Rant After Hours #2
Total Mania modeHere is another one where I talk about Tesla, Dodgecoin, Fartcoin and vibes. I hope you enjoy it as much as the first one.
First After Hours Rant Episode
Hello everyone, I just wanted to give a quick update on my thoughts on the market. I hope you enjoy my rant. Let me know if you liked it and if I should do them more often!
Don't buy the dip on Crowdstrike's outage. Short it instead
The danger of individual cyber-security stocks.Hello everyone,unless you have been in an alpine cabinet with no internet connection, the news of Crowdstrike's outage has been hard to miss. A huge amount of businesses have been affected.From airlines where several airlines canceled nearly all flight
Banned on Twitter and why does no one invest like Buffett when everyone idolises him?
a post risk world and a podcast interview!Hello everyone!Twitter BanIn recent months, Twitter has become worse and worse. The search function is more often broken than working, the "For You" feed has been getting more irrelevant each day, rising racism/anti-semitism and many have chosen to leave it
Diary from Hong Kong and Shenzhen: On the ground research ...
and the small caps I also boughtHello everyone,I have been on holidays in Hong Kong for 6 days and one day in Shenzhen. During that time, I was taking in the culture, great cuisine and vibe of the city. I met some great people and also was able to check out the products or experiences from some of t
The Bubble Tea Market | Nayuki Holdings and interesting Midcaps in Hong Kong
An overlooked eastern consumption trend.Hello,Today I will quickly write about my Hong Kong Mid Cap buys and then look at the bubble tea market and the company Nayuki Holdings. Bubble tea is a section that has been very much ignored by investors due to the lack of publicly available companies despit
Hong Kong Part 2: 7 Large Caps I actually bought
and a small commentary about macro.Hey everyone,I got some great feedback to the first part of the Hong Kong Series, and I am happy to announce that I have finished my selection. The article will cover the large caps stocks I bought in Hong Kong. Other than those 7 mentioned here, I bought another
I went through the financials of every stock in HK - Part 1
Things I didn't buy, but that might be interesting.Hello everyone,So I went through the financials of every stock in HK, searching for companies that were either incredibly cheap, had great Free Cash Flow and Book Value growth or exceptional shareholder returns. After sorting through the companies a
2023 Review: A lesson in risk management.
Should have went long onlyHello everyone!Hope you all had a great new years eve celebration and great returns in 2023. While the former was true for me, the latter wasn't.Looking at the long only portion of the portfolio, I had excellent returns at 61.87% and yet despite that my overall portfolio pe
Macro like Druckenmiller, Graham & the GEICO dilemma and an update on Unity
and Emerging market banksHello,today I am just writing a short article. If you enjoy these shorter thoughts as well - please let me know!Ben Graham and the GEICO dilemmaJust as I am working through the newest edition of Security Analysis, slogging myself through the fixed income portion in order to
Problems at Unity and adding diversification to the portfolio with companies trading at the lowest valuation in the last decade
Global Atomic, Gulf Keystone Petroleum, Rubis, BakkafrostHello everyone,Ken Griffin recently did an interview with CNBC. It is quite interesting. here is the link.Exor is continuing to show why they are a great company. Their earnings have been stellar and they announced a buyback to close the disco
Looking through Anime stocks, sharing my Google Sheets note script
Czecking out a new market.Hello everyone,Today starts of with a terrible pun. IBRK finally enabled access to the Praha Stock Exchange. There are only 28 companies listed, so it is quick and painless to check out. There were no hidden gems that I found, but given the small amount of stocks, it is def
Wading through the Austrian Stock market, Invisible process and Exor's Public Portfolio
and a short look at DOCS, FEVR, GAWHello,Long time no see. I have not written for some time now with the Omaha visit, another holiday, the nice weather and me mixing/recording a song for my metal band. In Omaha I attended many events and met great people. To make a long story short - it was awesome
Q1 Review (-40.2% YTD): What happens when you disregard your own rules, visiting NYC/Omaha and oil producers in Kurdistan ...
Hello everyone!Hope everyone had a great quarter. I will be in New York from the 28th. April to the 02nd May and in Omaha after that for the Berkshire meeting. So if anyone wants to meet up either in NY or in Omaha, I'd be happy to go for a few drinks.Today there are quite a few topicsQ1 Review + Cu
Learning from two polar opposites: Leucadia and Victor Niederhoffer, Nvida Update and Future of the newsletter
Why I will never go full paid and the Shitco IndexHello!The market is in turmoil with the regional bank news and the UBS/Credit Suisse take-over. Today is gonna be a long one:Learning from LeucadiaLearning from Victor Niederhoffer - a great failed traderThe Shitco IndexFuture of the newsletter - why
Nvidia the most overvalued stock in the market
Hello everyone!Nvidia reported earnings yesterday and is up nearly 10% after hours, bringing the company's market cap to 545b and the valuation to 120x P/E and 20x P/S. In my opinion, it is the most overvalued stock in the market right now. Earnings and the TrendThe market cheered on Nvidia using so
Bubble Party
Valuations back on top againHello everyone!Today is just a small update. Seems that I now have a tradition of a yearly bubble market post after a big rally.In 2021, when I made the post at the end of July, it took the market another 12% rally and six months to go down. For most of the bubble stocks,
Uranium just turned reflexive and why it's great news that Kazatomprom missed production
'This piece is an opinion and for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.'Good Monday everyone!I have switched my opinion from anti-nuclear to pro-nuclear a few years ago. However, the stocks were only a quick tr
Over 1000 subscribers ! What makes a mistake a mistake in Investing and the most obscure stocks ... in the world
Hello and a good weekend to everyone.👋When I started writing 1 1/2 years ago, I thought that I would be lucky if 10 people read my ramblings – now there are over 1000! Thanks to every one of you that continues to read my thoughts. If you have any suggestions or questions, feel free to ask them.I hav
Quantitatively wadding through Hong Kong small caps, cutting my offshore positions and improving Japanese shareholder returns...
I might already be wrong after one week and some macro thoughts'This piece is an opinion and for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.'Hello everyone 👋!I have started a Substack Chat, where you can ask me anyth