Offshore
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Clark Square Capital
Does anything look interesting in the upcoming Russell 3000 deletions list? https://t.co/ipRa8ycUV1
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Does anything look interesting in the upcoming Russell 3000 deletions list? https://t.co/ipRa8ycUV1
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Offshore
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Q-Cap
$CAVA has about ~340 stores.
EV: $9.8 Billion
That's ~$29M valuation per store lol https://t.co/MzHFJSAIjd
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$CAVA has about ~340 stores.
EV: $9.8 Billion
That's ~$29M valuation per store lol https://t.co/MzHFJSAIjd
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Offshore
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The Long Investor
RT @cdnstocktrader: The Bull Case for Silver
You probably noticed that #silver was up almost 7% today! To those who have closely follow this beautiful metal, it comes as no surprise. I think silver will run to $50/oz and beyond. Some think it could go to $100 or even $300 per ounce! Here is why. A loooong 🧵!
$SLV #gold #silverstacker #stacking #silverprice #silvercoin #preciousmetals $GLD #silversqueeze
@SilverInstitute @RafiFarber @jameshenryand @InvResDynamics @silverguru22 @peter_krauth @goldseek @Sorenthek @SilverViperCorp @FMSilverCorp
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RT @cdnstocktrader: The Bull Case for Silver
You probably noticed that #silver was up almost 7% today! To those who have closely follow this beautiful metal, it comes as no surprise. I think silver will run to $50/oz and beyond. Some think it could go to $100 or even $300 per ounce! Here is why. A loooong 🧵!
$SLV #gold #silverstacker #stacking #silverprice #silvercoin #preciousmetals $GLD #silversqueeze
@SilverInstitute @RafiFarber @jameshenryand @InvResDynamics @silverguru22 @peter_krauth @goldseek @Sorenthek @SilverViperCorp @FMSilverCorp
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Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: “Investors who expect to be ongoing buyers of investments throughout their lifetimes should adopt a similar attitude toward market fluctuations; instead many illogically become euphoric when stock prices rise and unhappy when they fall.
They show no such confusion in their reaction to food prices:
Knowing they are forever going to be buyers of food, they welcome falling prices and deplore price increases. (It's the seller of food who doesn't like declining prices)”
— Warren Buffett 🗣️
#stocks #investing
Source: Berkshire Hathaway 1990 Shareholder Letter 📝
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RT @DimitryNakhla: “Investors who expect to be ongoing buyers of investments throughout their lifetimes should adopt a similar attitude toward market fluctuations; instead many illogically become euphoric when stock prices rise and unhappy when they fall.
They show no such confusion in their reaction to food prices:
Knowing they are forever going to be buyers of food, they welcome falling prices and deplore price increases. (It's the seller of food who doesn't like declining prices)”
— Warren Buffett 🗣️
#stocks #investing
Source: Berkshire Hathaway 1990 Shareholder Letter 📝
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Hidden Value Gems
Unexpected results 👇🏽
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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
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Offshore
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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
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➡️"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
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Offshore
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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
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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
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Offshore
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Brandon Beylo
https://t.co/RkSvioUyT7
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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