Money4Nothing 🇮🇱🇺🇸

1.9K posts

Money4Nothing 🇮🇱🇺🇸

Money4Nothing 🇮🇱🇺🇸

@DeepValuePlay

Software engineer turned CPA, turned Harvard MBA, turned value investor, turned to making money in markets in whatever way that WORKS. 🇮🇱🇺🇸

Katılım Ocak 2020
76 Takip Edilen442 Takipçiler
Money4Nothing 🇮🇱🇺🇸
Money4Nothing 🇮🇱🇺🇸@DeepValuePlay·
@ScarcityTrade @value_bourne That is why real conviction is so valuable. When you really have conviction you should size correctly, and usually all the other positions are rounding errors. I have one position I bought in 2021 (a 10% position), and it’s now 40% of my portfolio even though I sold 75% of it.
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The Scarcity Trade
The Scarcity Trade@ScarcityTrade·
@value_bourne 🤣 1 percent at cost 5 percent now. That’s why I still need to work my job and tweet haha.
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Money4Nothing 🇮🇱🇺🇸 retweetledi
Mor Edge Insight
Mor Edge Insight@MorEdge_Insight·
This is a fairly long film in terms of what X likes, but it is one of the most important and detailed videos that absolutely everybody should bookmark, watch and share. This is the most detailed evidence-based film about the Origins of the Palestinian Cause, right from its Nazi roots. I cannot complement the producer of this film, @rehoov, enough. This is a masterpiece of historical significance. I hope people like @MOSSADil @marklevinshow @DefiyantlyFree @BillAckman @ACTBrigitte @jihadwatchRS and others may share this to a much wider audience. It is so essential that the truth is seen by everyone, and the lies exposed.
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Money4Nothing 🇮🇱🇺🇸 retweetledi
Clemente
Clemente@clementetv_·
If The Big Short was made in 2026
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Money4Nothing 🇮🇱🇺🇸
Money4Nothing 🇮🇱🇺🇸@DeepValuePlay·
@Forest96SGX ודרך אגב הכל קשור אחד בשני כי סקטור הרובוטיקה יצטרך כמויות משוגעות של עיבוד - ואנחנו חוזרים לחוות השרתים בחלל.
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Money4Nothing 🇮🇱🇺🇸
Money4Nothing 🇮🇱🇺🇸@DeepValuePlay·
@Forest96SGX אין לי ספק שרובוטים אנושיים זה הולך להיות משהו מ-ט-ו-ר-ף ב-5 שנים הקרובות, וטסלה היא כנראה החברה מספר 1 לנצל את הטרנד הזה.
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AnnaF
AnnaF@AnnaFlorcia·
@diyinvestguy Remember people saying Yutrepia is a me-too drug? Remember people saying it will be hard for $LQDA to sell the drug? Remember people calling it a short at $40? I do.
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DIY Investment Guy
DIY Investment Guy@diyinvestguy·
$LQDA Remember the good ole days when we could buy all we wanted under $10?
DIY Investment Guy tweet media
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ADHD Capital LLC ™
ADHD Capital LLC ™@ADHD_Capital·
Y’all are going to sell $MSFT down to 20x ntm as Azure accelerates from a low 40s % growth rate with >$500bn in RPO? I get it, OAI is a big % of that but it’s not like there is a compute glut in the foreseeable future… give them time, they will crush Anthropic
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BetterIRR
BetterIRR@BetterIRR·
@ADHD_Capital If remove all AI exposure, all openAI exposure, and all future AI growth, it would be like ~26x earnings still growing double digits for a long long time.
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E Robert
E Robert@broheim777·
$LODE chance of another Form 4 after the close?
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Money4Nothing 🇮🇱🇺🇸
Money4Nothing 🇮🇱🇺🇸@DeepValuePlay·
@BetterIRR I wouldn’t say “cash rich” - they would need more cash soon. Hopefully mining sale will provide that. I would also point to the new board with actual funds appointees as a huge positive.
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BetterIRR
BetterIRR@BetterIRR·
$LODE is at an interesting point Their history has been plauged by: 1) Excessive dilution + no cash 2) C Suite without any shares. They are now cash rich, staring at a gigantic windfall (SSOF) and insiders are buying massive amounts of stock w/ comp aligned to preformance.
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BetterIRR
BetterIRR@BetterIRR·
@AbdrazakAlmas The land is worth >> their marketcap and they are incentivized to sell before year end fyi.
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Almas invests
Almas invests@AbdrazakAlmas·
$LODE I am looking for any news regarding first facility's unit economics and recent insiders buys could mean good news , still giving their land and Bioleum 0 value (could get a nice bonus from selling the land) The solar recycling business is the only reason I am invested
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Money4Nothing 🇮🇱🇺🇸 retweetledi
Whirly
Whirly@whirlybard·
More insider buying at $LODE. I am sensing a pattern here. As they say, there are lots of reasons why insiders sell, but only one for why they buy.
Whirly tweet media
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BetterIRR
BetterIRR@BetterIRR·
Free alpha: $PLAS.CN just dropped a video saying their opex is going to 0. This thing is going to moon so hard...
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Lars
Lars@Lars57360069·
@DeepValuePlay The #1 thing to get solar recycling revenue. Revenue, earnings, fcf. Thats what will get attention and the multiple. A dollar on the balance sheet is worth a dollar. A dollar on the income statement might be worth $20. Thats true of any stock.
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Money4Nothing 🇮🇱🇺🇸
Money4Nothing 🇮🇱🇺🇸@DeepValuePlay·
$LODE I just watched the annual meeting recording and I have to say I’m pretty bullish! Some upcoming catalysts are the Mining asset sale expected in Q3, and most importantly we would probably soon (a month or so) receive updates on [1/3] youtu.be/HtOhl6Awmsg?si…
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Money4Nothing 🇮🇱🇺🇸
Money4Nothing 🇮🇱🇺🇸@DeepValuePlay·
@ZehaviAmit @DyrWrn @Qa5679 בסופו של דבר שוק ההון זה היצע וביקוש - מה יגרום לאנשים לרצות לקנות את החברה הזאת בשביל שתיסחר לפי מכפיל שקרוב יותר לחברת defense?
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Amit Zehavi
Amit Zehavi@ZehaviAmit·
@DyrWrn @Qa5679 $BOSC שוב, לא המלצה ויש עניין כאן. התלבטתי אם לכתוב עליה כי הנפח קטן מאוד והשווי ממש קטן וזה כן בעייתי.
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Money4Nothing 🇮🇱🇺🇸
Money4Nothing 🇮🇱🇺🇸@DeepValuePlay·
$LODE I don’t think they need to dilute again, EVER. They will get $50M from mining soon, and then the SSOF sale. Just a single plant earning $50M/y at a 20x is worth $1B - I think the stock doubles or triples within a year. [3/3]
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Money4Nothing 🇮🇱🇺🇸
Money4Nothing 🇮🇱🇺🇸@DeepValuePlay·
$LODE the metals facility being completed and starting to work continuously. Eventually (my guess is within a year but could be sooner) we should sell SSOF and receive $200M (maybe more). If they manage it correctly (with the new board members I have much more confidence) [2/3]
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Keşfet

@ScarcityTrade @value_bourne @rehoov @MOSSADil @marklevinshow @DefiyantlyFree @BillAckman @ACTBrigitte