Timothy ๐ข | Panic Drop retweeted
๐จ JOEL GREENBLATT MADE 40% A YEAR WITH 2 NUMBERS ๐จ
High ROIC + low P/E.
6 stocks that score high on both today ๐๐ป
1/6 Alphabet $GOOGL
ROIC 75% | P/E 17.6
Timothy ๐ข | Panic Drop retweeted
Every decade has its Amazon. The 2010s had Nvidia.
Here are 6 stocks I'm betting on for the 2030s โผ๏ธ ๐๐ป
1/6 MercadoLibre $MELI
The Amazon and PayPal of Latin America in 1 company.
Timothy ๐ข | Panic Drop retweeted
BIG EARNINGS WEEK INCOMING โผ๏ธ
These 6 reports could move the entire market ๐๐ป
1/6 JPMorgan $JPM
Tuesday, October 13, before the open
๐ข +3.3% YTD
Timothy ๐ข | Panic Drop retweeted
6 STOCKS THAT ABSOLUTELY EXPLODED THIS WEEK โผ๏ธ
Here's how much they gained ๐๐ป
1/6 Nu Holdings $NU
๐ฉ +19.66%
Timothy ๐ข | Panic Drop retweeted
Charlie Munger said:
"Show me the incentive and I will show you the outcome."
Here are 5 companies where insiders just put their own money on the line โผ๏ธ ๐๐ป
1/5 S&P Global $SPGI
4 insiders bought this year.
CEO Martina Cheung: $1.0 million at $429.93 on April 29.
Catherine Clay, CEO of S&P Dow Jones Indices: $1.08 million at $431.39.
Director Hubert Joly: $997,000 at $398.98.
Timothy ๐ข | Panic Drop retweeted
๐จ CONGRESS DISCLOSED BUYING THESE 6 STOCKS THIS WEEK ๐จ
Here's who bought what ๐๐ป
1/6 Meta $META
Maria Elvira Salazar (R)
2 buys on September 22
Timothy ๐ข | Panic Drop retweeted
Where do you see $ORCL by year end?
1. $120?
2. $160?
3. $200?
Timothy ๐ข | Panic Drop retweeted
What did you buy this week?
I added $NFLX
Timothy ๐ข | Panic Drop retweeted
Benjamin Graham said:
"In the short run, the market is a voting machine. In the long run, it is a weighing machine."
Right now the market is voting against these 6 businesses, while their profits keep growing โผ๏ธ ๐๐ป
1/6 MercadoLibre $MELI
Profit: 22x ($83M to $1.86B)
Stock: +40%
Timothy ๐ข | Panic Drop retweeted
Warren Buffett said:
"Be fearful when others are greedy, and greedy when others are fearful."
Right now fear is hitting some of the best businesses in the world โผ๏ธ
Here are 6 wide moat stocks from my portfolio trading far below their highs ๐๐ป
1/6 ServiceNow $NOW
๐ด 42% from ATH
The software big companies run their workflows on. Once it's in, it rarely leaves.
Timothy ๐ข | Panic Drop retweeted
Adam Khoo became a millionaire before 30 and built one of Asia's biggest investing education companies.
His rule: "Cheap crap is still crap."
Here are 6 companies that are number 1 for a reason ๐๐ป
1/6 Meta $META
๐ข +120% in 5 years
Number 1 in social media.
Timothy ๐ข | Panic Drop retweeted
THE ANTHROPIC IPO COULD BE THE BIGGEST EVER โผ๏ธ
You can't buy it yet. But you can buy the companies that own it ๐๐ป
1/5 Alphabet $GOOGL
Owns about 14% of Anthropic.
Google Cloud also supplies the TPU chips Anthropic trains on.
Timothy ๐ข | Panic Drop retweeted
Terry Smith said:
"Buy good companies. Don't overpay. Do nothing."
Here are 6 good companies you could buy today and then do nothing ๐๐ป
1/6 JPMorgan $JPM
๐ด โ9.6% from ATH
The biggest bank in America.
Timothy ๐ข | Panic Drop retweeted
The streaming war, 5 years later:
$NFLX: +6.3%
Disney: โ40.7%
Both still about 49% below their highs.
Which one would you rather buy right now?
Timothy ๐ข | Panic Drop retweeted
๐จ THESE SUPER INVESTORS ALL OWN AMAZON ๐จ
Here's how much of their portfolio is in $AMZN ๐๐ป
1/6 Peter Thiel
28.2% of his portfolio
His biggest position by far.






































