Since we now have Polls on Commonstock let’s celebrate the feature. I always wondered about the investors on Commonstock:

What I really like about $FB and its metaverse ambition is that a big tech company is finally giving investors innovation & a new field that has the potential to be the next big thing. Not just providing short-term financial engineering things like buybacks and dividends...Now obviously, many people don't see the vision in the Metaverse yet. Still, for years big tech had only used their capital to "tweak" their stock prices with buybacks/dividends & stock splits, and now a company is finally giving us something more.

And financial engineering can give investors short-term returns but in the long run, it cannot be the main driver of returns. The biggest long-term factor of return for companies is innovation that fuels growth.

I will always prefer & reward innovation vs financial engineering.

$COIN is reportedly near a deal to buy the parent of Brazilian cryptocurrency brokerage Mercado Bitcoin.

They certainly have enough cash on the balance sheet to be M&A active.

Won’t deny $AAPL starting a HaaS (Hardware as a Service) is really enticing. If in fact true.

I decided to allocate a small percent of my monthly income towards $ETH.X as a monthly purchase each month on the same date. It is in a way a small bet and the reason is I believe $ETH.X could be a very important asset 10 years from now when the Metaverse takes shape and becomes more mainstream. At the same time because you can't do any fundamental analysis, because it is not a company/stock you can't really give it a price tag and say it is undervalued here or overvalued here, that is why the best thing to do in my view is to monthly add to it and ride the down and up waves and just look at it in 10 years and see what has been done.

Yes, it's a risky "bet" in a way but it is with a small % of my monthly income and it won't mean any significant loss for me even if it turns out to be a wrong investment.

$FB under $190 really was a gift for long-term investors. Even at this levels still is IMO. Investors pricing only negative outlooks for the company. Not to mention giving zero credit to Mark Zuckerberg, when he has proven time after time he knows where to invest & grow. You might not like him but you have to acknowledge his track record in building Meta.

In the next few years, when CashApp will be used by almost everyone in the US and Europe, we will look back and say wow $SQ really traded for $85 in 2022...

One of my highest conviction companies.

After the triple witching Friday the next few days will be key for those watching sentiment.

Either growth may have bottomed or this is the effect of the triple witching Friday (super option expiry) and everyone was short and had to cover. We will see next week

If you have a 10+ year investing time horizon, you shouldn't be focused on what companies will perform best in the next 2-6 months, but what companies will deliver the best return in the next 10 years.

Having a long-term horizon is an advantage not all have. Use it.