From Growth To Value @FromValue
Founder of Potential Multibaggers & Best Anchor Stocks on Seeking Alpha. Deep research, long-term investing (10yrs+). I help you stay calm when everyone panics seekingalpha.com/affiliate_link… Joined July 2018-
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Following2K
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In investing, most people take their opinions about the short term too seriously and their opinions about the long term not seriously enough.
This is gonna be good. Stay tuned amigos!!! $NU $MELI deep dive with @FromValue. Gold. Lots of juicy stuff that the filings won’t tell you. The stuff that differentiates good companies from great. Buen finde!
This is gonna be good. Stay tuned amigos!!! $NU $MELI deep dive with @FromValue. Gold. Lots of juicy stuff that the filings won’t tell you. The stuff that differentiates good companies from great. Buen finde!
Monday launch! 🚀🚀🚀 DEEP insight about $MELI & $NU with @FedexSTi
A friend told me he would like to start a business but he would want to avoid contact with customers, as he sees it as annoying and time-consuming. I told him to stay an employee in that case.
One year and one day ago, you could buy $DDOG at $63. It's at $125 now. People always underestimate how volatile stocks can be, both up and down.
One year and one day ago, you could buy $DDOG at $63. It's at $125 now. People always underestimate how volatile stocks can be, both up and down.
@simpleinvest01 @FromValue Diving into @FromValue's world was like finding an investment treasure map! His knack for spotting multibaggers is unparalleled.
This will be deeply missed next week at the AGM of $BRK.A $BRK.B. The wit and humor of Charlie Munger.😢🙂
Yeah, but $GOOGL's wokeness, ChatGPT killing it, blablabla. Look at the numbers and lock out your opinions and biases. And for those not hating me yet because of that, even a bit more provocation: 😜🚀🚀🚀🚀🚀
People only crunching numbers to invest are only using half of their brain. Of course, the numbers are important, but why would you throw away all other intelligence? How management talks and behaves is very important, for example. So: IQ + EQ = better investing.
Real monopoly players hide the fact that they are real monopoly players. Yes, this is about $GOOGL
Hermès $RMS.PA 7 was founded in 1837. 10 troublesome periods in French history it survived: 1. Revolution of 1848 leading to the fall of King Louis-Philippe and the establishment of the Second Republic. 2. French-Prussian War (1870-1871): This conflict ended the Second French…
Based on price/cash from operations (a good metric for retailers) and price/gross profit, $FIVE has not been this cheap in the last decade, except for the bottom of the pandemic crash, when many of its stores were closed. 👀 I added to my position today. 🔥🤗
$ADYEY with a business update. The stock is down 10%-12% on the Amsterdam stock exchange. I only saw that after I read the earnings. The results were satisfying to me. Payment volume was up a whopping 48%, more than expected. But because that was mainly from big customers, the…
Read my lips 👄 Stock price targets are ridiculous. Just so you really know: Stock price targets are ridiculous.
Puru Saxena @saxena_puru
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@FromValue Loved Charlie "No nonsense " attitude.
@FromValue Will you be there? Let’s get a beer 🍻
People and businesses holding money on @Wise earned $30 million in March from the high interest rates. Adding those who keep their accounts invested in the world's largest companies brought the gains to $41m. How's that possible - let's find out on the thread 🧵 Capital at…
I’m off to Omaha next week, but will sorely miss Munger’s wonderful insights and wit…
This will be deeply missed next week at the AGM of $BRK.A $BRK.B. The wit and humor of Charlie Munger.😢🙂
@gorkipinheiro @FromValue Thank you too! Appreciate this 😊
This is gonna be good. Stay tuned amigos!!! $NU & $MELI deep dive with @FromValue. Gold. Lots of juicy stuff that the filings won’t tell you. The stuff that differentiates good companies from great. Definitely good insight for serious investors to reinforce conviction. Buen…
Monday launch! 🚀🚀🚀 DEEP insight about $MELI & $NU with @FedexSTi
@FromValue @FedexSTi My thoughts on $MELI and $NU 👇 Mercado Libre is an interesting shout. They made the decision to invest heavily in logistics around 6 years ago which is paying huge dividends to them now. They do deliveries in less than 48 hours across Latin America. Currently, they are bigger…
How exactly was @nubank able to break the stranglehold of Brazil’s most dominant banks? Incredible case study of an incredible business by an incredible entrepreneur @velez_david Must read 👇 ⁃ Great example of regulatory capture actually doing good and helping…
@FromValue Never hide The whole game is monopoly
But no one needed GPUs anymore last weekend I heard. AI can just move forward by itself. $NVDA
This is absolutely insane: Nvidia stock, $NVDA, is now up a massive 17% from its low just 5 trading days ago. The stock has jumped from a low of $756 to $880+, adding ~$320 BILLION in market cap. This week alone, Nvidia has added market cap equivalent to the entire value of…
@FromValue Bit of both really. On my way to work and way back whilst driving during the week. On weekend when doing menial chores…car, garden etc - AirPods in. Try to use time as efficiently as possible. Deleted all other news and social media apps which helps. 👍
@FromValue Never during the weekend. Best time to drop is Monday morning