ryanryan

@aleabitoreddit @Focussed_Swings Still covering VLN? We had a nice jump yesterday.

As for $VLN, I don't think I'm wrong. But markets clearly disagree with my opnion. I've learned two things: - Some stocks like Japanese ones can trade way under book value - Markets don't like stocks from Israel like $ETOR for some reason (lost a lot on that too). I still think it's undervalued. Net assets ($92.6M pure cash) vs. $132M MC. Net assets is $105M with zero debt. So EV is ~$27M? For a growing company with 60% GAAP gross margins on $70.6M FY 2025 revenue. So valuation looks stupid. But somehow stocks operate that way.

If you don't know my style by now: I identify upcoming sectors (photonics, memory, drones), then go long on the entire supply chain. I'm not always right, though. $AVAV and the drone sectors were my biggest losses this year outside of $RDDT ( $OSS did end up 60%+ ). I still believe fundamentally companies like $AIRO, $LPTH and others are extremely solid long term. ( $AIRO is still up ~15%, but lost majority of it's 70%+ gains, Draganfly dropped way more) And there's very unrealistic expectations from looking at $SNDK supercycles that everything can go up 100% a month. The main catalyst I've identified around that sector was the Venezuela invasion's usage of hidden drone + edge defense contracts/subcontractors. And I expected there to be follow-up funding into the sector. However, I mentioned I de-risked around the Greenland deal (majority of defense contractors crashed) but kept smaller concentration in stuff like $AVAV. SCAR program loss to others like $AVAV was even a bigger surprise and I lost even more. Unfortunately, the War in Iran focused around larger defense contractors like L3 Harris, $NOC and private companies like Anduril, and some energy directed suppliers like $LASR. So there weren't many tailwind recoveries for drone companies. That being said, I do know how to cut losses. But I still get a lot of crap saying oh look at "X stock they've liked earlier in the year". I'm very transparent when it comes to these things: A certain executive in the $IREN community are known to delete all their posts after their followers lose 90% on $BKKT or $ASST post-dilution. Majority of my stocks I identify are extremely solid fundamentally so they either hold their level since my original thesis. And I post risk-levels / conviction-levels with them too (risky ones obviously have more downside). I have skin in the game compared to others that just post hot takes. So if my thesis is wrong, I lose money personally (there's ton of more fills like this, just endless losses on $AVAV). But I leave everything up so you can see how things play out.

🌝 $GMFAM 5X Allowlist Airdrop Booster 🌚 For 7 people. Drop a gm, like & rt to join the raffle To apply for Airdrop Allowlist if you haven't: 🌞Join the discord: discord.gg/gmfam 🌞And then: join-allowlist $pepe $wojak $turbo $doge $king $guac $mong art @potato_wards

@GMfam_ily @potato_wards gm

@NyanCatSOL A38Rwhj1HCY3ubm6gcrR46opxHCRukrR8PAuShXy7NMq

Very proud of Shinnihon Corp, TSE:1879 Doing great! 🇯🇵 #tse1879 Who’s been holding with me since alerted?

@itscharliemar Don’t disrespect Warren

When you finally buy your dream lambo at 70 for dividends investing and long term holding too soon with small money. What a joy.

@itscharliemar Charlie, can you take a quick look at #ZEPP. It’s NCAV is $4, currently trading at $2. Maybe you can spot something you don’t like about it? #valueinvesting

@itscharliemar NET let’s goo Charlie… what a great day

@itscharliemar What are your general thoughts on the market with the holiday season and early next year? Additionally, any thoughts on #PINS?

@H3llPlanet @PGodjira @Apsargs2 @AigarsNofatchxx @Psihs_Psihs

In honor of me about to hit 1000+ followers and @PGodjira Floor going over 20eth. I am giving away ONE Gen. 2 Godjira WL Spot. 1⃣ Follow Me: @H3llPlanet & @PGodjira 2️⃣ Like, Retweet 3️⃣ Tag 3 friends Winner will be chosen in 24 hours (5am est 2/10/22) GOOD LUCK! #McJiras

@NightOwlsNFT @Llamaverse_ @Apsargs2 @ganjagod420i @alekkrum llama LFG

We've got 2 whitelist spots to giveaway for the upcoming @Llamaverse_ mint! This is going to be huge 🤯🦙 To enter: 1⃣ ❤️, RT, & tag 3 friends 2⃣ Follow @Llamaverse_ & @NightOwlsNFT 3⃣ Join their Discord: discord.gg/llamaverse 4⃣ Join our Discord: discord.gg/nightowls

@NeoAnunnaki @Apsargs2 @ganjagod420i @alekkrum

@LittleDrippies @Apsargs2 check this out fam #LittleDrippies

@NFTLlama @Llamaverse_ Me bro :(

@NiftyMiki @zipcy8888 Gm

GM @zipcy8888 Presale (WL) giveaway. 1️⃣Say GM 2️⃣Like & RT

GM @zipcy8888 Presale (WL) giveaway. 1⃣Say GM 2️⃣Like & RT

@NiftyMiki @zipcy8888 GM