Giuliano
RT @sidecarcap: Because coordinated investor behavior/herding is what causes prices to swing away (both directions) from intrinsic value. And this is more likely to happen to companies with lots of attention. The information-based views on market efficiency are stale. We’ve gone from not enough info to too much.
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Brandon Beylo
The fact that tin isn’t even on this list tells you everything you need to know.

I wonder what price tin must trade for Big Banks to recognize it.

$40,000 - $60,000/ton?

Chart is inflecting while nobody cares.

#tin

Morgan Stanley Q3 2024 Commodity Forecast

Bullish:

• Copper
• Gold
• Silver
• Nickel

Bearish:

• Uranium

In other words, all systems go for new #uranium highs.

H/t @K3rry_Sun https://t.co/ZCzsorm2r2 - Brandon Beylo
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Brandon Beylo
RT @paulcerro: I love when you go through Twitter and see so many people shilling the next big tech thing or macro point and then you have Brandon who's like the only guy I've seen recently just spread the word on tin, copper and uranium 😂

Nice change of scenery

The fact that tin isn’t even on this list tells you everything you need to know.

I wonder what price tin must trade for Big Banks to recognize it.

$40,000 - $60,000/ton?

Chart is inflecting while nobody cares.

#tin - Brandon Beylo
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Antonio Linares
Welcome to the club on $AMZN's incoming cash flow explosion, Morgan Stanley.

"Morgan Stanley Raises PT to $215, Reinstates 'Top Pick,' Encouraged by 'Multi-Year, Efficiency-Based Cash Flow Story’." https://t.co/QN8fTTgOoA
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Brandon Beylo
Me looking at my commodity positions in my portfolio.

#PGMs #gold #silver #tin #copper https://t.co/PO5XAi4CAm
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Giuliano
I think I heard Howard Marks confirm one of the hypotheses Zeckhauser posits:

'These masters are very generous in sharing their knowledge; for they know they have no competition.'
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Antonio Linares
$PLTR is trading at a generous 23.6 times sales.

Is this cheap or expensive?
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Giuliano
RT @WorldStockss: 🚨 Los Múltiplos y las Empresas de Calidad 🚨

En el artículo demuestro por qué las empresas de calidad cotizan a MÚLTIPLOS ELEVADOS (que no caros) y por qué se INFRAVALORAN.

¡Te veo dentro!

PD: Antes de dar tu opinión, te recomiendo leer el artículo 👀
https://t.co/2mUHpt81g0
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Giuliano
I'm making the necessary arrangements to reach 4 daily hours of reading this year.
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Clark Square Capital
Great stuff from @ToffCap

There we go. We're out with a new Toffcap Monday Monitor, our regular overview of interesting event-driven trades and companies - in the new format🔥. Once again a ton of action.

Special thanks this week to @ClarkSquareCap , @InvestSpecial and @Govro12 .

$MMM $GE $CCEL $BRAG $ALVR $ACRS $RPHM $EML $OCN $MRL $SMLP $ROIV $SNX $NCMI $RCMT $FVRR $DERM $OABI $HLF $JOY $SRG $BPOST $SPNS $RENT $EDBL $AINC $LABP $RBT $LQDA $NRDE $AMPY $6736 $BALY $IFOS $ALCLA $SMSI $HBI $ASCL $VSH $LFCR $NUVB $PARA

We hope you'll like it. Subscribe, for free (link in bio). - ToffCap
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Antonio Linares
Life is a gift. It’s incredible that we get to meet for some time with the people we love.

Past a certain time, we won’t meet again for eternity. This may be interpreted as “nothing matters” but to me, everything matters.
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Clark Square Capital
Always enjoy reading GBC's letters

GBC | Letter to Partners (Q1 2024)

DEU: https://t.co/DnpJYwmaVL

ENG: https://t.co/AlWLLZEZkY - Gehlen Bräutigam Capital
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Brandon Beylo
RT @nsundar79: I have never seen such a bullish sentiment since I started tracking commodities over 15 years ago - probably guess that 2007 was the closest similarity in terms of overall bullishness

Morgan Stanley Q3 2024 Commodity Forecast

Bullish:

• Copper
• Gold
• Silver
• Nickel

Bearish:

• Uranium

In other words, all systems go for new #uranium highs.

H/t @K3rry_Sun https://t.co/ZCzsorm2r2 - Brandon Beylo
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