Offshore
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iinvested
1Q'24 Plural Investing on $TRRVF, $CURN

https://t.co/ZdBiDffR7x

More fund letters here:
https://t.co/HhAAZQRRKy https://t.co/YJpep86ZPo
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Clark Square Capital
There are 55,000 publicly listed companies worldwide.

You don't have to own the same stocks everybody else does.
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Offshore
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iinvested
Nice write up from Atai Capital Management on $TPB

You can read it here
https://t.co/HhAAZQRRKy https://t.co/kmb6NCe2W0
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Offshore
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Daniel
Some of Charlie Munger's Favorite Books: https://t.co/juOHHur7l9
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Offshore
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The Long Investor
RT @Investingcom: 🇺🇸U.S. ECONOMIC DATA THIS WEEK:

*PPI INFLATION (TUES.)
*CPI INFLATION (WED.)
*RETAIL SALES (WED.)
*NY FED MANUFACTURING INDEX (WED.)
*JOBLESS CLAIMS (THURS.)
*PHILLY FED MANUFACTURING INDEX (THURS.)
*BUILDING PERMITS (THURS.)
*HOUSING STARTS (THURS.)
*INDUSTRIAL PRODUCTION (THURS.)

$DIA $SPY $QQQ $VIX 🇺🇸 🇺🇸
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The Long Investor
RT @value_invest12: „Alibaba has become such a pivotal backer of AI start-ups in China that industry insiders have started to joke: “If you want to invest in China AI, just buy Alibaba stock. It’s a China AI ETF,” said one manager at an Alibaba-backed AI start-up.“
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Offshore
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The Long Investor
US stocks at 50-year high relative to China Stocks in 2024

Chinese stocks are increasingly becoming a hedge against the US market

$SPY HSI $KWEB $QQQ $BABA $BIDU https://t.co/SkKWp05kaR
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The Long Investor
Work on your skill for 10,000 hours and you’ll be an overnight success
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Offshore
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The Long Investor
If you want to control your triggers and help improve your psychological approach to investing, I suggest you start with this book

- The Chimp Paradox.

In short, sit on your hands when you feel like reacting, let the slower part of your mind (the part that considers reasoning) weigh up the big picture, then make a decision.
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Offshore
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Antonio Linares
$TSLA is not a car company. https://t.co/MlrtbHkjFb
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Offshore
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Daniel
Bill Miller is the only Investor who beat the S&P 500 for 15 consecutive(!) years.

He is a modern value investor who broke many traditional "rules."

Here is his 5-Step Investing Approach 👇 https://t.co/kPL8eCDjlU
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Offshore
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The Long Investor
Mindset

- Dr Carol S. Dweck

Should be read by everyone. https://t.co/mJSQfbBijT
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The Long Investor
There will always be an argument against buying an undervalued position

The main fear is that the bottom hasn’t come in

People fear catching a falling knife as much as they hate missing buying at the bottom

Split your buys into 5 parts.

- Buy at support confirmation
- Add to positions when a higher low is made
- Be prepared to give up some % in order to see a higher low confirmed
- DO NOT ALLOCATE your entire position with one buy.
- Manage your average at all times and be prepared for supports not holding, you cannot rule out catalysts or bad earnings, uncertainty will always exist
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