Joseph Longkutoy

228 posts

Joseph Longkutoy

Joseph Longkutoy

@LongkutoyJoseph

Future full time investor - Current Accountant

Denver, CO Katılım Temmuz 2022
234 Takip Edilen118 Takipçiler
Lord Hokage 👓
Lord Hokage 👓@Lord_Hokage_PTS·
Who's bright idea was it to imprison the red lotus members instead of just ending them, saving money, time, and Korra a lot of suffering?
Lord Hokage 👓 tweet media
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Brian McCormick
Brian McCormick@bjmtweets·
Buying $MELI and walking away for a decade will probably outperform 90% of Fintwit
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Ray Gross
Ray Gross@RayGross22·
@CarsonTalkMoney Charlie munger never would have allowed for Delta, surprised Warren would either. Times are changing at Berkshire for sure.
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Carson
Carson@CarsonTalkMoney·
I don’t understand what Berkshire is doing here They sold their entire position in $UNH, $DPZ, $AMZN and $POOL to buy Google, Macys and Delta I thought Berkshire buys for the long term, I feel like they just started buying $DPZ and $POOL What changed? This feels weird to me
Carson tweet media
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Silicon Salvage
Silicon Salvage@SiliconSalvage·
AI has killed software and tech stocks. Valuations are at multi-decade lows. Stock prices are in the trash. This is a once in a lifetime opportunity to buy fear. Follow as I uncover hated tech stocks trading at basement level valuations.
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Aria Radnia 🇮🇷
Aria Radnia 🇮🇷@ariaradnia·
Bored, need new stock ideas Preferably it has some moat, growing decently fast 👇
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Heisenberg
Heisenberg@Mr_Derivatives·
@elonmusk Nope. But the second you have X Money, I’ll be all over it.
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Elon Musk
Elon Musk@elonmusk·
Have you ever bought anything based on an ad on this platform?
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Rino🚀
Rino🚀@RinoTheBouncer·
What game is this?🚀
Rino🚀 tweet media
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Joseph Longkutoy
Joseph Longkutoy@LongkutoyJoseph·
@cafreiman If we adjust this with inflation, how would it compare? $1.90 in 1820 is drastically different than $1.90 in today’s time
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KingSwan619
KingSwan619@KingSwan619·
@LangmanVince Nicely staged commercial for your business lol no one comes into a place and leaves under a minute with 20k cash.
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Vince Langman
Vince Langman@LangmanVince·
Did this woman honestly believe that $50 gold coins were only worth $50?🤣
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apeman
apeman@apeman·
@ChrisLloydCFP @fiscal_ai Was referring more to $CRM, $DUOL, $MNDY and maybe $ADBE. They may get disrupted in ways we can't even perceive yet
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Fiscal.ai
Fiscal.ai@fiscal_ai·
7 quality companies trading at their cheapest valuations ever: 1. Airbnb $ABNB EV/EBIT: 22.6x
Fiscal.ai tweet media
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Antonio Linares
Antonio Linares@alc2022·
$DUOL is going to be an extraordinary success. @LuisvonAhn explains how $DUOL is set to become the personalized superhuman AI tutor for billions of daily active users. In my view, making $DUOL a (multi) trillion $ company in time.
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Joseph Longkutoy
Joseph Longkutoy@LongkutoyJoseph·
@Infection556 @TradeSignalHQ If that does happen and the companies split, just buy them both Just like how Ebay spun off Paypal, if you still held both, you did good
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Agent PopTarts
Agent PopTarts@Infection556·
@TradeSignalHQ Call me crazy, but I have a feeling that Amazon is gonna have some monopoly case and be forced to sell off AWS in a similar fashion to Google and chrome. But it actually happens this time.
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Alex
Alex@TradeSignalHQ·
$AMZN will soon look like $GOOG at $150 Blue chip stock that has absolutely no business being that cheap.
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Joseph Longkutoy
Joseph Longkutoy@LongkutoyJoseph·
@buccocapital Amazon is ending account sharing for outside of one household. This will be huge for Prime memberships, look at how much Netflix’s subs exploded when they did this awhile ago, now Amazon is doing the same and will yield the same results
Joseph Longkutoy tweet media
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BuccoCapital Bloke
BuccoCapital Bloke@buccocapital·
I am looking for the next obvious swing like $GOOGL in May and I don't see it. Market is just so frothy. Sometimes all there is to do is be patient and keep turning over rocks
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Joseph Longkutoy
Joseph Longkutoy@LongkutoyJoseph·
@SixSigmaCapital Checkout $LTH they own lifetime fitness And $MTN Vail Resorts (company behind the Epic Ski Pass)
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SixSigmaCapital
SixSigmaCapital@SixSigmaCapital·
I need some stocks to research. What are your favourites ideas that are not part of the Fintwit favourites list?
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Joseph Longkutoy
Joseph Longkutoy@LongkutoyJoseph·
@joecarlsonshow Once they implement the netflix model of not allowing people to use the same account from different homes, their subscription count and FCF will rise higher
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Joseph Carlson
Joseph Carlson@joecarlsonshow·
Yes, Amazon has performed poorly YTD. Luckily, we aren't forced to buy the stock on the first day of the year only, we can buy dips. I'm in for 600 shares at $150 average. Amazon is up +30% from just a few months ago. The stock won't continue to climb however, until Andy Jassy decides to turn on free cash flow mode. Currently Amazon still continues to invest near 100% of cash flows. I believe Amazon represents the best robotics play in the market. They have 1.5 million employees, over half of which work doing repetitive physical labor. They already have over 1 million robots doing a variety of different roles. With AI their robot capability will exponentially increase. Not only is it a great robotics play, but Amazon is: - 1st in Cloud - 3rd in Ads - 2nd in Streaming Video - 1st in Online Retail - 1st in logistics It's very difficult for me to believe a company that has this significant of an advantage won't continue to compound in the future. This is Amazon's game to lose.
Joseph Carlson tweet media
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Joseph Carlson
Joseph Carlson@joecarlsonshow·
New Duolingo bear case just dropped. Apple announces AirPods with live language translation. $AAPL $DUOL
Joseph Carlson tweet media
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Joseph Carlson
Joseph Carlson@joecarlsonshow·
I don't like this game so much anymore.
Joseph Carlson tweet media
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Joseph Longkutoy
Joseph Longkutoy@LongkutoyJoseph·
@nataninvesting $ACHC A little smaller cap that you usually look but They focus on psychiatric facilities With recent government changes especially in DC, this might affect policy all over
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Natan
Natan@nataninvesting·
I believe healthcare is the most attractive sector to find opportunities in the current market environment. Do you have any interesting ideas in healthcare that are worth researching? No $HIMS $OSCR $UNH pls 😂
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Joseph Longkutoy
Joseph Longkutoy@LongkutoyJoseph·
@Mr_Derivatives I remember when he said to Short $META and Long $GOOG It just goes to show that no one can predict the future
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Heisenberg
Heisenberg@Mr_Derivatives·
Remember when Chamath said it was “free money” to pair trade short the Maggy 7’s and long the S&P500 a few months ago, with size nonetheless? Well that trade is now 150bps underwater. But hey, Chamath is Chamath, he’s a billionaire and I’m not. But one with a big platform has some responsibility right?
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