Viacheslav Berdnikov, CFA @LTRInvestments
Financier, investor, @LTRinvestment t.me/ltrinvestment Moscow, Russia Joined September 2019-
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Funny that people now endorse Buffett because Berkshire stock price dynamic. I think it's wrong way to evaluate if you take short-term dynamic
Three years on Twitter, many good lessons learned and some great connections! Never believed that Twitter could be so useful, but it is. #МояГодовщинаВTwitter
HBO just have better content than Netflix
(1/4) For those of you who believe what you read in the media, here is something to chew on: The reporter, #JacquesBaud, a retired Colonel in Swiss Intelligence who served in #Ukraine in #NATO training operations, is an impartial source. bit.ly/36cT8vg
Remember? Stocks only go up because printer goes brrrr
What looks insane is $SBER with valuation near 2014-2015 Crimea and oil-crises level when in fact we don't have a war and have very favourable oil prices.
Correct me if I am wrong, but this US stock market now looks pretty sane. Yes many stocks are more expensive than average in 10-20 years but rates are low. Garbage stocks went down 50-70 percent, others looks quite reasonable with usual excesses of optimism/pessimism
Performance for 2021: +38,59% Portfolio: $NKNC_P $GLTR $TTLK $NMTP $ENPL $SBER $AFKS $POLY $VTBR $DSKY $NVTK
Happy New Year everyone! Have a good year ahead! I've learned a lot at Twitter and hope will be better next year.
Time is the friend of the wonderful business $BABA Will you buy the top in US market or dip in China?
$GLTR is my highest conviction long on russian market. Rates for freight gondola cars are very high and will be high at least for some time. High quality company which will well earn on this trend. Plan to write more about it on my substack.
Thanks everyone for votes. So from three polls it seems crypto is the most popular vote, but people still think US stocks will do well even for next 10 years ... (choose your favourite reason). I'm curious what are @MebFaber and @hussmanjp picks here.
Which asset class of these four will have the best performance over the next ten years?
Best performing asset over NEXT decade? (Inspired by @dailydirtnap on @Alpha_Ex_LLC podcast). Please retweet! Poll ends Monday at NY close.
Jeremy Raper @puppyeh1
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according to oil market, no one gives a fuck
ISRAEL'S MILITARY CHIEF OF STAFF: THERE WILL BE A RESPONSE TO IRAN'S LAUNCH OF SO MANY MISSILES AND DRONES TOWARDS ISRAELI TERRITORY.
🚨
if everyone expects that market will rip on de-escalation then we'll close red today
Все таки кто-то ждал большие дивы в Алросе лол) был препоз под эту тупую идею, так что имхо сток закроется зеленым сегодня
In 2006, Bill Miller provided a masterclass on investing during a speech at the CFA convention. It covers a LOT of ground, including; defining value, batting averages, earnings quality, value traps, hiring mistakes, position sizing, and more. 🧵 Our 9 favourite highlights:
Libertad!
VIVA LA LIBERTAD CARAJO...!!! CC: @elonmusk
8/ But taken to an extreme, abstraction leads to disconnection. Disconnection from our environment, our bodies, and each other. And frankly, when I look at the world and its various problems, I can see almost no crisis that isn't being caused, in some part, by disconnection.
7/ Which is unfortunate. Because McGilchrist's diagnosis is the world is imbalanced towards the brain's left hemisphere. The brain's left hemisphere deals in abstractions. And there's nothing wrong with that. That's why you're all sitting here today.
6/ Now, you need both of them--but you don't let the junior analyst run the hedge fund; he will burn it down.
5/ I like to think of the left hemisphere as like a junior analyst. Amazing modeling, but lives in the model. The right hemisphere is the intuitive Druck, Soros type that makes these amazing, instinctive decisions, but can't always explain why.
@nntaleb Never met Thorp but worked with his associate Sheen Kassouf in 1972 in pricing warrants for an offering of common shares and warrants when I was VP Corporate Development at Kaufman &Broad. Thorp figures importantly in “The Quants.”
@nntaleb @GoujianofYue A delightful forward! Thorpe's book has been on my list for a long time.
How a Pioneering Blackjack Master Beats the Odds of Aging bloomberg.com/news/features/… Legendary gambler and hedge fund manager Edward Thorp, 91, shares what he’s learned about exercise, diet and managing risk in all areas of life.
@nntaleb A MAN FOR ALL MARKETS is a great book!
The article forgot to mention that Ed Thorp, a mathematician, wrote the Black-Scholes equation BEFORE Black and Scholes. He reminded me of the Count Saint-Germain who looked 49.999 for several hundred years. My foreword to his memoirs. medium.com/@nntaleb/forew…
How a Pioneering Blackjack Master Beats the Odds of Aging bloomberg.com/news/features/… Legendary gambler and hedge fund manager Edward Thorp, 91, shares what he’s learned about exercise, diet and managing risk in all areas of life.
𝕏 algorithm update coming soon with more bangers and less clickbait!
This is Jesse Livermore. At 30 years old, he made $33,000,000, in a single day. In 1929, at the peak of his career, he was worth $1,400,000,000, in today's money. Despite all of his successes, his life was a roller coaster that ended in tragedy. Here's his story: