Chin Hui Leong @chin_investor
Investor | Co-founder, The Smart Investor | Formerly @themotleyfool | Daddy thesmartinvestor.com.sg/category/us-st… Singapore Joined November 2021-
Tweets2K
-
Followers4K
-
Following333
-
Likes27K
“Market timing is hard not just because you need to be right twice for it to work — when you get out and when you get back in. It also requires the courage to get back in when you don’t want to.” — @awealthofcs
“Market timing is hard not just because you need to be right twice for it to work — when you get out and when you get back in. It also requires the courage to get back in when you don’t want to.” — @awealthofcs
$META on data feedback loops "The next key part of our playbook is learning from unique data and feedback loops in our products. .... this feedback is a big part of how we've improved our AI systems so quickly with Reels and ads, especially over the last couple of years when we…
“Predicting the rain doesn't count; building arks does.” -- @WarrenBuffett
“Predicting the rain doesn't count; building arks does.” -- @WarrenBuffett
Update: I am turning into an inadvertent dividend investor. First $META, then $BKNG and $CRM and now $GOOGL. In the long term, we’re all dividend investors. 😂
Update: I am turning into an inadvertent dividend investor. First $META, then $BKNG and $CRM and now $GOOGL. In the long term, we’re all dividend investors. 😂
1Q'24 $META "... AI-powered tools, Advantage+ shopping and Advantage+ app campaigns, revenue flowing through those has more than doubled since last year." 3Q'23 " ... with Advantage+ Shopping Campaigns reaching a $10 billion run rate”
$META "On Instagram, Reels and video continue to drive engagement, with Reels alone now making up 50% of the time that's spent within the app. Threads is growing well, too. There are now more than 150 million monthly actives."
"Beware of the investment activity that produces applause; the great moves are usually greeted by yawns" Warren Buffett
$NFLX effect: "... shapes what people search for (Google Year in Review ‘23) and talk about (e.g. One Day), the music they listen to (e.g. The Greatest Night in Pop, which got We Are the World back into the charts again after 40 years), the books they read (e.g. 3 Body Problem),…
TTM free cash flow for Mag 7 $GOOGL US$69.5b $AAPL US$106.9b $AMZN US$32.2b $META US$43.8b $MSFT US$67.4b $NVDA US$27.0b $TSLA US$4.4b
The best investment lessons are learnt over years, not months.
I'm working on a new video and need your help! I'm looking for information regarding the ... ❓... historical earnings growth rate of the S&P 500 ❓ ... the historical change in share count ❓ ... the historical dividend yield The illustration below from @mjmauboussin is…
Thomas Chua @SteadyCompound
74K Followers 327 Following Filling my stock portfolio with steady compounders and sharing my analysis at https://t.co/mV9yIz9m4mEugene Ng @EugeneNg_VCap
20K Followers 1K Following Investor. Author. Angel. Founder@Vision Capital & Ventures. Investing in companies that reflect our best vision for our future. Musings on investing & life.Brad Freeman @StockMarketNerd
135K Followers 1K Following I Write Stock Market Nerd Newsletter for Tens of Thousands of Subscribers across 173 Countries -- Subscribe 👇 for Free; Masters in Finance; @Umich 🎓 x 2|Leandro @Invesquotes
42K Followers 725 Following Research on high-quality companies at Best Anchor Stocks and Invirtiendo en Calidad. All links below. Spanish account: @InvEnCalidadFrom Growth To Value @FromValue
98K Followers 2K Following Founder of Potential Multibaggers & Best Anchor Stocks on Seeking Alpha. Deep research, long-term investing (10yrs+). I help you stay calm when everyone panicsQuartr @Quartr_App
80K Followers 536 Following Transforming the way finance professionals conduct qualitative public market research. Trusted by 12+ million end-users around the world.The Transcript @TheTranscript_
