Shrimp Capital
@3Plantey2A tech guy/ Smartphones/ Quite good investor. Follow @Arkhalain, @la_disrespector and follow my substack https://t.co/Kuj3qqZ60g
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@upholdreality
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This basically
Lazy me says fuck it, buy this, rebalance annually/semi annually & enjoy. -2 software serial acquirers -2 industrial serial acquirers -1 healthcare serial acquirer -1 diversified asset management company Insane cagr, even more insane is that it's likely sustainable too.
Lazy me says fuck it, buy this, rebalance annually/semi annually & enjoy. -2 software serial acquirers -2 industrial serial acquirers -1 healthcare serial acquirer -1 diversified asset management company Insane cagr, even more insane is that it's likely sustainable too.
1/3 brk 1/3 msft 1/3 csu This is basically the benchmark I'm competing against, very simple and has great returns.
1/3 brk 1/3 msft 1/3 csu This is basically the benchmark I'm competing against, very simple and has great returns.
"The old man's portfolio" A defensive buy&hold portfolio opened June 2022 that never had any buy/sell except at start 1/3 Apple $AAPL 🍎 1/3 Berkshire $BRK 🏦 1/3 AstraZeneca $AZN 💊 +30% YTD & about 2x index since start, not bad in relation to time spent (zero) 🍭
That's it, send it to $1. Future of finance here.
That's my quant.
So... what happens when Microstrategy marks up their impaired bitcoin on their balance sheet to fair value and sets the record for the single largest profit of anyone ever?
Being public makes it hard to admit you were wrong. Often makes you even more delusional, unfortunately.
I am holding $sava still. Only "hedge" was I sold 3000 calls at $40 strike for Friday. I understand why most would give up on this. I want to see the analysis of the full data. If you saw my recent tweets, I was concerned about the placebo being lower than the team expected…
Turns out bad and overconfident X daytraders using AI aren't great biotech investors. $sava
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COMBATE |🇵🇷
@upholdreality -
Márcio M. Silva
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Delusional Takes
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Heyy
@Heyy_Zim -
ONE PIECE(ワンピース) Netflix
@onepiecenetflix -
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Presley Yong
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Russia in Canada
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Appleosophy
@appleosophy
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