MoneyBadger 💰 @TalentNotHaver
🚀📈💰 🤡, Ticker Symbol Spambot, Macro-Ignorer, Money-Not-Loser, Legally Binding Investing Advice (Real) (Not Real) 🚀📈💰 DMs always open Sheffield, UK Joined February 2023-
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Following2K
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Galderma Group IPO'd on March 22, 2024 and is currently only listed on SWX. Does anyone have any thoughts on $GALD.SW? I think their brand portfolio is very strong.
Still think $DQ and $NOAH are doubles from here, and $JD and $BABA have room for 70% or more... If China traded like US, which it doesn't.
$NVDA I dunno, the numbers still look like they check out but... what are we doing? $SMCI
I think the next big economic shock is gonna push most of the big 6 off a cliff
$DQ Daqo New Energy $3.28B Cash $1.19B Market Cap, next to no Debt Besides the typical China discount and the polysilicon price downturn, what is going wrong?
$DQ might genuinely get a PE below 2 at this rate
Looking into $GRAB and so far it looks very interesting
Had no idea that $BRK.A owned Squishmallows...
24.79% ytd quite weak, continue to underperform strong years and overperform weak ones...
Genuinely didn't think $PATK would break $100 so soon
Brookfield rally makes today the most profitable day of 2023 for me $BN $BAM $BIPC $BNRE $BEPC
Sold half of my $S position will buy in again if there's another dip
Sold 100% of my $PDD, $63 to $139 in less than a year is good enough, can't see myself holding any Chinese stocks long term as it stands (still in $NTES)
Marquetta Kernell @MarquettaK53702
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4K Followers 285 Following Global Investor | Quality Growth | M&A Analyst | Finance Grad. | 🇳🇱🇸🇪 | *personal views & no advice@TalentNotHaver I think I looked at EXP at one point. Seemed like a really solid business, the financial improvements they’ve made over the last decade were significant. Also strong buybacks iirc. Ultimately ended up going with MLM instead because I liked the higher % of sales from aggregates.
@SuperRobotOTC LOL literally took me 2 years to clean my feed after the 2016 elections. And it was much better until now. Not getting the racist stuff too much but it is there but the Conspicary and Crazy opinion is another story. And I ain't even American I got no dog in that fight.
Musk twitter has become craaazzzyyyy racist. Doing great job convincing me not to vote red tbh lol
Bought $cpng $meli $hims $se And small positions in $grvy and $fvrr I sold a ton some weeks ago bc i thought the Money was needed elsewhere. Close to 50%cash and concentrated in the above stocks…
No alpha in megacaps, except for all the alpha that got them there
Unpopular opinion: Google is a better business than Apple. $GOOG
Still unsure what made $GOOG results great and $META results bad. Yes, yes I understand expectations vs reality as well as a huge commitment to CapEx from $META. But on the surface, $META had a better q. Faster rev, EPS and FCF growth. Both are fantastic and i'm a happy owner
Mondelez: such an incredible business, and yet, so little discussion about it! #1 in biscuits ➡️ more than 5 TIMES BIGGER than the #2! #2 in chocolate = AHEAD of Hershey, Ferrero, Lindt!!! One of the greatest CPG success stories. $MDLZ
Following this multi-week pullback, the strongest growth stocks are jumping out of the gates... The intermediate-term trend for stocks such as Duolingo and Datadog has now flipped to UP (2 week ema > 4week ema) and this is a positive development. Disclosure - Long $DDOG $DUOL
Biggest problem in my life has always been sleep. It's hard for me to fall asleep, and I wake up 10+ times a night that I remember. Been like this since childhood. Taken Seroquel and Trazodone, sleep studies, CPAP, nothing changes. Normal sleep aids useless. Any suggestions?
I remember i discovered $ELF stock in April 2022. Glanced over the company but didn’t bother looking into it. Even after their recent pullback, the stock is still up 566% since then. Some lessons you gotta learn the hard way. Turn over every rock you find, even if it doesn’t…
@7LukeHallard I like the you’ve classified them by theme and strategy. Going to do the same.
The Boomer Finance tweet number have very much eclipsed the Middle Class tweet. I don't know how to feel about that because I was quite fond of the middle class notoriety (Barstool even did a reaction article). Anyways, I might quit my day job to troll full time.
IMO, idea that ‘even the best investors have only 60% hit rate’ is misguided & promoted by folks who want to attract more ‘fish’ to the mkt to trade against. Maybe the hit rate is 60% in the beginning of a career but for a competent investor it should be way higher later on.
When $HCC is at $120, you won't give a shit if you bought it at $65 or $60 (Note to myself)
Have to fight the boomer urge to buy $INTC here
@Alex__Pitti Good. Great time to reinvest dividends at low prices. Tobacco stocks performed horribly before the Dot Com bubble burst as well. Then they dramatically outperformed.
@nataninvesting Obviously, $BABA and $JD are the most undervalued stocks for now
@InvestRoiss not an unreasonable view at all, great valuations amidst any growth is a strong signal. Everyone criticising you in the comments is also a good signal