Jonathan Wellum Jr.

The worst-case scenario for $BUR is here. Thoughts: The market was hyper-focused on YPF, but it was one single asset Litigation risk is the name of the game. Thick skin and a strong stomach are prerequisites The market now shifts its focus on the growth in the core portfolio

"Therefore let him who thinks he stands take heed that he does not fall." - 1 Corinthians 10:12 LSB

$KPG.AX Presentation from 2026 Redeye Serial Acquirers Conference redeye.se/video/event-pr…

We used to have respect for the Annual Report.

Why Wall Street Got Kelly+Partners $KPG.AX Dead Wrong @RocklincIP youtu.be/TxAywuf99NQ?si…

podcasts.apple.com/us/podcast/lit… $BUR $BUR.L

$KPG.AX $KPGHF @BrettKPG

🚨New Episode 🚨 Gold rally is in its "3rd or 4th inning" says veteran value investor @JonathanWellum TUNE IN NOW for a value investors guide to precious metals LINK: inthemoneypod.com/podcast/jonath…

In the greatest century for technological advancement in the history of humanity, the world's best performing stock market has been outperformed by a mineral.... three-fold

@awkwardgoogle Buy, hold, and prosper

This veteran bought a Rolex for $345 in 1974 and fainted when he learned what it's Worth today 😮

@patrick_oshag @canopycapital @ArcanaAnalytics @RogoAI @PassthroughInc @TegusHQ @AlpacaHQ @Quartr_App

We’ve made investments in the best investing applications we’ve come across Here’s the stack - @canopycapital - @ArcanaAnalytics - ridgelineapps.com - @RogoAI - @PassthroughInc - @TegusHQ - Casa - @AlpacaHQ What’s missing?

@FoundersPodcast @BrettKPG another excellent reason for a US listing. Potential for a KPG Founders Episode!

Holy shit. From Brad Jacobs new book:

Jonathan M. Wellum, President & CEO, @RocklincIP, and his team, joined us to open the market to celebrate Canada’s newest ETF provider and the launch of their first ETF: Rocklinc Principled Equity ETF (TSX:RKLC). $RKLC holds a concentrated portfolio of 15–25 global stocks using a disciplined, research-driven approach to identify and patiently hold high-quality securities trading below their intrinsic value. To learn more, visit: ms.spr.ly/6013tZMkx

$RKLC

Rocklinc Investment Partners Inc. Announces Rocklinc Principled Equity ETF Listing on the TSX rocklinc.com/newsroom/rockl…

@Prof_Kalkyl Amazing work. Would love to see one made for Burford Capital $BUR

Några Airbnb leftovers

@Shrimp_a_Whales @kosVarg66907538 This is excellent. Thanks a ton

Brilliant write-up on Burford Capital and what's at stake in YPF case $BUR $YPF @kosVarg66907538 substack.com/home/post/p-17…

It’s that wonderful time of year again. $APG

Jesus defeated death so you can live.

@LFC Incredible goal. What a club

Pure cinema. 🎞️