Langer Capital

796 posts

Langer Capital

@langercap

Long term growth stock investor Fundamental analysis 100-bagger seeker. Wakesurfer. Scotch lover (Islay) 🥃

Montréal, Québec Katılım Eylül 2020

168 Takip Edilen358 Takipçiler

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Langer Capital@langercap·17 Ara

I’m a long term growth investor so here is my investing approach in 5 steps: 1.Where do I see the company in 2-5-10 years? Are they a market leader? Do I believe in their product? Do I understand their business model? Am I excited about investing in that company? ...

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Langer Capital@langercap·25 Nis

@BradoCapital $ODFL EPS growth is more stable and better. ROE is much better also.

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Braden Dennis 📊@BradoCapital·24 Nis

What's more attractive today? $TFII or $ODFL

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Langer Capital@langercap·24 Şub

People are getting bombed and shot in Ukraine this morning. I don’t really care about losing 20-30000$ in the markets today. I’m just glad my family and I are safe…

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Brian Feroldi@BrianFeroldi·10 Şub

The riskiest time to invest is when the market looks safest The safest time to invest is when the market looks riskiest

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Langer Capital@langercap·3 Şub

@Sacky_McSack @BluSuitDillon Well, 74% organic growth what do you want more

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Dillon Valdez@Dillon_Valdez·3 Şub

I know the Oracle cut his $LSPD position but I think I'm going to keep mine and see how this story develops. This looks like bottom on the stock price too. Remember, they have $1B in cash and no debt. They're not going bankrupt.

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Langer Capital@langercap·3 Şub

@jp_chauvet1 @geraldfillion @LightspeedHQ Félicitations pour votre nouveau poste et bonne chance dans vos nouvelles fonctions. Très bons résultats ce matin. Long $LSPD

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Jean Paul Chauvet@jp_chauvet1·3 Şub

Je vais m’entretenir avec @geraldfillion ce soir à l’émission #Zoneéconomie pour parler de mes nouvelles fonctions comme chef de la direction de @LightspeedHQ ainsi que nos résultats financiers du troisième trimestre de l'exercice 2022.

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Langer Capital@langercap·3 Şub

Lots of people panic sold $LSPD This change of CEO is good. JP will be way more focus than Dax. He was solid on the call and results are more than good. No reason to sell after this HUGE drawdown. Buy low sell high! Not the opposite!

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Langer Capital@langercap·3 Şub

@jiggycapital I also prefer to invest in founder-led cie but let’s face it here, for the last year , Dax was way more focus on environment things than on $LSPD JP was running the show. I don’t think it’s a bad change. JP still owns a lot of shares. Let’s be patient growth is very good Holding!

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Sean@jiggycapital·3 Şub

Sold the rest of my $LSPD shares after mulling over CEO change further My sincerest apologies if you got interested in LSPD because of anything I posted I've learned a lot from this experience that I hope will make me a better investor moving forward 🤝

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 Q-Cap @qcapital2020·27 Oca

Average Stock in Russell 3000 is down -35% Average Stock in Nasdaq is down -50% Largest 10 US stocks are down -20% With this in mind, -11% drawdown in S&P500 is masking the severity of this sell-off. Mkt already in Bear Mkt territory but without recession in sight. Source: JPM

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 Q-Cap @qcapital2020·24 Oca

Efficient Market Theory $FB Past 5-yr rev growth: +33.16% Past 10-yr rev growth: +42.31% Operating Margins %: +41.9% FCF(per share): 12.63$ P/E: 21.6x $PG Past 5-yr rev growth: +4.03% Past 10-yr rev growth: -0.83% Operating Margins %: +22.2% FCF(per share): 6.06$ P/E: 28.3x

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Langer Capital@langercap·21 Oca

Exactly

Dillon Valdez@Dillon_Valdez

Guys, There is a lot of noise and downside price targets. Bears are becoming louder and more pronounced. Talks of secular bear gets louder too. Emotions have become extremely high, especially pessimism. Block out the noise. Nobody knows what the hell is going to happen. Nobody

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Langer Capital@langercap·20 Ara

@ETiessen What i meant is last years/months was huge for real estate… and a company like real matters should have benefit from that and they did not … revenue growth of the company slowed down instead… not what i expected

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Langer Capital@langercap·5 Eyl

Portfolio by size as of today Sept 5 $LSPD 13% $XPEL $TTD $GOOGL $DCBO $SE $WELL.TO $PLTR 8% $GRWG $FVRR $TOI.V $ARKG CASH $LEV $REAL.TO 0.5% Still on my way out of $REAL.TO My plan is to add big on $TOI.V Nothing on my watchlist but my stock… High conviction next

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Langer Capital@langercap·27 Kas

@LibertyRPF @BadaBingCapital @TenYearNote I ve tried Laga 16 and 8 . Never had the chance to try the 12 yet… but its on my list for sure

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Liberty 💚🥃@LibertyRPF·27 Kas

@langercap @BadaBingCapital @TenYearNote Have you ever tried the Lagavulin 12 (cask strength)? That one is up there for me, along with the Uggie

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Langer Capital@langercap·27 Kas

New bottle!! Can’t wait to try it. Ardbeg Corryvreckan Islay scotch Cheers my friend! @TenYearNote @LibertyRPF @BadaBingCapital

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Langer Capital@langercap·27 Kas

@LibertyRPF @TenYearNote @BadaBingCapital Intense for sure! But wow!!

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Liberty 💚🥃@LibertyRPF·27 Kas

@langercap @TenYearNote @BadaBingCapital Ooh, that’s a nice one. Intense! The first cask-strength I ever tried.

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Langer Capital@langercap·22 Kas

Added to $LSPD $PLTR $TWLO and $TOI.V I love black friday week haha!

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Langer Capital@langercap·22 Kas

@Sacky_McSack I’m saying that for sure. I know a lot of people on fintwit changed their mind on the recent pullback but I’m holding for the long term. I might be wrong … but i still have high conviction !! 💎

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Langer Capital@langercap·22 Kas

$LSPD

Brian Feroldi@BrianFeroldi

The bigger mistake:

QCT

Keşfet

@BradoCapital @jp_chauvet1 @geraldfillion @LightspeedHQ @jiggycapital @LibertyRPF @BadaBingCapital @TenYearNote