⁠Brandon Beylo
The Essential Peter Cundill Investment Philosophy

Buy:

• Undervalued

• Unrecognized

• Neglected

• Out of Fashion

• Misunderstood

Focus on:

Balance sheet > Income Statement https://t.co/4uxQbGOSLM
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⁠Giuliano
If you want to better understand someone, read the books they read. https://t.co/juVSwD6YoT
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⁠Brandon Beylo
https://t.co/PXjL6eiqMc

Christopher Nolan confirms #Interstellar is re-releasing in theaters this year to celebrate its 10th anniversary🍿

(via @empiremagazine) https://t.co/s8H6Pu4HjO - Culture Crave 🍿
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⁠iinvested
1Q'24 Saltlight Capital on:
$TCEHY
$PROSY
- Offshore Oil Suppliers
$TCP.JO
$BLU.JO

Read the full letter here:
https://t.co/HhAAZQSpA6 https://t.co/NeMUADst9r
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⁠Brandon Beylo
Joe Biden: Spent $7B to build ~7 EV Charging Stations.

Thomas Jefferson: Spent $416M to buy the Louisiana Territory from the French.

Tell me, Western man.

Who is the better capital allocator? https://t.co/9SkLfkeIYQ
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⁠Hidden Value Gems
Some interesting points from Druckenmiller's interview with @CNBC in May 2024

➡️Cautious on AI in the short term, but bullish long term (cut his $NVDA position in March)
➡️Bullish on Copper, Argentina and Japan
➡️Not investing in China under current leadership

🧵👇🏽

1/6 https://t.co/TSfBAJk62l
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⁠The Long Investor
$ETH +38% jump since testing the confluence level at $2811 https://t.co/sOcnKp8tW5

$ETH if you want to see what a confluence level looks like, it is right here:

At the 200 Day MA moving to meet the price action at the 0.5 Fib at $2811.

This is looking like the sweet spot for me. https://t.co/7OlhQaqxDr - The Long Investor
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⁠The Long Investor
RT @TheLongInvest: $ETH
Short Term Target: $4865
Mid Term target (Wave 3): $8811
Long Term Target: $10,677

I have a position and I am waiting. https://t.co/BKD2BihIvE

$ETH 4 YEAR PROJECTION. https://t.co/TJbLBupxkC - The Long Investor
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