@charlesbonnerjr Don”t exaggerate too much :) Did you know that many of those people already walked back to marokko? It is not all that grim! The solution to stand up against china and usa powerplay is more europe not less.
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fredmeister86
1.2K posts
Going to be fun watching the EU split up
Polymarket@Polymarket
BREAKING: Italy officially suspends Schengen travel with Spain, ordering sea & air border closures amid the Ceuta migrant crisis.
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@marketplunger1 Why bright? Such big wins were just luck and he had it coming. He knew the game he was playing . Bright is making money worh consistent risk management over years/decades. Nothing bright about saying i will take responsibility and will learn from this.
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Leopold is clearly very bright.
I hope he learns from this and crushes it going forward.
Negligible Capital@negligible_cap
Leo sent a letter to the LPs last night, per the FT “These were very expensive scars, but I am dedicated to ensuring they will be invaluable lessons for our organisation and for myself as we move forward,” Aschenbrenner wrote. “My core promise to you is that we will not waste the opportunity to learn from these events.” He added: “Over the past two years, we have delivered outstanding results, despite occasional sharp pullbacks. But our fund must always be structured such that we can take a loss and fight another day.” There are few better learning experiences that a 25 year old investor could ask for. Excited to see what Leo does next.
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@Edark94 Cause tou should stop shit posting like this post and only post when you have somethig meaningful to say :). Tou are getting carried away. You deserve better :)
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@Edark94 Did you make any decent returns this year? I mean you kept posting about zim without share prife koving now you keep posting about largo. Whereas you had stellar returns a few years back? What happened to you man? 😉
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Day 10 posting Warren Buffett quotes until $LGO finally has one (1) green day.
andré@madrush222
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@orrdavid Does it matter much which one as you believe rates will come down significantly? the austrian one?
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@christankerfund No i unserstand that. But why do you keep diluting? What di they do with that money? i mean every shipping company is making money right now bit they need more financing? What do they do with the money?
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@fredmeister86 It’s uninvestable .. it’s a SHITCO. They keep diluting. It does not represent shipping. It gives shipping a bad reputation.
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Congrats to $CISS!
Takes talent for a -72% day!
Another Maxim dilution
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@christankerfund I don’t understand this company. How can you keep diluting that much? How can any shipping company loose money in this environment? who buys this stock? So many questions …..?
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@lasse108 I aure hope so! Would be much better for world economy. Anyone should hope for that
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@dirtcheapstocks So balance sheet good and also income statement good. You never find stuff like that in these days …
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Warren Buffett's Interpublic Group investment in 1974.
Market cap: $25m
Enterprise Value: $19m
EV/EBIT: 1.23x
Stock had fallen 70% when Buffett started buying.
Went up 10x over next 10 years.
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@calvinfroedge Well you made some good calls! . But don’t
Forget this hurts a lot of people as well who do not have money but now needs to pay higher mortgage rates while not getting higher salaries. so you celebrate while others are hurt. Guess nature of the game as well.
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@pipedreams24 Yes, you have been saying that many times. Yet here we are again :( But i got your point. Still much oil and don’t play the long oil game here cause this can turn around back down in a jiffy
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WTI hasn’t even hit $100 yet there’s still oil sloshing around or we’d be at $130+ now
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@pizdets17 What is going on with HMR lately? They seem to be executing the plan but it is not getting any love from the market. bit surprised by that one lately.
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@pipedreams24 I see uranium as my ai play. To fund cheap reliable energy for ai needs. So inam mot long ai but am long uranium. So fat not best investment but not bad either. You long uranium?
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@lasse108 What about something in the middle for many years. Why so binary options?
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If you’ve been following me closely, you should know (or be able to figure out) what company I’m talking about since I’ve mentioned it over the years. The thesis just clicked for much larger position sizing to be appropriate. Been hard to buy enough.
It trades in Stockholm.
Keyser Soze@James56487175
✅ Complex/obscure: not in screens, nobody talking about it ✅ Most US investors can’t/won’t buy ✅ Reputable mgmt w/ big interest making smart moves ✅ Large tailwinds ✅ Likely 3x-5x+ in <3y ✅ Market doesn’t like current high uncertainty, but soon revealed (according to my DD)
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@Edark94 Tell me your % of portfolio in lgo and show tour conviction.
Don’t worry we are all down on this one if it msy make you feel better (should nit of course)
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My $LGO holding is down bad, but my confidence is at an all time high that the company will prevail.
makes for a bad combination tho for my portfolio, as I diamond hand all the way down 😪
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Piotr Turek@rekurencja
US Dep. of War moves quickly from an agency contract to the first firm $60M vanadium pentoxide order for $LGO Largo. I don't yet know how exactly but the chances are growing they will thread the needle till October. It's unlikely US gov would let Largo go under at this point. More dilution is likely but the stock is in an interesting state where regardless of dilution, as soon as the market concludes the wipe out risk is addressed, the stock is likely to explode higher
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@ardaarkun Don’t worry! There will be a new tweet or deal very soon. It will be HUGE! And will be best deal for usa. It will be beautiful.
In 3,2,1 ….
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“Iran is scum” DJT “World and especially Europe needs $CNR s coal” Arda 😄
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@ardaarkun You have any BTU as well? Or do you think CNR has much better risk reward?
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Please tell me another stock with 15% fcf yield and buying back shares with all free cash flow $CNR $BTU $AMR $HCC
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@joeriwestland @christankerfund So why do you think price is not moving? What happens when there would be no sale of zim at all? Woukd we trade same levels.
I don’t get either. Buy out price is higher and if no buy out than share price should also be higher given current charters.
What are we missing?
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