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Hi! I wanted to announce that from now on I'll be publishing at๐๐ป@Moonlight_Inv
Feel free to drop me a follow there if you don't want to miss news on upcoming deep dives and other updates.
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๐๐๐ฌ๐ฌ๐ข๐ฏ๐ ๐๐ง๐๐จ๐ฆ๐ ๐๐ฎ๐ง๐ญ๐๐ซ
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@PsvIncHunter
Long-term Investor hunting for High Quality Businesses Sharing my Journey l Influenced by Buffett, Munger, T. Smith, H. Marks, F. Rochon, among others.
Deep Dives & Other Ideas๐๐ผ Katฤฑlฤฑm Ekim 2021
259 Takip Edilen3.9K Takipรงiler
When I first created this account I used to post very different content, which attracted an audience that I believe isn't really interested in most things to do with investing.
And that's something I believe was hindering my ability to reach the people that are interested in seeing what I share now.
I'm not a 100% sure this is the right decision, but I'll see how this turns out over time. Hopefully that makes sense.
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Hi! I wanted to announce that from now on I'll be publishing at๐๐ป@Moonlight_Inv
Feel free to drop me a follow there if you don't want to miss news on upcoming deep dives and other updates.
English
@earnlearninvest $INTC seems like an attractive turn-around play for the long term.
Looking forward to seeing how the meteor lake launch is received this Q.
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I am now beating inflation.
Thanks to $GOOG $META $BABA $RR.l $INTC (yes, Intel)
Howโs everyoneโs week in the markets been?
Highs? Lows? Buys? Sells?
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@ValueStockGeek This is making me want to buy a good recliner for reading.
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@WorldStockss Una pena al momento de estar leyendo/escuchando earnings calls antiguas para research ver tantas preguntas en como las acciones que estรก tomando la empresa van a afectar las ventas/mรกrgenes el prรณximo trimestre.
Son contadas las veces que se pregunta algo pensando a largo plazo.
Espaรฑol
Esto de que los analistas pregunten al CEO por el siguiente trimestre nunca dejarรก de sorprenderme ๐
Espaรฑol
You can read the first part of my $FAST deep dive here๐๐ป
psvinchunter.substack.com/p/deep-dive-faโฆ
๐๐๐ฌ๐ฌ๐ข๐ฏ๐ ๐๐ง๐๐จ๐ฆ๐ ๐๐ฎ๐ง๐ญ๐๐ซ@PsvIncHunter
$FAST, a leading provider of industrial supplies, such as fasteners, safety supplies, tools, etc. This is a great business with a sticky business model led by an outstanding management team. Expected to benefit from the growth of the construction and heavy-machine industries.
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You can read my full deep dive on $OTIS for free here๐๐ป
psvinchunter.substack.com/p/deep-dive-otโฆ
๐๐๐ฌ๐ฌ๐ข๐ฏ๐ ๐๐ง๐๐จ๐ฆ๐ ๐๐ฎ๐ง๐ญ๐๐ซ@PsvIncHunter
$OTIS, the world's biggest manufacturer and service provider of Elevators and escalators. From small residential buildings to skyscrapers, you'll most likely find an Otis elevator there. Expected to benefit from trends such as urbanization and a growing middle class.
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Note: The goal of these writeups is not to serve as buying/selling recommendations.
They are simply a way for me to organize my research/ideas and share it with people that might find them useful.
๐๐๐ฌ๐ฌ๐ข๐ฏ๐ ๐๐ง๐๐จ๐ฆ๐ ๐๐ฎ๐ง๐ญ๐๐ซ@PsvIncHunter
Out of investment ideas? In case you're not aware, I have a newsletter where I publish in-depth articles on what I consider to be some of the best businesses out there. Below are the criteria needed for a business to enter into my radar and the ones I've covered so far๐๐ป
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@CDInewsletter There's a lot of noise out there and people have really short memories.
It is much better to simply focus on the results of the businesses you own/follow and ignore everything else.
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I've been actively investing for 20+ years now and I'm still constantly amazed at how quickly short-term issues are forgotten.
3 months ago people were calling for the next banking crisis and saying $JNJ would cut the dividend.
Now? People barely remember.
Huge lesson there.
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By the way, these are some of the candidates for future deep dives.
I'm also open to any suggestions.
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If you've ever read one of these articles at some point and you found them valuable, I would really appreciate if you could share the first tweet with other people๐๐ป
twitter.com/PsvIncHunter/sโฆ
๐๐๐ฌ๐ฌ๐ข๐ฏ๐ ๐๐ง๐๐จ๐ฆ๐ ๐๐ฎ๐ง๐ญ๐๐ซ@PsvIncHunter
Out of investment ideas? In case you're not aware, I have a newsletter where I publish in-depth articles on what I consider to be some of the best businesses out there. Below are the criteria needed for a business to enter into my radar and the ones I've covered so far๐๐ป
English
Out of investment ideas?
In case you're not aware, I have a newsletter where I publish in-depth articles on what I consider to be some of the best businesses out there.
Below are the criteria needed for a business to enter into my radar and the ones I've covered so far๐๐ป
English
The possible candidates for next deep dives can be found in the following image.
I'm also open for suggestions.
๐๐๐ฌ๐ฌ๐ข๐ฏ๐ ๐๐ง๐๐จ๐ฆ๐ ๐๐ฎ๐ง๐ญ๐๐ซ@PsvIncHunter
Out of investment ideas? In case you're not aware, I have a newsletter where I publish in-depth articles on what I consider to be some of the best businesses out there. Below are the criteria needed for a business to enter into my radar and the ones I've covered so far๐๐ป
English