DIPP

Direct Investing Portfolio Platform

[DIPP @DIP_Platform]

Buy the dip.

[DIPP @DIP_Platform]

The biggest thing I've learned in the last few months is to take profits. If you take profits and move ur portfolio in increments, you will have less psychological struggle in decision making, and won't hesitate to sit on cash.

[DIPP @DIP_Platform]

How you feel about what you own is just as important as what you own.

[DIPP @DIP_Platform]

The way @ARKInvest invests is more impressive than what they invest in. Having investment activity and research free for public viewing is how investing should be.

[DIPP @DIP_Platform]

@DIP_Platform believes being open and honest about your decisions builds trust and shows proof of work. @DIP_Platform believes that if you are confident and want to help others you should share your work and process with the world.

[JSC @JSCCapital]

0/ The @coinbase team announced 1Q21 data including revenue of ~$1.8B, adj EBITDA of $1.1B, NI of $730-$800M, trading volume of $335B & assets on the platform of $223B (11.3% of cryptoasset market) with 56M users

Run-rate of $7.2B in revenue / $4.4B in EBITDA / $3.0B of NI.

[Cathie Wood @CathieDWood]

Investors need to get and stay on the right side of change.

[Tornike @TornikeLaghidze]

The performance of @chamath's SPACs & PIPE investments
(Month-To-Date, Year-to-date, Inception-to-date)

$SPCE $OPEN $CLOV $IPOD $IPOE $IPOF

[FXHedge @Fxhedgers]

BIDEN TO ROLL OUT ANOTHER COVID STIMULUS RELIEF BILL IN APRIL, SEPARATE FROM INFRASTRUCTURE PLAN: PSAKI

[DIPP @DIP_Platform]

Trading can often be a trap, but don't let it's flaws prevent you from being active in the markets. An actively managed portfolio is best, especially when the necessary activity is minimal; balancing existing positions based on market sentiment.

[rsmillie94 @rsmillie94]

Why do linear models sometimes outperform much more complicated modelling frameworks on the #numerai tournament? New forum post.
https://t.co/Ggbj7ZcUcR

[Tornike @TornikeLaghidze]

For information ARK Invest is holding
1,768,343 Shares of $AONE (Market Value $21m)
1,030,570 Shares of $DM (Market Value $18.5m)

[Ministry of Truth @minitruegov]

Paraphrased from @naval

“Companies aren’t Woke, they just pretend to be woke so they can stop being bothered and get back to what they really want to do”

[El Profesor @_El_Profesorr]

THREAD ON HOW TO ANTICIPATE OFFERINGS

Thought I would give people ideas on what to look our for in an earnings release. This will help you anticipate any non-strategic offerings. You won’t necessarily be able to predict exact date / value but it’s all about having the upper hand

[Alex R @alex2023allez]

@MPMaterials $MP keeps on delivering and did not overpromise in the investor presentation:

Investor Presentation:
2020E: $102M
CAGR: 40%
EBITDA: $29M (28%)

Actual:
2020: $134M
CAGR: 83%
EBITDA: $43M (32%)

The best thing is that is just the beginning!

[DIPP @DIP_Platform]

The opportunity for quantitative trading algorithms is currently greater in the crypto space than the stock market. This summer DIPP will be working on our first trading algorithm. Stay tuned.

[Tornike @TornikeLaghidze]

$MP MP Materials 2020 Revenue:

Actual: $134M

Investor presentation estimated: $102M

[Naval Ravikant Quotes @QuotesOfNaval]

"All the benefits in life come from compound interest - relationship, money, habits - anything of importance." - @naval

[Ray Dalio @RayDalio]

Most worry about whether their assets are going up or down in value; they rarely worry about whether their currency is going up or down. Think about it. (1/3)

[DIPP @DIP_Platform]

But from the perspective of an investor, it's a worthy growth investment. Crypto will win for sure, but which crypto will win is a complicated conversation.

[DIPP @DIP_Platform]

@StockDweebs REITs should have a strong recovery as vaccine roll out continues and looks like smooth sailing from here on out. That being said, I would say the commercial and retail real-estate market will remain smaller than it was pre covid. Residential REITs are the way to go IN MY OPINION