Thoma Arthur Martinez @arthur_thoma
“Undervalued, Fortress Franchises, Good & Durable ROIC,“If you aren’t willing to own a stock for 10 years, don’t even think about owning it for 10 minutes” MIAMI, FL Joined May 2020-
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If you read my post from Wednesday, you'll know that when people fail to answer the question directly, they might be trying to hide something.
#TAVHL has posted their Q1 results! 📊 I'll be breaking it down on my channel soon - stay tuned! Meanwhile, we're gearing up for the Reysaş Deep-Dive on Patreon. 🚀 Thrilled for what's ahead for Lunch Investing! Fingers crossed and hoping to exceed your expectations. 🤞💼✨
#TAVHL has posted their Q1 results! 📊 I'll be breaking it down on my channel soon - stay tuned! Meanwhile, we're gearing up for the Reysaş Deep-Dive on Patreon. 🚀 Thrilled for what's ahead for Lunch Investing! Fingers crossed and hoping to exceed your expectations. 🤞💼✨
Warren Buffett on American Express: "That was my partnership's best investment" In 1964, Buffett put $2.8M of his $17.5M fund into AMEX. AMEX grew to a 40% holding, "the largest investment the partnership ever made," and compounded at 50% for four years. Here's the story…
Just recorded a session for Asian Investing Summit 2024 with @MikeFritzell of Asian Century Stocks. It's a terrific resource if you are looking for compelling ideas across Asia. asiancenturystocks.com
Jamie Dimon on the effects of a rising interest rate environment: "When you analyze a stock, you look at many factors: earnings, cash flow, competition, margins, scenarios, consumer preferences, new technologies and so on. But the math above is immovable and affects all."
No one ☝️ got it by bullying Argentinous🇦🇷 companies listed on NYSE
No one ☝️ got it by bullying Argentinous🇦🇷 companies listed on NYSE
New pod is up! Investing in oil companies: Which metrics matter and which don't? $OXY / $CVX and Buffett Owning oil in other countries Owning full cycle? PV-10 Capital allocation 👇👇👇👇
‘The Handelsbanken management model introduced by Dr. Wallander is predicated on the belief that the only sustainable competitive advantage available to a firm in a fast-changing world (especially in a service business) lies with its people - especially their creativity,…
Dominic and the gang at $EWBC doing their thing…
New Mauboussin paper. morganstanley.com/im/publication…
$EVO Does anyone have insights on the accumulation of receivables and other receivables? Days receivables have been growing and growing. Curious about what's going on behind the numbers.
I wrote a post about how to spot deception, based on the book Spy the Lie by Phil Houston and two other co-authors. Here are the key take-aways from the book:
In honor of Charlie, the only book that will be sold at this year's $BRKA $BRKB meeting is Poor Charlie's. You can find my book at the Bookworm's main store in Omaha.
Pressed play as fast as I could #Microsoft About time! podcasts.apple.com/us/podcast/acq…
Thailand probably has the best cinemas in the world. This particular screen belongs to SFX but Major Cineplex - a stock I own - has higher end offering that's just as impressive.
Thailand probably has the best cinemas in the world. This particular screen belongs to SFX but Major Cineplex - a stock I own - has higher end offering that's just as impressive.