60K Followers 1K Following We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |William Green @WilliamGreen72
40K Followers 5K Following Author, "RICHER, WISER, HAPPIER: How the World's Greatest Investors Win in Markets and Life." Available at https://t.co/7842Q0Vv1BMax Koh @heyamaxkoh
35K Followers 210 Following Made my first $1 Million at 29. But, still the dumbest human in the room. I'm just a nerd sharing my AHA moments in Business, Personal Growth, and Investing. 🤓Heavy Moat Investment.. @stonkmetal
17K Followers 807 Following Young self-taught investor and Software dev | Quality Value Investing | Writer at Substack | Entertainment only, no financial adviceCharlie Munger Fans @CharlieMunger00
79K Followers 4K Following Fan page & not the real Charlie Munger ☆ Together lets celebrate Munger 👌 Postings done by Anthony WhiteJohn Rotonti Jr @JRogrow
15K Followers 2K Following Family first. Analyst/investor. I enjoy good food, coffee, health/fitness, travel, nature, and space. Views are my own. Not investment advice.Alex Morris (TSOH Inv.. @TSOH_Investing
55K Followers 4K Following Founder of the TSOH Investment Research Service Long-term equity research and 100% portfolio transparency https://t.co/AVAjy2LgI1David Gardner @DavidGFool
60K Followers 557 Following "So if you care to find me, look to the western sky...." Chief Rule Breaker @themotleyfool.Michael Fritzell (Asi.. @MikeFritzell
22K Followers 2K Following Your eyes and ears in Asia. Author of Asian Century Stocks (https://t.co/SECHidnjZ4).Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1OmyNebre @Nebre311047
2 Followers 130 FollowingKingPin @boleomatic
57 Followers 783 FollowingCathyMaltz @So0iwDjvU9s4y6c
0 Followers 142 FollowingSleart @Sleart236384
0 Followers 109 FollowingGolden Badger @CoreyWrenn
79 Followers 76 Following Independent, free thinking man. Neither right nor leftPaco @PaquitoPF
1K Followers 2K FollowingMega Cap ER @megacap_er
0 Followers 66 FollowingWheteetusl @wheteetusl56828
23 Followers 2K FollowingAlex Yam @TeamChinaBB
30 Followers 233 FollowingPhil @zhe_wang6646
44 Followers 184 FollowingAlina_Nguyen @alinanguyennnnn
599 Followers 101 Following A girl with a cheerful personality, active, loves nature, loves this lifeMatthias Herbst @MatthiasHerbst3
42 Followers 221 FollowingCyloshought @cyloshough438
51 Followers 2K FollowingKostas Tsigas @tsigas_kos50157
66 Followers 148 FollowingElon Musk @elonmusk629026
71 Followers 2K FollowingFay Store @faystore7
1 Followers 53 FollowingToll Road Baron @tollroadbaron
87 Followers 353 Following Building the world one bridge at a time. All thoughts infrastructure marketsVlad @VladPasca5
45K Followers 3K Following Made multiple 5 figures online before finishing high-school.Retro-Fin @RetroFin_ai
11 Followers 23 Following Retro-Fin is your gateway to data-driven investing.Daniel Postředník @DanielPostednk1
28 Followers 138 Followingcarter brady @carterbrady99
119 Followers 2K FollowingKrisna S. Putra @krisnasp
436 Followers 342 Following 💎🙌 #Bitcoin #Web3 #Forex #FOSS | TRIV: https://t.co/Ak6ozxGKxK | Phillip Sekuritas: https://t.co/USk2V6VeRm | Phillip Futures: DM meWeng @AznWeng
14K Followers 949 Following cofounder @Revealera, a platform to analyze hiring and technology trends. researcher/writer @bloomberryThomas Chua @SteadyComp0und_
2K Followers 1K Following Filling my stock portfolio with steady compounders and sharing my analysis at https://t.co/9qQUCE3SyVMichael @Michael06085348
160 Followers 3K Following African #popculture curator|#entertainment and #lifestyle #Blogger |#Traveller |#Influencer| Funny|Entrepreneur| @michael Bookings:[email protected]ɱǞП РlǞყiПg �.. @0177D0
258 Followers 2K Following #رجل_يلعب_بالنار) On a winter trip and on a summer tripBaptiste @finest_tapori
15 Followers 102 FollowingAnup Dujari @anupdujari
296 Followers 3K FollowingShijun Tang @Tang_Shijun
2K Followers 101 Following 投资人,油管:https://t.co/PRjyYgwA03 我能提供什么:https://t.co/vZRYa3jYbBIan Chui @IanChui12
