Excellent interview with the US Embassador to Organization for Security and Cooperation in Europe (OSCE) during the first Trump administration. youtu.be/bhS-Gi4mrwk?...
05.01.2025 02:34 โ ๐ 0 ๐ 0 ๐ฌ 0 ๐ 0@bradschultz.bsky.social
Just getting started hereโฆtransitioning from Twitter @BradleyDSchultz and not sure where this is going yet. Looking to invest in quality public companies in developed markets, with good management, at inexpensive or fair prices. Hoping for a better world.
Excellent interview with the US Embassador to Organization for Security and Cooperation in Europe (OSCE) during the first Trump administration. youtu.be/bhS-Gi4mrwk?...
05.01.2025 02:34 โ ๐ 0 ๐ 0 ๐ฌ 0 ๐ 0End of Q4 2024 holdings. Not investment advice.
$ACFN, $BRK, $KPG.AX, $NTDOY, $DNP.WA,
$BKNG, $TNEYF, $VTY.L, $BLDR, $TDW, $AZO,
$OTCM, $PRKA, $AEP.V, $FERG.
Being a teenager at the time Carter took office, I remember when he enrolled his daughter in the local predominantly Black public elementary school. I didnโt remember about the solar panels on the roof of the White House at the time FWIW.
30.12.2024 19:49 โ ๐ 1 ๐ 0 ๐ฌ 0 ๐ 0The coalition of the willing.
The first beacon has been lit.
I canโt tell you how many times Iโve seen this happenโฆof course, plenty of times Iโve seen people think that a scam is an opportunity too.
28.11.2024 21:43 โ ๐ 0 ๐ 0 ๐ฌ 1 ๐ 0A quick update on Tamarack Valley Energy, a mid cap Canadian oil producer which undertook a large transition in 2022 and which I think is now reaping the benefits in 2024-2026. Not investment advice. The oil and gas markets may be challenging. bradschultz.substack.com/p/tamarack-v...
27.11.2024 14:17 โ ๐ 2 ๐ 0 ๐ฌ 0 ๐ 0Some quick thoughts on US micro cap Acorn Energy $ACFN, a provider of remote monitoring solutions for backup electricity generators.
bradschultz.substack.com/p/acorn-ener...
Current holdings, for discussion; not advice:
$ACFN, $BRK/B, $KPG.AX,
$DNP.WA, $BLDR, $BKNG, $VTY.L, $TNEYF, $OTCM, $FERG,
$AZO, $NTDOY, $MSM, $PRKA.
Especially like companies w/ROIC >15%, allocate capital well. Comments?
Some background on the situation in the UK trade press:
www.housingtoday.co.uk/in-focus/how...
A few quick thoughts on Vistry Group PLC $VTY.L as a possible investment. Not investment advice.
bradschultz.substack.com/p/vistry-gro...