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Alex Bilzerian
RT @MichaelAArouet: France may be heading into a debt crisis, but life is still good here https://t.co/vf1MTSgn16
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RT @MichaelAArouet: France may be heading into a debt crisis, but life is still good here https://t.co/vf1MTSgn16
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Hidden Value Gems
$WOSG.L acquires @Hodinkee - online watch reviews and a digital retailer of luxury watches.
Congrats to Ben Clymer, the founder of Hodinkee.
The price is not disclosed but according to WOSG, the deal “ will not materially impact [its] leverage position.”
Looks like a good move for WOSG.
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$WOSG.L acquires @Hodinkee - online watch reviews and a digital retailer of luxury watches.
Congrats to Ben Clymer, the founder of Hodinkee.
The price is not disclosed but according to WOSG, the deal “ will not materially impact [its] leverage position.”
Looks like a good move for WOSG.
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Alex Bilzerian
RT @ATLNewsFirst: A 27-year-old mother and her newborn twin boys died as Helene tore through Thomson, Georgia. The twins are the youngest known victims of the storm. >> https://t.co/2ms9piG8yz https://t.co/KVuUQYz7T0
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RT @ATLNewsFirst: A 27-year-old mother and her newborn twin boys died as Helene tore through Thomson, Georgia. The twins are the youngest known victims of the storm. >> https://t.co/2ms9piG8yz https://t.co/KVuUQYz7T0
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Stock Analysis Compilation
McElvaine Value Fund on Mandarin Oriental $MAND SP
Thesis: With zero net debt and potential asset sales, Mandarin Oriental offers a low-cost entry into a high-end hotel brand with strong development potential.
(Extract from their Q2 letter) https://t.co/SmvPPPAYUp
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McElvaine Value Fund on Mandarin Oriental $MAND SP
Thesis: With zero net debt and potential asset sales, Mandarin Oriental offers a low-cost entry into a high-end hotel brand with strong development potential.
(Extract from their Q2 letter) https://t.co/SmvPPPAYUp
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Alex Bilzerian
RT @JavierBlas: Good news for olive oil enthusiast:
The Andalusia region of Spain (~1/3 of global output) has released its first official forecast for the upcoming 2024-25 harvest. It estimates output of 1.02 million metric tons, up ~77% y-on-y, thanks to good weather.
https://t.co/SnJdpOE3k8
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RT @JavierBlas: Good news for olive oil enthusiast:
The Andalusia region of Spain (~1/3 of global output) has released its first official forecast for the upcoming 2024-25 harvest. It estimates output of 1.02 million metric tons, up ~77% y-on-y, thanks to good weather.
https://t.co/SnJdpOE3k8
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twitter.com
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Alex Bilzerian
RT @TheGravyMachine: @JavierBlas We had a several days of rain on and off in Malaga early/mid september, don't recall having that amount of rain in September for years. Was hoping to hear that was going to help the harvest
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RT @TheGravyMachine: @JavierBlas We had a several days of rain on and off in Malaga early/mid september, don't recall having that amount of rain in September for years. Was hoping to hear that was going to help the harvest
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Alex Bilzerian
Coriolis Effect:
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Coriolis Effect:
No hurricane ever crossed the equator https://t.co/uhu1UdZ9GA tweet
Alex Bilzerian
RT @stephensenn: @alexbilz I have long suspected that the usual interpretation of the NP lemma is back to front. Likelihood is fundamental. Power is an incidental bonus.
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RT @stephensenn: @alexbilz I have long suspected that the usual interpretation of the NP lemma is back to front. Likelihood is fundamental. Power is an incidental bonus.
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Librarian Capital
"Why are the British so reluctant to invest?" (FT)
"It’s an inherent cultural issue. People are attracted to the perceived safety of cash ... rather than the risk of sitting in cash"
Ruffer $RICA people should read this
Their flagship fund is 12.7% in cash, 53.1% in ST bonds https://t.co/mH0RjGcjgW
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"Why are the British so reluctant to invest?" (FT)
"It’s an inherent cultural issue. People are attracted to the perceived safety of cash ... rather than the risk of sitting in cash"
Ruffer $RICA people should read this
Their flagship fund is 12.7% in cash, 53.1% in ST bonds https://t.co/mH0RjGcjgW
Why are the British so reluctant to invest? https://t.co/cxA93WixCp tweet