521 Followers 3K FollowingOmar Tayar @OmarTayar
62 Followers 3K FollowingSantiago Sodini @santiagosodini
210 Followers 3K FollowingTubagus P @tbgusp
0 Followers 445 FollowingAnt@ine @Antine83339647
17 Followers 146 FollowingUnderDawg @underdawgmeme
349 Followers 1K Following Introducing UNDAWG, the underdog coin! UNDAWG Defying expectations and taking on the world one paw at a time. Public TG Group: https://t.co/sJfzcWuE04us_Avery_ @avery_us1751
18 Followers 2K FollowingHK J @hk_jcs
184 Followers 2K FollowingSaravananlingamurthy @elpsaravanan
66 Followers 212 Following••𝓢𝓝 @gushofwords
385 Followers 78 Following she is having a good life ° words of others ° words that not fleet ° large letters °Yirong Lim @Yr345789
23 Followers 65 FollowingLifelong Capital @LoongCheah
21 Followers 131 FollowingBruce McIvor @rookie_knight2
7 Followers 707 FollowingThomas Chua @SteadyCompound
74K Followers 327 Following Filling my stock portfolio with steady compounders and sharing my analysis at https://t.co/mV9yIz9m4mEugene Ng @EugeneNg_VCap
20K Followers 1K Following Investor. Author. Angel. Founder@Vision Capital & Ventures. Investing in companies that reflect our best vision for our future. Musings on investing & life.Brad Freeman @StockMarketNerd
135K Followers 1K Following I Write Stock Market Nerd Newsletter for Tens of Thousands of Subscribers across 173 Countries -- Subscribe 👇 for Free; Masters in Finance; @Umich 🎓 x 2|Daniel @MnkeDaniel
90K Followers 175 Following I break down Investing and Psychology Concepts. For Company Research and my Portfolio, click here: https://t.co/xJk4Ru4uvALong Equity @long_equity
50K Followers 143 Following Concentrated Global Equity | Quality Growth | Value Creation + Pricing Power | FCF Growth + Barriers to Entry | Linearity | Book: https://t.co/ed2YSDCQiEIan Cassel @iancassel
255K Followers 605 Following Christian | MicroCap Investor 📈 | Founder @MicroCapClub & CIO @IntelligentCMLeandro @Invesquotes
42K Followers 725 Following Research on high-quality companies at Best Anchor Stocks and Invirtiendo en Calidad. All links below. Spanish account: @InvEnCalidadFrom Growth To Value @FromValue
98K Followers 2K Following Founder of Potential Multibaggers & Best Anchor Stocks on Seeking Alpha. Deep research, long-term investing (10yrs+). I help you stay calm when everyone panicsMorgan Housel @morganhousel
520K Followers 701 Following @collabfund The Psychology of Money: https://t.co/Q2XICE6VhE Same As Ever: https://t.co/1HOKjvZAcU Director at Markel GroupQuartr @Quartr_App
80K Followers 536 Following Transforming the way finance professionals conduct qualitative public market research. Trusted by 12+ million end-users around the world.10-K Diver @10kdiver
290K Followers 160 Following I help people understand the fundamentals of finance and investing.Dividend Growth Inves.. @DividendGrowth
204K Followers 295 Following Dividend Growth Investor Long term buy and hold investor focusing on Dividend Growth StocksWilliam Green @WilliamGreen72
40K Followers 5K Following Author, "RICHER, WISER, HAPPIER: How the World's Greatest Investors Win in Markets and Life." Available at https://t.co/7842Q0Vv1BMax Koh @heyamaxkoh
35K Followers 210 Following Made my first $1 Million at 29. But, still the dumbest human in the room. I'm just a nerd sharing my AHA moments in Business, Personal Growth, and Investing. 🤓Investment Books (Dha.. @InvestmentBook1
109K Followers 642 Following The Sage of Investment Pages | Curious Creator | Passionate Investor | Tech-Savvy | Book Lover Currently Reading - https://t.co/Lj1VW4qb17Patrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”Charlie Munger Fans @CharlieMunger00
79K Followers 4K Following Fan page & not the real Charlie Munger ☆ Together lets celebrate Munger 👌 Postings done by Anthony WhiteDavid Senra @FoundersPodcast
