Dragonfly Investing @dislocationhunt
Value Investor | Software Engineer @ work "Price is what you pay. Value is what you get" Not financial advice. dragonflyinvesting.substack.com Joined November 2023-
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Have an Algorithms test in Thursday, hoping to post a collection of ideas writeup this weekend if nothing comes up
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Could be cool if this becomes a trend. Fintwit treasure hunt 🤑
Could be cool if this becomes a trend. Fintwit treasure hunt 🤑
Shelter and car insurance inflation are supply problems and will not be resolved by destroying demand (high rates). Change my mind.
My portfolio is mostly EM, leveraged small caps and biotech (and a little energy) and for some reason I am up 2.5% on the day? TLT is up so that explain it I guess, but why? Maybe I am over-thinking this.
Did a reflection session going over trades and the main problem is selling early: Meta 100 -> 148 Vno 18.4->22 Sea 38 -> 44 Mreo 0.6 -> 0.89 Zimv 6 -> 8 Geo 7 -> 8.5 Gnrc 90 -> 113 Probably need to change the process a bit. Maybe force myself to write a journal of why I am…
Back with a couple % of capital in $labu earlier today. The fed is slowing QT soon and valuations are still historically low.
Dragonfly Investing retweeted
"Insurance costs are up because of climate change!" Wrong. Check out the chart from Swiss Re. It's a very small impact. Losses from thunderstorms have been growing 8%/yr. Only 1% of that is from climate. The biggest driver? People moved to riskier areas & built bigger homes.
Full time job + degree + investing + blog/Twitter got to me lol I am tired. Will update if I get to a new conclusion with sbfm but otherwise going to focus on finishing the degree, job and salvaging this year's IRR until ~Aug hopefully.
Misread DLA rcf terms late last year and now SBFM warrant terms. The first could still work out fine at my original cost if they sell Salt Life and another property or get a new supplier. The second if mgmt decides to respect equity and buyback shares or something. With both I…
Dragonfly Investing retweeted
@anonymouskeepit @Mike10947310 @ToffCap Rereading the court case and the warrants filings for the 100th time but currently agree. If we trusted the CEO/he didnt have control this could have been ok as they get an absurd amount of cash Did not sell because a smaller position and I think I am still not seeing the whole…
I need to reread this. If warrants change by shares and not price without a floor than this is indeed bad.
$sbfm this is the one worry I have here.
$sbfm this is the one worry I have here.
Question for the fungus gang: Do you have thoughts about laser treatment as a competition for MOB? Costs a couple hundred dollars per treatment and hasvery high cure rate after 3-4 treatments (15-24 weeks) A neighbour of mine tried it and appears satisfied. @DakotasTwits…
Great step towards making LLMs useful for businesses.
Great step towards making LLMs useful for businesses.
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