Manu Invests (@ManuInvests) - Twitter Profili | Zamantika Mersobahis Locabet

Manu Invests@ManuInvests·1h

@jukan05 Well deserved.

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Jukan@jukan05·1h

I woke up to find that I’ve reached 100,000 followers… I’m happy, of course, but at the same time, I feel a real sense of responsibility. Even when I post nonsense, far too many people still read it… So I just want to say thank you, with humility and genuine gratitude.

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Manu Invests@ManuInvests·1h

@DutchInvestors No it looks like deceleration on a ‘growth’ stock. Meta is growing faster and cheaper

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The Dutch Investors 🦁@DutchInvestors·4h

Does this look like AI disruption? $DUOL

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Manu Invests@ManuInvests·4h

@TheRealBirnbaum Yeah I don’t disagree

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The Psycho Analyst@TheRealBirnbaum·4h

Another thing is that the stock price is already discounted all of this. They can basically buy the company back over the next 5 to 10 years at the current prices, without really all that much growth from here. The stock was way over valued at $500 but down here at $95 is way overdone in my opinion.

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Manu Invests@ManuInvests·4h

$DUOL The trend continues... 3Qs in a row.. exactly what I flagged as concerning... Subscription bookings are significantly decelerating and mgmt guided for further slow down to 5.6% YoY in Q2 - actually 4.1% on a constant currency basis. QoQ is aimed straight down... Bookings are longer term subscriptions that are paid for in advance but revenue cannot be recognized until each month of subscription use is realized. This is essentially $DUOL sharing their future unearned revenue pipeline. Such a slowdown implies that new free users are not subscribing or there is increased offsetting churn - that annual subscribers are transitioning to monthly, OR that current annual subscribers are NOT renewing their subscriptions. New 2026 Guidance is at 10.5% YoY (8.6% constant currency)... the LOW end of the original guide of 10-12%. Ouch.

Manu Invests@ManuInvests

This is exactly what I flagged as concerning last Q with $DUOL and the trend is continuing. 👇

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Manu Invests@ManuInvests·10h

@MishaalNathani @mkt_sentiment @rebound_capital @lennysan @thegeneralistco Pretty cool! Appreciate the shout. I’m not macOS otherwise I’d be eager to try.

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Mishaal Nathani@MishaalNathani·11h

Still have 7 beta spots available for Verso - a macOS reader for Substack publications/newsletters. Sign up link below. Starting the day with some of my favorite newsletters - @mkt_sentiment @ManuInvests @rebound_capital @lennysan @thegeneralistco and others!

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Manu Invests@ManuInvests·14h

@jimmyinvest Well deserved @jimmyinvest 🫡

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Jimmy Investor@jimmyinvest·14h

BIG DAY!!!! We’ve just reached 1,000 followers here on X. Thank you to everyone who follows us daily and supports our work. Growing on X is very difficult - it requires a lot of daily time and effort, but I hope it will be worth it in the long run. A special thanks to the friends who have been helping along the way (apologies if I left anyone out): - @ManuInvests - @TacticzH - @DD17_Capital - @HatedMoats - @Felix__archive - @themattharbaugh - @Mindset4Money_X Onward. 🙏🏼

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Manu Invests retweetledi

Markets & Mayhem@Mayhem4Markets·1d

Analysts expect double-digit earnings growth to continue throughout 2026 🐂

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Manu Invests@ManuInvests·1d

@pragmatiskeptic SBC is subtracted out of GAAP earnings

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Liberalism Is Cancer@pragmatiskeptic·14 Mar

@ManuInvests Maybe subtract out SBC from their earnings and see what you come up with.

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Manu Invests@ManuInvests·14 Mar

$META is in a 21.4% drawdown over the last 6 months… It is now trading at a fwd PE of 20x… 20x fwd PE for a dominant company… growing normalized net income 22.5%… growing and re-accelerating revenue at 22.2%… and guiding for next qtr revenue growth of 30%… META at 620 is great imo. Down on avocado release delay. The delay of the avocado model release isn’t a concern for me. This isn’t an overspend flag for me. Meta hasn’t been the leading model developer. Their compute contrained on data processing to power algo predictions and generative ads alone. Meta is building recommender systems and supercharging them with GPUs - data centers aren’t only for AI LLM model development and training. And Zuck will release a finished product not a subpar model. Meta doesn’t NEED to be the leading model… that’s not what my meta investment is. That’s what my $GOOG investment is for.

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Manu Invests@ManuInvests·1d

The Celtics and subsequent emotional drainage delayed my finishing touches… aiming for this evening but out for tomorrow either way. Thanks for understanding. Sincerely, A Boston Celtics Fan

Manu Invests@ManuInvests

Have spent the last few days digging deep in $META. What started as an earnings review is now much more. Dropping an in-depth write up on $META tomorrow including a variety of different valuation models. Link in bio.

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Manu Invests@ManuInvests·2d

@SixSigmaCapital Basically use NotebookLM to create notebooks all sec filings and allows for quick data comparison etc

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SixSigmaCapital@SixSigmaCapital·2d

What are some ways you use AI in your investing and trading?

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Manu Invests retweetledi

Manu Invests@ManuInvests·4d

I remain convinced, more so today than ever before that $META sub-620 is one of the best risk/reward setups in the market. I bought $META in 2021... bought more in 2022... have held every share... and added as high as $627 recently. Don't let cost basis anchoring rob you of future returns.

Manu Invests@ManuInvests

$META is in a 21.4% drawdown over the last 6 months… It is now trading at a fwd PE of 20x… 20x fwd PE for a dominant company… growing normalized net income 22.5%… growing and re-accelerating revenue at 22.2%… and guiding for next qtr revenue growth of 30%… META at 620 is great imo. Down on avocado release delay. The delay of the avocado model release isn’t a concern for me. This isn’t an overspend flag for me. Meta hasn’t been the leading model developer. Their compute contrained on data processing to power algo predictions and generative ads alone. Meta is building recommender systems and supercharging them with GPUs - data centers aren’t only for AI LLM model development and training. And Zuck will release a finished product not a subpar model. Meta doesn’t NEED to be the leading model… that’s not what my meta investment is. That’s what my $GOOG investment is for.

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Manu Invests@ManuInvests·2d

@SixSigmaCapital 🔥

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SixSigmaCapital@SixSigmaCapital·3d

Monthly Portfolio and Performance Update (post will be out in few days) Performance since Inception of SSC: '23: +94% '24: +61% '25: +57% '26 YTD: +8.3% Combined LT and Dedicated Trading Account (~10% the size, up >45%) TWR is +431.07% vs SPX 89.07%.

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Manu Invests@ManuInvests·3d

Have spent the last few days digging deep in $META. What started as an earnings review is now much more. Dropping an in-depth write up on $META tomorrow including a variety of different valuation models. Link in bio.