Son of Father

@Cheytax_1 @fandi0x1 ini apa dan bagaimana maksudnya pak chey?

@fandi0x1 8.9% growth? Demn..

anj snp, ga udah ngurusin orang. noh fokusin index lo,

@isitapiapa @TheEconopost anjir luhut gerakin pasar cina sampe outflow 2T Yuan

@TheEconopost Kenapa timingnya pas banget dengan opa Luhut ngomong di media yah, apa jangan2 akan masuk ke indooo hmmm menariikkk kwkwkw

Yaks... ke mana uang dari market china akan berlabuh jika pasar merah....

@SarjanaEksu dia kesel didelete. jadi dia suruh MSCI keluar di bawah

Diliat2 DSSA tuh jatuhnya hampir 90% sedangkan BREN 77.5% DSSA kan katanya lebih kering, ritel dan fund aja gak banyak yg punya barang itu. Lah koq turunnya lebih dalem??

@TradingDiary2 @fredyyudiawan @LambeSahamjja why itmg padahal kena potong rkab pak? ga aadi?

@fredyyudiawan @LambeSahamjja Sudah di itmg😁 barusan pas diskon

Just a hint 2008 cc: @TradingDiary2 @LambeSahamjja

hampir gua hina hina syekh puji

kontoll goblok

Nike turns into ADIDAS

@raysofflight @SarjanaEksu lah bursa yg cuan dari fundamental pun juga ada koreksi pasar bang. kalo ente ngartiin semua koreksi artinya jelek, then youre not meant to be here

@SarjanaEksu "Cuan"nya kan dibayar dengan koreksi pasar sekarang. Andai cuan dari improvement fundamental ya oke, tapi kan analis fundamental manapun pasti tau 1.5 tahun ini fundamentalnya justru merosot.

“Diexclude MSCI koq good news?” Hey, be a man. Udah bandel ya harus terima konsekuensinya. Masih untung berbenah bursanya. Klo masih bandel konsekuensinya itu ya frontier market yg bikin market kita makin gak investable dan trust dari investor luar makin pudar. Buat gw bad news tuh klo udah diancem frontier tapi gak reform samsek dan MSCI beneran males sama market Indo. Klo kondisinya udah jelek tinggal buruk atau buruk banget outputnya. Yang kejadian sekarang itu ya buruk tp bukan yang BURUK BANGET.

@Gieehad PPRI kan pabrik kertas bang. kok bisa masuk internet rakyat?

Watchlist Supercycle 2026, Masih lanjutin yg 2025 nampaknya EW3. Apa yang kira kira belum ditambahin guys ? boleh reply ya

@WealthyReadings why not? isnt it one of the highest CPO exposure rn?

@humanwanted Well considering my potfolio, I agree with you ahah. not necessarily for AVGO though

Those three positions were ~80% of my portfolio when I shared this post. Since, $SOI is up 143% $SILC is up 101% $GFS is up 48% April was great, let's see if May follows. Position sizing makes performance. The hard part of investing is to find the balance between sizing and risk. That's what I write about, in details, daily. This is where the value really lies. Not in stock picking, but in position engineering. In systems.

@ApestorNyangkut @NighthawkTradez red flag or not? soalnya dgn kondisi kayak sekarang, normal2 aja bukan IREN begtiu

@humanwanted @NighthawkTradez Langsung turun yaa

Oh dear god $IREN

@kandiasrw @ApestorNyangkut diomongin dimana

@ApestorNyangkut Persisss bgt kyk yg diomongin orang TSMC hahaha 🤯

±6 tahun saham US saya mostly muter di semis dan pelajaran yang saya ambil selama itu adalah: “hal pertama yang harus dipahami adalah struktur industri” Jangan start dari LK (!) Dia itu satu²nyabindustri yg: Fisika ekstrem seperti nuklir Presisi seperti aerospace A thread

Latest memo from Howard Marks on Private Credit: oaktreecapital.com/insights/memo/…

