Brandon Beylo
@marketplunger1Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
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Michael Burry's (@michaeljburry) Investment Strategy One-Pager - Buy roadkill - Sell when roadkill's been polished - Care little about general market - Focus on FCF & Enterprise Value - Invest in Rare Birds - Hold 12-18 Stocks - Buy within 10-15% of 52-week low Love it.
I really enjoyed my conversation with @PurpleDrink_LLC Fintwit is an awesome place. Just talking stocks, trading, philosophy, and process with another market-obsessed individual. I hope you guys enjoy. Listen wherever you get podcasts.
Michael Burry's latest 13F is out! Here are the highlights: • He's bullish China with $BABA and $JD as his two largest positions • Increased long in $FOUR by 50% • Sold out of $HPP and $BCAB Basically he's entirely long China.
Thanks for this, Brandon. Number 4 is what Druck, in his recent interview, mentioned that Soros really impressed upon him. It's so true. @ElvynGovender price action mentioned more than once here 🥊
Six Trading Principles from George Soros
“Are you still a believer in value investing? Because with Bitcoin at $90,000 it’s kind of marginal, right?”
Josh Tarasoff on what makes him different from other "traditional" value investors. This stuff is pure gold.
For real. How can you be bearish on the US Dollar after reading this?
$DAVE continuing to fly up +27.39% in the after hours trade following earnings results. Now up over +1000% since the Stage 2A breakout in Dec 2023
I think you're onto something @PeterLBrandt ! Disc: I own $SQ
I know it is not appropriate to describe charts in sexual terms But this chart is XXX rated sexy $SQ
This is actually required training for mining company CEOs operating in West Africa.
Block $SQ owns 8,083 Bitcoin at a ~$28,100 average cost basis (using actual purchase data + assumptions on DCA program). That BTC position is now worth $720M+. Probably nothing.
United States Trends
- 1. $MAYO 9.851 posts
- 2. $CUTO 7.492 posts
- 3. Tyson 384 B posts
- 4. Pence 43,6 B posts
- 5. Laken Riley 38,1 B posts
- 6. Dora 22,1 B posts
- 7. Ticketmaster 16,3 B posts
- 8. Kash 70,4 B posts
- 9. Mike Rogers 7.985 posts
- 10. Cenk 10,4 B posts
- 11. #LetsBONK 5.371 posts
- 12. Pirates 18,5 B posts
- 13. #FursuitFriday 15,4 B posts
- 14. Mr. Mayonnaise 1.366 posts
- 15. The UK 430 B posts
- 16. Iron Mike 15,9 B posts
- 17. Debbie 15,1 B posts
- 18. Scholars 10,6 B posts
- 19. Al Gore 3.263 posts
- 20. Gabrielle Union N/A
Who to follow
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Sidecar Investor
@sidecarcap -
Frederik Gieschen
@FrederikNeckar -
Idea Hive
@ideahive -
Ian Cassel
@iancassel -
Long Equity
@long_equity -
Christopher Bloomstran
@ChrisBloomstran -
Fred Liu
@HaydenCapital -
In Practise
@_inpractise -
ValueStockGeek
@ValueStockGeek -
Mostly Borrowed Ideas
@borrowed_ideas -
Daniel S. Loeb
@DanielSLoeb1 -
Implied Expectations
@LongHillRoadCap -
Brad Kaellner
@bkaellner -
Jeremy Raper
@puppyeh1 -
Andrew Kuhn
@FocusedCompound
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