HundredBaggerz

The last time $META traded at 11x P/OCF, the cash flows were in a decline Now it is the complete opposite with cash flows accelerating Year over year growth: 2025: +26% 2026: +29%

@valueover_hype @InvestInAssets 1990 letter to shareholders.

@HundyBaggerz @InvestInAssets Thank you for the insight.

The big money is made in the waiting

@valueover_hype @InvestInAssets Lethargy - bordering in sloth - remains the cornerstone of my investing style.

@InvestInAssets The hardest part of investing is doing nothing. The biggest winners often spend years looking boring before the compounding becomes obvious. Time does the heavy lifting.

@valueover_hype Price is what you pay. Value is what you get.

Munger said it plainly: a business that earns 6% on capital will give you 6% over time, even if you buy it cheap Find one that earns 25%.Most investors fixate on the entry price. The machine already decided your return.That's not valuation. That's arithmetic.

@FinanceJack44 The beauty of this visual is that the more regulation is put in place, the higher the walls around the garden become. Long $META

There's only been one massively successful social media company ever. $META on top.

We’re donating Ray-Ban Meta glasses to every blind veteran across the United States, providing hands-free AI features and insight into the world. about.fb.com/news/2026/06/f…

Meta trades at 20.7x earnings. The 10Y average is 26.9x. If the market simply valued Meta at its historical average, the stock would be worth roughly $740. $META

@joecarlsonshow I'm long $meta but now do FCF.

These are the companies the market is currently selling.

If Meta compounds earnings at 16% annually for the next 5 years... Is a $1,000 stock really that far-fetched? $META

@nicotinecap Love seeing this. This is a really good signal. Thanks for sharing.

$BTI $BATS imagine selling this stock when the CEO just personally bought shares for the first time in a long time. tools.eurolandir.com/tools/Pressrel…

Market is in shambles. Yet tobacco is up and strong, demonstrating its defensive qualities once again 🚬

@nicotinecap Risk off trade treating $bti well today

$BTI $BATS crazy moves. I've crossed 81k shares now, looking forward to a $66k dividend next month followed by Velo Max and flavored Vuse launches in the US. 🫠

A must watch from Jamie Dimon.

The market is treating Meta like growth is over. Meanwhile: - Global ad spend is approaching $1 trillion. - Meta is guiding for +25% growth. - New subscription revenues. The stock trades at 21x earnings. $META

Remember, America is so racist that millions of brown people are fighting to stay here illegally

He is definitely the most underrated CEO out there. I sleep well at night knowing he's responsible for much of my retirement savings. Long $meta.

BAT trades down after the release of the H1 Trading Update. Last -3% to £44.4 Our summary: tobaccoinsider.com/bat-h1-2026-tr… Group numbers are broadly in line with expectations, but heated tobacco (glo) continues to disappoint. Webcast starts in about 15 minutes

I just published my Investment Thesis on $AMNF on Substack. I invested 100% of my net worth in the company in 2021 for 3 simple reasons. Read the full thesis here: highconvictioninvesting.substack.com/p/armanino-foo…

One of the things I love about $META is Mark Zuckerberg has SERIOUS skin in the game. He owns ~13% of the company. Besides Elon, no other Mag 7 CEO has ownership anywhere near that level. I think having this much at stake is what allows Zuck to bring a sort of startup mindset even at company maturity. He isn't content to be just good enough, he always wants to innovate and win, even if the market doesn't recognize it at first. That's the kind of person I want running a company.

NVE distributor MITS Component & System Corp. will exhibit at #COMPUTEX June 2 to 5 in Taipei, Taiwan, Booth K1231. We’ll feature NVE’s unique #isolators for communications and industrial networking.