SAMASOLO

[The Long Investor @TheLongInvest]

$OSCR has been the perfect example of why patience is rewarded in investing.

$45 will hit but the question now is whether or not you'll get another opportunity to add at a fair price

And if you get it, will you take advantage of it?

Knowing that this will go to $45 a price I predicted 18 months ago, where will you add next?

[SAMASOLO @SAMASOLO25]

Por algo siempre fue mi ídolo @AGlezPinillos9 @JeronLemon

[cheto ⭐️⭐️ @CaadeOKC]

Llorando con Kevin Durant saludando a De la Fuente e ignorando por completo a Messi

[SAMASOLO @SAMASOLO25]

@ruben_ortega98 @Pablo_Coyote @A_Hernando_44 Yo soy más de Pank

[SAMASOLO @SAMASOLO25]

@castizo_atm_ @JeronLemon @A_Hernando_44 @Javiereg_10 @AGlezPinillos9

[SAMASOLO @SAMASOLO25]

@Javiereg_10 Grande Javier espinacas @AGlezPinillos9

[SAMASOLO @SAMASOLO25]

Asusta al diablo esto @JeronLemon @A_Hernando_44 @ruben_ortega98

[Shephin Mathew @Shephin_Mathew]

Germany and Brazil have 13 each in their entire 80 year World Cup history. Over 23 tournaments each

[ₕₐₘₚₜₒₙ @hamptonism]

This is ironically probably going to create one of the best portfolios.

[Amit @amitttrmfc2]

World Cup goals without penalties

Messi - 10

Ronaldo - 10

[Creando cartera @creandocartera]

Rentabilidad de activos en 2026. En euros.

MSCI World: +12,32%
MSCI World divisa cubierta: +9,38%
MSCI ACWI +13,81%
MSCI World momentum: +28,79%
MSCI World value: +36,56%
Global small caps: +18,17%

SP500: +12,60%
SP500 equiponderado: +11,80%
Nasdaq 100: +22,03%

MSCI Europa: +9,68%
MSCI Emerging: +31,40%
MSCI China -9,95%
CSI China internet -24,86%
MSCI Japón +21,79%
MSCI Corea +123,00%
MSCI India -7,68%
MSCI Argentina +11,69%
IBEX35 con dividendos +13,75%

Semiconductores +117,26%
Ciberseguridad +15,87%
Space +48,02%
MSCI World Energy +21,23%
Clean Energy +31,62%
Global Real Estate +6,55%
MSCI World Healthcare -1,86%
Software -13,63%

Oro: -2,54%
Índice mineras de oro: -5,71%
Plata: -13,26%
Índice mineras de plata -0,93%
ETF Tierras raras +31,22%
ETF oro+plata+paladio+platino -9,63%
Índice materias primas +18,18%
Petróleo Brent +32,41%

Fondo monetario +0,98%
Renta fija global corto plazo: -0,03%
TLT Bono USA 20Y: +3,32%
Vanguard 20+Y eur treasury: +0,80%

ETF Bitcoin: -26,37%
Dólar/euro: +2,41%
Cartera permanente global +3,57%

[NoLimit @NoLimitGains]

PYPL is trading at the same price it was in 2016.

But the business today is unrecognizable.

Way bigger, way more profitable, throwing off way more cash.

Look at the numbers.

2016:
- Revenue: $10.8B
- Net Income: $1.4B
- Free Cash Flow: $2.5B
- Active accounts: 197 million
- Payment volume: $354B

2025:
- Revenue: $33.2B (+207%)
- Net Income: $5.2B (+271%)
- Free Cash Flow: $5.6B (+124%)
- Active accounts: 439 million (+123%)
- Payment volume: $1.79 trillion

Same stock price. 3x the revenue. Nearly 4x the profit. Over 2x the users. Massively bigger scale.

The valuation is where it gets crazy.

2016: ~30x P/E, ~5% FCF yield.
Today: ~8x P/E, ~15% FCF yield.

PayPal also bought back ~28% of its shares since 2016 (every remaining share now owns more of the business) and just started paying a dividend.

Fundamentals have never been stronger.

[SAMASOLO @SAMASOLO25]

@ruben_ortega98 @A_Hernando_44 Mira a ver para España

[SAMASOLO @SAMASOLO25]

@bmvillaaranda Qué hacemos @ruben_ortega98 @JeronLemon @A_Hernando_44

[SAMASOLO @SAMASOLO25]

@mr_angelote O no? @JeronLemon @ruben_ortega98

[Sandra carrasco @2795Sandra]

@Mtelladof Estas tu para hablar..En 18 años nadie de tu partido y repito NADIE ha ido al homenaje de mi padre y eso que os gusta mucho sacar la foto de su féretro para atacar al Psoe..Y otra cosita mas, tanto que criticáis a bildu..ellos hace años que van a los actos!

[Sr. Centauro @srcentauro]

Desde ayer ya disponible en @MyInvestorES el nuevo ETF de BNP Paribas MSCI ACWI 🆕

🌍 MSCI World + Emergentes 🌏

Producto muy interesante para quien quiera empezar a invertir y construir la base de su cartera a largo plazo a muy bajo coste 🤔

¿Qué os parece?

[SAMASOLO @SAMASOLO25]

Qué hacemos con Huix @ruben_ortega98 @JeronLemon

[ASOBAL @ASOBAL]

✈️ ¡Vuelo directo al empate sobre la bocina!

⭐️ El @bmvillaaranda firma un valioso empate con un espectacular 'fly' para conseguir 1⃣ punto al final del partido

[The Analyst @MMatters22596]

$JD's quarterly revenue is now higher than their marketcap.

Next quarter is expected to bring in a record $50.26 Billion.

The market is mispricing this company at a 9.1x P/E.

Perfect example of how price action shapes the narrative.
Once $JD starts moving, everyone will suddenly be bullish.

[Crypto Fergani @cryptofergani]

Warren Buffett: “If you invest in a stock, you must be mentally ready to watch it drop 50% or even more — and stay calm through it.”

[The Long Investor @TheLongInvest]

$HIMS Institutional Ownership has been aggressively adding during the pull back

Smart money buys when weak hands sell.