Quality Value Investing @qualityvalueinv
Individual investor. Here's my substack: https://t.co/AErPIPfmbH Joined September 2024-
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@dantelriv @evfcfaddict I want names! I have a few i my portfolio but there aren't that many of those. 6x yes, 4x is quite unusual.
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@calvinfroedge I thought you had sold all your PGMs?
@evfcfaddict Honestly when you present it like that it actually makes me want to invest in AI - still has a lot of room to run by comparison.
@calvinfroedge Then should gold not go up.
@GavMcCracken Seems Iran checkmated the US. Trump gave the strait to Iran, amazing. Difficult to assess full impact. Although for now apparently it means oil and gold prices down.
@calvinfroedge Still trading at just a fraction of forward earnings, provided gold prices don't collapse.
@calvinfroedge Like Mosaic or Advansix? Didn't have great Q1 even with the blockade.
Latest write-up - Build King Holdings Ltd, a Hong Kong construction company. Link below. ⬇️
@MikeFritzell I try one article per month. But my publication is free so no one can complain...
@Floebertus Do you do that full time?
@dipinvest And 3x forward P/E
@calvinfroedge Wasn't it the whole point from the start? For US energy supremacy. Anas Alhajji wrote about that.
@MikeFritzell And it used to be headquartered in Singapore
@peterwildeford Can we see somewhere what you predict?
@ELuttwak Does that make a russian invasion more likely.
@GavMcCracken I think most likely is reopening in mid May. Or at least from a realpolitik perspective this is what the US would like.
@evfcfaddict Welcome back!
@anasalhajji Your analysis was a masterclass. Very impressive.
@GavMcCracken Good luck with the other 70. Not sure how you work that fast. Just quick look at NPV10 and you pass if too low?
Ton17 @Ton_Investor
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Jakub | Numbers not N... @numbersnotnarr
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Raúl B @raultelco
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Dismissed & Asset-Bac... @DismAssetBkd
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John W. 🇺🇸 @jawagner92
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Roberto Pinto @robrodrpinto
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Paul @pf01051980
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Carlos @CarlosSarl
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Cape York @Cape_York
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稲本 武 @takeshi_kyoto99
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Caldriven @Caldriven
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Moneyball Value Inves... @Value_Purist
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Full Port Capital @Compounding_K
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mileshunt @785_mileshunt
792 Followers 228 Following $INVE$KLAC$PROT$MSFT$LAGR$LVMH$KRI.A$AOJ$BN$CHEF$AZN$OEM$CBAV$SNT$LIFCO$LATO$BOUV$VOLV$ASML$GPW$MKL$MANTA$BUFAB$SVOL$PERRp$SYSR$LAMM$NEWA$BILIA mfl
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Intelligent Investmen... @IITPodcast
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🚽 🤴JRR ToiletKi... @toiletkingcap
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Jeffrey Currie 🆔++ @CommodMkt
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Pernas Research @pernasresearch
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Dismissed & Asset-Bac... @DismAssetBkd
838 Followers 587 Following Aims to look under the hood on all “quality” net-nets. In search for coiled springs in decile one. Opinions expressed not recommendations or advice.
JH @CRUDEOIL231
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Pixel Research @Pixelresearch_
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Jamie Halse (Senjin C... @JamieHalse
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Indra @IndraStocks
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Bourse Direct @boursedirect
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Tobias Carlisle @Greenbackd
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Nat Stewart @natstewart5
17K Followers 1K Following I write a concise small/micro cap focused newsletter for (mostly) professional investors. Deep value, GARP, special situations. Join my list below:
Yuval Noah Harari @harari_yuval
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Mr. VIX @yieldsearcher
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BFM @BFMTV
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GUYQUITY 🏴☠�... @Guyquity
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Quipus Capital @QuipusCapital
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Iqbal Yusuf @Iqbal_yusuf1994
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JV @AyyouEm
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Dan Rasmussen @verdadcap
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Yield Pig @TheYieldPig
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Canadian Dividend Inv... @CDInewsletter
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Silba @silbafounder
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Made in Japan 🇯�... @InvestInJapan
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Tim Eriksen @eriksen_tim
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Tenva Capital @TenvaCapital
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