Value Inversor @ValueInversor
Owner's Mindset | Long-Term Perspective | Sustainable competitive advantages | 📈CAGR 2021 – 2024: 30.25% 📊 Total return 2021 – 2024: 136.13% Joined May 2021-
Tweets256
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Followers102
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Following174
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Likes3K
My businesses are riding two waves of growth, the next largely driven by AI. Excited for what's ahead. $META $TSLA $HIMS $LVMH $AMZN
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It’s incredible how many headlines pop up about my companies every single day. What really matters is whether their long-term competitive position is improving or deteriorating. That’s the real question. $META $TSLA $HIMS $LVMH $AMZN
$HIMS - 3rd portfolio position - Visionary CEO founder - Best-in-class executive team - Most customer-centric company out there - Building an unbeatable moat step by step: shared economies of scale - Targeting an enormous outdated sector with a poor customer experience This is…
$HIMS - 3rd portfolio position - Visionary CEO founder - Best-in-class executive team - Most customer-centric company out there - Building an unbeatable moat step by step: shared economies of scale - Targeting an enormous outdated sector with a poor customer experience This is…
Latest $TSLA developments: 1.Deliveries of the Model Y L have started in China, with 120,000 orders since launch. 2.First Model Y deliveries announced in India, opening one of the world’s largest auto markets. 3.The Robotaxi app is now available to all IOS users, marking…
My conviction in $HIMS keeps growing daily. I'm buying more when the market opens.
My conviction in $HIMS keeps growing daily. I'm buying more when the market opens.
Cars will stop being status symbols. Just like smartphones. $TSLA
Cars will stop being status symbols. Just like smartphones. $TSLA https://t.co/xnjEbYdoc8
$TSLA is that company delivering such a superior experience that it becomes the sensible choice for the vast majority of the market. Soon, Ferrari, Lamborghini, or Porsche will look like relics. And anyone aiming for a Volkswagen will be able to afford a Tesla. Tesla is a…
Value Inversor retweeted
@AndrewDudum Personalized compounding drugs are the future.
Sustainable abundance $TSLA
Value Inversor retweeted
@niccruzpatane In the future, FSD will be mandatory, and human driving will be banned. Tesla should not license FSD, keeping it exclusive like Apple's iOS.
There we go! $TSLA
$TSLA should not license FSD. Change my mind.
$TSLA should not license FSD. Change my mind.
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