126K Followers 209 Following Learn from history's greatest entrepreneurs. Every week I read a biography of an entrepreneur and tell you what I learned. 346 biographies down. 1000 to go.App Economy Insights @EconomyApp
181K Followers 383 Following • App Economy investor • French in Silicon Valley • Gaming industry veteran • Previously @PwC & @BandaiNamcoUS • 100,000+ read my newsletter How They Make MoneyGavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. Barbarian, Diablo 4. Warlock, Destiny 2. No investment advice, views my own.GilbertC | GeekInvest.. @gilbertchang
3K Followers 1K Following LT Tech Investor +483% portfolio (Feb 24) | CIO, MBA, IT architect, astronomer, writer, blogger, numismatist, SciFi, Dad & husband. Investing ideas NOT advice.Kevin @atmosinvest
2K Followers 300 Following 📕 Learn the investing process 📈 Quality in niche markets 🛠️ Download free tools and deep dives (no investment advice)Chris Anderson @chr1sa
182K Followers 2K Following Occupy the skies. @chr1sa2 on Threads Photo by @chrismichelKarina Anglada @KarinaAnglada
3K Followers 1K Following Working with @adobe to help orgs with video workflows👩🏽💻. Board member @FPFY. Proud @UofIllinois alum. Views are my own. #AMDGLawrence Wong @LawrenceWongST
49K Followers 334 Following Singapore’s Deputy Prime Minister, Minister for Finance and MP for Marsiling-Yew Tee GRCGuy Raz @guyraz
85K Followers 388 Following creator/host podcasts: @TGCWithGuyRaz @HowIBuiltThis @wowintheworld & Wisdom From the Top 2X NY Times/WSJ Bestselling Author ORDER MY BOOK: https://t.co/ByTxrS8pyXLogan Kilpatrick @OfficialLoganK
92K Followers 2K Following Lead product for @Google AI Studio and working on the Gemini API, helping developers build with AI, my views!Dr. Julie Gurner @drgurner
123K Followers 7K Following Executive Performance Coach. Doc of Psych. Compared to Wendy Rhoades of Billions via WSJ. "Crown Yourself." Newsletter: https://t.co/EH1oxypq9r Inquiries: ⬇Jon Stewart @jonstewart
1.7M Followers 2 FollowingSarah Wang @sarahdingwang
9K Followers 902 Following General Partner @a16z growth fund. “Excellence is the capacity to take pain”Mustafa Suleyman @mustafasuleyman
131K Followers 535 Following CEO, Microsoft AI | Author: The Coming Wave | Past: Co-founder, @InflectionAI & @GoogleDeepMindBill McDermott @BillRMcDermott
56K Followers 263 Following Owned a deli as a kid, got my big break @Xerox, transformed @SAP, now leading @ServiceNow. Relentless optimist. Devoted to family, friends & a better world.dharmesh @dharmesh
320K Followers 731 Following Co-founder/CTO, HubSpot. Mission: Help millions grow better. Write articles about startups, scaleups and growth at https://t.co/OOZjd773nV (free subscription).Ethan Mollick @emollick
211K Followers 552 Following Professor @Wharton studying AI, innovation & startups. Democratizing education using tech Book: https://t.co/CSmipbJ2jV Substack: https://t.co/UIBhxu4bgqFinChat @finchat_io
14K Followers 3 Following The complete investment research platform for global equities, powered by AI.David Baszucki @DavidBaszucki
257K Followers 475 Following Founder and CEO of Roblox. Greater good via Baszucki Group. Inventor. Engineer.Made in Japan 🇯�.. @InvestInJapan
5K Followers 618 Following Everything on Japanese Culture & Investing🌱 Local market insights 🗺️ Quality Compounders 📈 Hidden Gems 🔍 Unique mental models 🧠 Not investment advice.Moat and Tree @MOATandTREE
511 Followers 2K Following Searching for wide-moat companies and compounding over time. Investing is like planting a tree.Olivier @ReturnsJourney
8K Followers 2K Following Investor, discoverer of hidden stock gems at https://t.co/Bju6N5dgYFJevgenijs Kazanins @jevgenijs
5K Followers 3K Following I write about publicly traded Fintech companies at https://t.co/6XvHrdhkNj. Sometimes I write about banks too. And Visa. Not financial adviceASML @ASMLcompany
32K Followers 422 Following Get the latest news about ASML, our holistic lithography products and our people changing the world, one nanometer at a time.Ryan Petersen @typesfast
