HundredBaggerz

Investing my hard earned money in hopes of outsized returns with low risk. Heads I win. Tails I don't lose much. Long: $META $AMNF $BTI $MO $NVEC

[HundredBaggerz @HundyBaggerz]

$AMNF

[Rose Celine Investments 🌹 @realroseceline]

Name the best business you know that meets all of the following criteria:

1. Simple to understand (no AI, chips, biotech, banking, insurance, etc).

2. Requires little capital reinvestment

3. Consistently generates free cash flow

4. Strong balance sheet

5. Durable competitive advantage

6. Trading at a reasonable valuation

What company comes to mind first?

🌹

[Vebjørn | VJN @VJNCapital]

The last time $META traded at 11x P/OCF, the cash flows were in a decline

Now it is the complete opposite with cash flows accelerating

Year over year growth:
2025: +26%
2026: +29%

[HundredBaggerz @HundyBaggerz]

@valueover_hype @InvestInAssets 1990 letter to shareholders.

[HundredBaggerz @HundyBaggerz]

@valueover_hype @InvestInAssets Lethargy - bordering in sloth - remains the cornerstone of my investing style.

[HundredBaggerz @HundyBaggerz]

@valueover_hype Price is what you pay. Value is what you get.

[HundredBaggerz @HundyBaggerz]

@FinanceJack44 The beauty of this visual is that the more regulation is put in place, the higher the walls around the garden become. Long $META

[Meta Newsroom @MetaNewsroom]

We’re donating Ray-Ban Meta glasses to every blind veteran across the United States, providing hands-free AI features and insight into the world.

https://t.co/1ZXj20Dz3W

[Qualtrim @qualtrim]

Meta trades at 20.7x earnings.

The 10Y average is 26.9x.

If the market simply valued Meta at its historical average, the stock would be worth roughly $740.

$META

[HundredBaggerz @HundyBaggerz]

@joecarlsonshow I'm long $meta but now do FCF.

[Qualtrim @qualtrim]

If Meta compounds earnings at 16% annually for the next 5 years...

Is a $1,000 stock really that far-fetched?

$META

[HundredBaggerz @HundyBaggerz]

@nicotinecap Love seeing this. This is a really good signal. Thanks for sharing.

[Tobacco Insider @tobaccoinsider]

Market is in shambles. Yet tobacco is up and strong, demonstrating its defensive qualities once again 🚬

[HundredBaggerz @HundyBaggerz]

@nicotinecap Risk off trade treating $bti well today

[Bill Ackman @BillAckman]

A must watch from Jamie Dimon.

[Qualtrim @qualtrim]

The market is treating Meta like growth is over.

Meanwhile:

- Global ad spend is approaching $1 trillion.
- Meta is guiding for +25% growth.
- New subscription revenues.

The stock trades at 21x earnings.

$META

[Josh Seiter @josh_seiter]

Remember, America is so racist that millions of brown people are fighting to stay here illegally

[HundredBaggerz @HundyBaggerz]

He is definitely the most underrated CEO out there. I sleep well at night knowing he's responsible for much of my retirement savings. Long $meta.

[Joe Rogan Podcast News @joeroganhq]

Dana White: "I like killers. I've met Michael Jordan, Mike Tyson. All of them. And Mark Zuckerberg might be the biggest killer that I have ever met in my life."

[Tobacco Insider @tobaccoinsider]

BAT trades down after the release of the H1 Trading Update. Last -3% to £44.4

Our summary:
https://t.co/rOHF77fVrD

Group numbers are broadly in line with expectations, but heated tobacco (glo) continues to disappoint. Webcast starts in about 15 minutes

[Ralph Molina @ralphinvests]

I just published my Investment Thesis on $AMNF on Substack. I invested 100% of my net worth in the company in 2021 for 3 simple reasons.

Read the full thesis here: https://t.co/TuYJ6EuxOg

[Finance Jack @FinanceJack44]

One of the things I love about $META
is Mark Zuckerberg has SERIOUS skin in the game.

He owns ~13% of the company. Besides Elon, no other Mag 7 CEO has ownership anywhere near that level.

I think having this much at stake is what allows Zuck to bring a sort of startup mindset even at company maturity. He isn't content to be just good enough, he always wants to innovate and win, even if the market doesn't recognize it at first.

That's the kind of person I want running a company.