Offshore
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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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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.
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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. tweet
twitter.com
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Offshore
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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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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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Offshore
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Clark Square Capital
Good source for industry primers
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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 tweet
Clark Square Capital
The link to the free trial is below:
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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. tweet
twitter.com
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Offshore
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The Long Investor
$HIMS see you at $25. https://t.co/3zMYW52whl
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$HIMS see you at $25. https://t.co/3zMYW52whl
$HIMS Cup and Handle formation also aligns with our count below too.
$25 PT. https://t.co/iX3dXQrUnw tweet
Offshore
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The Long Investor
RT @Kross_Roads: $PYPL The WSJ just published a piece outlining PayPal's entry into advertising, using their double-sided data for Smart Receipts and Advanced Offers. They also are offering advertising for non-PayPal merchants.
Uber's Mark Gerther has been hired to lead this role.
As a reminder, no First Look product is built into guidance. Link
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RT @Kross_Roads: $PYPL The WSJ just published a piece outlining PayPal's entry into advertising, using their double-sided data for Smart Receipts and Advanced Offers. They also are offering advertising for non-PayPal merchants.
Uber's Mark Gerther has been hired to lead this role.
As a reminder, no First Look product is built into guidance. Link
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Offshore
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The Long Investor
$DKNG chart from 5 days showing it is in Wave C and to expect a decline next.
$DKNG down -7% today and trading lower after the Illinois Senate approved a 2025 budget imposing a progressive tax increase on sports betting operators. https://t.co/YeCQaGGxmr
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$DKNG chart from 5 days showing it is in Wave C and to expect a decline next.
$DKNG down -7% today and trading lower after the Illinois Senate approved a 2025 budget imposing a progressive tax increase on sports betting operators. https://t.co/YeCQaGGxmr
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Antonio Linares
5 stocks poised to dominate the next decade:
1. $PLTR - With an unparalleled focus on digital twins, $PLTR has become the backbone for successful AI deployment across the West. Its evolution into a foundational platform means businesses will increasingly rely on it, making $PLTR as essential as electricity in the digital age.
2. $AMD - Through strategic acquisitions of Pensando and Xilinx, combined with its chiplet expertise, $AMD is uniquely positioned to customize computation for clients, a hard-to-match advantage. This structural edge will enable $AMD to compete directly with $NVDA and potentially come out on top.
3. $TSLA- Often mistaken for merely a car company, $TSLA is actually developing a platform that integrates hyper-efficient manufacturing, renewable energy, and AI. Together, these elements will drive unprecedented material abundance. Key to watch each quarter are increases in manufacturing efficiency, despite inevitable market cycles.
4. $SPOT - $SPOT has outpaced $AAPL and $AMZN by maintaining a laser focus on music and audio. As it moves towards 1 billion MAUs, $SPOT is transforming into an audio search engine. With new audio verticals, it is set to significantly enhance its unit economics and generate higher free cash flow. Currently trading at just 3.6 times sales, the market has yet to recognize $SPOT as one of this decade's big winners.
5. $AMZN - $AMZN's margins are poised for significant expansion as it leverages its vast, high-quality data to create AI solutions across all operations, including AWS, e-commerce, and entertainment. The deployment and iterative improvement of these AIs will further entrench $AMZN's market position, driving higher levels of free cash flow per share than the market currently anticipates.
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5 stocks poised to dominate the next decade:
1. $PLTR - With an unparalleled focus on digital twins, $PLTR has become the backbone for successful AI deployment across the West. Its evolution into a foundational platform means businesses will increasingly rely on it, making $PLTR as essential as electricity in the digital age.
2. $AMD - Through strategic acquisitions of Pensando and Xilinx, combined with its chiplet expertise, $AMD is uniquely positioned to customize computation for clients, a hard-to-match advantage. This structural edge will enable $AMD to compete directly with $NVDA and potentially come out on top.
3. $TSLA- Often mistaken for merely a car company, $TSLA is actually developing a platform that integrates hyper-efficient manufacturing, renewable energy, and AI. Together, these elements will drive unprecedented material abundance. Key to watch each quarter are increases in manufacturing efficiency, despite inevitable market cycles.
4. $SPOT - $SPOT has outpaced $AAPL and $AMZN by maintaining a laser focus on music and audio. As it moves towards 1 billion MAUs, $SPOT is transforming into an audio search engine. With new audio verticals, it is set to significantly enhance its unit economics and generate higher free cash flow. Currently trading at just 3.6 times sales, the market has yet to recognize $SPOT as one of this decade's big winners.
5. $AMZN - $AMZN's margins are poised for significant expansion as it leverages its vast, high-quality data to create AI solutions across all operations, including AWS, e-commerce, and entertainment. The deployment and iterative improvement of these AIs will further entrench $AMZN's market position, driving higher levels of free cash flow per share than the market currently anticipates.
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