⁠The Long Investor
Don’t be an idiot and chase $GME here
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⁠The Institutional Limited Partner
I got kicked out of a secondary process on a relatively old European direct lending fund.

11 Bids, ranging from 40% to 95% of Q4 2023 NAV 🤔

Extreme spread; I don’t understand both bounds
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⁠Giuliano
Reads for my break:

Cicero, Selected Works
Surely You're Joking Mr. Feynman
The Pleasure of Finding Things Out
Guns, Germs, and Steel
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⁠Antonio Linares
I think the market has totally missed the point with the $PLTR Q1 earnings.
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⁠Brandon Beylo
Tin is benefiting from three major demand tailwinds:

• Solar

• AI/data centers

• EVs and Electrification

Yet these drivers only account for ~30% of total demand.

What happens to demand/price when they reach 50%?

New mine supply can't come online fast enough.

#Tin
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⁠Brandon Beylo
RT @minenergybiz: The case for #tin - major demand tailwinds. The tin theme is absolutely undervalued in the commodity complex and gets little media attention. Good overview from Brandon @marketplunger1

Tin is benefiting from three major demand tailwinds:

• Solar

• AI/data centers

• EVs and Electrification

Yet these drivers only account for ~30% of total demand.

What happens to demand/price when they reach 50%?

New mine supply can't come online fast enough.

#Tin - Brandon Beylo
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⁠Brandon Beylo
RT @Rory_Johnston: Treatment Charges (TC) are the most compelling datapoint re: copper bull market (to counteract weird copper contango)

If refiners weren't themselves concerned about future cathode why would they be voluntarily losing money by continuing to fight for & refine concentrates?

Looks like copper TC rates just went negative 👀

Absolutely wild.

#copper

H/t @GoldForecast https://t.co/3dFx52QFhH - Brandon Beylo
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⁠The Long Investor
I wonder what Powell thinks of the nonsense in that market today, too much liquidity around.
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⁠ Q-Cap 
🎯🎯 https://t.co/pgtzgmF7Jk
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⁠Brandon Beylo
Copper is up 24% since this tweet.

Still expecting a significant pullback here soon.

But we're only $0.20/lb from my preliminary $5/lb target.

#copper https://t.co/89mVY4A1tB

See you guys at $5/lb copper.

#Copper - Brandon Beylo
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⁠Hidden Value Gems
“London-listed groups have received more than $78bn worth of bids this year.”

@FT https://t.co/ixqffgoG4e

Why it is worth looking at 🇬🇧 stock market:

✅ there were 12 bids in Q1 alone

✅ record number of companies launched buybacks in the past 12 months

✅ a combination of buyback and dividends leads to 5.5% yield for UK vs 4.5% for Europe and 3.5% for US

✅ of £1.9B allocated to equities in April, £1.25B went into North America. Record pessimism sets expectations low

✅ Sell-side coverage has dropped to record low, more market inefficiencies - Hidden Value Gems
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⁠The Long Investor
$XPEV is this the biggest descending wedge in the market? https://t.co/fb5JkY6Vr6
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