Turtle Bay @turtlebay_io
16K Followers 362 Following Business History l Investment Cases l Financial DataBrad Kaellner @bkaellner
26K Followers 949 Following Compounding on the shoulders of giants 📈 Trying to be a little less stupid today than I was yesterday 📚🤯Dede Eyesan @dede_eyesan
6K Followers 2K Following Founder of Jenga Investment Partners. Global equities investor. Exploring the world for the best investments. Not investment advice.Ohio Capital Ideas @ohcapideas
6K Followers 1K Following “As far as possible without surrender be on good terms with all persons.”John Mihaljevic @JMihaljevic
11K Followers 3K Following Chairman @manualofideas, The Zurich Project, and Ideaweek St. Moritz. Co-Host @twiii_podcast. Author, The Manual of Ideas. Value investor with a growth mindset.Alex Morris (TSOH Inv.. @TSOH_Investing
55K Followers 4K Following Founder of the TSOH Investment Research Service Long-term equity research and 100% portfolio transparency https://t.co/AVAjy2LgI1William Green @WilliamGreen72
40K Followers 5K Following Author, "RICHER, WISER, HAPPIER: How the World's Greatest Investors Win in Markets and Life." Available at https://t.co/7842Q0Vv1BMichael Fritzell (Asi.. @MikeFritzell
22K Followers 2K Following Your eyes and ears in Asia. Author of Asian Century Stocks (https://t.co/SECHidnjZ4).Olivier @ReturnsJourney
8K Followers 2K Following Investor, discoverer of hidden stock gems at https://t.co/Bju6N5dgYFShore @Shore28309
0 Followers 36 FollowingAriaMoon @AriaMoon23
2K Followers 743 Following Sunset explorer, trail walker. Find tranquility in the lap of nature🏕️🌲Karlee @aaatt55
723 Followers 1K Following Once beyond that limit, the only way to endure unbearable pain is to laugh it off.Barry Schwartz Privat.. @BarrySchwartz_
3K Followers 2K Following only private elite‼️I will mainly talk about crypt market, stocks market, price action analysis etc. ONLY FOR FEW PEOPLE📌MAIN ACCOUNT @BarrySchwartzBWtangerine🇩🇪🇺.. @tangerine_dear
700 Followers 551 Following Female entrepreneur 👩💼💼 Fashionista 👗👠 Avid traveler 🌍✈️ Dog lover 🐶❤️Deanne Upchurch @DeanneUpch83665
18 Followers 2K FollowingPaul Andreola @PaulAndreola__
37 Followers 378 Following Father, husband, avid traveler, microcap investor. CEO of NameSilo Tech, SURL.C, SmallCap Discoveries @smallcapdisc. Director of $AEP.V, $TTZ.V & $DBC.VJacquline Danforth @JacqulineD41275
31 Followers 5K FollowingMeow Finance @SilkTreeIntern
35 Followers 127 Following lvl.100 Excel Wizard wannabe quant tradooor -Meow with us or watch us Meow- @TheRealSilkTree InternAmora Chretien @ChretAmor
47 Followers 5K FollowingAide Federico @aid_federi
66 Followers 5K FollowingTrevor Scott. Al @TidefalCapittal
12 Followers 314 Following No Management Fee. No Closet Indexing. Just Investing. Tweets are not investment advice.Compounding Quality @QCompoundiing1
159 Followers 3K Following 🏰 Quality Stocks Former Professional ➡️ Investor Teaching people about investing on our website.Milena Pospisil @mile_pospi
37 Followers 5K FollowingNora🇺🇸 @baiwu292
398 Followers 4K Following I am an entrepreneur from Japan and I live in the United States 🇺🇸, I enjoy making new friendsAshley Islar @AIslar7922
66 Followers 5K FollowingLara Lefeld @la_lefe
36 Followers 4K FollowingAjith @InvinciblePotHd
135 Followers 2K FollowingJohn Huber @JohuHuber72
37 Followers 1K FollowingTom Claeren @realtom_claeren
1K Followers 3K Following ✨Helping parents to make money from home 💰$0-$1 million in months, Free beginners guideTimthoy sykes1 @TimthoySykes1
71 Followers 2K Following I turned $12,415 into $7,491,124 Trading Stocks from 134 countries/building 120 schools, go apply at https://t.co/oKb9jY6uTo to be my dedicated student!Andreas @Willian_dollar
0 Followers 740 FollowingMichael Burry Stock T.. @burrrytraker
9 Followers 2K Following Account dedicated to Stock Burry Owns Powered by ==Download Autopilot to invest alongside Berry’s portfolioCharles Banbury @CharBanbu
29 Followers 5K FollowingA Dmrtrk @aalllprdmtk
128 Followers 947 FollowingMatthew Cochrane 💎 @TheMattCochrano
125 Followers 2K Following investor | Writer | Detective | Sinner saved by grace | tweet about investing in the stock markets.Kathleen Goodman @KathlydGoodman
10 Followers 441 Following Found different beauties from all US states 😜 They are ready to meet See nude photos before a date! Watching this https://t.co/aEwCdmX85wAnika Tweedle @AnikaTweed74283
54 Followers 5K FollowingLeila Badalamenti @LeilaB43383
35 Followers 5K FollowingTheresa Perrin @theresa_penrin
