Invictus Capital @Compounding_K
Trying to be a little bit wiser everyday I wake up. Data Scientist. Python & SQL enjoyer. Managing my PA till FIRE. Pitching micro-caps at @MicroCapClub. Bellevue, WA Joined September 2021-
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Any fundamentals-focused investors here occasionally bet 1-2% of port in meme/hyper-growth/narrative stocks ? Why or why not ? Worse case you lose half, and the other 98-99% of your port will carry you. Best case you catch the right wave and it x10-20. Feels like you may even…
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Not gonna join the fad of sharing YTD performance, but if you have followed me then you probably know I'm quite heavy into $RYGYO and $RYSAS. Do with that as you will, I have nothing more to add.
I’m sorry Egemen Doven, I’m not familiar with your game. Been a while since I actually saw a CEO both execute the business operations AND buy backs well at the same time 😫. $Rygyo $Rysas
Genuinely convinced that holding Turkish stocks makes you a ballsier investor. Could make you worse or better, but definitely ballsier. I’ve been so used to these 6-7% intraday swing to both sides on no news lol. Turkish investors really love trading.
Thinking it might be time to give some love to $Rysas instead of $Rygyo. Net the 62% of its market cap from 62% of $Rygyo ‘s market cap, we got about 6B TR that the market is giving the logistics business that’s growing double digits and I think will be very decent margins. Any…
Not today, 🌈 bears
Can the wise investors of FinTwit advise me on how to view EV transition as a headwind against $APR.WA core business ? I understand traditional vehicles will be here to stay for a while, but the secular adoption of EVs weighs on me a bit since parts/service will be less needed…
Woke up to good news today. My thanks to @MicroCapClub, here’s to many more good ideas to come 💪.
Good jab Ashley
Good jab Ashley https://t.co/ezOJjJ6Mww
If your bio isn’t like this you r not the richest man in the world
If your bio isn’t like this you r not the richest man in the world
He ain’t wrong
I guess you gotta be a special breed to marry OF girls
I guess you gotta be a special breed to marry OF girls https://t.co/b5YJuB3Hhz
Really tempted to long some coals at this price level. Low single digit earnings when demand bounces, suppressed supplies, cash on balance sheet, etc. Lots of decent signs here. $AMR $HCC $CNR
I just stepped foot into another part of Substack I didn’t even realize exists: Political & Social commentary. And ngl, it’s pretty damn good. Actual decent intellectual write-ups that utilize some logic instead of spewing rage baiting / polarized idealism.
Auction-driven market ? More like gamble-driven casino
Stay away from checking the 401k, time to finally open that random board game you backed in 2020 and never opened.
How’s this app free ? You get to watch online cage fights for technocrats every now n then 😂.
Start applying bros. The tide’s turning, there’re opportunities out there.
Woke up to this today. Locked in anon, winter’s here.
YoDanno #DragonlanceD... @YoDanno
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AnnaSelena | Commissi... @AnnaSelenaSFW
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153K Followers 166 Following I make 3D adult content with Blender. *No commissions* 🔞 ✋ support me at https://t.co/qAGyC5BqFJ https://t.co/CpFK16d11D 720p folder 👇
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2K Followers 756 Following Quite good investor, at least in theory. Conglomerates, Roll-ups, serial acquirers & monopolies+ the occational shitco. Substack https://t.co/Kuj3qqZ60g
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(((Assaf Nathan))) @Assaf_Nathan
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