Elliot - UK Investor ๐Ÿ’ต

80 posts

Elliot - UK Investor ๐Ÿ’ต

Elliot - UK Investor ๐Ÿ’ต

@emcSAS

Investing in high quality compounding companies ๐Ÿ“ˆ

๊ฐ€์ž…์ผ Aralฤฑk 2024
39 ํŒ”๋กœ์ž‰18 ํŒ”๋กœ์›Œ
๊ณ ์ •๋œ ํŠธ์œ—
Elliot - UK Investor ๐Ÿ’ต
Hello ๐Ÿ‘‹๐Ÿผ UK investor ๐Ÿ‡ฌ๐Ÿ‡ง ๐Ÿ“ˆ April 2026 โ†’ present ๐Ÿ” Stock picking to beat the index ๐Ÿ’ญ Learning in public. Sharing everything. ๐Ÿค Letโ€™s connect and grow together
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MelniXinvest
MelniXinvest@MelnixInvestยท
GM my friends, A walk to get rid of yesterdayโ€™s red ๐Ÿซฃ
MelniXinvest tweet media
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Net@NetWorthNotesยท
Just trimmed some of my winners to buy $META. Itโ€™s hilariously cheap. Going to be a position for life so Iโ€™m fine selling some more risky positions for cash to buy more Meta. You buying $META today?
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Kezzdog42
Kezzdog42@Kezzdog42ยท
500 followers ๐Ÿš€ Thanks to the community everyone is so positive and supportive ๐Ÿค 1k by end of month is the goal LETS GO ๐Ÿ’ช๐Ÿผ
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Elliot - UK Investor ๐Ÿ’ต
Good morning all. Be greedy when others are fearful. Today weโ€™re adding a small amount to the portfolio, staying consistent, and preparing for whatever the market throws at us. ๐Ÿ“ˆ๐Ÿ“‰ Long-term mindset. ๐Ÿš€๐Ÿ’ฐ
Elliot - UK Investor ๐Ÿ’ต tweet media
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Ben
Ben@ben__investingยท
Good morning people โ˜•๏ธ Tough day for the portfolios yesterday but weโ€™ll be fine ๐Ÿ™Œ๐Ÿป Happy Saturday, make the most of it!
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Elliot - UK Investor ๐Ÿ’ต
MAG 7 picks today ๐Ÿ“ˆ $AAPL โ€” Hold $AMZN โ€” Buy $GOOGL โ€” Hold $META โ€” Strong Buy $MSFT โ€” Buy $NVDA โ€” Buy $TSLA โ€” Pass What would you change?
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Pingu's Snowball โ„๏ธ ๐Ÿ‡ฌ๐Ÿ‡ง
Morning all ๐Ÿ™Œ Followers building brick by brick, portfolio value been hit by a sledgehammer... I'll take the small wins where I can ๐Ÿ˜‚ It's been a pleasure interacting with you lot recently, finding my niche and providing value where I can ๐Ÿค“ I don't want to produce content for the sake of content so will probably dull down these types of posts, they may be good for engagement... but it doesn't feel authentic or useful in all honesty ๐Ÿคทโ€โ™‚๏ธ I think I'll just stick to milestones for now, 500 verified would be great, even if the 5 million impressions seems like an absolute impossibility at this rate ๐Ÿ˜‚ Genuinely appreciate everyone following on the journey, interacting and providing valuable insights of your own ๐Ÿค I've made some big moves this week amongst the market chaos and the support recieved I was not expecting, so thanks for that ๐Ÿ™Œ Here's to the next milestone, but most importantly, here's to my fellow FinX community and $BTC maxis, we're all in this together to chase financial freedom ๐Ÿ’ช Yours truly, That mysterious, degenerate, max levereged, 9000 IQ penguin off the internet ๐Ÿ˜‰๐Ÿง
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Elliot - UK Investor ๐Ÿ’ต
@VJNCapital Correct. Either model you use, the outcome is the same. That was just a small, quick model I used. Regardless, $UBER at these prices is cheap. Iโ€™ve invested today.
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Vebjรธrn | VJN
Vebjรธrn | VJN@VJNCapitalยท
@emcSAS Wrong. You are obviously not aware, but the EPS model you are using includes non-operating income losses of $1.5B Not relevant for core business valuation That is why I use the FCF model
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Vebjรธrn | VJN
Vebjรธrn | VJN@VJNCapitalยท
$UBER valuation is actually hard to ignore at this point Assuming: - FCF growth slowdown 25% -> 18% - P/FCF stays at all time lows of 15x In 5 years that gives us: - Stock price of $162 - Total return of 122% (17.3% annualized) Basically market beating returns from a bear case And btw, this is not including accelerated buybacks of 5% per year growing at 70% YoY
Vebjรธrn | VJN tweet mediaVebjรธrn | VJN tweet media
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Elliot - UK Investor ๐Ÿ’ต
Current portfolio: $META $MSFT $NFLX $UBER Thinking about adding a few more names. Looking for a mix of long-term compounders, AI exposure, and some diversification outside big tech. What would you add next and why?
Elliot - UK Investor ๐Ÿ’ต tweet media
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Finch
Finch@finsighttยท
Howโ€™s everyoneโ€™s portfolios looking today?
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Elliot - UK Investor ๐Ÿ’ต
Invest when others are fearful. This time last year ๐Ÿ”ฅ Long way away from these prices now ๐Ÿ“ˆ $AMZN $GOOGL
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InvestGlobal
InvestGlobal@InvestGlobalXยท
Good morning X Hope you are all good! The markets have been tearing it up recently, where will it go next? Letโ€™s wait and see!
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Kyle ~ 6K ๐Ÿ‡ฌ๐Ÿ‡ง Investor
CAN WE HAVE A GM? Happy Thursday all! The word crash is being floated around again.. Time to buckle up, or scare mongering? Regardless, FinX community are here through the highs & lowโ€™s. Have a great day! Mr Drip x
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Elliot - UK Investor ๐Ÿ’ต
Completely agree with these buys. I only hold four stocks, and three of them are these names. Patience at these levels is key. The market is giving investors an opportunity, not a reason to panic. Watching people sell now while the thesis remains intact makes no sense to me. Iโ€™m happy to sit tight and wait.
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Gnotz (Bull)
Gnotz (Bull)@BullTradeFinderยท
$MSFT $META $NFLX Have been lagging this whole entire 30%+ $SPY $QQQ Move. There will be a dip in the coming days and weeks to the tune of 3-5%+ This is where you should buy, as usual many want the dip but donโ€™t execute. I will be buying those 3 names above as they are due for some upside movement, beaten down, red on the year names that are not going anywhere.
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Wall St Engine
Wall St Engine@wallstengineยท
$NFLX is using generative AI and natural language processing to improve content recommendations, per Bloomberg. Netflix product chief Elizabeth Stone said AI can help viewers deal with content overload by making recommendations more personalized, interactive, and tied to what someone wants to watch in the moment. Netflix is also testing a voice interface that combines viewing history, preferences, and trending data to make more tailored recommendations.
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Drip divi
Drip divi@Investorguruedยท
Drip drip drip ๐Ÿ’ง Consistency and discipline No matter the conditions ๐Ÿซก
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