⁠Brandon Beylo
Precious Metals and Bitcoin.

Then, play the derivatives of both:

• Junior/senior miners
• Developers
• Crypto-adjacent companies like $SQ

Disclosure: Talking my book on everything above.

Trump and Vance are going to TRASH the dollar in 2025.

What kinds of trades work in a weak dollar environment?

I can't be the only person saying this. - Jared Dillian
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⁠Brandon Beylo
Stanley Druckenmiller's Latest 13F is here.

Remember, this is The Druck, so these 13Fs mean almost nothing.

But it's still fun to watch The 🐐 work.

Exhibit A: The dude made $IWM calls his largest position at 15%.

And now $IWM is ripping.

Druck is a legend. https://t.co/cRtLxtIrRO
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⁠Brandon Beylo
VCs will send two follow-up emails and act like they’ve been working like this: https://t.co/sMTthmk5tv
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⁠Brandon Beylo
RT @gw_investing: Great podcast with @evantindell. Like Evan, I'm finding value in Japanese small caps and I like his approach of searching beyond the usual suspects (net-nets/low PB stocks etc)

I hope you guys enjoy my podcast with @evantindell.

We spent over an hour discussing:

• Investor Psychology
• Using biases as idea generation
• Position sizing
• Shorting $COST
• Lessons from poker
• Japanese small caps

And more!

https://t.co/2iLE3UDznC - Brandon Beylo
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⁠Brandon Beylo
Just finished recording a podcast with @TheTungstenGuy.

Can't wait to share it.

Reshoring critical mineral production is one of the most important things we can do in the next decade.

While others talk about it (like myself), Taylor is doing it.

Vibe Shift 2024.
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⁠Brandon Beylo
This might be too simple of a thesis, but here it goes.

Lululemon $LULU trades around its 20YR valuation lows.

And I always tell myself ... never bet against the female consumer.

Never bet against Becky.

You also have technical support here around the lows.

Hmm...
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⁠Brandon Beylo
The Peter Lynch Investment Philosophy.

@ObrenovicZeljko I have no idea, man. I'm just going off what my wife says she wants. - Brandon Beylo
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⁠Brandon Beylo
Me prepping for 12 hours of increasing shareholder value. https://t.co/ba65QNsVPC
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⁠Brandon Beylo
What’s your favorite way to play increased O&G drilling?

Donald Trump has said he’ll bring down prices by opening up the US to more oil and gas drilling - Bloomberg - Energy Headline News
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⁠Brandon Beylo
How can you not be romantic about failed breakouts?

#Gold https://t.co/YXAwyP0sjc
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⁠Brandon Beylo
Someone tell me why Alex Ovechkin is NOT on this list.

Absurd.

ESPN’s Top 50 athletes since 2000:

1.Michael Phelps
2.Serena Williams
3.Lionel Messi
4.LeBron James
5.Tom Brady
6.Roger Federer
7.Simone Biles
8.Tiger Woods
9.Usain Bolt
10.Kobe Bryant
11.Novak Djokovic
12.Rafael Nadal
13.Cristiano Ronaldo
14.Stephen Curry
15.Katie Ledecky
16.Tim Duncan
17.Shaquille O’Neal
18.Patrick Mahomes
19.Lewis Hamilton
20.Aaron Donald
21.Diana Taurasi
22.Sidney Crosby
23.Kevin Garnett
24.Albert Pujols
25.Floyd Mayweather
26.Peyton Manning
27.Randy Moss
28.Nikola Jokic
29.Michael Schumacher
30.Mike Trout
31.Clayton Kershaw
32.Marta
33.Miguel Cabrera
34. Tamika Catchings
35.Dwyane Wade
36.Maya Moore
37.Ichiro Suzuki
38.Barry Bonds
39.Kevin Durant
40. Justin Verlander
41.Dirk Nowitzki
42.Giannis Antetokounmpo
43. Alex Rodriguez
44. Mikaela Shiffrin
45. David Ortiz
46. Max Scherzer
47.Jimmie Johnson
48. Thierry Henry
49.Aitana Bonmati
50. Zinedine Zidane

(Via https://t.co/rRF7JP7wee) - NBACentral
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⁠Brandon Beylo
Wait ... are you telling me capitalism ... works???

Bravo, Argentina 🇦🇷 https://t.co/3TQCYlphcH
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