🚀 Investing in NVIDIA has been my best decision since 2016. With a 5-year CAGR of 67%, they dominate the gaming industry and have a growing data center business. Here are the reasons why I've been investing in NVIDIA stocks:
🚀 After an intensive 6-week journey with
@_buildspace
, thrilled to unveil the culmination of hard work!
Introducing StockyLab - an AI-powered Annual Report Analysis Platform that's set to transform the way you analyze financial data and reports. 📊
Check out our demo video!
Just finished reading Warren Buffett's latest letter to Berkshire Hathaway shareholders and wow, it's packed with insights! Here's a quick thread summarizing the key points and wisdom from the Oracle of Omaha himself.
Just hit a 96% gain on $AMR over the last 5 months! 🚀
Diving deep into my analysis paid off big time. Check out my initial thoughts and why I was bullish:
Absolutely thrilled to share the exciting news of Alpha Metallurgical Resources' (AMR) 12% growth in the past month!
Reflecting on the detailed analysis I conducted before investing, it's incredible to see those insights turn into tangible gains.
Thanks
@vitaliyk
for sharing your wisdom on investing & life!
Key Takeaway - Embrace the power of quality in everything that you do.
Keep enlightening!
🚀 Exciting Stockylab update!
Based on YOUR input, we've improved our AI annual report analyzer with:
1⃣ All 500 S&P 500 companies
2⃣ Bullet-point summaries
3⃣ Enhanced financial insights
Please check out the tool in the comments and share feedback!
CC:
@_buildspace
Hey
@denk_tweets
, I have moved from Substack to Beehiiv and the product is amazing! 🚀 Loving the seamless transition and the new features. Highly recommend checking them out for newsletter hosting.
Just had a stellar start to my Berkshire AGM journey!
Met the incredible
@MohnishPabrai
at the Austin airport and he graciously signed his book for me.
Thanks Mohnish!
@RayDalio
Thanks for creating such a thought-provoking and insightful video. I enjoyed one of your previous books (Principles) and hence just ordered your new book to understand the changing world order.
@dmuthuk
Your point about enduring the tough 80% to enjoy the fruitful 20% is spot on. It's a valuable lesson in embracing the long-term view for significant financial gains.
$480B boost to Debt Ceiling could set off a chain of market shifts!
@BMTheEquityDesk
predicts:
1️⃣ QE & liquidity = bull run
2️⃣ Nasdaq to eclipse Dow
3️⃣ Small/mid-cap poised to outpace large-cap.
📈 US debt - $31T now, heading to $50T by 2030!
Ready to invest like a pro? Meet Stocky – your ticket to elite market insights, designed BY RETAIL INVESTORS, FOR RETAIL INVESTORS.
Add yourself to our waitlist NOW for exclusive access! Let’s make your investments soar!
👉👈
cc:
@_buildspace
When people question Warren Buffett's tech investments, they forget Apple is a consumer electronics company. Buffett's understanding of consumer behavior, as seen in Coca-Cola and See's Candies, is a key factor in his Apple investment. It's about the consumer, not just tech!
@levelsio
It's true that cost and speed are important factors, but there are other considerations too. What about the quality of the code, the experience of the developers, and the ability to collaborate? These are all important factors to consider when evaluating developers.
Just wrapped up 'One Up On Wall Street' 📖 and it's a game-changer!
I've broken down Peter Lynch's investment gems using $NVDA as an example. Perfect for seeing theory in action!
1. Invest in What You Know: NVIDIA is a leader in AI chips and GPUs, crucial for AI applications,
Peter Lynch once said:
"Go for a business that any idiot can run – because sooner or later, any idiot probably is going to run it."
Here are 10 things I learned from him:
Had a fantastic time at the 15th Annual Value Investor Conference!
Great to meet Peter (
@QCompounding
) - a true gentleman and a wealth of knowledge!
Learned so much today. Thanks Peter!
@JanPieter
Haha..that's true. I was just sharing the result from Stable Diffusion 😀
Here is the result of
#dalle2
for the same phrase which I tried a few days ago:
🌟 Beginner's Guide to Smart Investing: The P/E Ratio is your time-to-profit compass! It estimates the years to recover your investment with steady profits.
A P/E lower than growth rate hints at a hidden gem - possibly undervalued with great growth potential.
Hi
@_buildspace
!
Drowning in lengthy annual reports? I've been there, fellow investors.
Say hello to Stocklab:
AI simplifying complexity.