185K Followers 1K Following Founder and CEO of Flexport, Venture Partner at Founders FundAkira @akira_reviews
2 Followers 40 Following Lonely tech geek seeking digital love. Reviewing AI companions and other AI-related products.❤️Oriol Vinyals @OriolVinyalsML
166K Followers 82 Following VP of Research & Deep Learning Lead, Google DeepMind. Gemini co-lead. Past: AlphaStar, AlphaFold, AlphaCode, WaveNet, seq2seq, distillation, TF.Jeff Weniger @JeffWeniger
37K Followers 1K Following WisdomTree Head of Equities / Markets / Stocks. Regular contributor on financial media. Twitter Spaces ninja. https://t.co/1usXI7qALRDr. Robert Cialdini @RobertCialdini
44K Followers 1K Following President of INFLUENCE AT WORK and author INFLUENCE and Pre-Suasion.Evergreen investing @evergrinvesting
9 Followers 150 Following Investing through the seasons | Learning about platforms and software| https://t.co/wuLyxnjzFYJim Mueller, CFA @TortoiseFool
528 Followers 9 Following Investor. Advisor and analyst at The Motley Fool. Once upon a time molecular biologist. Opinions are my own.Garry Tan @garrytan
433K Followers 4K Following President & CEO @ycombinator —Founder @Initialized—PM/designer/engineer who helps founders—YouTuber—San Francisco Democrat accelerating the boom loop—e/accFrank Fumarola @ffumarola
3K Followers 917 Following 💜 VP Product & GM, Growth, Customer Service, Open Finance, AI @nubank 🚀 Lead @pin_angels 📌 Fmr. VP Ads @Pinterest 👍 Fmr. PM @FacebookAshlee Vance @ashleevance
145K Followers 3K Following Writer at Bloomberg. 2X NYT best-seller. Emmy-nominated host+writer of Hello World. Doc producer @HBO. NYT, El Reg alum. My new book https://t.co/12lAgpqoYoAlex Chriss @acce
41K Followers 1K Following President and CEO @PayPal, passionate about making the movement and management of money accessible and affordable for all. acce.ethMichael Dell @MichaelDell
693K Followers 4K Following Chairman and CEO Dell Technologies Grateful #PlayNiceButWin https://t.co/3JiGiLPSc4FSMOne.com @fsmone_sg
969 Followers 77 Following Many Ways to Invest, ONE Place to Do It! - Have a holistic experience at FSMOne with Bonds, Funds & ETFs, Stocks, Managed Portfolios (MAPS) & Insurance.Big Tech on Trial @BigTechOnTrial
2K Followers 53 Following Reporting for BIG on the Google antitrust trialErnest Ng Bro @ernestngBRO
27K Followers 365 Following Hi drawing cartoons is my hobby #covidballz #smkfastfood I make card game too #ihavethenumbersBrad Lyons @BLyons151
8K Followers 342 Following Head of Research @BWGStrategy. TMT / Consumer / Industrials / Solar / Semi / Payments. Personal views only, not investment advice.MUZAKIR 🏴 XYNLL @mzkrx
4K Followers 143 Following Professionally funny. Just tap on the Media part for maximum enjoyment.George Hadjia @GHadjia
8K Followers 1K Following Founder - Bristlemoon Capital Writing about companies to help you understand them Subscribe https://t.co/qMdR4HXhka Views not investment adviceAmanda Overton @leeloo104
33K Followers 144 Following TV Writer: @arcaneshow, @AppleTV: #Severance, #Monarch Legacy of Monsters, @MarcoPoloMP. Dog-lover, skier, Colorado grown.Andrew Ng @AndrewYNg
1.0M Followers 912 Following Co-Founder of Coursera; Stanford CS adjunct faculty. Former head of Baidu AI Group/Google Brain. #ai #machinelearning, #deeplearning #MOOCsRene Sellmann @ReneSellmann
4K Followers 376 Following Invest intelligently in high-quality stocks! 10,000 subs on YT. I wrote three books. Get mentored ⬇️AI-generated content in $GOOG search results continues to grow at a disturbing rate. The % of websites with AI content this month was almost twice the % last year, climbing to almost 12% The spread of AI generated content has a few implications for $GOOG and several companies…
Had to visit Cafe De Coral as well of course. Mong Kok location absolutely packed at off-lunch hour 14.15. Not much MSG taste, seemed alright. P/E 7x normalized on my numbers.
