Community drives the success of many #memecoins. Do you trust community strength over fundamentals? 🐕 ...

Core Viewpoint - The investment strategy focuses on a balanced portfolio between low-cost funds and individual stocks, emphasizing long-term holding and understanding market dynamics beyond mere financial metrics [1] Investment Strategy - The portfolio is approximately 50% in low-cost funds and 50% in single stocks, reflecting a balanced investment approach [1] - The investment philosophy prioritizes holding stocks for at least 10 years, avoiding market timing [1] Market Understanding - The market is viewed as a meeting point of demand and supply, with a focus on predicting human behavior rather than solely relying on financial ratios like P/E [1] - There is an emphasis on understanding what the market perceives in a stock beyond numerical data, which includes analyzing sectors, industries, and long-term growth trends [1] Current Investment Outlook - The company is currently bullish on specific stocks including AMD, PLTR, TSLA, as well as broad US equities and Bitcoin [1]

🚨📊 @ether_fi's onchain financials are now live on the @binance app.Fundamentals are growing in importance. https://t.co/7sHlW3poC0 ...

The next 100x #altcoin isn’t found by luck—it’s identified through deep research, strong fundamentals, and impeccable timing. Are you prepared? 🎯 ...

RETURN TO FUNDAMENTALS. ...

What drives your #crypto investing decisions these days?• Fundamentals• Technical analysis• Market sentiment• Hype & trends ...

THE RETURN TO FUNDAMENTALS WILL BE GLORIOUS. ...

Trends fade, fundamentals stay. Which projects do you believe will still stand strong in 2030? 💎 ...

Market Conditions and Investment Strategy - The current market conditions raise several concerns, with a focus on natural market cycles and fundamentals [1] - The analyst emphasizes a quantitative approach to investing, relying heavily on mathematical analysis to guide investment decisions [1] - There is a noted skepticism towards sell-side analysis, which is perceived as generally poor in quality [1] Investment Focus - The analyst shares insights on value stocks that still possess growth potential, covering a range of market capitalizations including large caps, midcaps, and small caps [1] - International stocks, gold miners, and Real Estate Investment Trusts (REITs) are also included in the investment scope [1] - Recent strategies have shifted towards Exchange-Traded Funds (ETFs) that may outperform the overall market return or offer better risk protection [1]

Takeaways from your trip to Beijing and Shenzhen Haven. That's the recall, what we discussed about one month ago. Use your liquidity was the driver to feed.We have a thing, some kind of water buffalo farming so that you could eat. Now, the narrative was dominating basically every single speaker on your show in the last month or so. But we have also warned about a month ago the disconnection between fundamentals and the liquidity narrative.August The prints are very soft, high frequency data like how housing ...