65 Followers 3K Following Proud Mother Former hospice nurse investor Trader Tweets are not financial advice. Do your DD. Haters gonna hate. shake it off.Howard Marks @Howardmarkbooks
849 Followers 3K Following Co-Chairman & Co-Founder of @Oaktree. Author of #MasteringTheMarketCycle. This account is run by Howard's team. Howard's tweets will be signed -HMBrian Feroldi @BrianFeroldiDM
265 Followers 1K Following An Exclusive PRIVATE retreat for devoted Traders. Ready to refine your trading skills? Let’s collaborate as we navigate the financial landscape. | @BrianFeroldiKyle Grieve @Irrationalmrkt1
36 Followers 2K Following Host of The Millennial Investing Podcast | Empowering retail investors to compound wealth with stocks | '20-'23: 12% Compound Annual GainBrain Shannon,CMT @alphatrenbs
170 Followers 4K Following Trader,Author,Technical Analysis Using Multiple Timeframes https://t.co/D4PJbO2YQ5 Only Price Pays! NEW BOOK Maximum Trading Gains w/⚓️VWAP https://t.co/OqdAL8tPGNBrian Shannon Private.. @alphatrendsprv1
18 Followers 2K Following Trader, Author, Technical Analysis Using Multiple Timeframes https://t.co/Yd7wnU8pEP Only Price Pays! NEW BOOK Maximum Trading Gains w/⚓️VWAP https://t.co/8poJ8dKW1AAveri Knueppel @ave_knuepp
65 Followers 5K FollowingSteven Fonder @StevenFond
58 Followers 5K FollowingAlison Kistler @aliso_kistl
71 Followers 5K FollowingCrystal Chesteen @CrystaCheste
17 Followers 2K FollowingAbigail Badu @JenniferAm46724
49 Followers 922 Following I am from Gaza ,32 Years old single without kids , but due to the war in my country in i live in africa ,so right now am here on this site looking for seriousMicheal Burry Stock T.. @burrytrackero
229 Followers 5K Following Pelosi Tracker @PelosiTracker_ Buffet Tracker @BuffetTracker Powered by @joinautopilot_ Download Autopilot to invest alongside Burry's portfolioFrederik Christopher @NeckarValue
84K Followers 1K Following master money and live a meaningful lifeAndrew Kuhn @FocusedCompound
43K Followers 1K Following Focused Compounding / Podcast 🎙/ We spend 99% of our time focused on the 1% of stocks every other fund ignores - All with $GEOFF Gannon. Not advice. DYODD.Dave Waters @alluvialcapital
26K Followers 2K Following Purveyor of fine tweets/xeets. Alluvial Capital Management, LLC since 2014. I buy weird, weird stuff. DMs open. Pittsburgh! https://t.co/2ryxQtceTvIdea Hive @ideahive
42K Followers 423 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.Brandon Beylo @marketplunger1
73K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQIJason Zweig @jasonzweigwsj
229K Followers 2K Following Investing columnist for @WSJ. Editor, Benjamin Graham's *The Intelligent Investor.* Author, *Your Money and Your Brain* and *The Devil's Financial Dictionary.*Compounding Quality @QCompounding
365K Followers 352 Following 🏰 Quality Stocks 🧑💼 Former Professional Investor ➡️ Teaching people about investing on our website.Turtle Bay @turtlebay_io
16K Followers 362 Following Business History l Investment Cases l Financial Data10-K Diver @10kdiver
291K Followers 160 Following I help people understand the fundamentals of finance and investing.Brad Kaellner @bkaellner
26K Followers 949 Following Compounding on the shoulders of giants 📈 Trying to be a little less stupid today than I was yesterday 📚🤯Chris Mayer @chriswmayer
53K Followers 269 Following Portfolio manager and co-founder, Woodlock House Family Capital. Author of: 100-Baggers, et al. Disclosure: https://t.co/aqMvGMUdGTIan Cassel @iancassel
255K Followers 606 Following Christian | MicroCap Investor 📈 | Founder @MicroCapClub & CIO @IntelligentCMChristopher Bloomstra.. @ChrisBloomstran
107K Followers 1K Following Nothing here is advice. Drop the phone and slowly back away from the Twitter. Read a 10-K. It’s a profession, not a business. Disclosure: https://t.co/Sv6Y5YsrBqTobias Carlisle @Greenbackd
66K Followers 2K Following PM, Acquirers Funds® https://t.co/rjHtXEPHly. Author, The Acquirer's Multiple (https://t.co/84Cyi4G7dv) and Deep Value (https://t.co/5dE6nGGNCJ).MastersInvest.com @mastersinvest
23K Followers 1K Following PM - Adjunct Prof - 'ancora imparo' - NOT Advice - Fight Dogma. Study Buffett, Li Lu, Munger, Singer, Klarman, Sleep, Akre et al here: https://t.co/zrxj4AE5Q4Dede Eyesan @dede_eyesan
6K Followers 2K Following Founder of Jenga Investment Partners. Global equities investor. Exploring the world for the best investments. Not investment advice.Tilman Versch | Good .. @goodinvestingc
9K Followers 225 Following I help talented investors win 👍🏻. Please check out my community https://t.co/FDStPMaNWHDaniel S. Loeb @DanielSLoeb1
