⁠The Long Investor
You need to be able to understand why Silver is up another +17% this month

$SPY https://t.co/l6uz6izZeG
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⁠ Q-Cap 
One of the most accurate forecasters of recessions, the inverted yield curve is no more. The yield curve has been inverted now for over 400 trading sessions, the longest streak on record. Yet, there seems to be no recession in sight.

Love seeing macro bois lose their fkng mind https://t.co/pEfA5TJLDg
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⁠The Long Investor
$HIMS up +8%

$HIMS see you at $25. https://t.co/3zMYW52whl - The Long Investor
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⁠ Q-Cap 
Today it's $CELH getting slapped, as if it's breaking news these products are terrible for you...

To put this in context "healthy" Coke has only 35mg of caffeine.

And this is just caffeine....let's not start with the other ingredients you can't even pronounce.
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⁠Antonio Linares
$HIMS going back to all-time-highs? https://t.co/28CEhMCucu
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⁠Brandon Beylo
Jack Dorsey (@jack) is one of the most underrated / under-appreciated entrepreneurs of our time.

Jack Dorsey, co-founder of Twitter and Square, reminds us that ideas are a commodity, execution is art. https://t.co/k0oDbZvPrv - Vala Afshar
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⁠The Long Investor
Investing is not about taking no risk or taking on too much risk

It’s about managing risk.
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⁠Antonio Linares
$HIMS revenue is growing faster than $PLTR.

At the same P/S ratio as $PLTR, $HIMS would be priced at $126/share.
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⁠Hidden Value Gems
My latest thesis on Ituran

✅$0.5B mkt cap
✅Telematics services
✅Market leader in Israel, present in the US and LatAm. ✅Trades at 9.9x PE
✅10% of the Mkt Cap is Net Cash plus a minority stake in a startup worth $172mn (latest round), reported at zero on the balance sheet.

Full thesis on my website (see profile).
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⁠Hidden Value Gems
My latest thesis on Ituran:

✅$0.5B mkt cap
✅Telematics services
✅Market leader in Israel, present in the US and LatAm
✅Trades at 9.9x PE
✅10% of the Mkt Cap is Net Cash plus a minority stake in a startup worth $172mn (latest round), reported at zero on the balance sheet
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⁠The Long Investor
$NVDA is now 10 times larger than $AMD, with a market cap of $2.8 Trillion

Sales in $NVDA is $79 Billion
Sales in $AMD is $22 Billion

3.5 times the difference, considerably less than the 10 times

In terms of risk v reward, $AMDs ability to double in price right now is far greater than $NVDA’s probability.
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