WRONG IS PART OF THE GAME. Lately, a lot of portfolios are getting absolutely wrecked. Down 20%, 50%, even 75%. If we could learn a thing or two from why is that happening? Simple.. humans are wired to avoid being wrong. Nobody wants to be wrong in this world, hate it or love it, that’s just nature or by design.. "Siapa sih yang mau salah?" You see someone down 30–40% in a "safe" name like ICBP or even BBCA. Low volatility type of stock, cash generating, ok growth is not as usual but.. hey.. low expected return too tho, daily movement average is at 1-2%, how come someone is down nearly half their money there? Not the stocks that are bad, just how they react to the market that is wrong. Instead of cutting, people start justifying: "Businessnya masih ada kok" "Kata si ini mau dikerek ke xxxx" "Bottom lah udah max fear" "Dividend ada kok" Technically, not wrong. But in the public market, there are two axes. Just look at the formula for Total Shareholder Return or TSR: ((P1 – P0) + D) / P0 P1 is latest price. P0 is average price you paid. D is dividend. The company pays you a dividend. But the deviation between price movement and dividend is apples to oranges. Price can swing ±30%, while the dividend gives you just 5-10%. If the stock hit -30% drawdown, that dividend becomes irrelevant. - No matter how good your strategy, how solid your thesis, how impressive your RMSE, CI, or IR… eventually, you will be wrong. And.. you can be wrong all the time and still make life changing money. The only condition? You admit when you're wrong. Admit it that humans are DOGSHIT at investing. Dogshit at predicting where the market goes tomorrow. We're all stupid. Not just you and me, all of us. The longer you're in this market, the more you realize that "The market is RANDOM". - We ran a simulation, just on the JCI. Assumed we're betting on the index. Wrong 60% of the time, right 40%. In one scenario, when we were wrong, we did nothing. In the other, still wrong 60%, right 40%, but when we were wrong, we cut at 50% of the forecasted move. *Example: you bet JCI will go up 5%. It goes down 5%. So when the loss hits -2.5%, you get out.* The "stubborn and feeling like the smartest person in the room" strategy.. ofc smoked. The "Okay, I'm wrong, move on, we're all dogshit at predicting price” strategy.. generated ridiculous CAGR. 19.89% from a single ticker… JCI. So what's the catch? You can be wrong most of the time and still make life changing money. Your performance beats 99.99% of investors out there. Your alpha is unmatched. You make index returns look like SHIT.. all if you... admit when you're wrong. Admitting you're wrong is just as important as picking the right company to buy. You take all these classes, paying 5 to 50 million for this or that, but when it's time to execute, you act like it's your first day in the market. "I'm right, the market is wrong" Stop attending expensive classes if you think you'll be right all the time. Useless. - And drawdown management *the thing most people take lightly* ends up destroying long term CAGR. Think of the market as binary: predictable vs unpredictable. When it's predictable, you play, fine, you make billions, maybe trillions, whatever. But when it's in the unpredictable phase, you still bet. And when you're wrong, you don't admit it. That's the crucial part. Why?? Because when the market becomes predictable again.. you're no longer playing with the same capital. - "Jangan cut loss" "Kalau company-nya bagus, akan balik kok" Not wrong... But we all know what it does to the CAGR.

OH FUCK WHAT IS THIS

The vibes were immaculate when France won the world cup in 2018 🔥 What a song!

@seninteruss @ivanprsty @AdamPrabata orgil

@ivanprsty @AdamPrabata Batas aman kmren ada yg bilang 40× sehari

Apakah benar lebih sering mengeluarkan sperma bisa bikin pria jadi lebih subur? Ini adalah pertanyaan menarik yang muncul akibat munculnya penelitian terbaru 2026 ini. Penelitian ini menunjukkan bahwa semakin lama sperma "disimpan" sebelum ejakulasi, dapat membuat kualitas sperma menjadi lebih buruk. Perburukan kualitas tersebut meliputi kerusakan DNA, stress oksidatif, hingga gangguan pergerakan sperma. Hal tersebut bisa terjadi karena sperma yang "disimpan" di tubuh akan mengalami penuaan dan kualitasnya menurun drastis. Ejakulasi lebih sering, baik melalui aktivitas seksual atau masturbasi, dapat “membersihkan” sperma rusak dan meningkatkan peluang kehamilan alami maupun IVF. Semoga bermanfaat! Sumber: Sanghvi (2026). Sperm storage causes sperm senescence in human and non-human animals.

@Cheytax_1 2007-2008 alike?

Someone always knows something. Someone always knows something. Someone always knows something.