Acquisitions that turned out to be massive successes:

This is Jesse Livermore.

At 30 years old, he made $33,000,000, in a single day.

In 1929, at the peak of his career, he was worth $1,400,000,000, in today's money.

Despite all of his successes, his life was a roller coaster that ended in tragedy.

Here's his story:

Revenue generated in the past decade:

Amazon: $3.5 trillion
Apple: $3 trillion
Alphabet: $1.9 trillion
Microsoft: $1.5 trillion
Meta: $826 billion
Tesla: $437 billion
Nvidia: $287 billion

Total: $11.5 trillion

🔔Très grosse semaine à venir📆

De nombreux mastodontes américains vont publié leurs résultat du 1er trimestre 2024📊

Netflix, Procter&Gamble, UnitedHealth, ASML, Johnson&Johnson, etc…🇺🇸

Côté Français, nous aurons, entre autres : LVMH, L’Oréal, FDJ, Danone et TF1🇫🇷

Here are some stocks showing strength in today's market sell off 👇

• $AAPL
• $ASTS
• $CPNG
• $MBLY
• $CURI
• $ONDS
• $WMT
• $PGR
• $ALL
• $FAST
• $PEP
• $TRV
• $FANG
• $NNI
• $CWAN
• $BLDE
• $INSP
• $NVO
• $RDW
• $GLUE
• $RLAY
• $PRME

12Apr'24 Allocations
$NVDA 15.1%
$ELF 12.1%
$MELI 11.6%
$AXON 10.4%
$SNOW 8.9%
$TMDX 7.7%
$CELH 5.7%
$CRWD 5.3%
$TTD 5.2%
$IOT 4.4%
$ASPN 4.1%
$TSLA 2.8% (all in LEAPS)
cash 7.0%

YTD: +17.3%
YTD hi: +22.9% (7Mar)
YTD lo: -3.8 (3Jan)
CAGR: +30.8% (7.28 yrs; since 1/1/17)

Amount Invested
To Receive $1,000

🍎 $AAPL ~ $153,864

☁️ $MSFT ~ $89,285

♻️ $WM ~ $58,823

📱 $TSM ~ $52,631

🥤 $PEP ~ $36,764

🏦 $JPM ~ $34,364

📡 $VZ ~ $15,170

💨 $MO ~ $11,978

What do you focus on?

Never Sell Stocks:

💳 $V
🌐 $MA
😷 $JNJ
🍫 $HSY
💊 $NVO
⚙️ $ASML
🛒 $COST
🖥️ $MSFT
👛 $LVMH
📦 $AMZN
🔍 $GOOG

What else would you add?

📉 The markets seem to want to consolidate

💡 Buying the first dip is rarely a good idea, but if it continues, it can be an opportunity to buy/reinforce some stocks that are rarely cheap

Here is my list. What is yours?
🇺🇸 Adobe $ADBE
🇳🇱 Adyen $ADYEN
🇳🇱 ASML $ASML
🇺🇸 Fair Isaac…

Cloooud |🇺🇦 McRüssel 🇺🇦🥦📡 JODETE PUTIN.

🚨BANKING CRISIS 🚨

Not only are regional banks continue their orderly selling BIG Banks are selling off drastically after a TERRIBLE Earnings report. #banks

$JPM -5.5%

Imperial Brands: H1 '24 Trading Update
April 9 (next Tuesday) $imb

The Preview is now available on our website:

tobaccoinsider.com

What to watch out for? What are the downside risks? What is the most likely price action?

Good Morning Everyone! JPMorgan down -2.5% this morning in pre-market.

They beat earnings in Q1 (+6% YoY)…

But they missed analyst estimates on full-year Net Interest Income ($89B vs $90.68B).

Their interest expense went up +49% YoY.

This has the stock under pressure.

CEO…

A sober valuation analysis on $ZTS 🧘🏽‍♂️

•NTM P/E Ratio: 28.12x
•9-Year Mean: 31.18x

•NTM FCF Yield: 2.92%
•9-Year Mean: 3.27%

As you can see, $ZTS appears to be trading near fair value

Going forward, investors can expect to receive ~11% MORE in earnings per share & ~10%…

“Price is what you pay, value is what you get.”

- Warren Buffett

Dividends yield $£

Stocks can go up

Stocks can go down

My dividends are paid on time

And increased too

The Magnificent 7 gained more than $1.5T in market cap in Q1, led by Nvidia's $NVDA $1 trillion increase.

$NVDA: $1.036T gained
$MSFT: $331B gained
$META: $329B gained
$AMZN: $304B gained
$GOOG: $129B gained
$TSLA: $230B lost
$AAPL: $346B lost

Why I've liked buybacks machine $DKS:

Trailing P/E - 18
EPS Diluted 10Y CAGR: +16%
5Y AVG ROIC - 20%

Current valuations:

Microsoft: $3.2 trillion
Apple: $2.7 trillion
Nvidia: $2.3 trillion
Amazon: $1.9 trillion
Alphabet: $1.9 trillion
Meta: $1.3 trillion
Tesla: $560 billion

Total: $13.9 trillion