Abyss

@hoomansv This is the „I wish I bought more $MSFT at $xyz“ price tag people will refer to in a few months from now.

$MSFT monthly RSI is sitting at ~42, the last time this happened was back in 2010 ☠️

@fiscal_ai When you ask about „which company“ better to include all ads sources of GOOGL not just Search. Otherwise this posts makes no sense comparing only Search against METAs whole business & asking which company will generate more ads revenue. Btw the answer to your question is GOOGL.

Google Search v. Meta Which company will generate more advertising revenue in 5 years? $GOOGL $META

@realroseceline This post is a banger. Great work.

If you want to be a better investor, read this 👇 Compounding is one of those ideas that sounds simple when you say it out loud, yet the way most people behave almost guarantees they never experience its full power and massive virtually certain potential. We all understand doubling in theory. We all like the idea of turning one into two, two into four, and so on. The problem is not the math, the problem is the interruption. On the surface, the active approach feels intelligent. You buy something, it doubles, you sell, you pay the tax, and you repeat. You feel disciplined and rational as are locking in gains and proving to yourself that you were right. It feels great because something happened and you predicted and you reaped the results of your prediction. But there is another path that feels almost uncomfortable in comparison. You buy a truly exceptional business and you sit with it for years while it compounds internally or as Buffett would say, “intrinsically”. No annual reset, no redeployment of capital, no constant urge to optimize, just ownership and time working together in the background for a long time. Both paths involve doubling, require risk and some level of judgment. Yet the outcomes are dramatically different, and the gap does not come from brilliance but from temperament and a fundamentally understanding of a superior investment strategy that will deliver highly superior results. Every sale introduces “drag! into the system and also the probability of making a mistake. Taxes are the obvious piece, but they are only one layer. There is the obvious opportunity cost from being temporarily out of the market, and the very real risk of reinvesting into something inferior simply because you feel the need to stay active. Over decades, that friction compounds negatively just as powerfully as a great business compounds positively. You can think of it like an anchor on your investment performance. One good in ment theme to follow is to look for tailwinds, not headwinds. The deeper issue is behavioral it’s not about your brilliance but instead about identity and self control. Are you an owner who thinks in decades, or are you a trader who needs regular validation. Are you trying to preserve a long chain of compounding, or are you breaking the chain every time you want to feel smart? Most investors do not underperform because they lack intelligence. They underperform because they cannot tolerate deferred gratification. Realizing gains feels good because it provides closure and a sense of accomplishment. Holding through long stretches where nothing dramatic happens feels boring, and boredom is something most people interpret as risk when it is often the opposite. When you defer taxes, you are effectively allowing money that would have left your account to continue compounding on your behalf. That capital stays embedded in the asset and works for you year after year. Over long periods, that uninterrupted base becomes enormous, and the difference between paying along the way and paying at the end becomes almost absurd. I have experienced both sides of this. I have sold too early, congratulated myself on discipline, paid the bill, and then watched the business continue to grow without me while I searched for the next opportunity. I have also held through noise and temporary drawdowns, resisted the urge to act, and later realized that it was a no brainer in hindsight. The market constantly tempts you to move. It rewards commentary, celebrates activity, and makes patience look like passivity. In reality, patience is often the most active decision you can make because it requires restraint in the face of constant stimulation. The real advantage in investing is not finding a single double. It is protecting the chain of doubles from unnecessary interruption. Compounding does not need brilliance as much as it needs time and the humility to leave it alone. If you like this article, please follow, like and share 🙏 🌹

@QualityInvest5 @YahooFinance Imagine Nintendo who owns a third of The Pokémon Company has a market cap of around $65B (with $14B Cash on hand).

@YahooFinance @Fred_Abyss

Pokémon, the world's most valuable media francise, turns 30.

@jbulltard1 $Duol also a great contender imo

$ttd down another 20% I’ve never seen a name go from darling to the worst stock imaginable in such a short timeframe.

@CapexAndChill I posted a few weeks ago when it was in the 200s it will soon be Unolingo and then Zerolingo. It’s happening. Remember at $400 this was a generational education platform that is about to monopolise learning and a tollbooth to learning English.

My heart goes out to those that were affected by the latest $DUOL earnings reaction

Agreed. They have forecasted 19M until end of March. The forecast could be realistic, but it could also exceed it with the release of Resident Evil, Animal Crossing SW2, Pokopia and the massive marketing campaign that will soon start for the Mario Movie. There is a chance they will pass it before April, but 100% in April imo.

From what I'm hearing it can pass the 20M mark before june. Lets see what happens

@CapexAndChill I lost 10 brain cells reading his post

$NVDA bulls send this man to jail instantly. He is valuing things with some junk AI Valuation bot and posting all over yahoo finance.

