If you missed $NVDA in 2024 at $47.
Missed $PLTR in 2025 at $66.
Or even missed $NBIS in 2026 at $73.
Then don’t miss these 7 upcoming opportunities for 2027:
1. $VST - Nuclear & Gas Power giant which is actively solving the AI energy bottleneck.
$HIMS
Here is how I viewed Q2. Like Berkshire, DocShah is a value investing firm.
Let’s use Charlie Munger’s principle of inversion. While everyone asks, "what will next quarter’s earnings be," I’d rather ask:
What has to happen for Hims not to grow the next year? And the year after that. And so on.
If that’s the case, three things would have to happen:
1. GLP-1 usage declines
2. International Expansion dies
3. No new products/services get launched
I find all three of those scenarios highly unlikely.
The EPS “miss” is just a function of scaling the business and the accounting that ensues as a result. Mix in some legal contingencies and you get (37¢).
Q2 Highlight: $92
Q2 Lowlight: 64%
The business became more valuable yesterday. What the stock price will do, I have no idea (and I don’t care). Everyday, as an investor you have a choice. You can focus on price or value. Before making your own personal decision, ask yourself what Charlie Munger would do.
@ondrejslunecko It’s standard for Wall Street to short-term punish earnings due to acquisition costs. But for long-term growth, it’s a smart investment.
You can track these strategic plays directly on the Balance Sheet under "Goodwill" and "Intangible Assets." Value over noise. 📊🚀
@StockTrader_Max It’s standard for Wall Street to short-term punish earnings due to acquisition costs. But for long-term growth, it’s a smart investment.
You can track these strategic plays directly on the Balance Sheet under "Goodwill" and "Intangible Assets." Value over noise. 📊🚀
@tntsportsmex Le meten millones a su show, la tecnología de hoy da para ver planetas a millones de años luz y que no contraten traductores hasta de IA es una "blowjob " de la FIFA ,
Cuando el poder llama a sabotear un medio de comunicación por ser crítico, lo que busca es censurar.
Al @GobiernoMX le incomoda que en #TVAzteca sigamos señalando la corrupción, su complicidad con el narco y el mal gobierno que han llevado.
Pero que les quede claro: ¡no nos van a callar!
Seguiremos haciendo periodismo libre, crítico y para los mexicanos, no para el poder.
¡ Esto es cine !
Si Rocha Moya así "ganó"
Lo más probable es que López Obrador y Claudia Sheinbaum así "ganaron"
Parece chiste, pero la realidad ya superó la ficción.
Es tan real que ya me deprimió.
😔
FVGs Explained in 60 Seconds
0:03 - What is an FVG?
0:23 - Premium vs Discount
0:26 - How to Trade FVGs
0:39 - Liquidity
0:47 - Take Profit & Stop Loss