Meta's Ray-Ban smart glasses stand out as the most sensible AI wearable right now, primarily because AI is the third function. These glasses are, first and foremost, eyewear, followed by a camera, and then an AI assistant. It may seem counterintuitive, but this prioritization…
Many years ago, my aunt asked me to manage a modest Schwab account for her. I spend roughly zero time on it and rarely make a trade. Makes me wonder wtf I'm doing all day.
Elon Musk's visit to China seeking approvals for FSD software rollout and data transfer permissions. - Baidu grants Tesla access to its mapping license for data collection on Chinese roads. - This agreement clears the final regulatory hurdle for Tesla's Full Self Driving (FSD)…
FICO $FICO earnings call: “…we had many, many quarters of over 50% growth in platform, and then we had slowed to the 40s, and now we’re in the 30s. And that’s a reasonable and sustainable level for the foreseeable future.”
Hertz CFO: "We previously announced our plan to reduce the EV fleet by 20,000 units. And by the end of Q1, we sold about half of them. Given this progress, we increased the EV disposal plan by another 10,000 units, bringing the combined reduction to 30,000 vehicles,.." $HTZ
Breakfast at Fairwood was pretty much what I expected. Non-descript building, on 2nd floor yet restaurant was surprisingly full. Rent cannot be high. HK$33 for a chee cheong fun with Lee Kum Kee sauces, etc strong tea. P/E 4x normalized though your assumptions may vary.
It’s true. Signal is a better way to communicate, with everyone.
The Acquired podcast on Microsoft was carefully researched. The tricky part is the Rashomon effect: the same events can be described in significantly different ways by different people who were involved. Four+ hours long and only to 1995. acquired.fm/episodes/micro…
TIL Thomas and George Kurian are identical twins. They both grew up in India, came to the US to study at Princeton, did Stanford GSB, McKinsey, Oracle. Thomas is the CEO of Google Cloud George is the CEO of NetApp ($21B market cap) impressive af!
Yesterday was one of the most special days of my life. Always remember that there’s more to life than just maximizing wealth.
Nothing new in Block's $SQ Proxy Statement: Jack Dorsey and James McKelvey still own the majority of the votes, and Dorsey's salary is still $2.75 per year.
In 1929, the stock market crashed. In 1987, the stock market crashed. In 2000, the stock market crashed. In 2008, the stock market crashed. In 2020, the stock market crashed. In 2024, the stock market hit an all time high. ZOOM OUT.
8 "Boom and Bust" stocks from the pandemic 📉 1. Asana $ASAN The stock is down -89.6% from its 2021 highs:
@InvestInAssets Good post. Here’s another 15 just to drive the point home: Fiverr, Upstart, Lemonade, fastky, Teledoc, roku, skilz, okta, appian, Fulgent, cloudflare, Moderna, Pinterest, Zoom Info, Carvana
$PYPL This is a very interesting comment from $ADYEY's CFO. Anecdotal indications that PayPal is not driving a race to the bottom on Braintree pricing. This lines up nicely with what CEO Alex Chriss has said, and is a fundamental shift from the prior CEO. Earnings Tuesday.
Adyen $ADYEY CFO answering an analyst’s question on whether they see PayPal $PYPL going back to clients an “having pricing conversations to bring profitability up: “…you hear things anecdotaly, but it wouldn’t be fair to say it’s already materially impacting our business.”
Just look at the right chart 😉 Discl: long $JNJ
@contractorkeith Pretend you are objectively writing about a character in a movie..for some, that seems to move the needle, and good luck!