⁠Brandon Beylo
One of my favorite Stanley Druckenmiller quotes.

“People always forget that 50% of a stock’s move is the overall market, 30% is the industry, and maybe 20% from stock picking.” https://t.co/A9NdU1Wsd2
tweet

⁠Brandon Beylo
RT @dailydirtnap: That's why it's a waste of time to get hung up on the 20% digging through Ks and Qs.

You can get 80% of it right with 5% of the work.

One of my favorite Stanley Druckenmiller quotes.

“People always forget that 50% of a stock’s move is the overall market, 30% is the industry, and maybe 20% from stock picking.” https://t.co/A9NdU1Wsd2 - Brandon Beylo
tweet

⁠Invest In Assets 📈
LVMH -5% after Q2 Earnings 👜

• Revenue +2%
• Wines & Spirit -9%
• Fashion & Leather Goods +1%
• Perfumes & Cosmetics +6%
• Watches & Jewelry -3%
• Other activities +8% https://t.co/28xdIBZSDD
tweet

⁠Invest In Assets 📈
Google is up 2% after its Q2 earnings

• Revenue +14% YoY (+15% CC)
• EBIT +25.5%
• Op. margin 29% —> 32%
• Earnings per share +31.25%

Strong quarter for Cloud, search & Youtube ads 💎 https://t.co/wXgpsbaxVo
tweet

⁠Invest In Assets 📈
Visa is down -2.5% after its Q2 earnings

• Revenue +10%
• Net income +17%
• Earnings per share +20%
• Payment volume +7%
• Share repurchase & dividends of $5.8B https://t.co/FHsZlKtqQx
tweet

⁠Invest In Assets 📈
Investing hack:

Invest in a business you'd be happy to own even if the market closed for 10 years
tweet

⁠Invest In Assets 📈
Don't fall victim to the madness of markets: https://t.co/IRWW6vSyCI
tweet

⁠Invest In Assets 📈
Observation:

The happiest investors I know don't look at the price charts every day.
tweet

⁠Invest In Assets 📈
Semiconductor industry overview 👇 https://t.co/QfmVfdFICV
tweet

⁠Bamboo
RT @Artemis1511: Shouting out @investbamboo this whatsapp channel has been so great! Plus the YouTube series.

Made getting started much easier🍻🤍 https://t.co/L2sNTZWWHL
tweet

⁠Invest In Assets 📈
The market is correcting, but Constellation does not care at all 📈 https://t.co/FR8cXGLBoa
tweet