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M.Feeney

@MFValue1

trying to go to bed a little wiser than I was when I woke up

Joined July 2020
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M.Feeney Reposted

In Feb'23, I called for a year-end $SPX target of 5,000. Outrageous at a time when most people only saw downside. I think it's time for a big call again: 5,000 by Christmas 2025. Same number, opposite implications. Here are 9 reasons why. 🧵 x.com/fallacyalarm/s…

On Friday, the $SPX closed at 4,090. Can it run to 5,000 by Christmas? If I was a Wall Street Strategist, this call would put me in the top spot by miles, even higher than @fundstrat! Here is my case based on earnings, multiples and sentiment. 🧵 twitter.com/fundstrat/stat…

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M.Feeney Reposted

According to Li Lu, not everyone is naturally wired to be an investor. The traits he feels the great ones have: • Independent • Objective • Unemotional • Decisive • Patient • Intensely interested in business

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M.Feeney Reposted

i can’t stop thinking about this Nietzsche quote

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M.Feeney Reposted

Wild! China and Saudi Arabia setting up a parallel USD sovereign debt market not contolled by the Fed or US government. Returning serve to President Trump.

The story around China issuing USD-denominated sovereign bonds in Saudi Arabia is generating an enormous amount of buzz in China, and could potentially be immensely important. I strongly suspect it's a message to the upcoming Trump administration. Let me explain what seems to…



M.Feeney Reposted

Warren Buffett describing his three Investment Partnership Buckets: • Generals • Workouts • Controls

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M.Feeney Reposted

“If you aren't getting rejected on a daily basis, your goals aren't ambitious enough.” - @cdixon

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M.Feeney Reposted

Nick Sleep's investment thesis on Costco $COST Fascinating read. h/t @F_Compounders for the find.

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M.Feeney Reposted

When to sell by Peter Lynch

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M.Feeney Reposted

Joel Greenblatt on when to buy retail companies.

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M.Feeney Reposted

LVMH has about 7% of its sales and 33% of its pre-tax income in France, yet France accounts for 40% of its taxes. With the new tax law, its taxes will increase by 800 million euros and LVMH alone will pay 4.5% of all corporate taxes in France.

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M.Feeney Reposted

S&P vs. rest of world ratio now 3.8 standard deviations above the inception-to-date average. YTD +1.0 standard deviation. Keep calm and carry on...

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M.Feeney Reposted

Periodic reminder that famine has been completely eliminated, and for generations large-scale starvation has only occurred on purpose, as a result of foreign blockade or domestic communism.


M.Feeney Reposted

Cornelius Vanderbilt’s response after getting stiffed

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M.Feeney Reposted

Insurance is really just access to capital at a discounted rate on a contingent basis. When it is no longer discounted, it stops making sense to transfer that risk to insurers. Wise to start quantifying how much it makes sense to take some risk out of the insurance market and…


M.Feeney Reposted

BREAKING: Migrants from the Middle East have been running around in Amsterdam all day trying to lynch Israeli supporters of Maccabi Tel Aviv who are in town as their team played Ajax Amsterdam today. People armed with bats are chasing Jews in Amsterdam 🇳🇱🇮🇱


M.Feeney Reposted

Why does $IGIC use so! much! text for some simple context? The commentary is nice, but at least the comment for increased net income is odd: primarily increased NPE when underwriting income decreased (line above NI). What about higher investment income?

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M.Feeney Reposted

In Iran, a woman who was accosted by the “morality police” for not wearing hijab removes her clothing & roams the streets in defiance. She has since been arrested by IRGC forces and forcibly disappeared. This is the brave face of true resistance.


M.Feeney Reposted

The Sugar Daddy (or Molasses Mommy) is a bounteous benefactor who funds your needs, making you incapable of self-reliance. I use it to explain why corporate venture capital, sovereign wealth funds and green investing punch well below their weights. bit.ly/48mZFzj


M.Feeney Reposted

"Amazingly, 76.9% of [Japanese] mortgages are still floating rate, even though a long-term mortgage can still be locked in at 1.82% [for 25-35 years], though up from 1.11% in late 2019." - Chris Wood


M.Feeney Reposted

MOODY'S REPORT ON DISTRESS IN PRIVATE EQUITY LAND | A MUST READ As a former restructuring banker and current private equity associate, this is the sexiest thing I have read in months. So excited to dive in —→ 1) Large-Cap Private Equity Recent Defaults 2) PE shops with the most…

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