⁠The Long Investor
17hrs ago:

'LEGITIMATE TARGETS UNDER INTERNATIONAL LAW, USING PRECISE MUNITIONS AND ON THE BASIS OF PRECISE INTELLIGENCE'

Now:

‘It was a mistake’

ISRAELI MILITARY: RAFAH STRIKE WAS AGAINST 'LEGITIMATE TARGETS UNDER INTERNATIONAL LAW, USING PRECISE MUNITIONS AND ON THE BASIS OF PRECISE INTELLIGENCE' - *Walter Bloomberg
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⁠Giuliano
Beautiful shelf. Lots of reminders. https://t.co/sYPi3WsKJh
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⁠Giuliano
The opportunity cost of eating is incredibly high.

Same price as a pizza slice. https://t.co/jYGPxy91Wm
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⁠Antonio Linares
Predictions for the next decade:

1. $HIMS will transform into a healthcare powerhouse, significantly reducing healthcare costs in the US.
2. $AMD will challenge $NVDA's supremacy in the AI sector.
3. $SPOT will develop into an audio search engine with billions of monthly active users.
4. $PLTR will become the foundational platform for AI adoption in the West, serving as the initial building block for new companies.
5. $AMZN's market cap will multiply, fueled by exponential growth in its free cash flow per share, driven by its proprietary AI models.
6. $TSLA will unlock material abundance by integrating AI, affordable energy, and ultra-efficient manufacturing.
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⁠iinvested
1Q'24 Donville Kent Asset Management on $TNTLF, $CTSDF, $VHIBF, $CRFQF

https://t.co/hLWZtkMZ54

More fund letters here:
https://t.co/HhAAZQRRKy https://t.co/BDxggFJoqf
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⁠Brandon Beylo
RT @ObscurValuation: I have talked with this on @marketplunger1 podcast.
If you are buying cheap that nobody is looking at, it is important to not make contrarian your identity.
That will only end in loses and bad results.
You need proper reasons and fundamentals if you go against the grain.

True contrarianism can't be comfortable. It has to look reckless/dumb, come w/ career risk, or some barrier to entry. Maybe impossible to implement in an institution where consensus needs to be reached w/ committees/clients. IMO people underestimate how weird it has to be. - Walter
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⁠ Q-Cap 
Hello American friends,

Happy memorial day to all.

Here's some good news for you.

$NVDA trades on the Canadian Exchange as well in CDN$ and it closed up +4.39%.

We picked up the slack for you while you enjoyed your well deserve rest. https://t.co/NPcfUhAqnN
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⁠Clark Square Capital
Good source for industry primers

1/ Compiled over 200 primers, books, podcasts on a variety of industries on one sheet (link on next Tweet): Would love to add more so please share freely with others and comment your favorite sources you've come across on different industries. https://t.co/OUYtWN8MAs - Adaptive Capital
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⁠Clark Square Capital
Lots of new followers this weekend.

If you are new, I write a newsletter about under-the-radar stocks and special situations.

If you are curious about the work I am doing, send me a DM or email me (info @ clarksquarecapital dot com) and I will set you up with a free trial.
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⁠The Long Investor
If you bought any 5 stocks in the S&P 500 and held them for 10 years, nobody has ever lost money on this.

Any.5.stocks.
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⁠Clark Square Capital
The link to the free trial is below:

Lots of new followers this weekend.

If you are new, I write a newsletter about under-the-radar stocks and special situations.

If you are curious about the work I am doing, send me a DM or email me (info @ clarksquarecapital dot com) and I will set you up with a free trial. - Clark Square Capital
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⁠Hidden Value Gems
I noticed that since COVID there is a growing number of sectors going through shortages and undersupply.

Where do you see the biggest gap (between demand and supply) in the mid term? 🤔
- Chips
- Fossil fuel/Copper/Uraniu
- Skilled labour
- Military/Defence
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