Thanks Lily, had no idea (an none of my business anyway), you are an inspiration!
07.12.2024 21:23 — 👍 1 🔁 0 💬 0 📌 0
Main bear thesis seems to be Jim Cramer is bullish.
06.12.2024 20:23 — 👍 1 🔁 0 💬 0 📌 0
Happy independence Finland!
06.12.2024 20:07 — 👍 0 🔁 0 💬 0 📌 0
New Fortress Energy, balance sheet stabilized, capex plan more or less done, new assets coming to production, planing to sell some assets, what's wrong with this?
06.12.2024 19:44 — 👍 0 🔁 0 💬 1 📌 0
UK bank vibes from ABN AMRO. Exited most pre financial crisis stupidities, digitalized, went from hundreds to 25 physical locations since 2018, 60 % mortgages and focus on Netherlands & North Europe, reached solid ROE and government selling bailout shares gradually. Half of book...
01.12.2024 21:42 — 👍 0 🔁 0 💬 0 📌 0
Flipping some French stocks, always come up with the same names. Value stocks in 2016, value stocks still in 2024...
01.12.2024 18:43 — 👍 2 🔁 0 💬 0 📌 0
Where all the value investors at
29.11.2024 06:17 — 👍 0 🔁 0 💬 0 📌 0
Systematic Investing. Deep Value, Momentum, Global Microcaps. 33, Dr.-Ing., No Financial Advice.
https://ken-french-data-explorer.streamlit.app
https://systvest.substack.com
Trying to become a better investor. I write about net-nets, special situations and other ideas.
Former soldier. Student of leadership & national security. Now a teacher, author, speaker & analyst. Always looking for civility…and new adventures.
https://www.linkedin.com/in/mark-hertling-dba-57987066
Independent Equity Research on actionable L/S situations
https://moram.eu
Co-founder of Minotaur Capital (www.minotaurcapital.com), at the intersection of AI and investing. Previously ran the highest-performing global fund in Australia in FY23.
Misadventures in Value Investing
Welcome to the Bunker!
OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 http://LibertyRPF.com (free 1x/week, podcast, 27,500+ subscribers)
Special situation, BK, and distressed investor
Regrowing my socials through substack 🌵
https://triplesinvesting.substack.com/
Got a special sit to discuss. Hit me up 🎯
#fintwit #finsky
I'm your insider to the world's most underrated market, writing on Japan's economy and the top value stocks to own.
Macro trader. I used to be disgusted, now I try to be amused.
Sovereign Debt “veteran” (retd.) apparently. Finance stuff, opinions and Set Piece FC.
1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.
Please don't tell your friends.
Damn! That's a cold ass honky
Director of Research & Insights at Niko Partners.
I analyze the video games market in Asia & MENA.
I tweet insights about gaming + more.
Senior writer at Barron's. Former Bloomberg Opinion tech columnist. Author of THE NVIDIA WAY, the first definitive history of Nvidia. Buy it here: https://www.amazon.com/Nvidia-Way-Jensen-Huang-Making/dp/1324086718/
