Gurpreet Narang

SanDisk $SNDK This was a special situation (spin off) in US Spun out in Feb 2025, got hammered in April due to Liberation Day Was available at <5 NTM PE Rerating now as market realizes that NAND memory is crucial for AI workloads

Qullamaggie on Minervini’s Small Account Size “Minervini is up 320%? Yeah but what’s his account size, 500k? He trades these liquid stocks. And that’s not… There’s nothing wrong with that. If you’ve been in the business for a few years… But if you’ve been in business for 30 years, you should be worth a few billion, not sell subscriptions. Just my 5 cents.”

Buffett outworked everyone. Most people know he read the Moody's Manual front to back. Twice. But did you know he brought Moody's Manuals on his honeymoon? He copied balance sheets by hand, because Standard and Poor's had no copy machines. He showed up unannounced at companies and spent hours talking with management. He spent months reading old newspapers dating back a century, just to understand how business cycles worked. He tracked politics and watched how it moved markets. Since childhood he had read every biography he could find of people he admired, always looking for something he could use. He sat up nights working through numbers that would have put anyone else to sleep. Every morning he read several newspapers cover to cover and worked through the Wall Street Journal like his morning Coke. He cut out almost everything else in his life so he could focus entirely on his passion. And he never stopped thinking about business. What made a good one, what made a bad one, how they competed, what made customers come back. That kind of obsession, compounded over decades, is what it took to become one of the wealthiest men in the world. That is what it took to become Buffett.

Location | Location | Location

Here is an oil tanker that crossed the Hormuz Strait with no incident. It will arrive at Mumbai port in India tonight. It is carrying about 1 mb of Arab Light crude from Ras Tanura in Saudi Arabia. It is a tanker owned by a major greek shipping company owned by George Prokopiou,who is known for his bald moves.