Offshore
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Hidden Value Gems
“Currently, Berkshire has requested confidential treatment from the SEC related to the purchase of one or more stocks for the third and fourth quarters of 2023.”

“That stock— Barron’s is assuming it is just one—likely is a financial stock based on disclosures in Berkshire Hathaway’s third-quarter 10-Q and annual report. Barron’s has speculated it could be $BLK $MS or $CB ”

via @barronsonline
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Offshore
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Brandon Beylo
RT @VD718: It was @CorneliaLake’s initial report that got us to look at TDW- great work and thank you!

I want to give a HUGE shoutout to my friend @CorneliaLake on Tidewater's $TDW success.

He pitched TDW/offshore on my podcast in April 2023.

Since then, TDW is up ~150%.

Investing is a lonely game. It's important to celebrate the wins when good people get them.
- Brandon Beylo
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Offshore
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The Long Investor
This is how the US ETFs, commodities, fixed incomes, cryptos and global ETFs finished for the month after the majority of earnings were released

Red across the board….apart from one clear green sector

Chinese ETFs

When US declines, China directly benefits.

$SPY $QQQ HSI $YINN $FXI $MCHI
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 Q-Cap 
It’s happening again.

That young man who blew his account on Carvana is now doing a mea culpa self assessment about how MORE conviction is what was needed and that he’s back to break even and thriving again. No word on idiotic concentration of course.

Fintwit hall of shame favorites are putting up their monthly returns for everyone to see. Talking about their unique process while softly pushing their avant garde research letters.

I know the old heads with battle scars see what’s going on but I sincerely hope those young investors who saw the first act play out in 2021 see through these delusional sociopaths and not follow these morons blindly.

And yes, we are so back.
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Offshore
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Brandon Beylo
It’s that time of the year. https://t.co/vhf5SQcUXn
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The Long Investor
RT @librarymindset: 40 Books To Read Before You Turn 40 https://t.co/wtsuYJpjHk
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The Long Investor
$HOOD as always, ahead of everyone else.

Uploaded here over 3 weeks ago

$HOOD needs a little more of a pull back to complete Wave 4 for me before going higher again to complete Wave 5 at $24. https://t.co/7NP1FS6WCG
- The Long Investor
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The Long Investor
$ETH holding on the 0.5 Fib with the 200 Day MA moving up to meet the strong confluence level.

$ETH chart has been moving as smooth and controlled as you'll see from a chart, I expect this to continue. https://t.co/4hFjRgrynU
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Offshore
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Daniel
Summary of 12 Years of Shareholder Letters by Nick Sleep:
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Offshore
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The Long Investor
$KWEB we saw, we alerted, we benefited. https://t.co/IcIvgkBEEM

$KWEB.....we see you. https://t.co/VOtFmH5TxE
- The Long Investor
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