Clark Square Capital
Always enjoy reading GBC's letters

GBC | Letter to Partners (Q1 2024)

DEU: https://t.co/DnpJYwmaVL

ENG: https://t.co/AlWLLZEZkY - Gehlen Bräutigam Capital
tweet

Brandon Beylo
RT @nsundar79: I have never seen such a bullish sentiment since I started tracking commodities over 15 years ago - probably guess that 2007 was the closest similarity in terms of overall bullishness

Morgan Stanley Q3 2024 Commodity Forecast

Bullish:

• Copper
• Gold
• Silver
• Nickel

Bearish:

• Uranium

In other words, all systems go for new #uranium highs.

H/t @K3rry_Sun https://t.co/ZCzsorm2r2 - Brandon Beylo
tweet

The Long Investor
RT @TheLongInvest: $ETH
Short Term Target: $4865
Mid Term target (Wave 3): $8811
Long Term Target: $10,677

I have a position and I am waiting. https://t.co/BKD2BihIvE

$ETH 4 YEAR PROJECTION. https://t.co/TJbLBupxkC - The Long Investor
tweet

The Long Investor
$ETH $4875

That’s the target

$ETH 2 months later.

$ETH seems inevitable that it will touch its previous ATH level at $4875 now, one pull back before this happens would be perfect here. https://t.co/jFdipkdL4y - The Long Investor
tweet

The Long Investor
RT @derekquick1: $PYPL 15 trading days until earnings , 6 trading days until blackout period. Still looking good, the Ascending triangle & Golden cross pattern going into earnings, bouncing around right where I thought it would. It might push up to test $68 again. Looking for big vol during ER. https://t.co/X9mACqyw2O
tweet

The Long Investor
RT @TheLongInvest: Don’t under estimate what you can achieve in one year

Traders think in terms of hours and days

Successful investors think in terms of months and years
tweet

Clark Square Capital
Just got my tickets. Who else is going to Omaha this year? https://t.co/k9XycubI7d
tweet

Clark Square Capital
Let's hope they offer > HK 35

Blackstone is nearing a deal to take L’Occitane private, potentially ending the global cosmetics company’s 14-year run on Hong Kong’s stock exchange https://t.co/vTu2dsCUSV - Bloomberg Markets
tweet

Clark Square Capital
My friend Kevin is looking to hire an analyst at his fund, Ballina Capital.

Please RT for visibility. Thank you!

Ballina Capital is looking for an analyst. Position is flexible to start as far as hours and work from home. Should be based in So Cal or willing to relocate. Equity value investing experience, financial statement analysis and communication skills all preferred. #Startup #intl - Kevin Durkin
tweet

Clark Square Capital
RT @rennyzucker: Hello all, I’m going to do something a bit unorthodox and lay it all on the table in the hopes of finding my long-term investing home. My reasons for doing this are numerous, not the least of which being that I know for a fact that my following here is made up of some of - https://t.co/y8WaiKwUnS
tweet

Hidden Value Gems
A good article on growing buybacks by the European companies:

✅"Today the dividend yield of the Stoxx Europe is 3.4% vs. the more typical 3.7% in the past, but the buyback yield is 1.8%. This is the same buyback yield in Europe as in the S&P 500 SPX. And meanwhile, you still get an additional 2% in dividend in Europe vs. the S&P 500."

✅"The top 20% companies by buyback yield are buying their shares at a rate of 4.6% each year. These buyback leaders include industrial automation and robotics company $ABB.S (4.2%), Danish fashion jeweller Pandora $PNDORA.DK (6.8%), and British budget hotel chain Whitbread $WTB.L (8.3%).

✅ "European buyback leaders have outperformed the Stoxx Europe by a cumulative 43% over the last ten years or a good 3.7% per year."

n/t Joachim Klement
tweet

Antonio Linares
My gut feeling is the moon is an artificial satellite.
tweet