124K Followers 992 Following Investment analyst at Third Point LLC since 1995. Former crypto enthusiast.John Huber @JohnHuber72
43K Followers 2K Following Founder, Portfolio Manager: Saber Capital Management Notes: https://t.co/zKmpHEptJX Disclaimer: https://t.co/XtUW1FHumgMohnish Pabrai @MohnishPabrai
210K Followers 949 Following Pabrai Funds, Dakshana Foundation, Dhandho Funds; author of The Dhandho Investor and Mosaic.Luke Hallard @7LukeHallard
9K Followers 222 Following Professional investor and Lead Advisor @7investing. Focus on technology and innovation, with a bias towards AI, fintech, and medtech.Syed Balkhi @syedbalkhi
107K Followers 132 Following Entrepreneur. Investor. CEO of @awesomemotive. The guy behind @wpbeginner @optinmonster @easywpforms and 40+ other brands. 25 million+ sites use my software.RockyP @RockyP1199
1K Followers 124 Following “Knowledge has consequences, not always intended, not always comfortable, not always welcome.” - Niels BohrNomura @Nomura
18K Followers 443 Following Official Nomura Twitter account. Follow us for the latest on Asia, global economic insights, and company news.massifcap @massifcap
614 Followers 52 Following Massif Capital is a value-oriented investment boutique focused on real asset investing in materials, energy and industrials.Epic Maps 🗺️ @Locati0ns
846K Followers 37 Following Educational and informative world Maps 🗺️. Scroll Down & Get More Knowledge. We do not own any content posted. Dm for removal/credit.Hardik Shah @AIStockSavvy
7K Followers 836 Following Software Developer | AI-Powered Detailed News Insights | AI Crafted Earnings Reports & Analysis | No Clickbait | Follow for savvy, not advice #AI #StockMarketBreakout Point @BreakoutPoint
18K Followers 418 Following We uncover Big Shorts & track Meme Stocks. Impressum: https://t.co/dfZeLDCtvL Tweets are not investment advice.Matthew Miller @millergolfer23
1K Followers 599 Following Applying Buffett Principles to Mostly Tech - Personal Views - Fan of Food, Travel and Golf - India and Software on My MindJetBlue @JetBlue
1.9M Followers 98K Following Hi, nice to tweet you! For concerns that require a response, visit https://t.co/6tnvwdTYQqPabrai Wagons Fund @wagonsfund
180 Followers 0 Following Mutual Fund managed by Mohnish Pabrai. Retail: WAGNX. Institutional: WGNIX. Available on Interactive Brokers and Vanguard.PhilHK @phil_hk
744 Followers 500 Following Native Swede in the Far East. Buys hated assets. No investment advice. "I skate to where the puck is going to be, not where it has been." -Wayne GretzkyCanadian Dividend Inv.. @CDInewsletter
10K Followers 640 Following Retired from the corporate world @ 39. Now I analyze dividend stocks and write about them. Subscribe to my FREE newsletter below.Bryan Burrough @BryanBurrough
4K Followers 791 Following Author, Public Enemies, Big Rich. Co-author Barbarians at the Gate, Forget the Alamo. ‘Stephenville’ podcast. Editor-at-Large, Texas Monthly. Former VF, WSJ.Lionel Hutz @LionelHutz_Esq
5K Followers 820 Following I watched Matlock in a bar last night. The sound wasn’t on, but I caught the gist of it. Legal special situations research @ValoremResearch.Paul Zbikowski @Paul_Wildcat
2K Followers 418 Following Value investor in search of Quality. I publish all my analytical work (15-page deep dives) on Substack. Not an investment advice.Smoak Capital @dsmoak98
16K Followers 1K Following Private fund manager focused on small/micro-caps, trying to learn from the best and turn over the most rocks. Tweets are not investment advice.Dirtcheapstocks @dirtcheapstocks
21K Followers 216 Following Trying to find cheap stocks. Win or lose, I must enjoy the journey. Not investment advice.Jon Cukierwar @JonCukierwar
12K Followers 486 Following Founder of Sohra Peak Capital Partners, where we invest in businesses with intelligence far surpassing my own. Disclaimer here: https://t.co/C1dK5tzAejTim Eriksen @eriksen_tim
9K Followers 156 Following CEO Solitron Devices, hedge fund manager of Cedar Creek Partners, micro cap investor, Christian, The Master's Univ., Texas A&M MBA.Genevieve Roch-Decter.. @GRDecter
431K Followers 1K Following Former $100MM+ Money Manager • Seen on Bloomberg, FOX & VICE • CEO @grit_capital • A Top Finance newsletter on BeehiivDaniel @MnkeDaniel
90K Followers 174 Following I break down Investing and Psychology Concepts. For Company Research and my Portfolio, click here: https://t.co/xJk4Ru4uvAJosh (Your CFO Guy) @YourCFOGuy
