Matthew LOGAN

Love economics.

[Matthew LOGAN @MLoganosity]

This is a brilliant analysis because it drives a stake at the heart of the issue profit taking pull back after 9 weeks or the signal to something deeper! This article is worth $500 on its own! I think that Trump gets a deal done, oil comes down and the fed don’t hike but that would be contrary on the x bubble right now

[Matthew LOGAN @MLoganosity]

@alojohhardcore After your deep dive it now my largest position for the cash, the multiple, the guidance record and the custom silicon that prevents them from being embargoed unlike Nvidia chips to China. Very interesting and brilliant article making me excited about AVGO

[Matthew LOGAN @MLoganosity]

@AlexIvyson @alojohhardcore @petemesquete @LarenLaurens Meta high margin software platform business transformation into an alphabet style business with more infrastructure property plant and equipment data centre provider and then finally Amazon transformation as it returns less capital but continues to reinvest and grow 🚀

[Matthew LOGAN @MLoganosity]

@alojohhardcore Micron sums up Peter lynch perfectly “Let your winners run” and “investors often lose more money preparing for a correction than the correction”

[Matthew LOGAN @MLoganosity]

The learning curve has been more fun than anything I have experienced. It is daily accretive! It compounds! Most importantly the research can be revisited about 20 times and you still bring something new away! Only hope is that you and the team don’t stop as is most people’s sentiment at this point haha

[Matthew LOGAN @MLoganosity]

You know what I realised i like most about your investing style that you back up each trade with serious amounts of nuance and signal and then concentrate your positions amongst a few winners 🏆 then you rotate based on relative attraction so days like today Meta being my largest position gives an investor serious operational leverage, capital leverage 🙏🏽 AJ and team!

[Matthew LOGAN @MLoganosity]

@alojoh @LilButteryCup Tbh at this point the whole panel is insufferable 😩

[Matthew LOGAN @MLoganosity]

@alojohhardcore Also the EMEA revenue rule change on mobility should normalise proving that they are still growing and gross bookings are growing. I like their R&D budget basically matches Tesla but they have a singular focus compared to Tesla 🚀

[Matthew LOGAN @MLoganosity]

@alojohhardcore Very good trade and the deep dives summed up this trade incredibly well! I participated because of deep dives but sold too early. Corridor again for the win 🥇

[Matthew LOGAN @MLoganosity]

@DominikFilkus @alojoh What do I need to say to get blocked by him feel left out haha

[Matthew LOGAN @MLoganosity]

@alojoh I also think that subs get another layer of value from the comments section on the HC where even more alpha from some very shrewd investors can often be found!

[Matthew LOGAN @MLoganosity]

@alojohhardcore I haven’t seen anything like this, scary 😧

[Matthew LOGAN @MLoganosity]

@alojohhardcore And XPEV quite crazy tbh

[Matthew LOGAN @MLoganosity]

@alojohhardcore I think I remember you may have mentioned not using trading view, correct me if I am incorrect. Is this to maximise signal over noise from charts and using smoother displays helps your process? Just very interested in your perspective on that thanks 🙏🏽

[Matthew LOGAN @MLoganosity]

@alojoh Following your research diligently has and will make more financially free investors than any company in my opinion or CEO!

[Matthew LOGAN @MLoganosity]

@alojohhardcore @honza_thorovsky Today’s to do list: Portal > Analysis of every Meta article 🚀

[Matthew LOGAN @MLoganosity]

@alojohhardcore Absolutely crazy. So much time wasted for anyone consuming Tesla content daily for a massive delta of bad return over just holding the index. Shocking 😳