247capital #58 | Wartime Edition VIII

Portfolio Follow-Up, Quote of the week, Tweets of the week ...

May 02, 2022

Hi Everyone 👋,

Welcome to the #58 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.

The follow-up to former Issues

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 $54.14 (up 20.44%)🔥
💰$1.06 dividends

$GEO - bought at $5.79 - Issue 7
Closed the week at $6.53 (up 12.78%)🔥

XTRA:DFV - bought at 12.96€ - Issue 8
Closed the week at 11.70€ (down 9.72%)❄️

READ - bought at 39.25SEK - Issue 12+24
Closed the week at 7.12SEK (down 81.85%)❄️

$HIMS - bought at $8.28 - Issue 12+25
Closed the week at $4.21 (down 49.15%)❄️

THG - bought at 373.50pc - Issue 32+36
Closed the week at 107.65 (down 71.17%)❄️

Quote of the Week

A lot of people with high IQs are terrible investors because they’ve got terrible temperaments.
— Charlie Munger

Douglas A. Boneparth @dougboneparth

This isn’t Netflix, Dogecoin or even Enron. It’s my portfolio.

Charlie Bilello @charliebilello

Price to Earnings Ratios... Clorox $CLX: 74 Kraft Heinz $KHC: 53 Altria $MO: 42 Walmart $WMT: 32 Colgate-Palmolive $CL: 32 PepsiCo $PEP: 32 Hershey $HSY: 31 Coca-Cola $KO: 28 Procter & Gamble $PG: 28 Kroger $KR: 25 S&P 500 $SPY: 21 --- Netflix $NFLX: 17 Facebook $FB: 13

Cassandra B.C. @MichaelJBurry__

Elon Musk @elonmusk

Next I’m buying Coca-Cola to put the cocaine back in

Charlie Bilello @charliebilello

In late 2020, Teladoc bought Livongo for $18.5 billion in cash and stock. Teladoc's market cap is now $5 billion, down 90% from its high. $TDOC

Thanks for reading, and until next Monday,

Sebastian from 247capital

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