27K Followers 119 Following Fractional CFO | 300k+ Linkedin followers | Follow Your CFO Guy for Finance & Accounting tips!Nicolas Boucher @BoucherNicolas
41K Followers 792 Following 💸 Making Finance and Business easy to understand 🤖 Corporate Trainer and Speaker on AI for Finance 👥 1 million followers across all networksInvestment Books (Dha.. @InvestmentBook1
109K Followers 641 Following The Sage of Investment Pages | Curious Creator | Passionate Investor | Tech-Savvy | Book Lover Currently Reading - https://t.co/Lj1VW4qb17💧Michael West @MichaelWestBiz
100K Followers 17K Following Journalist covering the rising power of corporations over democracy [email protected]Keith Dalrymple @Jonathan_Keith2
1K Followers 441 FollowingWolf of Harcourt Stre.. @wolfofharcourt
10K Followers 290 Following Understanding the world of investing, one number at a time | Newsletter covering research reports, earnings reviews and transparent portfolio insightsDavid Orr @orrdavid
12K Followers 135 Following I back investors who generate 25%+/year alpha over a statistically significant sample on a live money account, not back testing.A.J. Button @AJButton2
5K Followers 381 Following Financial writer/journalist. Not financial advice. RTs aren't endorsements. https://t.co/uBk1EaosVSToffCap @ToffCap
9K Followers 415 Following Fund manager. Looking at LOTS of companies and sharing ideas. Opinions, not advice | Research and Event-Driven ideas at https://t.co/e3LfxHHKsb.Iggy on Investing @IggyOnInvesting
3K Followers 439 Following Student of Value investing. Here to share ideas and learn. DM's are open. NOT INVESTMENT ADVICE.invest321 @0invst123
2K Followers 262 Following "Eğer bir gün benim sözlerim bilimle ters düşerse, bilimi seçin..."M.Kemal Atatürk ⚡ Her Rt onayladığım anlamına gelmez.TIKR @theTIKR
23K Followers 789 Following Institutional-grade investing for individuals. Discover & research 100,000+ global stocks with the highest-quality data and tools. Built by @Skhetpal & @BobsankSahil Khetpal @skhetpal
15K Followers 540 Following Former hedge fund investor turned entrepreneur. CEO @thetikr. Tweet about hedge funds, stocks, building businesses, and life's journey.CNBC Pro @CNBCPro
26K Followers 132 Following Subscribe to access live business day coverage and actionable insights to power your investing strategies. Start your 7-day free trial: https://t.co/SMhHnJpcs3Mr. Money Mustache @mrmoneymustache
153K Followers 85 Following Mr. Money Mustache was a thirtysomething retiree who now writes about how we can all lead a frugal yet Badass life of leisure.𝗩𝗔𝗟𝗨𝗘 .. @Value_school
38K Followers 754 Following El lugar donde Internet aprende a ahorrar e invertir 📌Eventos ✏ Cursos 🎥 Videos 📕 Libros 📽 https://t.co/72N7acHIcl Telegram: https://t.co/P5jjf5RlxFRaging Capital Ventur.. @RagingVentures
57K Followers 941 Following Commentary on investing, politics, tech, and start-ups. Not Financial Advice. Sign-up for free quarterly newsletter: https://t.co/6G64m7pEi0Marc Cohodes @AlderLaneEggs
174K Followers 681 Following No Greater Motivator Than Disrespect.“Its not what they call you,but what you answer to".All Bat or 🪓Tweets NOT TO BE TAKEN AS THREATS."I Save All Receipts"Deep Sail Capital @DeepSailCapital
50K Followers 1K Following Quality, Growth, and Microcap Investor. Long/Short GARP Investment Fund, email: [email protected]Logical Thesis @LogicalThesis
12K Followers 267 Following 80% Buy & Hold - 20% Swing Trader. SMID Caps. Market Commentary. Data Scientist. Tweets are my opinion & not financial advice. 🇦🇲Eliant Capital @eliant_capital
113K Followers 1K Following L/S Equities | Macro & Event Driven Trader | Finding Exploits Within the Markets | Not Financial AdvicePorter Collins @Seawolfcap
41K Followers 2K Following Co-Founder of Seawolf Capital. Value investor, short seller and 2 time Olympian. Always looking for the next Big Short.Blue Duck Capital Par.. @BlueDuckCap
8K Followers 2K Following L/S Hedge Fund. Blue Duck Capital, LLC is soliciting no action or endorsement based upon tweets, retweets, likes. Do your own due diligence.Mateusz Juroszek @MateuszJuroszek
9K Followers 365 Following Entrepreneur, Founder & Investor @STS @GiG @EntainCEE @BetplayCapital FC Barcelona socio‘People love brands when they understand why those brands exist, not what they are.’ - Sean Feeney
If I was the leader of Germany I would repair the partnership with Russia and regain our industrial strength. I would end the US occupation of Germany and leave NATO. Germany would join BRICS in a reorientation away from abusive relationships and help build the multipolar world.
