Offshore
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Mads Capital
THE JUICE ALMOST HEDGED $APP PERFECTLY:
"Of course I can get mad at myself for not selling all my $APP at $520 but it's pretty hard to time the tops perfectly"
"I sold 75-80% of my shares from $200 to $500, now a -40% pullback off the highs so I might start adding soon" https://t.co/eNchzI17Uw
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THE JUICE ALMOST HEDGED $APP PERFECTLY:
"Of course I can get mad at myself for not selling all my $APP at $520 but it's pretty hard to time the tops perfectly"
"I sold 75-80% of my shares from $200 to $500, now a -40% pullback off the highs so I might start adding soon" https://t.co/eNchzI17Uw
The Juice is long $APP
About 10% of his portfolio
Maybe he "obviously sold it" yesterday?
Maybe his IBKR portfolio YTD is finally working again? https://t.co/voQq4vKEeU tweet
Offshore
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Quiver Quantitative
JUST IN: Representative Michael Baumgartner has proposed a bill to ban prop bets on student athletes. https://t.co/KLwaY4XdW1
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JUST IN: Representative Michael Baumgartner has proposed a bill to ban prop bets on student athletes. https://t.co/KLwaY4XdW1
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Offshore
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Hidden Value Gems
Found this 632-page “Bible” - a collection of 20 most important papers by AQR over the past 20 years, with a a foreword by the legendary John Bogle.
Thank you for putting this together 🙏
@CliffordAsness
Unfortunately it was published in 2018. Is there a chance we could get an updated version perhaps? Any particular paper worth reading after 2018?
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Found this 632-page “Bible” - a collection of 20 most important papers by AQR over the past 20 years, with a a foreword by the legendary John Bogle.
Thank you for putting this together 🙏
@CliffordAsness
Unfortunately it was published in 2018. Is there a chance we could get an updated version perhaps? Any particular paper worth reading after 2018?
tweet
Offshore
Video
Quiver Quantitative
Ukraine has reportedly agreed to a mineral deal with the United States.
We're keeping an eye on politicians' portfolios.
Here are some stocks which could stand to benefit: https://t.co/CJvXRUHhiP
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Ukraine has reportedly agreed to a mineral deal with the United States.
We're keeping an eye on politicians' portfolios.
Here are some stocks which could stand to benefit: https://t.co/CJvXRUHhiP
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Offshore
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The Investing for Beginners Podcast
How freaking cool is this? Thanks guys, more toys to play with and endless hours of fun. https://t.co/IX3ffYKjXk
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How freaking cool is this? Thanks guys, more toys to play with and endless hours of fun. https://t.co/IX3ffYKjXk
LIVE NOW 🎉. Custom metrics.
This is huge and highly requested.
You can now create your own custom metrics to save you a ton of time building your own custom KPIs.
Here is how 🧵 https://t.co/YsjT1KdKMW tweet
Offshore
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The Investing for Beginners Podcast
To value companies you must understand the difference between free cash flow and net income.
One reflects the actual cash generation of the biz, and the other is an accounting profitability indicator.
Simple graphic below helps you understand the differences. ⬇️⬇️ https://t.co/TWCQWvOHfR
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To value companies you must understand the difference between free cash flow and net income.
One reflects the actual cash generation of the biz, and the other is an accounting profitability indicator.
Simple graphic below helps you understand the differences. ⬇️⬇️ https://t.co/TWCQWvOHfR
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