Austin Lieberman
@LiebermanAustin
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I write about high-quality stocks with 10x return potential. Learn about the best small cap stocks you’ve never heard of at https://t.co/A7VVr0NuzS
Small Cap Stock Deep Dives →
Joined June 2012
Legendary investor Howard Marks just released a new memo. “In my 53 years in the investment world, I’ve seen economic cycles, manias and panics, bubbles and crashes, but I remember only two real sea changes. I think we may be in the midst of a third one today.”. My Notes….
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Wait till the mainstream learns about $IDR
So proud 🇺🇸. MP Materials Announces a Transformational Public-Private Partnership with the U.S. Department of Defense. – Multibillion-dollar DoD commitment.– New “10X” magnet facility to be constructed.– 10-year price floor + offtake agreements.– DoD positioned to become MP’s
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Blazing-fast image creation – using just your voice. Try Grok Imagine.
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Locked in 2.25%. Convinced I won’t see a lower rate ever again.
Average 30-Year Mortgage Rate in the US….1970s: 8.9%.1980s: 12.7%.1990s: 8.1%.2000s: 6.3%.2010s: 4.1%.2020s: 5.2%.---.All-Time Low (Jan 2021): 2.65%.2023 Peak (Oct 2023): 7.79%.Today's Rate: 6.67%.
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Great reference for nutrition/performance.
This is a worthwhile chart if like me, you believe that eating foods w/high complete protein to calorie ratio (CP:CR) is important for satiety and health. Aside from the mispronunciation, Seitan is one I will look into more as I generally veer toward animal based CP:CR proteins.
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“You are the best dad ever because you’re the only dad I have”. - My 7 year old daughter.
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Novo Nordisk terminates collaboration with $HIMS. Stock down 25% pre market.
Everyone is talking about $HIMS Revenue and Adjusted EBITDA growth. Here are two red flags that are keeping me from owning shares:. 1. Revenue grew by 111% YoY while cost of revenue grew by 216% YoY. 2. Shares outstanding grew by 7% YoY. HIMS is in early-stage growth mode so it’s
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Rocket Lab $RKLB is definitely a risky bet (high-risk/high-potential return) and should be sized accordingly in your portfolio. But so far, the company is a proven leader in small launch and is making real progress with Neutron which will unlock the next chapter in growth.
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Love to see companies run with an owners vs renters mentality. Idaho Strategic Resources $IDR is a perfect example. CEO is the largest shareholder owning 9% of the company and they’re reinvesting heavily in exploration (5x’d their YoY spend in Q1’25) instead of padding EPS
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As the discussion around Rare Earth Extracts and clean energy continues, I wouldn’t be surprised to see Thorium start to gain traction. $IDR happens to control all 10 of the largest thorium veins in the Lemhi Pass. Company and management continues to impress.
China Unveils World's 1st 'Meltdown Proof' Thorium Reactor
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If you learned anything from this valuation exercise with $PLTR I think you’ll enjoy reading my lessons learned from missing out on Palantir’s 1,400% gain. I wrote about it here:.
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Palantir is insanely overvalued. Shares are pricing in somewhere between 5-8 years of growth. It’s completely unsustainable and I challenge anyone to show me another $300B+ company that has traded at a P/S near 100 and worked out for investors over the next 5 years. I don’t
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Why it’s smart to have a few small 100x potential bets in your portfolio. 90% of them could go to 0 and you could still have outsized returns from the rest.
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There’s absolutely no place for certainty in investing. These aren’t my words, they’re from legendary investor Howard Marks. If you follow anyone who’s certain of a specific outcome block them immediately. Humility and curiosity go a long way for investors.
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Here’s my latest post about missing a 1,400% gain in $PLTR and an update on my portfolio + Best Buy’s for May.
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Investing isn’t as simple as just investing in any stock with a PEG less than 1 but $XPEL is a proven long-term winner, it’s a leader in its industry, and the company has a great CEO. If you want to learn more about $XPEL follow me @LiebermanAustin and subscribe to my.
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$XPEL is one of the best performing stocks you’ve never heard of. 1000% return over the last 10 years and it’s currently undervalued according to one of legendary investor Peter Lynch’s key metrics. The PEG ratio. Lynch wants to buy when stocks have a P/E ratio that’s lower
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It’s time to lower your expectations for future returns. The S&P500 is trading at a blended P/E of 24 vs its 20 year average of 20. Over the next couple of years if the S&P 500 trades at its historical average, you’re looking at 5.5% annual returns. I’m not saying you should
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If you want my free weekly updates covering under-followed small cap stocks subscribe to my 100% free newsletter. I only send ONE email per week because long-term investing doesn’t need to be complicated.
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I write a weekly newsletter for investors who want to enjoy their lives, not spend all day staring at the market. I do deep dives into high-quality stocks that I think could 10x over the long-term. I just shared my portfolio:
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Congrats to those that have been in $PLTR the whole way. If you enjoy learning about stocks like Palantir and hearing someone actually admit to making mistakes, follow me @LiebermanAustin for more.
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The lesson I I learned from missing a 1,400% gain in $PLTR . Well what’s interesting is that I actually did own Palantir. I use their platform often for my military job so I’m pretty familiar with the company. I bought shares in 2023 at $17.86 and sold most of them at $25.95 for
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