Capital Optimism

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Capital Optimism

Capital Optimism

@capitaloptimism

Irishman in London town

London Katılım Kasım 2011
166 Takip Edilen235 Takipçiler
Capital Optimism
Capital Optimism@capitaloptimism·
@BehavioralMacro So that's the 'out' then? The hated socialist Eurotrash and the Yellow Peril (i.e. the grown-ups) actually sort out his mess and the prolapsed rectum then says he won? Can't wait to finally read his obit
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Capital Optimism
Capital Optimism@capitaloptimism·
@WolfOfOakville STIR traders are the biggest hysterics out there. I suppose when you're that levered up thanks to razor-thin margins it eats away the prefrontal cortex
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Memyselfandi007
Memyselfandi007@memyselfandi006·
Is there any sectot that is more contrarian than European Chemicals at the moment ? Asking for a friend ...
Memyselfandi007 tweet media
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Andy
Andy@evfcfaddict·
Cash down to 25% Also built a mid- and large caps buy and hold portfolio for the wifey in the last weeks where I used to last cash yesterday and this morning. Might soon introduce the holdings in case anyone is interested.
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Capital Optimism
Capital Optimism@capitaloptimism·
@InvestSpecial @CapitalVoss Why has the Street pegged the upside so low? A 25% uplift on today's price seems pretty bloody miserly for a company this cheap that's growing this fast?
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Dalius - Special Sits
Dalius - Special Sits@InvestSpecial·
$EEFT is a gift at these levels. Trading at 6.5x 2026 earnings despite double-digit growth and a high-value global payments rail. @CapitalVoss is pushing for change on top of it all. Worth checking out their activist letter for more detail.
Dalius - Special Sits tweet media
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Capital Optimism
Capital Optimism@capitaloptimism·
@RealJimChanos At the risk of being blocked, what f***ing idiot is going to give this guy money? Or is this just another "dump whatever hyped-up piece of crap I can find to IPO" on the little guy (i.e. retail)?
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Better Nest
Better Nest@NestBetter·
I have never been more bearish vs market expectations priced in.
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Dirtcheapstocks
Dirtcheapstocks@dirtcheapstocks·
In 25 years we'll look back and say: "Investing was so easy back then. You could just xyz..." What edge exists today, that will erode in the future? My guess: The brute force info arb thing is probably gone. Public data won't hide in plain sight on a company's website, etc.
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Dalius - Special Sits
Dalius - Special Sits@InvestSpecial·
Amid commodity chaos, it’s time to learn more about energy markets. One of the best educational resources is Palgrave Handbook of International Energy Economics. Covers everything from replacement value of energy assets to detailed S&D dynamics👇
Dalius - Special Sits tweet media
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Thomas
Thomas@wusatiuk·
Zylox-Tronbridge $2190.HK FY2025 results (in RMB) rev: 1.06B (+35%) intl sales: 48.6M (+115%) net profit: 244.4M (+143%) current: net cash: 2.35B ev: 3.65B 2026e: ebit: ~280-300M ev/ebit: ~12x
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Capital Optimism
Capital Optimism@capitaloptimism·
@JoeValue It's up a lot more than 43% in the last two weeks, what happened there then? 😅
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Joe Value 🕊️
Joe Value 🕊️@JoeValue·
Don’t you just love it when your research tracker position blows up 43% days after you started looking 😅 $SIVE At least I’m looking in some worthwhile places 😂
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Carlos M
Carlos M@Carlos_MoraM·
🎯Updated Equity Research on 4 interesting (L/S) situations: 🇮🇹 NewPrinces $NWL.MI 🛢️ Kosmos Energy $KOS 🟢 IDT Corporation $IDT ☀️Solaria #Solaria ✅Today we analyse: • The capital increase of Kosmos Energy and how its valuation looks in the current situation (post-Guinea, with Iran and the new shares) • The delicate situation of NewPrinces and expectations ahead of results, the situation of Carrefour and Princes 💎Furthermore, we review in detail IDT & Solaria: • Analysis of the results • Our independent valuation of the company • Our independent view on the stock (Long / Short / Neutral)
Carlos M tweet media
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Capital Optimism
Capital Optimism@capitaloptimism·
@BehavioralMacro Yeah, fair enough. My money is mostly in bombed out special situations where pretty much everyone else has fled. Not great for the cardiogram at times like these though
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