Offshore
Photo
The Long Investor
Explains why Gold and Silver are running.
Russia and China would rather buy Gold and Silver while dumping US Dollar
This happened on the same week that the US decided to increase tariffs on China, especially on EV’s
Did the US expect no retaliation?
US bonds will be sold if there is trade war.
China has $3.2 Trillion Dollars in reserve, if they want to destabilise the US Dollar and Bonds, they have this ability.
The US should be very careful with trying to increase a trade war with China, they can’t win.
tweet
Explains why Gold and Silver are running.
Russia and China would rather buy Gold and Silver while dumping US Dollar
This happened on the same week that the US decided to increase tariffs on China, especially on EV’s
Did the US expect no retaliation?
US bonds will be sold if there is trade war.
China has $3.2 Trillion Dollars in reserve, if they want to destabilise the US Dollar and Bonds, they have this ability.
The US should be very careful with trying to increase a trade war with China, they can’t win.
🇨🇳🇺🇸 CHINA DUMPS $53 BILLION OF U.S BONDS
Following its joint statement with Russia about moving away from a reliance on Western countries, the Chinese government announced it sold at least $53.3 billion worth of U.S bonds.
Swiss economic expert Claudio Grass:
"It is a wise decision to diversify away from USD. Gold has outperformed USD Bonds by 75% since 2021.
In addition, the USD has been used for decades already as a political weapon and with the arbitrary confiscation of assets due to pressure from the US government.
It is obvious that the Western Civilization is being destroyed by their own corrupted and rotten political system."
Source: Sputnik tweet
Offshore
Photo
Giuliano
I'm finding unbelievable joy in Richard Feynman's book.
Here are some anecdotes and lessons from a brilliantly curious mind: https://t.co/Pt8xE3uFSC
tweet
I'm finding unbelievable joy in Richard Feynman's book.
Here are some anecdotes and lessons from a brilliantly curious mind: https://t.co/Pt8xE3uFSC
tweet
Offshore
Photo
Q-Cap
Super interesting story in the WSJ by Ben Cohen about how in the 90’s Nvidia was 6 months away from bankruptcy until an Ex Sega CEO handed them a lifeline of $5M that changed the course of that company’s history. https://t.co/JG8W66qj9a
tweet
Super interesting story in the WSJ by Ben Cohen about how in the 90’s Nvidia was 6 months away from bankruptcy until an Ex Sega CEO handed them a lifeline of $5M that changed the course of that company’s history. https://t.co/JG8W66qj9a
tweet
The Institutional Limited Partner
X-PE, I’d like your opinion. What ballpark valuation would you assign to this company?
Suits and casual chic men's apparel company (with a positioning similar to Suits Supply). The brand is well regarded by its customers and is a good value for money. Western Europe focused.
€60M revenues / €7.5M EBITDA. Steady 8% CAGR over the last ten years. The only year negative was Covid, 2020 (-€1M Ebitda)
No debt/leverage (net cash approx 1x Ebitda).
Does 95% of business in physical stores.
Light capex for store maintenance or new openings. Current good opportunities to secure prime location at low cost and attractive rents.
It's Sponsor backed with a good management in place. The sponsor is stuck with the end of fund life, and the founding family has retired and would like to cash out.
The company is doing well, but the sector is terrible. Hence, PE firms have a minimal appetite for it.
@PEoperator @piktoggle_ @privateinequity
tweet
X-PE, I’d like your opinion. What ballpark valuation would you assign to this company?
Suits and casual chic men's apparel company (with a positioning similar to Suits Supply). The brand is well regarded by its customers and is a good value for money. Western Europe focused.
€60M revenues / €7.5M EBITDA. Steady 8% CAGR over the last ten years. The only year negative was Covid, 2020 (-€1M Ebitda)
No debt/leverage (net cash approx 1x Ebitda).
Does 95% of business in physical stores.
Light capex for store maintenance or new openings. Current good opportunities to secure prime location at low cost and attractive rents.
It's Sponsor backed with a good management in place. The sponsor is stuck with the end of fund life, and the founding family has retired and would like to cash out.
The company is doing well, but the sector is terrible. Hence, PE firms have a minimal appetite for it.
@PEoperator @piktoggle_ @privateinequity
tweet
Clark Square Capital
RT @hfreflection: JOBS AT START-UP HEDGE FUNDS:
Prior to starting my own fund, I worked at 3 start-up funds. 1 was good but didn’t scale, 1 was bad and shut down, and 1 was amazing and made my career. I'd define a start-up fund as one with either less than 1-2yrs in business or less than 100m in aum (regardless of age). While sometimes risky or destined to fail, they can also be unusually exciting and lucrative. A 🧵:
Most hedge funds fail or close eventually, regardless of whether or not they are start-ups. I think the goal of any analyst is to find a good fund to work for run by a talented, passionate, and ethical PM. If you can find one you believe in, I think you should generally join them regardless of their size. If you aren't working for one, you should try to find one ASAP.
tweet
RT @hfreflection: JOBS AT START-UP HEDGE FUNDS:
Prior to starting my own fund, I worked at 3 start-up funds. 1 was good but didn’t scale, 1 was bad and shut down, and 1 was amazing and made my career. I'd define a start-up fund as one with either less than 1-2yrs in business or less than 100m in aum (regardless of age). While sometimes risky or destined to fail, they can also be unusually exciting and lucrative. A 🧵:
Most hedge funds fail or close eventually, regardless of whether or not they are start-ups. I think the goal of any analyst is to find a good fund to work for run by a talented, passionate, and ethical PM. If you can find one you believe in, I think you should generally join them regardless of their size. If you aren't working for one, you should try to find one ASAP.
tweet
Offshore
Video
Q-Cap
Throw back to the Nestle CEO saying on the record that water is not a human right. However, to be fair he clears it up by saying discretionary use of water is not a human right. Interesting take from the largest private bottled water company in the world. https://t.co/uQYP6qVY1j
tweet
Throw back to the Nestle CEO saying on the record that water is not a human right. However, to be fair he clears it up by saying discretionary use of water is not a human right. Interesting take from the largest private bottled water company in the world. https://t.co/uQYP6qVY1j
tweet
The Long Investor
RT @DailyCompoundng: SOME OF THE MOST BULLISH ACCOUNTS ON $BABA:
- @TheLongInvest
- @EquityBrian
- @gurgavin
- @DailyCompoundng
- @Mr_Derivatives
- @nataninvesting
-@RunAwayInvestor
- @ahern_brendan
- @_mm85
WHO AM I MISSING? 🤔
tweet
RT @DailyCompoundng: SOME OF THE MOST BULLISH ACCOUNTS ON $BABA:
- @TheLongInvest
- @EquityBrian
- @gurgavin
- @DailyCompoundng
- @Mr_Derivatives
- @nataninvesting
-@RunAwayInvestor
- @ahern_brendan
- @_mm85
WHO AM I MISSING? 🤔
THERE ISNT A SINGLE ACCOUNT ON TWITTER THAT WAS MORE BULLISH ON ALIBABA THAN ME
UP 25% SO FAR
$BABA tweet
twitter.com
undefined
undefined