Ditto Money

The only stock I’ve posted here — $CBAV — turned into a bagger. That was two years ago. Haven’t posted anything since. Didn’t want to ruin the 100% hit rate. Anyway, here’s idea #2/n.

@portilla_montse Ganar por encima del SMI

¿Qué los haría llegar a ser anti Estado?

@Reinhard1mba @Die_Libertaeren Doch. "Ich bin braun" Probier es!

@DittoInvest @Die_Libertaeren Gibt kein safeword mit dem der Spuk endet.

@JordiLlatzer Creo que la duración es más agobiante que la volatilidad extrema en un periodo más corto.

@JordiLlatzer Todo el mundo piensa que un mercado bajista es algo que rebota en "V" 6 meses después. Si hay alguna crisis relevante, donde se tarda año en volver a niveles previos y la gente deja de invertir e interesarse por la bolsa...

Pensad. Llevamos 17 años en un mercado secularmente alcista. Desde marzo de 2009. 17 años. La mayor parte de inversores en bolsa con menos de 40 años no han conocido otra cosa. El S&P500 ha crecido anualmente a una media del 14% desde entonces. Cuando vengan las bofetadas estoy convencido que mucha gente no sabrá cómo reaccionar en la práctica aunque teóricamente lo haya aprendido.

@ahidalgoa Intenta hacer cosas que te permitan sentirte bien contigo mismo y respetarte. Todo tiene un precio.

Tengo problemas constantes por mi trabajo de alto estrés, ganancia y pérdida de peso, mal dormir con periodos de alta intensidad y baja… ¿Me recomendáis un whoop? ¿En qué me ayudaría?

The problem with being ahead of the curve is everyone thinks you're retarded

@grahamfarrar It's only a matter of time. Problem is, we have already been waiting for long.

Cannabis makes the world a better place. The fact that some people are still debating if it is medicine/net benefit to society is crazy. "Patients were able to reduce opioids by an average of 83.9%. 61% of patients were able to completely discontinue opioids through the use of medical cannabis." (also reminder @learnaboutsam and those 🤡 are on the other side of this.. shameful ...)

@leevalueroach No one should be proud of buying value traps.

I’m finding dollars for fifty cents all over in the microcap space right now. I think there’s more opportunity in this space today than any other time in history because there’s an infinite amount of places to put your money. Most young guys I know are doing options, sports betting and crypto. You tell them you are buying companies trading under the cash on the balance sheet and they gloss over. Perfect time to be a value investor.

@HansHHoppe Wofür steht das dritte "H"? Danke im Voraus.

„Freiheit statt Demokratie“ —HHH

See? Told you this shit was important. $VFF

Funny twist: after years of chaos, he might end up leaving his most “constructive” legacy in cannabis policy—of all places. Not exactly the history book ending anyone wrote for him.

He’s missed on a lot—but there’s still one wildcard: cannabis. If Trump actually pushes federal reform, it could unlock banking, uplistings, and real capital flow overnight. Maybe it’s unlikely. But the upside isn’t priced. $VFF

@ResGloStocks Las buenas noticias se van acumulando. Vuelve el dividendo, Tencent entra, Turquia no ha implosionado (como le pasa a los paises cada vez que Kaspi intenta internacionalizarse...) Ya iba siendo hora.

🇰🇿🇨🇳La compra de acciones de Kaspi por parte de Tencent no es tan grande en monto, pero sí en importancia. Que la empresa con la Super App más importante del mundo quiera tener posición en tu empresa es un indicador positivo muy fuerte. $KSPI $TCEHY

@finphysnerd A nice dividend (or any other kind of shareholder friendly structure) is almost mandatory for this kind of stocks. Otherwise they become value traps and the re-rating never arrives.

Bought a bit of $KSPI here. One of my largest concerns was the lack of capital returns which is now sorted. I think it significantly derisks the thesis. Still own a lot more $HSBK.

@PhilippHaas_ir I do not know if the war is still ongoing and who won; but you were right on Kaspi! What now?

$KSPI KASPI: The ultimate "Outcome-Agnostic" stock for 2026 Iran situation. 🇰🇿 High oil prices due to Iran conflict? Kazakhstan wins. 🛢️ Regional peace & opening? Kaspi expands. 📱 If you’re hesitating at a P/E of 7, you haven't understood Super-app dominance in Central Asia? Turkey HEPS and paying dividend again also interesting!

@CapitalFaktory Me parece que los dividendos no van a compensar, de largo, la inflación...

@DittoInvest Tampoco esta ajustado por dividendos

Solo le ha costado 26 años nada menos.

Valuation ALWAYS matters