⁠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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⁠The Long Investor
The moment I realised that the journey was the reward and not the end goal, everything changed.
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⁠Antonio Linares
FSD is $TSLA ‘s CUDA moment.
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⁠Antonio Linares
RT @holdmybirra: @alc2022 No se pierdan el momento en que @alc2022 reflexiona sobre esto en el podcast sobre solo $tsla en el proximo podcast de @10ampro
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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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⁠The Long Investor
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 - Heisenberg
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⁠Brandon Beylo
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 - Gus Saltonstall
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⁠Giuliano
Tying one's identity to ideas is a huge problem.
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⁠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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⁠Daniel
7 Masterpieces on Decision-Making: https://t.co/OjfDP1gHPY
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⁠Hidden Value Gems
JP Morgan 2024 summer reading list. Doesn't look particularly exciting...

One lesson I learnt is that if you are not sure what book to pick up, stick with the older one - there is a lot of hype in most recent books, many of which are quickly forgotten. https://t.co/EOjvcXGfEg
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