@QualityInvest5 @CapexAndChill Man, you don't just dip like crazy after posting a 40%+ quarter. Mr. Market is insane for penalising this company.

@Fred_Abyss @CapexAndChill

There are 60,000 public companies in the world Only one of them has maintained 28 straight quarters of 30%+ revenue growth $MELI

@QualityInvest5 Can we make it to 30? Probably. Phenomenal statistic.

@CapexAndChill @QualityInvest5 I hereby proudly announce that I bought the pre-market dip, before it continued to dip. I am now a proud $MELI bagholder and back in the cult.

@QualityInvest5 Its finally time. @Fred_Abyss

@QualityInvest5 @CapexAndChill Operated by remote Indians.

@Fred_Abyss @CapexAndChill Nah you got it mixed up with tesla optimus

$UBER will aggregate everything thesis

@CapexAndChill @QualityInvest5 And I thought it was GOOGL Gemini.

@QualityInvest5 I thought anthropic was aggregating everything now

@BramVGenechten @duelk3 Because he’s paying 20% interest on his uncontrolled credit card spending and blames the credit card company. Probably.

@duelk3 Why garbage?

Mastercard nearing its lowest valuation in almost 10Y. $MA

@AnAverageGamerX @_Meavina_ Agreed. I wouldn’t even rule out 20M+ lifetime sales. Maybe this sounds too optimistic, but this looks like something that’s going to sell the whole generation like Zelda, Animal Crossing and other games in the Switch 1 era.

@_Meavina_ I kept trying to tell people to take it down a notch on GKC.... this is happening because TPC and Nintendo are going to shut the door on all the noise around GKC this game is easily a 10M+ selling game

This is why it’s a game key card. People about to show Nintendo how much they hate game key card by making sure this game sells like crazy and in the millions

@ManuInvests We should probably buy MSFT like there is no tomorrow. Like Howard Marks said, consensus is probably not the best way to make money. But still, AMZN is just a fantastic investment opportunity.

Consensus to be $AMZN. Valuation is just too attractive… and it’s due for its time in the sun.

They lose one of their biggest customers for advertising space with an unknown ROI and they need to build the infrastructure, payment rail and customer support…. And as I said before with an unknown ROI. Billions of guaranteed high margin ad income, or unknown ROI after years of building a travel infrastructure/inventory?

@wallstengine what happens when a big player finally ddecides to take on merchant of record status.

Morgan Stanley Upgrades $BKNG to Overweight from Equalweight, Lowers PT to $5,500 from $6,150 Analyst comments: "We think Booking and the online travel agencies are set to be just as important in an agentic world as they have been the past two decades. We acknowledge generative AI is going to create new products, use cases, and behavior change within online travel. Candidly, we have been cautious over the past few years, monitoring and experimenting with the latest tools and early agentic offerings that could disrupt the OTAs’ long-term position. But early agentic travel products are developing differently than expected in some ways—often diverting traffic to the OTAs’ apps/websites for purchase (rather than direct in-agent checkout), while still sharing data with the OTAs in exchange for access to critical inventory. Some leaders like GOOGL have specifically said they do not want to be the merchant of record. GOOGL and other leading channels (Meta, etc.) have been hesitant for years to take on merchant of record status—taking on payment risk, traveler customer service support, etc.—and we do not see that changing in an agentic world. We see OTAs’ ability to remain the merchant of record and still capture consumer browsing and purchase data as key to their long-term business. In effect, we think the stage is setting up for BKNG and the OTAs to remain just as critical to the long-term online travel landscape as they are now. We think the online travel industry structure is likely to stay closer to paid search than currently appreciated: OTAs will integrate their inventory into agents, bid on advertising to win traffic and transactions, and subsequently work to convert this traffic to future direct customers. BKNG has a 20+ year history of leading execution in this type of environment and we expect more of the same going forward. Please see Exhibit 1 through Exhibit 3 for screenshots explaining how the traffic flows of paid search and the early agentic offerings are remarkably similar." Analyst: Brian Nowak

@DimitryNakhla Agreed. In times like this it’s better to go with the highest conviction, than to chase the few extra % CAGR. You have to be able to hold for another -20%.

@Fred_Abyss Here’s a useful way to narrow it down: focus on the businesses you believe have the most durable moats.

You’ve always wanted the chance to buy stocks facing irrational selling driven by fear. For many names, that moment is here. Now comes the question — are you afraid or are you ready? Afraid? Focused on price. 😥 Ready? Focused on business. 🧘🏽‍♂️

Also like Warren Buffett said (paraphrasing) “Time is the friend of the wonderful business, and the enemy of the mediocre business”. Don’t buy mediocre businesses, buy wonderful ones.