🤑247capital #42 | $BABA $HOOD

Hi Everyone 👋,

Welcome to the #42 issue of 247capital — your weekly source of Investment Research. If you are new, you can join my email list here, or👇🏻

Please hit the heart button ❤️ if you like today`s letter and reply with any feedback.

Below you´ll find the overview of all bought shares since Issue 1 and the current state. Please keep in mind we´re here for the long run. 5-10 years horizon at least. 

$TAP - bought at $44.95 - Issue 1
Closed the week at $46.23 (up 2.84%)🔥
💰$0.34 dividends

$GEO - bought at $5.79 - Issue 7
Closed the week at $7.21 (up 24.52%)🔥

XTRA:DFV - bought at 12.96€ - Issue 8
Closed the week at 11.18€ (down 13.73%)❄️

READ - bought at 39.25SEK - Issue 12+24
Closed the week at 16.55SEK (down 57.83%)❄️

$HIMS - bought at $8.28 - Issue 12+25
Closed the week at $6.10 (down 26.32%)❄️

THG - bought at 373.50pc - Issue 32+36
Closed the week at 195.50 (down 47.65%)❄️

$HIMS still on the shortlist. In addition, I'm currently at the end of the year professionally, and I'm moving at the same time. 🙈

No significant news this week 🤷🏻‍♂️

One mega-winner can change your financial life. But only if you don´t sell it early.
— Brian Feroldi

Brian Feroldi@BrianFeroldi

Odds of a positive return by holding period:

9:49 PM · Dec 6, 2021

45 Reposts · 402 Likes

Not Jerome Powell@alifarhat79

5:15 PM · Dec 7, 2021

47 Reposts · 714 Likes

Navalism@NavalismHQ

"We waste our time with short term thinking and busywork. Warren Buffett spends a year deciding and a day acting. That act lasts decades." @naval

2:55 AM · Dec 10, 2021

274 Reposts · 1.86K Likes

Chris Bakke@ChrisJBakke

2022 will be the year that we burn $25b in VC funding to decide which company can get groceries delivered to your house in 8 minutes vs 10 minutes.

3:34 PM · Dec 7, 2021

917 Reposts · 7.34K Likes

Dr. Parik Patel, BA, CFA, ACCA Esq. 💸@ParikPatelCFA

Me: I am a long term investor Also me looking at the 1 min chart of the stocks I own:

3:38 PM · Dec 7, 2021

457 Reposts · 5.57K Likes

• The top 0.01% of individuals now own 11% of global wealth.

• Company insiders have sold a record $63.5B in shares through November, a 50% increase from all of 2020.

How a young retail trader lost $400k in trading $BABA call option via $HOOD.

The whole $400,000 turned to almost zero. It was at that time that I knew I had that there's no coming back from this. I was literally begging for it to come back so I could even get $300,000 out. Just praying, you know like once you go from desperation to literally praying? And I’m not even religious.  

Curated by the Big Investor Blog:

1. A man does not have to be able to lay an egg to tell a good one from a bad one.

2. The only way to make more money than the going rate of return on capital is to buy stocks whose values are not that apparent to people. The past is there for everyone to see, and when a stock has performed in the past and is likely to do so in the future, you can make money off it, but outstanding returns are unlikely.

3. My advice to buy right and hold is to counter unproductive activity, not to recommend putting them away and forgetting them.

4. If a company grows at 20% for the next 6 years, it will increase 6x in the next 10 years and 9,100x in the next 50 years. Try to imagine if the company can grow that big. Of course, a significant factor is also the company's current size, which will help determine that.

5. When you pay for a stock, you are not only paying for average growth but, more importantly, for superior growth over the future. Therefore you have to evaluate the company in size 5-6 times its current size after 6-8 years and check if it still makes sense.

Thanks for reading, and until next Monday,

Sebastian from 247capital