jay-en

Growth investor | Software Engineer

[jay-en @yungoptions]

The AI winners aren’t whoever spends the most, or whoever cuts costs hardest.
Cost savings just get competed away (ask Jamie Dimon).
The real winners rein in AI spend AND prove out the value it produces, on data only they can see.

New piece:
https://t.co/legDCiu6dU

[jay-en @yungoptions]

@SteadyCompound Valuation. Thank you!

[Thomas Chua @SteadyCompound]

I'm tired of the question:

"How do I value stocks?"

For the next 36 hours, I'm giving away FREE access to my valuation course.

Simply:

• Reply 'Valuation'
• Like
• RT

I'll send you a link to my valuation course.

Follow me so I can DM you.

[Brian Feroldi @BrianFeroldi]

Tom Engle is an incredible investor.

He worked for 9 years, quit, and has lived off of his portfolio for 40 years.

How? His BRILLIANT cash management strategy.

Here's how it works:

[Chris Bakke @ChrisJBakke]

Zuck: we’re going to try to innovate

Investors: we love innovation

Zuck: innovation doesn’t happen overnight

Investors: we’re in this for the long haul

Zuck: *tries things*

Investors: no, not like that. It’s been 9 months, you should give up.

[Ian Cassel @iancassel]

The stock market is similar to life. Wrong decisions are often punished quicker than right decisions are reinforced. Successful investing is delayed gratification. It is called “delayed” because it always takes longer than we think it should.

[Kelvestor @kelvestor]

Fantastic Q3 results by $LVMH

1. Brands that cater to the rich tend to see fewer changes in demand.

2. Brands that sell social status have an inherent pricing power ability

https://t.co/iD90OPZALT

[jay-en @yungoptions]

@Jduntrades To learn income generating skills and be financially free

[Jdun Trades @Jduntrades]

⚡️$500 Flash Giveaway⚡️

- Retweet ♻️
- Like ❤️
- Type your end of 2022 goal ✍️

Must be following. Winner chosen 10/9

[GURGAVIN @gurgavin]

SIGNS OF A MARKET BOTTOM AND SIGNS OF A MARKET TOP

[jay-en @yungoptions]

@SteadyCompound @heymaxkoh Interested!

[Sachin Sharma 🇮🇳 @sachinvats]

I am not out of $PLTR position, I have increased my risk assessment on the success of the GTM strategy. I have seen a product in action and met the team and have high regard for it.

Given the issues & areas of improvement in GTM highlighted by $PLTR themselves, progress is less

[Kelvestor @kelvestor]

"A fundamental problem of the euro is that it makes everybody, every European country, march to the same drummer whereas each country has its own tempo and you cannot expect the Greeks to march like the Germans, so the problem will not go away.

— late Prime Minister Lee Kuan Yew

[Brian Feroldi @BrianFeroldi]

I’ve bought dozens of bad stocks that lost me money

Here are 8 unforgettable failures (and the painful lesson that I learned the hard way):🤦‍♂️

[jay-en @yungoptions]

Other central banks use interest rates, Singapore uses policy band of exchange rate.
https://t.co/eGPEPDnIMa

[Kelvestor @kelvestor]

Here are industries to focus based on ROIC

In Kinsey's book called Valuation, ROIC is more important than revenue growth.

Growth can be created when more capital is being thrown into the business.

ROIC measure a company's profitability per dollar invested.

Source: fundsmith

[muji @ hhhypergrowth @hhhypergrowth]

Per Morgan Stanley CIO survey, Security spend still seems quite resilient despite the macro concerns over the past Q. Cloud computing dropped, however, to be replaced in top 5 by Outsourcing.

[MicroCapClub @MicroCapClub]

There are ~30,000 microcaps across the world that most institutions can't own until they are larger and more liquid. They can't buy them until they go up. They have to wait until after you find them. Don't invest where the institutions are, invest where they are going to go.

[jay-en @yungoptions]

No more constant backaches #ergotunechair

[jay-en @yungoptions]

@SteadyCompound May I have a copy pls? Thank you!