yet. https://t.co/PKgry5Atsb tweet
Offshore
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Hidden Value Gems
Have been researching $TEP.PA for a few days (5x EV/EBITDA, 7x PE, down 70% from 2022 peak).
Came across this slide with interesting data points on CAC and churn rate by sector (not directly related to TEP - just thought it was worth sharing). https://t.co/9HmIBZgvY1
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Have been researching $TEP.PA for a few days (5x EV/EBITDA, 7x PE, down 70% from 2022 peak).
Came across this slide with interesting data points on CAC and churn rate by sector (not directly related to TEP - just thought it was worth sharing). https://t.co/9HmIBZgvY1
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