⁠Finding Compounders
Our philosophy has evolved to the point where we can kind of sum it up in one sentence: Focus on the downside, and the upside will take care of itself.”

A good piece on down side risk https://t.co/OY2i8YoEM6
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⁠Brandon Beylo
Commodities continue to outperform tech.

I don't think people realize how intense the capital rotation could be if this relative out-performance sustains.

Money managers don't want to lose clients.

So they buy what's working.

And what's working is commodities and metals.
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AkhenOsiris
TIL $MU is off 35% in a mere 40 days 😂 God I love semis.

Honorable mention to $AMD, down 25% in 20 days
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⁠Finding Compounders
The key to investing is not assessing how much an industry is going to affect society, or how much it will grow, but rather determining the competitive advantage of any given company and, above all, the durability of that advantage.

- Warren Buffett
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⁠Brandon Beylo
Slowly but surely turning generalist investors on to Idaho Strategic.

$IDR

Any recommendations in Couer d’Alene (hikes/food/etc) - Kingdom Capital
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⁠Brandon Beylo
I wonder if this will be one of the images we look back on and think “How the hell did we miss these signs?”

It’s this one, and then Jensen signing that woman’s breasts.

$NVDA

$NVDA insiders continue to sell their shares 💸 https://t.co/a2WB9ZGeqt - Markets & Mayhem 🤖
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⁠Capital Employed
43 stock pitches we’ve enjoyed reading so far this month.

From underwater exploration robotics to cheap Hong Kong stocks. There's a lot of ideas to get your teeth stuck into. 👇

https://t.co/8SDepCe5iN https://t.co/kjiItVjRf9
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⁠Hidden Value Gems
RT @HiddenValueGems: $AER should be a big beneficiary here too…leading owner of airplanes and jet engines…trading at c 1x P/B, but if asset value is 10-20% higher and with 75% of assets financed with debt, its market value of equity could be 60% higher.

Trading at c. 10x PE, close to 10% buyback yield.
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⁠Hidden Value Gems
An interesting chart: Somehow I felt that prices at Starbucks have increased way more than at McDnalds… https://t.co/tYacFhoDkX
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⁠Hidden Value Gems
Quote of the day #54

#VentureCapital #investing https://t.co/K72aWvEpzM
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