White Fox
@dwgg33enjoys reading and stepping over 1 foot bars. 4 year performance stats - CAGR: +55.8%; Sortino ratio: 2.59; Pain to Gain ratio: 1.45. not investment advice
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I wanted to take some time to run over $VTNR - and I why I think it is a bet offering favourable asymmetry, but requires thoughtful position sizing and structuring.
New all time high open contract value in the options market. LFG! $SPX It's the alternatives era, we buy assets and we make them better.
"Our business model is hopelessly flawed, so please let us use copyrighted works w/o permission or compensation in order to save it." 🤦♂️ Meanwhile, they're gunning for a $100B valuation. Truly remarkable.
Tech could (and probably should) cool off - but it’s still nowhere near as frothy as 2000 dotcom times. Right tails can keep right tailing…
1b) Is NVIDIA in a bubble? While we might be in a bubble, that would not be caused by a crazy multiple expansion. NVIDIA P/E is at the 5-year avg. mark, the acceleration has been completely earnings-driven. Cisco during the 2000 bubble saw its P/E multiple go up to 130x+ from a…
C. S. Lewis, just to remind you what's important this weekend
“Hi, my name is Andrew and I’m wondering if you had more day with Charlie, what would you do with him?“ The most poignant question of the day came from a child. Buffett’s answer eulogized Charlie and sprinkled fabulous life advice throughout. “[Charlie and I] never had any…
Call me crazy but I think the energy / commodity vs tech rotation has some q1 2022 legs And obviously this will jinx it *ducks
$MLX.AX catalysts over the next 2 months.. 1. New Ringrose explorations results 2. GTT #40 3. A$40k/t tin plus new smelter contract = big quarter 4. Annual report with new zero capital return program announcement to kick you in the nuts 🥜 5. Old Peak selling #fuckdeezhoes
It’s never felt more toppy than this in my investing lifetime. That’s it, that’s the tweet.
The ability to go through shit and get up and keep moving forward is the greatest ability you can have, particularly if you can do it cheerfully. Being smart, talented, well connected helps. But it all means nothing if you don’t get back up after life knocks you down.
Why is investing hard? Because most people enjoy being right more than they enjoy making money
Stupid prediction: OPEC will cut more times this year than the Fed 🌳
Some fresh fodder (we already know about the king of tin $AFM.V) Thanks @ClarkSquareCap for another great question, collection, summary 🙏
Here are some of the "value with a catalyst" ideas that were shared with a brief description included. What else should we add? Thx all!
1/ Joel Greenblatt returned +5.097% from 1985 to 1994. For anyone who want's to become a serious investor, studying him was the best thing I ever did. Below are his interviews, classes and anything related to him that I've been studying. ⬇️
This is my base case. I think energy continues to outperform in this environment but I’m also scared of another Q2 2022 when rates finally correct. Therefore I think cutting gross is the sensible thing to do here. Live to fight another day, always
Here are some of the "value with a catalyst" ideas that were shared with a brief description included. What else should we add? Thx all!
My curriculum would include many failures (or apparent failures) as well, on the theory that trying to identify and avoid what causes failure would be helpful. So, perhaps Frank Lorenzo, Eike Batista, Steve Ballmer, Jeff Immelt, John Sculley, Al Dunlap
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