⁠Brandon Beylo
Great write-up on $GENK from @realLigerCub.

And I'm not just saying that because I own a bunch of $GENK.

Okay, that's part of the reason.

Still worth a read and DYODD.

GEN Restaurant Group, Inc. ($GENK)

Spending the summer in Greece makes it challenging to stay productive. Still, markets keep moving, so it's time for a new write-up. While the company’s current illiquidity prevents most institutional investors from sizing up, this should not persist as the founders can exchange their Class B units (~86.1% economic interest) for Class A common stock in an anti-dilutive manner. As always, this isn't a short-term earnings trade but rather a long-term investment thesis. - Liger Cub
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⁠Brandon Beylo
Heads up guys.

Silver putting in a failed breakdown setup today.

Not to mention it's in a Bull Quiet Regime.

And we had a partial flush in Large Spec longs this past week.

#Silver https://t.co/B2T8Cstmvx
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⁠Hidden Value Gems
A few good points on $ERF.PA by Giverny Capital: https://t.co/bwqa65JeS1
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⁠Brandon Beylo
It's stories like these that make mining investing so attractive.

Yes, most of the mining companies are total garbage.

But it's one of the few industries where you can make life-changing money in less than a decade.

Big congrats to @radog_77 on this investment.

Well, end to my story in Filo. It is 35% of my portfolio, half of it acquired in late 2019. A 9x more or less, never sold a share except for buying/selling intraday. I retired 2023 thanks to $FILO. I cycled to Vicuña and visited it. The management was always trustworthy, thanks! https://t.co/GjYIAUaD8w - radog77
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⁠Brandon Beylo
Argentina is now open for copper M&A business.

Mining Twitter.

What are your favorite copper mining plays specifically in Argentina?

The smaller the market cap, the better!

#copper #Argentina
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⁠Librarian Capital
PSA: The Internet is a big place, even a small % of bad apples means a big number of actual people

Our policy on social media is thus to block people early and often, on the first sign of bad behaviour

Sometimes we get things wrong

If you know of such an instance, reach out
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⁠Brandon Beylo
Investing is fun because it's always the trades you don't take that end up working.

$NVDA

I want to short $NVDA so badly.

Someone talk me off the ledge. https://t.co/N3p7o8Ld6N - Brandon Beylo
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⁠Dimitry Nakhla | Babylon Capital®
Microsoft $MSFT Q4 2024 Report 🗓️

•Revenues: $64.7b (+15% YoY) ✅

•Operating Income: $27.9B (+15% YoY) ✅

•Net Income: $22.0B (+10% YoY) ✅

Notable Points 👇🏽

•Intelligent Cloud Revenue: $28.5B (+19% YoY) ✅

•Productivity & Business Revenue: $20.3B (+11% YoY) ✅

•Personal Computing Revenue: $15.9B (+14% YoY) ✅
___

Although $MSFT reported a robust Q4, its valuation is quite steep at 33.70x next-twelve-months (NTM) EPS estimates. As a result, even slight softness in the report could trigger the sell-off we are seeing in after-hours trading

You can see the FY 2024 Results below

#stocks #investing
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⁠Librarian Capital
Microsoft $MSFT FY24Q4 (Jun) results

Q4 revenues +15% (+16% ex-FX), incl:
Productivity & Biz. Processes +11%
Intelligent Cloud +19% (Azure +29%)
More Personal Computing +14%

Q4 EBIT +15%, Net Income +10%, EPS +10%

FY revenues +16%, EPS +20% (Non-GAAP)

Shares -6% AH https://t.co/QDpA5YQqqx
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