Eduardo R.

🇵🇹
Swing-Trading by day
Value-Investing by night

[Eduardo R. @fidalgodonorte]

@mvcinvesting The thing is: if $META is selling its capacity, that means it can't find better ROI alternatives, right? If such a company can't lever its computational power above proposed mark-up, it signals the market that overall AI returns are not there yet

[Eduardo R. @fidalgodonorte]

@HiddenGemsInves $ALFPC
Luxury catamarans made in France. Net cash. Boats paid in advance. EV/FCF oscillating between 4x and 6x.

[Eduardo R. @fidalgodonorte]

@jaypalsidhu @biancoresearch It's an age thing. DJIA used to be the benchmark until the 80's or 90's.

[Eduardo R. @fidalgodonorte]

@psantacl Há um livro interessante - "Empresários de Marcello Caetano" - que demonstra bem que a ambição não provinha do Estado, mas sim da qualidade (e capital) dos empresários à data, nomeadamente os Mello e Champalimaud. Não creio que esse tipo de personalidades exista mais em Portugal.

[Eduardo R. @fidalgodonorte]

@markminervini @RealSimpleAriel @asxbloke @riskuncertain @1ChartMaster This reply reads like a fraud, just saying...

[Eduardo R. @fidalgodonorte]

@orrdavid The liquidity going to semi's has to go from somewhere. The nature of a parabolic move is that it attracts more and more investors with FOMO which in turn decide to sell everything else that is "underperforming" to finance the purchase. Alpha is usually found on cheap stocks!

[Eduardo R. @fidalgodonorte]

@LawrenceLepard If he did that, 10Y yields would explode and the markets would tank on the expected reversal of reckless behavior from the FED. Not bullish at all, except for gold (which I wouldn't mind much)

[Eduardo R. @fidalgodonorte]

@eyekwasi The current business grows mid-teens at double figures FCF margin. The negative EPS comes from acquisition costs and FX impairments.

[Eduardo R. @fidalgodonorte]

@urso_de_shorts Comprar futuros WTI -> Publicar post no TS -> Fechar posição e reverter mensagem 5 minutos antes da bolsa abrir. Só para quem pode!

[Eduardo R. @fidalgodonorte]

@value_invest12 Just entertain this idea: SK Hynix is not an hidden gem and it is tracked by a lot of people with a lot more insight, knowledge and money than you. Why do you think they (and MU) didn't automatically converge for a >20 Fw PE ratio?

[Eduardo R. @fidalgodonorte]

@Bob366466 @Chartfest1 Cisco had no revenues? Intel had no revenues? Microsoft had no revenues? A lot of companies doubling in the past few weeks have virtually no revenue compared to mkt cap.

[Eduardo R. @fidalgodonorte]

@orrdavid Since the margin of safety is basically their stock portfolio and they can roll it forever, doesn't it make it less attractive of an investment? It will only be realised as shareholder returns when they start selling it.

[Eduardo R. @fidalgodonorte]

@DeepValueBagger
I dedicate my first post to you: my cost basis on $MU (X will only allow me to share up to 4 screenshots of my broken order).

6.9x so far.
Cheers!

[Eduardo R. @fidalgodonorte]

@DeepValueBagger @ironimmigrant Entitled of what? I am not saying you should share your picks for free. But if you do, why bother having a paywall? Your explanation is not convincing as if everybody did that, nobody would be able to learn anything

[Eduardo R. @fidalgodonorte]

@DeepValueBagger If your picks are so good and you make millions per month, why do you need subscription money?

[Eduardo R. @fidalgodonorte]

@SimonEl43156310 @ReesePolitics It's on the document he mentioned. He believe he can have a significant impact on EBAY earnings improvement (slashing costs). Even if it comes at cost of significant dilution, a proper execution would mean improved EPS for GME.

[Eduardo R. @fidalgodonorte]

@JoshMandell6 I must admit you look like the abused wife that always comes back. There are so many stocks to pick from...

[Eduardo R. @fidalgodonorte]

@BrunoJrge @araghchi small nation o caralho!

[Eduardo R. @fidalgodonorte]

@aleabitoreddit This company is just a pump and by 2027 nobody will remember who recommended it or what the thesis was. Same issue with MVIS and others in 2021.