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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Offshore
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Giuliano
I cannot believe I wasn't familiar with Richard Feynman's ideas.
Here are some fascinating takes from this curious character: https://t.co/ULpEszx7Na
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I cannot believe I wasn't familiar with Richard Feynman's ideas.
Here are some fascinating takes from this curious character: https://t.co/ULpEszx7Na
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Offshore
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The Long Investor
HSI
Throw away the Sell button, I like it.
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HSI
Throw away the Sell button, I like it.
$HSI Hang Seng Index relative to the $SPX.
You buy China here (been saying this for last 12 months really).
Swallow the key to the sell button like you never swallowed before. Don’t second guess it, just swallow.
Come back in 3-5 years. You are welcome. https://t.co/DE2PiBneuH tweet
Offshore
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Brandon Beylo
Can I say something without everyone getting mad?
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Can I say something without everyone getting mad?
Somebody is waging war against the Riverside Park pickelball courts at W. 110th Street.
Cutting up the nets, putting it in trash bags, dismantling the equipment and then scattering it randomly throughout the park.
A vandal struck the courts 3 times in the past 7 days. https://t.co/f37L9Q8Vb4 tweet
The Long Investor
What people don’t understand about technical analysis:
- The moving averages, particularly the 50 and 200 Day MA’s
- Fib levels 0.38, 0.5 and 0.618
- VWAP’s
- and breakout levels
Have a strong habit of aligning with each other
When they align at a confluence level, that is your entry or exit point.
Price action is simply the translation of public opinion on a security and it is usually correct.
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What people don’t understand about technical analysis:
- The moving averages, particularly the 50 and 200 Day MA’s
- Fib levels 0.38, 0.5 and 0.618
- VWAP’s
- and breakout levels
Have a strong habit of aligning with each other
When they align at a confluence level, that is your entry or exit point.
Price action is simply the translation of public opinion on a security and it is usually correct.
tweet