⁠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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⁠Brandon Beylo
Vibe Shift 2024.

BREAKING: Microsoft has reportedly laid off its internal DEI team. - Leading Report
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⁠Brandon Beylo
We know that junior gold and silver miners have underperformed their respective commodity prices.

But that's about to change.

Pay attention to these two ratio charts:

$GDXJ / $GC!

and

$SILJ / $SLV

Junior miners are on the verge of a major breakout. https://t.co/DGszJWwybl
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⁠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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