DS @_triangulate_
Joined May 2017-
Tweets23K
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Followers775
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Following36
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Likes136K
This is the most interesting Following I've seen 😂
This is the most interesting Following I've seen 😂 https://t.co/yP0ZsZmnZC
it's the light at the end of the cyclicals tunnel—go towards it
it's the light at the end of the cyclicals tunnel—go towards it https://t.co/aAxE6gdvBI
wrong again old sport
wrong again old sport https://t.co/NLTlnpGyNc
🙋🏻♂️
now officially 100% commodity free 😅 DS's commodity trading 19/08/2020-27/05/2025 I would say RIP but it will probably still haunt me for a long time lol Had some good times but man that game is way too hard for me 🥴
now officially 100% commodity free 😅 DS's commodity trading 19/08/2020-27/05/2025 I would say RIP but it will probably still haunt me for a long time lol Had some good times but man that game is way too hard for me 🥴
Was willing to take a zero on this but at this rate it would literally cost me 6 million in commissions to exit this horrible position 🤦🏻♂️
Was willing to take a zero on this but at this rate it would literally cost me 6 million in commissions to exit this horrible position 🤦🏻♂️ https://t.co/mgTh9m88o3
Totally agree with Chris Hohn on how most investing industries are shit. Airlines? Shit. Most retail? Shit. Automakers? Shit. Energy? Shit. Telecom? Shit. Most banks? Shit. Traditional media? Shit. Basic materials? Shit. Low-margin manufacturing? Shit. Hospitality? Shit. The…
Unbelievable 😦
most of my current holdings are getting killed too but glad I cut my losses on this stuff I’d lost conviction in (also ended up cutting rest of PMET, all SGML, all ORGN and remaining O&G)
most of my current holdings are getting killed too but glad I cut my losses on this stuff I’d lost conviction in (also ended up cutting rest of PMET, all SGML, all ORGN and remaining O&G) https://t.co/ZI4Sxjjg7S
Now that I’ve given up on mining, shipping, etc, it’s kinda depressing because you’re letting go of chasing that 3-5x but I found catching those winners is very hard whereas even quality names get completely crushed in a downcycle. Actual result for me was underperformance.
Now that I’ve given up on mining, shipping, etc, it’s kinda depressing because you’re letting go of chasing that 3-5x but I found catching those winners is very hard whereas even quality names get completely crushed in a downcycle. Actual result for me was underperformance.
Instead of getting jacked up on the quality of their fleet and the nobility of surviving the downturn wish I hadn't downplayed this: 6+ billion in debt barely budging and FCF not even enough to service the debt. Might work one day but is the risk and pain worth it? 💸
Instead of getting jacked up on the quality of their fleet and the nobility of surviving the downturn wish I hadn't downplayed this: 6+ billion in debt barely budging and FCF not even enough to service the debt. Might work one day but is the risk and pain worth it? 💸 https://t.co/gR5HROVCtB
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