Hidden Value Gems
Unexpected results 👇🏽
tweet
Unexpected results 👇🏽
I noticed that since COVID there is a growing number of sectors going through shortages and undersupply.
Where do you see the biggest gap (between demand and supply) in the mid term? 🤔
- Chips
- Fossil fuel/Copper/Uraniu
- Skilled labour
- Military/Defence tweet
twitter.com
undefined
undefined
Offshore
Photo
Hidden Value Gems
➡️"On average the MSCI UK is up c6% six months after Labour victories. This compares to an average decline of c5% following Conservative wins.”
➡️"The domestically-oriented FTSE 250 has since 1979 typically outperformed the FTSE 100 following a Labour win."
Citi via @FT https://t.co/tgElQ9Ys47
tweet
➡️"On average the MSCI UK is up c6% six months after Labour victories. This compares to an average decline of c5% following Conservative wins.”
➡️"The domestically-oriented FTSE 250 has since 1979 typically outperformed the FTSE 100 following a Labour win."
Citi via @FT https://t.co/tgElQ9Ys47
tweet
Offshore
Photo
Hidden Value Gems
Anyone invested in the shipping sector? Any bargains there?
Grateful for any ideas/suggestions.
"The average cost of shipping a 40ft container between the Far East and northern Europe at short notice hit $4,343 last week, roughly 3x higher than the same period last year." https://t.co/kLaZNnpi0q
tweet
Anyone invested in the shipping sector? Any bargains there?
Grateful for any ideas/suggestions.
"The average cost of shipping a 40ft container between the Far East and northern Europe at short notice hit $4,343 last week, roughly 3x higher than the same period last year." https://t.co/kLaZNnpi0q
tweet
Offshore
Photo
Brandon Beylo
https://t.co/RkSvioUyT7
tweet
https://t.co/RkSvioUyT7
Love him or hate him…
Andrew Huberman’s optimized day is a game changer.
Here are 11 tactics to help you crush your day: https://t.co/sO4HxQB7z2 tweet
Offshore
Photo
The Long Investor
$HOOD is the perfect example of an Impulse Wave:
Wave 2 Pulled back to 0.618 Fib, consolidated above the 200 Day MA, broke above its 50 Day MA and started Wave 3.
Wave 4 then pulled back to its 0.38 Fib, consolidated along this support level, broke above its 50 Day MA and took off for Wave 5.
When charts move in this strict manner, you can make low risk high returns.
tweet
$HOOD is the perfect example of an Impulse Wave:
Wave 2 Pulled back to 0.618 Fib, consolidated above the 200 Day MA, broke above its 50 Day MA and started Wave 3.
Wave 4 then pulled back to its 0.38 Fib, consolidated along this support level, broke above its 50 Day MA and took off for Wave 5.
When charts move in this strict manner, you can make low risk high returns.
$HOOD
6 weeks later, pulled back to the 0.38 Fib for Wave 4 and now moving higher
Wave 5 target remains at $24. https://t.co/KoIjwpkcQJ tweet
Offshore
Photo
The Long Investor
RT @singhcredible: Love him or hate him…
Andrew Huberman’s optimized day is a game changer.
Here are 11 tactics to help you crush your day: https://t.co/sO4HxQB7z2
tweet
RT @singhcredible: Love him or hate him…
Andrew Huberman’s optimized day is a game changer.
Here are 11 tactics to help you crush your day: https://t.co/sO4HxQB7z2
tweet
The Long Investor
RT @Mr_Derivatives: $NVDA is up 21% in the last 3 days.
$QQQ is up .35% in the last 3 days.
$SPY is up .05% in the last 3 days.
This is EXTREMELY telling.
And before anyone says Nvidia is not the market. Shut up.
Extrapolate how you see fit.
tweet
RT @Mr_Derivatives: $NVDA is up 21% in the last 3 days.
$QQQ is up .35% in the last 3 days.
$SPY is up .05% in the last 3 days.
This is EXTREMELY telling.
And before anyone says Nvidia is not the market. Shut up.
Extrapolate how you see fit.
tweet
Offshore
Photo
Hidden Value Gems
Oil & Gas consolidation continues. I bought $OXY last year. My thinking was that as Buffett kept buying, the stock had little downside and potential upside from the oil price / deleveraging.
But now it is actually left out of M&A - not a target and has expensive capital to fund new deals…
Turned out to be almost dead money …
$MRO $COP
tweet
Oil & Gas consolidation continues. I bought $OXY last year. My thinking was that as Buffett kept buying, the stock had little downside and potential upside from the oil price / deleveraging.
But now it is actually left out of M&A - not a target and has expensive capital to fund new deals…
Turned out to be almost dead money …
$MRO $COP
tweet