Brandon Beylo
Old West Capital is one of my favorite quarterly investor reads.

Two friends @brianlaks and @boskovic64 are some of the smartest in the game.

Commodities are seeing increased interest with metal prices at multiyear highs:

https://t.co/3u1Zpa3kh3

Our Q1 letter gives an update on our investments in #uranium, #copper, #tin and #silver

$FIL.TO $NGEX.TO $LUN.TO $AFM.V $MLX.AX $ADT.AX - Brian Laks
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Brandon Beylo
Gold, silver, PGMs, tin, and copper up.

Even while the USD resumes its uptrend.

Probably nothing.
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Brandon Beylo
Tech Investor

GARP Generalist

Commodity Investor (age 30) https://t.co/SrBYPHTSfd
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 Q-Cap 
He's one of us , a total degen 😭

https://t.co/fiXSZws4oW

this guy neymar is absolutely finished

bro is gambling on poker in the middle of his daughters birthday 😭😭😭😭 https://t.co/3bQ3MWrIty - 🐢
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 Q-Cap 
Hmmm did someone tipoff the goat ? 🤔

Of course not 😏

$GL https://t.co/DwW5KBGd6Y
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Brandon Beylo
Same for investing.

Rory on Scottie: "Scottie does such a good job of ... it doesn't look like it's 6-under par, and then at the end of the day it's 6-under par. He's just so efficient with everything.

"If you look at Scottie compared to the rest of the field, the amount of bogey-free rounds he plays and he shoots is phenomenal, and that's the secret to winning major championships and winning big-time golf tournaments is more limiting the mistakes rather than making a ton of birdies." - Kyle Porter
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Giuliano
The Divine Comedy, Lost in Paradise, and Faust.

Hope I get to those by late 2024.
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Brandon Beylo
Great thread on the situation in the DRC and its implications for Alphamin $AFM.V

Disc: we own AFM.

A thread on DRC and Alphamin. I am seeing lots of random people concerned about M23 and potential violence at $AFM. 1/N - Will Thomson
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Hidden Value Gems
“Men are not prisoners of fate, but only prisoners of their own minds.”

- Franklin D. Roosevelt
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Hidden Value Gems
Joe Tsai, co-founder and chairman of Alibaba, recently spoke to Nicolai Tangen CEO of Norges.

🧵👇🏽

✅“When we look internally and kind of self-reflect over the last several years, we have fallen behind because we forgot about who our real customers are. Our customers are the users that use our apps that are shopping. And we did not give them the best experience.”
$BABA

1/12
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The Long Investor
Gold is up 63% over the last 6 years
But up 24% over the last 6 months

What is this move lately telling you and the market?
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The Long Investor
Silver is up 29% over the last 6 months
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The Institutional Limited Partner
RT @holistic_pm: Following @carrynointerest thread. Some of you ask for more specific content about private equity secondaries.

I am starting a series of articles covering everything you need to know about it. Tell me if you prefer this format or if I should go back to traditional threads

https://t.co/so5WwXKuB8
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Antonio Linares
Cathie Woods believes $PLTR can disrupt $MSFT.

What do you think? https://t.co/S644RhiTrG
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Antonio Linares
$AMZN'S ANDY JASSY SAYS AI IS GOING TO TRANSFORM EVERY CUSTOMER EXPERIENCE https://t.co/ZzabRY2hCr
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