Offshore
Photo
The Long Investor
$BTC we showed exactly 12 months ago that $BTC would complete its Wave 5 within the first half of 2024 and it has done that and exceeded its previous all time high line.
And now people are wondering why it’s pulling back?
A few days before its halving event.
@andrewrsorkin I get your question, mainly directed at those that were adamant that Bitcoin is a safe haven and should not follow the market
But let’s be clear, a pull back is not a crash.
Bonds were considered a safe haven until they moved down with the market in 2021
Sometimes asset classes overlap in the same time frames.
tweet
$BTC we showed exactly 12 months ago that $BTC would complete its Wave 5 within the first half of 2024 and it has done that and exceeded its previous all time high line.
And now people are wondering why it’s pulling back?
A few days before its halving event.
@andrewrsorkin I get your question, mainly directed at those that were adamant that Bitcoin is a safe haven and should not follow the market
But let’s be clear, a pull back is not a crash.
Bonds were considered a safe haven until they moved down with the market in 2021
Sometimes asset classes overlap in the same time frames.
$BTC 8th of April and today. https://t.co/9J20CEDJpn tweet
The Long Investor
RT @dmainvest: @TheLongInvest Your work is appreciated. Already read and noted the key levels for the week 🫡
tweet
RT @dmainvest: @TheLongInvest Your work is appreciated. Already read and noted the key levels for the week 🫡
tweet
The Long Investor
Why was Buffett spending all of 2023 buying up $OXY and increasing his stake in the company to 21%?
Because it was the perfect hedge.
Strong Fundamentals, technicals were not correlated with the market, a Geo Politcal hedge in the Middle East and Russia V Ukraine and it is also the leader in the sector on Carbon Capture.
There was nothing difficult about this decision
A simple minimum of 30% was made and also a hedge against the market downside….and they paid a dividend.
We spent the entire year discussing this and have a position.
These stocks can be found every week
There should be nothing stopping you from successful investing.
tweet
Why was Buffett spending all of 2023 buying up $OXY and increasing his stake in the company to 21%?
Because it was the perfect hedge.
Strong Fundamentals, technicals were not correlated with the market, a Geo Politcal hedge in the Middle East and Russia V Ukraine and it is also the leader in the sector on Carbon Capture.
There was nothing difficult about this decision
A simple minimum of 30% was made and also a hedge against the market downside….and they paid a dividend.
We spent the entire year discussing this and have a position.
These stocks can be found every week
There should be nothing stopping you from successful investing.
tweet
Offshore
Photo
Clark Square Capital
When TurboTax texts you to let you know that your federal tax return has been accepted. https://t.co/S8Y0VSLyAv
tweet
When TurboTax texts you to let you know that your federal tax return has been accepted. https://t.co/S8Y0VSLyAv
tweet
Offshore
Photo
Clark Square Capital
RT @InvestInJapan: Interestingly the 🇯🇵 entity that owns 46.6% Sun Corp $6736.JP is also up 32% YTD after going sideways for a while.
It’s stake in $clbt is worth 2x its own market cap today.
Also noting that activist Oasis has been increasing their stake in Sun 👀
tweet
RT @InvestInJapan: Interestingly the 🇯🇵 entity that owns 46.6% Sun Corp $6736.JP is also up 32% YTD after going sideways for a while.
It’s stake in $clbt is worth 2x its own market cap today.
Also noting that activist Oasis has been increasing their stake in Sun 👀
$CLBT - Cellebrite Thesis
• Attractive underlying biz w/path to grow 25%
• Considerable potential to raise prices & introduce products that improve efficiency
• Shares trade at an EV < 5x annualized rev; discount to peers & less than half the multiple of acquisitions https://t.co/akrQFoKrwn tweet
Offshore
Photo
iinvested
1Q'24 Heartland Mid Cap Value Fund on $DCI, $HSY, $PRGO
https://t.co/1dFYvBMAkn
More fund letters here:
https://t.co/HhAAZQRRKy https://t.co/a3FK3PIZfg
tweet
1Q'24 Heartland Mid Cap Value Fund on $DCI, $HSY, $PRGO
https://t.co/1dFYvBMAkn
More fund letters here:
https://t.co/HhAAZQRRKy https://t.co/a3FK3PIZfg
tweet
Offshore
Photo
Hidden Value Gems
Some interesting names in this UK ‘takeover’ list by Investor Chronicle.
#valuestocks https://t.co/iRPw992z5A
tweet
Some interesting names in this UK ‘takeover’ list by Investor Chronicle.
#valuestocks https://t.co/iRPw992z5A
tweet
Offshore
Photo
Hidden Value Gems
Look beyond the headlines. Boring markets bring exciting opportunities. Same goes for other European countries, in particular, France, Germany, Spain and Portugal. https://t.co/hYRXToJUdw
tweet
Look beyond the headlines. Boring markets bring exciting opportunities. Same goes for other European countries, in particular, France, Germany, Spain and Portugal. https://t.co/hYRXToJUdw
tweet