"High-value financial advice: Spend less. Save more. Wait longer. Lower your expectations." — Morgan Housel
$WISE is at the top of my watchlist right now. Seeing it used more and more as the go-to provider for cross-border payments. No surprise that business customers are sending more with them each year.
What gives any asset value? 1. Access 2. Awareness 3. Security 4. Patina 5. Use as collateral 6. Intrinsic value (discounted cash flows) - Mark Hart, Corriente
"I should get rich fast in the stock market."
World’s best countries to visit in your lifetime, 2024: 1.🇹🇭 Thailand 2.🇬🇷 Greece 3.🇮🇩 Indonesia 4.🇵🇹 Portugal 5.🇱🇰 Sri Lanka 6.🇿🇦 South Africa 7.🇵🇪 Peru 8.🇮🇹 Italy 9.🇮🇳 India 10.🇦🇪 United Arab Emirates According to CEOWORLD magazine
Od wczoraj w #Haiti władzę formalnie sprawuje Tymczasowa Rada Prezydencka, pozakonstytucyjne 9-osobowe ciało, które ma za (trudne) zadanie stabilizację sytuacji w kraju i zorganizowanie wyborów prezydenckich. O szczegółach będę zaraz opowiadał w @Radio_TOK_FM.
“We don’t get paid for activity, just for being right.” — Warren Buffett
zaraz otwarcie w USA idealna konfiguracja nasdaqa na luce i BTC nie reagującego na wzrosty po danych wczoraj. BTC(teraz 64000) pokazuje słabośc. Gdy nasdaq zacznie łatać lukę po wynikach google i microsoft stawiam lawine na BTC. Im dłużej nie rośnie po halvingu tym większy strach…
Five fantastic purchases for under $100 that made my life infinitely better: 1. Portable battery pack 2. Air fryer 3. Slow cooker 4. Bidet 5. USB plugs/charger for each room What's on your list?
27m Soviets died in WW2. Despite of this loss Russia chose to be our partner, removed its troops from East Germany and gave us reunification. Then we broke our promises, backed a US coup in Ukraine to expand NATO and delivered weapons to kill Russians in a US proxy war. Shameful.
Today, for the first time, I'm revealing my 12-stock investment portfolio, along with a concise 2-line investment thesis for each position. Feel free to roast my ideas! I used the recently launched @KoyfinCharts portfolio manager for this thread.
I will be drinking house wines🍷 in Omaha in remembrance of Charlie. Tom Gayner: “[Charlie] says ‘just bring us a bottle of the cheapest white wine you have; it'll be fine.’ And it was a nice enough restaurant that you do the base rate of whatever kind of wine they had, it…
I first met Charlie in 2018. I was surprised to learn he liked to binge-watch @lawandordertv and drink🍷. But I most remember how kind and gracious he was to me. He has shaped my life and countless others in so many ways. RIP #CharlieMunger (1924-2023), and thank you.
New write-up on the Blog and the other platform: Hermle AG- No one can bring down our great Mittelstand companies permanently. Check it out and tell me what you think. valueandopportunity.com/2024/04/26/the…
$GOOG demonstrating the profitability potential of their core business with even just modest cost discipline: Google Services operating margin of 40% with a whopping 74% incremental profit margin in Q1
If you read my post from Wednesday, you'll know that when people fail to answer the question directly, they might be trying to hide something.