⁠Hidden Value Gems
What a surprising guest - Consuelo Mack interviewed by Bill!

Great stuff, should be worth listening in 😀

@BillBrewsterTBB https://t.co/OY9vJixEHe
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⁠Clark Square Capital
Excellent thread on hedge fund compensation, i.e. points.

HF COMP: POINTS / CARRY

Arguably the topic of most curiosity, least transparency, and dearth of datapoints. Broken up into 4 sections: 1) basics 2) All points not created equal 3) structures 4) datapoints. A 🧵: - HF Reflections
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⁠Brandon Beylo
Finally what every precious metals investor wants to see.

A Silver/Gold ratio breakout on the weekly timeframe.

This is usually a very bullish signal for PM markets.

Got #silver and #gold? https://t.co/3NStQBhdVB
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⁠Giuliano
My research on $WINA will be published on Tuesday.
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⁠Antonio Linares
Too much research leads to lower returns.
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⁠The Long Investor
RT @YahooFinance: Retail investors are cashing in by replicating trades made by public figures like Nancy Pelosi.

dub CEO @swangentr joins Yahoo Finance to discuss copy trading: https://t.co/Wt8cwzRPYe
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⁠Hidden Value Gems
Thinking of starting journaling. Wondering what has been your experience like?
- Not my thing
- Gave up, too much effort
- Want to start
- Practising, it works
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⁠Antonio Linares
RT @Spartroll: @blahakuba @alc2022 Andrew wrote this the other day: https://t.co/UOMzJp5qDq
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⁠Antonio Linares
AI chip companies will bifurcate into those that excel at training and those that excel at inference.
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⁠Antonio Linares
The reason I haven’t sold $AMD in the past 10 years is I’ve been able to correctly see ahead 5 years at a time.

In 5 years I think $AMD is going to be an (AI) inferencing giant.
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⁠Antonio Linares
Julio Iglesias reminds me every morning that there’s things that are far more important than the stock market.

De niño odiaba cuando llegaba el fin de semana y mi padre ponía Julio Iglesias.
Últimamente es de lo único que se escucha en mi casa.

Ahora entiendo a mi padre. https://t.co/mPTayRxV8J - Eric Santa
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⁠The Long Investor
Bear markets are great news for Long Term Investors, but 90% of people still struggle when they occur.

You only need one bear market to create generational wealth

You will either be ready when it comes or will need to wait for the next one
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⁠Dimitry Nakhla | Babylon Capital®
“Investors who expect to be ongoing buyers of investments throughout their lifetimes should adopt a similar attitude toward market fluctuations; instead many illogically become euphoric when stock prices rise and unhappy when they fall.

They show no such confusion in their reaction to food prices:

Knowing they are forever going to be buyers of food, they welcome falling prices and deplore price increases. (It's the seller of food who doesn't like declining prices)”

— Warren Buffett 🗣️

#stocks #investing

Source: Berkshire Hathaway 1990 Shareholder Letter 📝
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