⁠Hidden Value Gems
JP Morgan 2024 summer reading list. Doesn't look particularly exciting...

One lesson I learnt is that if you are not sure what book to pick up, stick with the older one - there is a lot of hype in most recent books, many of which are quickly forgotten. https://t.co/EOjvcXGfEg
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⁠The Long Investor
RT @TheLongInvest: $AMD https://t.co/oEvjq5Ib2l

$AMD nice bounce on the 200 Day MA

Just the 50 Day MA to clear now at $168.

Nice recovery https://t.co/2QC0ce1tRh - The Long Investor
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⁠Hidden Value Gems
Quite a tight race with those who do not believe in journaling slightly ahead (32%).

Thank you for voting and please do vote if you have not done so. The poll closes tomorrow.

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 - Hidden Value Gems
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⁠The Institutional Limited Partner
The Monaco Grand Prix makes me think about this pro tennis player trying to sell his stake in an F1 Team on the secondary market!
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⁠Brandon Beylo
Mining companies are wild.

This is a direct quote from a CEO during their investor presentation:

“We have good relations with the Mexican cartels. In fact, two cartels run our mines today.”

That’s fine.

But are they good capital allocators?
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⁠Brandon Beylo
Gold trades at all-time highs.

Meanwhile, gold stocks are trading at historically discounted levels to gold price.

I’ve never seen such apathy for a sector with such strong underlying commodity price strength.

The opportunities are enormous.

H/t @RickRuleRulz

#gold https://t.co/kWsOhcokQn
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⁠Brandon Beylo
Here’s something people don’t like admitting.

Green Energy is one of the most carbon-intensive forms of energy out there.

No one wants to know how the sausage gets made!

To generate just half of U.S. electricity with wind would require 1,095,000 2 MW wind turbines. Each of them requiring 1,671 tons of material, including 1300 tons concrete, 295 tons steel, 48 tons iron, 24 tons fiberglass, 4 tons copper, and Chinese rare earth metals 0.4 tons of neodymium and .065 tons dysprosium. Then rinse and repeat every 10- 20 years with 3.7 trillion pounds of materials. That requires a lot of dirty mining. Renewables aren’t cleaner and greener than fossils, and they require a hell of a lot of fossils to mine the ore, deliver it to a crusher, blast furnace, and fabrication. Things the environmentalists and politicians never want to talk about. #GreenEnergy - John Lee Pettimore
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⁠Antonio Linares
What company should I do my next deep dive on?
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⁠Giuliano
I need to read everything Plato wrote.
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⁠iinvested
1Q'24 Baron FinTech Fund on $INTA

https://t.co/cz9p6s0Dbd

More fund letters here:
https://t.co/HhAAZQSpA6 https://t.co/vGGDTeDLnP
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⁠The Long Investor
$BTC is in a unique situation

It does not need to worry about fundamentals to move its price or the added variable of releasing an earnings report every Quarter

When the price touches the 200 MA on the weekly chart, you buy and accumulate underneath with a margin of safety. https://t.co/CKObemxKKs
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⁠Brandon Beylo
Total global copper production in 2023.

H/t @VisualCap

#copper https://t.co/8V4h92qGwE
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