Quipus Capital @QuipusCapital
A global search for value investment opportunities. https://t.co/j1UIABgRE1 quipuscapital.com Joined August 2010-
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The best way to improve your long term track record is removing downside. Go through your record and study your largest 5 drawdowns and truly understand what happened. Then make an improvement. Way too many people focus on making large scores when this should be their focus.
One thing I hate is businesses not clearly stating what they do. You don't help businesses minimize friction and heat, you produce freaking lubricants dude! It gives me the ick, and automatically biases me to think the management team outsources thinking to consultants
How microeconomists think customers buy cereal
How microeconomists think customers buy cereal
All three articles on $V Visa - the moat is eroding, in collaboration with Bright, an experienced Payment professional, are live on my secondary publication. We bring our experience in the payment industry. it covers: -Future opportunities in B2B and Instant transfers. -Risks…
Not a bank connoisseur, but aren't bank capital ratios in the US really low by international standards? CET1 of 4.5% of RWA, and residential mortgages at 50% RW means you can leverage 40x on mortgages? Sounds risky.
The more something is perceived as stable, the worse the fall.
Definitely one of the most interesting stories in petrochems. Ineos founder and owner, the second richest in the UK, is the son of a factory worker. He built INEOS by doing LBOs during downcycles, and is now investing in Europe, the area that everyone is divesting from. 🤔
Warnings were duly noted
Warnings were duly noted
4 Japanese Chemical Small Caps is out and free to read. Market cap < JPY30B companies with consistently positive, sometimes high margins, in specialty markets, with cash&secs equal to 50% to 130% of market cap, LSD/MSD div yields and even some repurchases. Company teasers below
4 Japanese deep value chemicals, with margins, growth, dividends, and a lot of cash on the balance sheet. Out tomorrow morning EST! Free to read
@CapitalValor Read some argentinian history 78-81, 87-89, 98-01, 16-19 Cheap imports, overvalued FX, trade deficits and ballooning debts are not prosperity. This will all blow up in pieces, as has happened many times before. There is no cycle easier to predict than the Argentinian. Y si sos…
This is super relevant for olefins and chemicals. Maybe the most important trend for the next leg of the cycle
This is super relevant for olefins and chemicals. Maybe the most important trend for the next leg of the cycle
This Sunday's @-rticle will be about 5 Japanese small-cap deep value chemicals. Growth and margins, cash and securities worth 50/130% of market cap, and LSD/MSD dividend yields. AFAIK they havent been discussed
Brazil’s debt and budget data dump for July was not very convincing (debt/GDP up, deficits wider) => a good excuse for the central bank to stay put for now. The 2026 draft budget (this afternoon?) is a must read.
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