Dean @_Flycatcher_
Value investor. History buff. Bird appreciator. Opinions are my own. Not investment advice. Joined April 2025-
Tweets357
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Followers96
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Following211
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Likes2K
Xi doesn't stand a chance
Dean retweeted
“This was no ordinary human being.” This video captures Buffett’s genius more clearly than anything else I’ve seen.
Dean retweeted
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.
Offshore rig count seems stable/slightly increasing and now at its highest point since December. Total rig counts also on a modest upward trend since Liberation day Source: Baker Hughes $MCB.TO $VAL $RIG $NE $SDRL $DVD.OL
So he's basically saying we'll be approaching 600k dayrates in 2028? or at least have them in sight? That's my interpretation $VAL $RIG $SDRL $NE
So he's basically saying we'll be approaching 600k dayrates in 2028? or at least have them in sight? That's my interpretation $VAL $RIG $SDRL $NE
Dean retweeted
Worth a read $VAL $RIG $NE investing.com/news/transcrip…
Dean retweeted
What strikes me is the group think. Why are there no outliers among the large endowments? No one who resisted the herding into privates? A huge correlated mistake by the smartest minds in the investing business
Dean retweeted
what a solid surname. born for sellside. respect. 🤝
Bread and circuses
Dean retweeted
MINING DIPLOMACY: The heads of two of the world's mining companies (BHP and Rio Tinto) met with Donald Trump and other US official at the White House as both push to build the Resolution copper mine in Arizona. The mine has been delayed two decades due to ongoing litigation.
Dean retweeted
$RIG $NE $VAL Barclays: "We have greater conviction in an offshore recovery in 2H26"
Dean retweeted
@FT has a sanguine piece out on offshore exploration $OIH $XLE $RIG $NE $VAL (1)
If I understood the $ACFN call correctly, monitoring revenue still needs to "catch up" to hardware revenue. So a future rev decline because of tough comps may not be as serious even without new contract wins, right? @rsosa8 @alexmginsberg
Imagine running a business where revenue and profit go in completely opposite directions because you're held totally captive by your #1 customer
Dean retweeted
Warren Buffett: "Your goal as an investor should be simply to purchase, at a rational price, a part interest in an easily understood business whose earnings are virtually certain to be materially higher 5, 10, & 20 years from now. Over time, you will find only a few companies…
From the FT. Does someone want to explain to me how Europe is going to power 200bn euros of "gigafactories"? With what energy source?
Imagine how crazy you have to be to hold this nanocap stock for 7 years (since Aug 2018) like I have while are your friends & family were investing in bs tech and meme stocks $ACFN
Imagine how crazy you have to be to hold this nanocap stock for 7 years (since Aug 2018) like I have while are your friends & family were investing in bs tech and meme stocks $ACFN
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