@langercap

Long term growth stock investor Fundamental analysis 100-bagger seeker. Wakesurfer. Scotch lover (Islay) 🥃

 Montréal, Québec
Joined September 2020
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I’m a long term growth investor so here is my investing approach in 5 steps: 1.Where do I see the company in 2-5-10 years? Are they a market leader? Do I believe in their product? Do I understand their business model? Am I excited about investing in that company? ...
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People are getting bombed and shot in Ukraine this morning. I don’t really care about losing 20-30000$ in the markets today. I’m just glad my family and I are safe…
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Langer Capital retweeted
Brian Feroldi
@BrianFeroldi10 Feb 2022
The riskiest time to invest is when the market looks safest The safest time to invest is when the market looks riskiest
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Lots of people panic sold $LSPD This change of CEO is good. JP will be way more focus than Dax. He was solid on the call and results are more than good. No reason to sell after this HUGE drawdown. Buy low sell high! Not the opposite!
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Langer Capital retweeted
 Q-Cap 
@qcapital202027 Jan 2022
Average Stock in Russell 3000 is down -35% Average Stock in Nasdaq is down -50% Largest 10 US stocks are down -20% With this in mind, -11% drawdown in S&P500 is masking the severity of this sell-off. Mkt already in Bear Mkt territory but without recession in sight. Source: JPM
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Langer Capital retweeted
 Q-Cap 
@qcapital202024 Jan 2022
Efficient Market Theory $FB Past 5-yr rev growth: +33.16% Past 10-yr rev growth: +42.31% Operating Margins %: +41.9% FCF(per share): 12.63$ P/E: 21.6x $PG Past 5-yr rev growth: +4.03% Past 10-yr rev growth: -0.83% Operating Margins %: +22.2% FCF(per share): 6.06$ P/E: 28.3x
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Exactly
Dillon Valdez
@Dillon_Valdez21 Jan 2022
Guys, There is a lot of noise and downside price targets. Bears are becoming louder and more pronounced. Talks of secular bear gets louder too. Emotions have become extremely high, especially pessimism. Block out the noise. Nobody knows what the hell is going to happen. Nobody
New bottle!! Can’t wait to try it. Ardbeg Corryvreckan Islay scotch Cheers my friend! @TenYearNote @LibertyRPF @BadaBingCapital
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Added to $LSPD $PLTR $TWLO and $TOI.V I love black friday week haha!
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$LSPD
Brian Feroldi
@BrianFeroldi20 Nov 2021
The bigger mistake:
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Langer Capital retweeted
Brian Feroldi
@BrianFeroldi20 Nov 2021
The bigger mistake:
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Portfolio by size as of today November 8th $TTD 11% $XPEL $LSPD $GOOGL $SE $DCBO $TOI.V $WELL.TO $PLTR 8% $FVRR $GRWG $ARKG $LEV CASH $TWLO 0.5% Out of $REAL.TO finally Added on $TOI.V like planned Trimmed $WELL.TO Started $TWLO after last dip Watchlist $COIN $NVEI Cont
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$LSPD Short report and last week earnings was hard on my portfolio as it was my biggest position. I don’t think these earnings were bad and $LSPD is still a high conviction Started $TWLO on the dip and plan to increase my position on the next weeks Dips=opportunity
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A spiffy pop is always fun , especially after last week drop with $LSPD Nice earnings this morning, Long $TTD
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$LSPD is now 17% of my portfolio. What’s your max allocation number your confortable with for one position? Mine is 30%
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Am I the only one who would take more than 1-day drop?? I need better entry price on stock like $TOI.V $GOOGL and $LSPD I want to add more on these! (I know… i need to be careful for what I wish for)
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$DCBO is now a 3-bagger for me $LSPD is now a 7- bagger I’m now down -65% on $REAL.TO If you get more winner than loser you will do just fine.
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A majority of the "Buy low, sell high" buys low and sells even lower. 😉
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I invest in my 10-15 best ideas. But this is the reason why every approach can be good if it suits you. 10 stock or 100 stocks can be good , it depends on your style.
Anand Chokkavelu, CFA
@anandchokkavelu9 Sep 2021
“Why would I invest in my 10th-best idea? 20th? 30th?” The NFL draft answer: In his year, Russell Wilson was the 75th-best idea… Patrick Mahomes was the 10th... Lamar Jackson was the 32nd... Aaron Rodgers was the 24th… And Tom Brady was the 199th-best idea.
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Good thread on $SE @Dan_Lang_lois
Neil Lyons@mktbarometrix6 Sep 2021
Replying to @langercap
$SE is one of my top positions as well. Huge TAM and proven success penetrating new markets = plenty of potential upside ahead Here's the DD: xitter.cf/mktbarometrix/status/1…
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Langer Capital retweeted
Fintwit
@fintwit5 Sep 2021
Invest for the long term
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