microvalue-98 @Microvalue2193
Joined April 2023-
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Following192
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We live in a time increasingly resembling the second half of the 1930s. I couldn't live with myself with the knowledge I didn't do more to stop another Hitler. In light of the Republican wavering and in memory of Navalny I will give $100 towards FPV drones for Ukr for every RT.
Každý by si to měl pustit!✡️🇮🇱
Každý by si to měl pustit!✡️🇮🇱
Here we go again... on popular demand 😀 The Polish market is more active than ever, offering >700 listed companies. 🇵🇱🇵🇱 Which are the diamonds in the rough? Which am I missing? Let's check it out 🧵👇👇👇🙃 Updated for Q2 2023:
This weekend, i will take a closer look at $STKS (One Group Hospitality) Market Cap: 162M NTM EV/EBITDA : 5,9x 4% Buyback currently done High Store ROI of 40-50%. No due dilligence done so far. Just want to spit out the name.
1/x My top 10 are starting with a stock that once was my biggest position and after selling for a big gain it’s now no.10. $CEV.HM Centrotec, delisted, only tradeable in Hamburg. CEO owns close to 90%. Stock trades at Netcash, you get Ariston stocks and rest of biz for free. SO
A trip down memory lane Worth every re-listen
A trip down memory lane Worth every re-listen
The most useful razors and rules I've found: 1. Bragging Razor - If someone brags about their success or happiness, assume it’s half what they claim If someone downplays their success or happiness, assume it’s double what they claim 2. High Agency Razor - If unsure who to work…
Really enjoy learning from Bob Robotti Value Investor Conference - Bob Robotti Full Presentation youtu.be/mqt3W08FAos via @YouTube
50 Ideas That Shaped My Thinking 1. Inversion: Avoiding stupidity is easier than trying to be brilliant. Instead of asking, “How can I help my company?” you should ask, “What’s hurting my company the most and how can I avoid it?” Identify obvious failure points, and steer clear…
Efficient market hypothesis is the equivalent of not wanting to date girls who are single because there must be a reason why they aren’t already in a relationship
How to find new investments? 🧵 13D filings of experienced activists are one of the best places to start. Below is my list of the TOP 10 small/micro-cap activist funds 👇 I scan these regularly and have made a handful of lucrative picks already.
This is precisely how I envisioned a Socialist Convention going…🤣🤣
The average person has never even used ChatGPT yet. But I've learned advanced techniques since day 1 of the ChatGPT release. I'm twice as efficient as I've ever been. Here are the top 7 prompt techniques that I use every day:
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