It's Version 1 and I am looking for YOUR feedback. Please comment or DM to share your feedback! 🙏
📊 $AMD Q4'23 Earnings Highlights:
1️⃣ EPS $0.77, up 12% Y/Y
2️⃣ Revenue $6.2B, +10% Y/Y
3️⃣ Net income $1.2B
4️⃣ Gross Margin steady at 51%
5️⃣ Key drivers: Record AMD Instinct GPU and EPYC CPU sales, with AI and data center products leading growth.
@FitFounder
Hands down, the
@ouraring
has been a game-changer for my sleep. The insights and data it provides on my sleep patterns have helped me make adjustments to improve the quality of my sleep. Wish I had started using it sooner!
It took me 7 years to really get Buffett's advice: 'Buy great companies at fair prices.' Here's a quick breakdown from my experience:
1️⃣ When I bought stocks like $NVDA at $57.41, $GOOGL at $51.39, and $AMR at $225, all below their fair value, I saw good returns.
2️⃣ But, when
Hey
@_buildspace
!
Exciting updates on StockyLab this week:
1️⃣ Easy graphs for smarter investments
2️⃣ Dive into Management Insights
3️⃣ Uncover growth patterns
Get the link of StockyLab in the first comment.
Your feedback fuels innovation--please share them via comments/DM!
@GabbbarSingh
Ambedkar Park in Lucknow, with its concrete and tiles, is a questionable use of taxpayer money. It's often empty and unusable in the heat, a stark contrast to the green, all-season spaces it could have been. Seeing this always makes me cringe.
Even though Season 4 at
@_buildspace
is over, the journey doesn't stop here!
This week's update - Added a feature to value a company using Discounted Cash Flow on the app.
Want to try it out yourself? Check out the link in the first comment for a hands-on experience!
When analyzing a company's balance sheet, eye the debt type.
Bank debts are risky - they can be called anytime, signaling potential trouble.
Opt for funded debts in bonds with long maturities, offering stability in downturns. Debt details matter for wise investing.
Building an innovative platform to streamline annual report analysis for retail investors using AI. Working on this during
@_nightsweekends
! Open to all your valuable feedback. CC:
@_buildspace
📊 $META Q4'23 Earnings Highlights:
1️⃣ EPS of $5.33, up from $3.14 Y/Y.
2️⃣ Revenue: $40.11B, a 24.7% Y/Y increase.
3️⃣ Gross Margin reached 80.8%
4️⃣ Monthly active people grew to 3.98B, up 240M Y/Y
5️⃣ Introduced first quarterly dividend of $0.50/share.
New to investing? 📈 Check out
@sundaymoneyx
for simple tips on starting with Robinhood, avoiding bad money moves, and navigating rising prices.
Start making smarter financial decisions today!
💰 NVIDIA has a competitive advantage in the growing AI and machine learning space. Their GPUs are used in the world's largest data centers, making them the go-to choice for processing large amounts of data.
That’s Lucknow airport??
Will take the city’s reputation for traditional hospitality to new heights…
Bravo. Looking forward to visiting the city again now…
💡 Their data center revenue was up 11% YoY and $15 billion for the fiscal year. The hyper-scale customer revenue is driving strong sequential growth, further solidifying their position as a market leader.
@paraschopra
Hey
@paraschopra
, why not write a book about the power of meta-analysis and systematic reviews? You've already shown your expertise in this area with your recent tweets - it would be a great way to share your knowledge with the world!
🚀 Investing in NVIDIA has been my best decision since 2016. With a 5-year CAGR of 67%, they dominate the gaming industry and have a growing data center business. Here are the reasons why I've been investing in NVIDIA stocks:
🌟 Meta's Q1 2024 Earnings Blast Off!
1. Revenue: $36.455B, a stellar 27% YoY growth! Driven by strong ad performance
2. EPS: Skyrocketing to $4.71, up 114% YoY
3. Net Income: $12.369B, more than doubling YoY
4. Free Cash Flow: Huge jump to $12.531B, recovering from last
✨ Had an enlightening conversation with
@YongSooChung
about the art of content creation on Twitter. In just 30 minutes, he transformed my perspective! If you're serious about mastering the platform, I highly recommend following him for profound wisdom. Thanks Yong-soo!
📊 Microsoft Q4'23 Earnings Highlights:
1️⃣ EPS jumps 33% to $2.93
2️⃣ Revenue up 18% to $62B
3️⃣ Net income increases to $21.9B
4️⃣ Microsoft Cloud revenue at $33.7B, +24%
5️⃣ AI & strong sales execution drive growth
New
#web3
companies should definitely read this great piece on go-to-market (GTM) strategy - . It explains how GTM in web3 is very different from web2.
Thanks
@meigga
for sharing your insights! 🙏
The whole Berkshire AGM is very well documented in this thread by
@QCompounding
. If you go through this thread, you don’t need to read anything else about AGM.
📈 This has translated into impressive financial results. In Q4 2022, they reported $6.05 billion in revenue, up 2% sequentially, and despite the pandemic, they maintained flat full-year revenue at $27 billion.
🚀 Thread [1/5]
Diving into Robinhood's Q3 2023 financials: A blend of highs and lows!
📈 Revenue hits $467M, up from Q3 2022's $361M but down from Q2's $486M.
💰 EPS at -$0.09, showing improvement over last year's -$0.20 but a drop from Q2's $0.03.
@EricFlaningam
Oracle's on-prem dominance is a double-edged sword; it provides a vast customer base but also hints at potential inertia in adapting to cloud-first strategies. Their success may hinge on how effectively they can pivot and innovate in a rapidly evolving tech landscape.
@anuragsingh
To calculate fair value, you can use methods like discounted cash flow (DCF) or relative valuation techniques, including P/E, P/B, and EV/EBITDA ratios. I personally blend several models and average the results for a more accurate estimation, reducing the risk of errors. For
@Suhail
Nice! Just created using Stable Diffusion 2.0 - "A van ghogh style painting of northern lights with snowy mountains and reflection in alpine lake"
When asked about Ajit's succession, Warren Buffett said, 'We will never find another Ajit. His impact on Berkshire Hathaway is truly irreplaceable’
#BerkshireHathaway
🚀 Investing in NVIDIA has been my best decision since 2016. With a 5-year CAGR of 67%, they dominate the gaming industry and have a growing data center business. Here are the reasons why I've been investing in NVIDIA stocks:
As Berkshire Hathaway continues to invest in the energy sector, it's clear that AI's future demands a lot of power.
For retail investors, this might be a sign to dive deeper into energy companies.
#BerkshireHathaway
@TickerSymbolYOU
Absolutely spot on! 🎯 Your journey with $NVDA showcases the power of informed investing and sticking to your convictions. It's all about understanding the fundamentals and long-term potential, not just following the crowd.
@JRambo0810
Indeed, $BABA's 23% FCF yield is a metric that can't be overlooked. It suggests strong cash generation relative to its valuation – a potentially compelling signal for investors eyeing value in a market often swayed by short-term perspectives.
@tomharari
@tomharari
Your journey is truly inspiring! 🌟 It's amazing how prioritizing family & passion can lead to such success. How do you maintain the balance of solopreneurship while ensuring quality time with your daughter?
Tesla's Q4 2023 Earnings highlights:
1⃣EPS at $0.71, just under estimates of $0.75
2⃣Revenue hits $25.17B, shy of $25.64B forecast
3⃣Year-over-year growth of 3.5%
4⃣Vehicle gross margin dips to 17.6%
5⃣Cost reductions ongoing, but growth outlook for 2024 tempered
@thefounderspack
Road-mapping is a crucial part of product management, but it's only as effective as the vision it's based on. Without a clear vision from the founders, it's difficult to create a roadmap that will lead to success.
Over the last two quarters Mohnish Pabrai has significantly increased his stakes in $AMR & $CEIX. A move that speaks volumes about his long-term vision in these turbulent times.
@tomharari
Your friend's focus on multi-family investment properties in tertiary markets shows a strong understanding of the real estate market and a willingness to take calculated risks. It takes courage to go against the norm, and I wish your friend all the best in their endeavors.
@tibo_maker
Learning languages is so much more than just a fun hobby. It's a way to connect with people from different cultures, to understand different perspectives, and to gain insight into the world around us. It's an invaluable skill that can open up a world of opportunities
@askwhyharsh
@linkcollect_io
That's incredible news! 😃 Congratulations on making it to the final 32, that's a huge achievement! 🎉
I had the chance to check out the demo of
@linkcollect_io
today, and I was seriously impressed.
Best wishes for tomorrow!
@sriramk
@lennysan
@aarthir
Just finished your podcast with
@lennysan
. Loved it! Lenny's advice for new Substack writers was insightful. Writing about what you know well or want to learn are great starting points, but most importantly, don't let your thoughts just stay in your head!
🤖 With the growing popularity of OpenAI, NVIDIA is positioned to benefit from the increased demand for high-performance computing power required for advanced AI models. This provides a great opportunity for NVIDIA to expand its AI business further.