⁠Brandon Beylo
Loved this piece from @iancassel on How To Find Ideas.

You can "find ideas" through screens, brute force (starting with the A's), and reading everything.

Or

You can let ideas "find you" through Networking and Relationships

Try to have more ideas "Find You."
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⁠Brandon Beylo
Alright, guys.

Two quarters in the books, two to go.

What are your wildest market predictions for 2H 2024??
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⁠Brandon Beylo
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
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⁠Brandon Beylo
You will never forget where you were today. https://t.co/EgFLAiYQl9
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⁠Brandon Beylo
RT @AyusoValue: When I was asked about top picks for 2024 by @marketplunger1 I highlighted $NGEX & $FIL.TO.

$NGEX did it pretty well and I sold above where it is now, and now $FIL.TO is rumoured to be acquired by Lundins and $BHP …

😉

https://t.co/dkeTNd3sF9
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⁠Brandon Beylo
Reading this book this weekend and it got me thinking.

What is your favorite Distressed Idea currently?

And why will it work? https://t.co/QTXu2KvsjU
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⁠Brandon Beylo
Is the tide finally turning on oil and gas?

Stanford keeping its ties to the Fossil Fuel industry.

Their reason?

“For the foreseeable future, the search for next-generation solutions to the climate crisis may involve fossil fuel industry data, partners, and resources.”

#oil
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⁠Brandon Beylo
RT @marketplunger1: We are at Commodity Cycle Lows in:

• Precious Metals: 4x below cycle highs

• Energy: ~3.5x below cycle highs

• Base Metals: 4x below cycle highs

The next decade will be tremendous for commodities, base metals, and precious metals.

#commodities
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⁠Dimitry Nakhla | Babylon Capital®
RT @DimitryNakhla: 10 Investment & Stock Market Quotes 📝💭

1. “Investing is a business of probabilities, not certainties.” -Benjamin Graham

2. “The biggest risk is not taking any risk.” -Mark Zuckerberg

3. “The best time to buy is when there's blood in the streets.” -Baron Rothschild

4. “Price is what you pay. Value is what you get.” -Warren Buffett

5. “Invest for the long haul. It's the best way to tame the market's volatility.” -Peter Lynch

6. “The stock market is a device for transferring money from the impatient to the patient.” -Warren Buffett

7. “The four most dangerous words in investing are: 'This time it's different.'” -Sir John Templeton

8. “If you can't bear the thought of losing 50% of your portfolio, then you shouldn't be in the stock market.” -Mohnish Pabrai

9. “The most important thing is to understand what you're investing in and why.” -Nick Sleep

10. “Investing is not about being brilliant, it's about being consistent.” -Unknown

#stocks #investing
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⁠Brandon Beylo
Wow, so there it is.

Confirmed breakout in gold to $2,450/oz.

Measured move from here is ~$2,575/oz.

There are a lot of gold miners who make stupid money at these gold prices.

Got #gold?
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⁠Brandon Beylo
Thank you for listening to some deep tracks on Value Hive, Michael!

For those interested, check out the episode here 👇
https://t.co/SYCF1XIpYm

Listened to @PaulAndreola on @marketplunger1 podcast from 2022. Still gold full of nuggets. Biggest kudos is that Paul does the work and turns every stone. I’ve learned a lot from him. - Michael
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