O&N
@capitalraise1
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Joined July 2019
This quote stuck with me. Let's see what the day traders have to say.
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The consensus is still that we can extrapolate the below trends, which brings this quote from Howard Marks to mind. “Rule No. 1: Most things will prove to be cyclical. – Rule No. 2: Some of the greatest opportunities for gain and loss come when other people forget Rule No. 1.”
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This week Howard Marks released another incredible memo called "What Really Matters?", dealing with things like macro forecasting, risk definitions, and short-termism. In this thread we have curated our 18 favorite parts from the memo 🧶 1. Do not try to predict the short-term:
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$AEHR … great company!🔥
$AEHR is now an AI play! $20 to $50 possible in 12 months. RIGHT FROM THE HORSES MOUTH! 🚀
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One thing we can see that is quite concerning is the current savings rate of people and their disposable income. Below you can see that the savings rate is below pre-Covid levels which can be seen in two ways. One, people are super confident about the prices they are paying
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The largest public companies from 1999 to 2019. $MSFT is the only Dot Com leader that significantly outperformed over the last 20 years. What companies do you think will make the list 20 years from now?
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$MRVL 👇 🚨🚨🚨
Datacenter networking is on fire! Marvell had a very strong beat + increase in guidance driven by mammoth growth in DC (more than doubled YoY)! All units impressive YoY, especially auto/industrial Looking for commentary on $MRVL securing supply long term $NVDA $AVGO $IIVI $INTC
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After being the worst or second worst performer in each of the previous 4 years (2017-2020), Energy is leading all sectors in 2021 with a return of 54%. $XLE Data via @ycharts
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Wow! $NVDA 🔥🔥🔥 Nvidia Reveals Its CEO Was Computer Generated in Keynote Speech - VICE
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$APPS 🔥🔥🔥
$APPS FY1Q22: Strong Upside on Torrid 104% Organic Revenue YoY Growth; Stock Trades at Fraction of Peers - Oppenheimer Outperform PT $100
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$AMD 🔥🔥🔥
$AMD cranks out an incredible Q2: -Revenue +99% (yes, for real) -GM 48%; +4pp -Operating margin 22% (woah) A quarter where every product line was firing on all cylinders. The improvements are astonishing.
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This 👇👇👇🔥
If you bought $FB before 2012 you didn't know anything about the Instagram acquisition If you bought $GOOG before 2006 you didn't know anything about the YouTube acquisition Investing in great managements will pay off in ways you can never imagine
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#earnings for the week https://t.co/lObOE0dgsr $PYPL $PFE $SQ $ROKU $PTON $GM $DKNG $MRNA $CVS $CRSR $RKT $SKLZ $ON $VIAC $ETSY $PENN $UBER $EL $EPD $TWLO $ATVI $TMUS $FSLY $MRO $GOLD $VSTO $SPWR $AMC $AYX $SPCE $FVRR $LPX $CHGG $NET $REGN $BYND $UAA $QRVO $CRNT $COP $RUN
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👇👇👇 $FB 🦾
$FB Q1: a) Revs +48% YoY to $26.17B -- 10.5% beat b) EPS +93% YoY to $3.30 -- 39% beat c) 43% op margin vs. 33% YoY d) Facebook MAUs +10% YoY to 2.85B -- in line e) Family monthly active people (all of its apps) +15% YoY to 3.45B Price/ad +30% YoY; Ads delivered +12% YoY. Wow.
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#earnings for the week https://t.co/lObOE0dgsr $AAPL $TSLA $AMD $AMZN $MSFT $FB $NIO $BA $UPS $PINS $GE $SHOP $GOOGL $QCOM $XOM $F $MMM $ABBV $ACI $TWTR $X $SPOT $TDOC $CL $V $CAT $LLY $ENPH $SAND $OTIS $SWKS $CROX $MRK $RTX $MCD $SBUX $OSTK $BP $NXPI $DPZ $BMY $MA $GLW $CHKP
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Why NFL star Alvin Kamara hasn't spent a dime of his football earnings @CNBC 🔥🔥🔥
cnbc.com
Alvin Kamara may have a $75 million contract, but the Saints' superstar is still ready to go back to surviving off a loaf of bread and a jar of peanut butter.
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This 👇👇👇😂😂😂
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God chose Beavers over us. Typical man.
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