Josh San
166 posts

Josh San
@shiftcmdd
Crypto and AI enthusiast. All views expressed are my own.
Singapore Entrou em Ekim 2015
368 Seguindo50 Seguidores

@Chicky_Think aoostar.com I got a mini PC here, WTR Max. You can check out the Pro version which is within your budget.
I’m just not certain Raspberry Pi has the power for local AI, if that’s your objective.
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This is a deep dive on $MELI.
I’m going to walk through the financials, the balance sheet, and the core engine of the business so you can see exactly where the value is coming from. By the end, you’ll understand why this is not just a fast growing company, but a system that compounds as it scales.
Let’s dive in!
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👇

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@CoachDanGo Mobility training also as important , as it affects daily living.
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Non-negotiables after 40:
· Don't be fat
· Stay hydrated
· Walk 8,000 steps daily
· Prioritize sleep like an athlete
· Get bloodwork done annually
· Spend time with friends & family
· Strength train at least 2-3x per week
· Hit at least .7 grams of protein per pound of bw
Anything you'd add?
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@QCompounding I would correct it to “Avoid the bad kind of debt”. Berkshire Hathaway is probably one of the biggest borrowers of Japanese Yen to execute the positive carry trade strategy.
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@adamkhootrader What is the annualised growth rate of your portfolio?
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Since 1950, the S&P 500 has 10 bear markets over the next 70 years . These started in 1956, 1961, 1966, 1968, 1973, 1980, 1987, 2000, 2008, 2020
This is an average of 1 bear market every 7 years.
However, recently, we have had a cluster of bear markets together
The S&P 500 went into a bear market in 2020 and 2022 and…
the Nasdaq went into a bear market in 2020, 2022 and 2025
Despite that, I managed to grow my portfolio my over 250% by holding a diversified portfolio of the highest quality stocks
The good news is that I think the next bear market is 6 to 7 years away , 2031 or 2032 based on the average frequency of historical occurrences

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@BojanRadojici10 Such a detailed analysis. Would love to get a copy.
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Use this template to discover real opportunities in stock investment 📈
These value drivers should be explored:
👉 Growth drivers
👉 Sales drivers
👉 Profitability drivers
👉 Reinvestments
👉 Capital efficiency
👉 HR & Organizational drivers
👉 Tech drivers
👉 Stage in company lifecycle
👉 Cost of capital
𝗪𝗵𝗮𝘁 𝗜 𝘂𝘀𝘂𝗮𝗹𝗹𝘆 𝗶𝗻𝗰𝗹𝘂𝗱𝗲 𝗶𝗻 𝗺𝗼𝗱𝗲𝗹:
✅ Industry, Market & Peer analysis
✅ Detailed historical financial analysis
✅ Expert growth analysis
✅ Documented assumptions
✅ Scenario & sensitivity
✅ Diagnostics & checks
🔽 Want to dive deeper? Drop a comment for a FREE Excel file and learn how to apply these methods!
Disclaimer: This model is for educational purposes only, not for actual investment decisions.

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@Jason Things to do
1. ride our subway; world class infrastructure if I may say so myself
2. hop on to a cab and ask to tour any “HDB” estate. See how the country houses their affluent citizens in million-dollar *public* housing .
3. Walk down Chinatown where history and culture collide
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Going to #Singapore
Top three things to eat:
1.
2.
3.
Top three things to see:
A.
B.
C.
Top three people to meet
i.
ii.
iii.
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Josh San retweetou

I think the Murad coins (like $SPX, $GIGA, $POPCAT, $MOG etc.) are probably going much higher.
Why?
When retail comes back into the space, they're going to gravitate towards the loudest and most compelling figures + narrative.
A similar thing happened to gaming coins with @ZssBecker and @elliotrades last cycle.
But the outlandish price targets/movement associated with this meme craze probably makes the bubble even bigger.
This will result in prices pushing even higher, further strengthening @MustStopMurad's mindshare and the overall narrative.
It becomes an unstoppable reflexive flywheel of momentum (until eventually, like all bubbles, it pops).
But in the interim, there are huge gains to be made.
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Wall Street firms raised their price targets on NVIDIA stock after the company's beat-and-raise quarterly report. Use this template to investigate more and discover real opportunities.
Want this Excel? Please 𝗟𝗜𝗞𝗘 𝗔𝗡𝗗 𝗖𝗢𝗠𝗠𝗘𝗡𝗧 so you can get a download link.
These are some value drivers and factors that should be approached
👉 Growth drivers
👉 Sales drivers
👉 Profitability drivers
👉 Reinvestments
👉 Capital efficiency
👉 HR & Organisational drivers
👉 Tech drivers
👉 Stage in company lifetime cycle
👉 Cost of capital
𝗪𝗵𝗮𝘁 𝗜 𝘂𝘀𝘂𝗮𝗹𝗹𝘆 𝗶𝗻𝗰𝗹𝘂𝗱𝗲 𝗶𝗻 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻 𝗺𝗼𝗱𝗲𝗹
✅ Industry analysis
✅ Market analysis
✅ Peer analysis
✅ Detailed historical financial analysis of company
✅ Expert analysis about growth
✅ Detailed and documented assumptions
✅ Scenario and sensitivity
✅ Diagnostics and checks
𝘋𝘪𝘴𝘤𝘭𝘢𝘪𝘮𝘦𝘳:
𝘛𝘩𝘦 𝘷𝘢𝘭𝘶𝘢𝘵𝘪𝘰𝘯 𝘱𝘳𝘰𝘷𝘪𝘥𝘦𝘥 𝘪𝘴 𝘧𝘰𝘳 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴 𝘰𝘯𝘭𝘺 𝘢𝘯𝘥 𝘴𝘩𝘰𝘶𝘭𝘥 𝘯𝘰𝘵 𝘣𝘦 𝘤𝘰𝘯𝘴𝘵𝘳𝘶𝘦𝘥 𝘢𝘴 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘢𝘥𝘷𝘪𝘤𝘦.
𝗟𝗜𝗞𝗘 𝗔𝗡𝗗 𝗖𝗢𝗠𝗠𝗘𝗡𝗧 to get a free download link.
𝗣.𝗦. Want to learn business valuations? Grab grab my tutorials and excel models pack:
robojan.gumroad.com/l/DIYvaluation…

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