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Capital Valor
8.5K posts
Capital Valor
@CapitalValor
Institutional investor (single name moves mentioned are in my private book). Value focus.
Katılım Nisan 2020
863 Takip Edilen10.7K Takipçiler
Ladies and gentlemen, the future is here.
🚀
Second day in a row AI solves a decades old math problem.
will depue@willdepue
absolute chad prompting: "had enough of your failure. please finish with complete unconditional counterexample to the Dinitz-Garg-Goemans conjecture"
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It’s so incredibly bullish to see what Levent Alpoge has just done with Fable.
If you can use AI to solve 90-year old maths theories/conjectures, just think about the future for pharma, technology and the world at large.
Next decade going to be absolutely wild.
GIF
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Ok this is smart if real… 🇬🇧
Burnham to announce plans for new North Sea oil and gas drilling
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If Moonshot’s Kimi thing is the real deal, surely $BABA as largest shareholder should benefit?
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@CapitalValor There is an enormous global glut in luggage supply. Commodity product except for the very high end, which Samsonite is not.
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How is $1910 #Samsonite not an obvious buy here?
High quality business. Stock back to tariff panic levels.
Air travel demand remains very strong.
Valuation is 50% below global retail peers. Divi yield at 5.5%, 7.5x EBITDA.
Listing in NY is being worked on and is a clear catalyst
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Lower income data is surprising.
Many retail stocks trading like ☠️, so earnings could get surprising…
Brian LeBlanc@BrianLe_Blanc
Here is total debit/credit card spend by income tercile. I strip out gas spending to avoid that biasing up lower-income spend in '26 (since gas takes up a larger % of total spending for these folks). Can see clearly the uptick in lower-income spending that began in early '26
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The “oiltards” won’t give up.
So much cope on X.
Have to keep moving capital, boys.
I’ll be back in energy post puke but it’s not the right trade for at least a few months.
A lot of asymmetry elsewhere. Exciting.
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@valconitivo Most quality assets go up over the long term, as their asset base grows/compounds and as fiat gets devalued.
Key is the short term cycles/rolling bubbles. Selling into euphoria generally a good idea.
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Gold was indeed cyclical… 😅
Exited most exposure at the top
Capital Valor@CapitalValor
Gold - “everything is cyclical” 😉
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Deal to be signed early next week.
Trying to save the market.
Giovanni Staunovo🛢@staunovo
President Donald Trump said Sunday that the recent Iranian missile attack on Israel was unhelpful to ongoing talks while expressing optimism that a deal is within reach. Speaking to Fox News Chief Foreign Correspondent Trey Yingst, Trump said the attack would complicate diplomatic efforts. "It's certainly not going to help negotiations," he said. "We're very close. I would say an agreement would be signed on Monday, Tuesday or Wednesday of this coming week. And now this takes place," Trump added before suggesting to Iran, "You've shot your missiles, that's enough. Get back to the table and make a deal." Trump also criticized Israel's strikes on Beirut on Sunday, saying he was "not happy about it." #post-6672513" target="_blank" rel="nofollow noopener">foxnews.com/live-news/us-a…
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@taobanker Except we use AI everyday. I don’t think anything blockchain has ever done anything meaningful for anyone…
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Basically what happens is when normies understand how blockchains work, the feeling of those 2 neurons in their brain connecting is so revolutionary for them that it short circuits all rational thought.
They're so proud of themselves that they believe there *must* be some value
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$ALLUX takeover offer at €500, 75% premium
Making a killing
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And they were made 9 months ago… gonna be a crazy 2027… 🇰🇷
#MemoryBabies #DramBabes
Buyback Capital@Larryjamieson_
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And you can just own OTM calls on crude as a hedge if you still see a tail risk
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Below was cryptic
I simply see significant asymmetry to the downside in energy-it’s not a good trade. You just know Hormuz will get resolved.
Upside asymmetry is in travel, building mats, EM energy importers etc which will go nuts when oil finally goes through trap door, it will
Capital Valor@CapitalValor
Energy bros
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