MarcGRT

Borr drilling $borr Constructive coiling VCP-pattern. 👀

The Warren Buffett who built the foundation of every dollar he is worth today was not the Buffett of the cardigan and the Coca-Cola and the moats-and-brands sermons that fill the annual letters of his later years. The Buffett who actually compounded at 50% a year in the partnership era of the 1950s and 1960s was a 26-year-old in Omaha reading the Moody’s manuals page by page, looking for tiny, illiquid, ignored, unloved, unfashionable companies trading below net current asset value, and buying small positions in dozens of them at the same time, holding them in a partnership structure that almost nobody outside Nebraska knew existed, and waiting for the math to do what the math always does. He bought a windmill company. He bought a streetcar company. He bought a coal company in Philadelphia. He bought a map company. He bought a New England textile mill that turned out to be the worst investment of his career and that, against all his original intentions, became the holding company that bears its name today. He bought net-nets. He bought nanocaps. He bought companies with $4 million market caps and balance sheets full of cash that nobody on Wall Street had bothered to look at since the war. He did not love the businesses. He loved the math. The math was that he was paying 50 to 60 cents on the dollar for liquid assets, and the dollar would, over some unknowable but finite period of time, find its way back to 100 cents, and the difference, compounded across a portfolio of 30 to 40 names, was the entire engine of the early returns that made everything that came later possible. He himself has said, repeatedly, in interviews and in old letters that almost nobody bothers to read, that if he were running small money today he would do the same thing again, in whatever market still offered the same opportunity. The market that offers it today is OTC pink sheets, and the people who are running the original Buffett playbook in those markets in 2026 are, in a precise structural sense, doing the closest thing in modern finance to actually being him in 1956, and almost nobody else is paying attention, because the late Buffett of the cardigan has been so thoroughly canonized that the early Buffett of the manuals has been almost entirely forgotten, which is, as it has always been, the entire reason the opportunity is still there.

If I was a betting man, I'd say the IRGC is laying mines in the middle of the Hormuz transit channel today with dozens and dozens of speedboats.

*TRUMP EXTENDED IRAN CEASEFIRE FOR 3-5 DAYS: WHITE HOUSE TO FOX

the reluctance to sell anything, S&P futures, treasuries, for fear of missing the next move up is quite astonishing

Oil just dropped 11% because the Strait of Hormuz is “open.” Let me show you why the market is making one of the biggest mistakes of 2026

So, what has changed? “ the coordinated route as already announced by Ports and Maritime Organisation of the Islamic Rep.”

Here's a list of oil refineries that have mysteriously caught fire or been blown up the last 45 days.

Oil is simply less relevant for the economy than it once was..