Vianney (@vanvianney) 's Twitter Profile
Vianney

@vanvianney

Learning about the world we live in. I have no original ideas. Compound@26%

ID: 1042461694356803587

calendar_today19-09-2018 17:13:30

2,2K Tweet

1,1K Followers

193 Following

David Park (@investingdpark) 's Twitter Profile Photo

My raw notes from the event: docs.google.com/document/d/1Tt… Some great tidbits: Charlie went to the public library whenever he had a problem. He read a lot of biographies. Charlie was a phenomenal lawyer. But one day he announced that he'd rather be a client than a lawyer. His

Vianney (@vanvianney) 's Twitter Profile Photo

The more you observe, the more you realize that many people are captivated by the argument "the S&P 500 has delivered an 8% average annual return over the past 100 years." What gets overlooked, is that there have been decades where investors were lucky just to break even.

The more you observe, the more you realize that many people are captivated by the argument

"the S&P 500 has delivered an 8% average annual return over the past 100 years."  

What gets overlooked, is that there have been decades where investors were lucky just to break even.
Dirtcheapstocks (@dirtcheapstocks) 's Twitter Profile Photo

Warren Buffett bought a share of Delta Duck Club for $29,000 in 1966. - Market cap: $2.8 million - 1x earnings net of cash - 13% dividend yield - Oil field was active until 2018

Warren Buffett bought a share of Delta Duck Club for $29,000 in 1966.

- Market cap: $2.8 million
- 1x earnings net of cash
- 13% dividend yield
- Oil field was active until 2018
Squawk Box (@squawkcnbc) 's Twitter Profile Photo

.Amrita Sen, Energy Aspects Founder & Director of Research, says expect volatility in oil prices as the markets await Israel's retaliation against Iran:

From Growth To Value (@fromvalue) 's Twitter Profile Photo

"My children laugh at me. They think I'm a book with a couple of legs sticking out." Charlie Munger was a ferocious reader about many subjects. Here are 20 books he recommended: đź§µ

"My children laugh at me. They think I'm a book with a couple of legs sticking out."

Charlie Munger was a ferocious reader about many subjects.

Here are 20 books he recommended: đź§µ
Mark Nelson (@energybants) 's Twitter Profile Photo

German utility execs who champion the Energiewende are starting to panic after this month's shocking 12-day wind drought. RWE CEO Markus Krebber posted a desperate plea for more "secure" power supplies this morning on LinkedIn. The situation is coming to a breaking point.

German utility execs who champion the Energiewende are starting to panic after this month's shocking 12-day wind drought.

RWE CEO Markus Krebber posted a desperate plea for more "secure" power supplies this morning on LinkedIn.

The situation is coming to a breaking point.
Mark Nelson (@energybants) 's Twitter Profile Photo

As Markus Krebber went viral by begging for power plants on LinkedIn, I received these ominous texts from a Dutch power expert, half a bottle of wine deep and despairing for his country and continent. Read it and you'll see why. Europe may be lost barring a dramatic awakening.

As Markus Krebber went viral by begging for power plants on LinkedIn, I received these ominous texts from a Dutch power expert, half a bottle of wine deep and despairing for his country and continent.

Read it and you'll see why. 

Europe may be lost barring a dramatic awakening.
Christine Guerrero (@shedrills) 's Twitter Profile Photo

Here’s the interview. Sheffield didn’t get his $XOM BOD seat so he’s going torched earth on shale 🤣#OOTT

Rock Creek Freak (@rockcreekfreak) 's Twitter Profile Photo

Petroleum philosophers across the Basin have been duking it out in the internet trenches for years arguing about NAV: Net Asset Value as a tool to identify opportunities in buying energy stocks. "NAV is Dead" -Razor Oil "NAV is like Gravity" -Kevin Graham Year end reserves

Petroleum philosophers across the Basin have been duking it out in the internet trenches for years arguing about NAV: Net Asset Value as a tool to identify opportunities in buying energy stocks.

"NAV is Dead" -<a href="/RazorOil/">Razor Oil</a> 

"NAV is like Gravity" -<a href="/Kevin_AGraham/">Kevin Graham</a> 

Year end reserves
Gabriel Sammut (@sammutgabi) 's Twitter Profile Photo

Vianney For life and the mind? - A Master's Secret Whispers (Kapil Gupta MD) - I Am That (Sri Nisargadatta Maharaj) - Awareness (Anthony DeMello) Jed Mckenna's books are also great.

Rock Creek Freak (@rockcreekfreak) 's Twitter Profile Photo

Current TSX share prices of Canadian energy E&P as a multiple of after tax nav per share If your favorite company isn’t on here then it’s because they did a material asset deal and I don’t have updated third party reserves for that proforma. I did adjust WCP though

Current TSX share prices of Canadian energy E&amp;P as a multiple  of after tax nav per share

If your favorite company isn’t on here then it’s because they did a material asset deal and I don’t have updated third party reserves for that proforma. I did adjust WCP though
Lachy_eddy (@lachy_eddy) 's Twitter Profile Photo

I spent $100k on UGC before I learnt this… here’s how to get UGC for 80% cheaper & blow up your brand by posting data-driven high quality content on TikTok Here’s an example of an App doing $200k/m with this method…. This TikTok format is so easy, Here’s a full in-depth

I spent $100k on UGC before I learnt this…

here’s how to get UGC for 80% cheaper
&amp; blow up your brand

by posting data-driven 
high quality content on TikTok

Here’s an example of an App doing 
$200k/m with this method….

This TikTok format is so easy,
Here’s a full in-depth
William Green (@williamgreen72) 's Twitter Profile Photo

I'm delighted to share a new episode of the #RicherWiserHappier podcast: my conversation with Jim Grant. Drawing on 50 years of experience as one of the smartest, most skeptical observers of Wall Street, he warns that a "major market top" is "in formation." Listen or Watch:

I'm delighted to share a new episode of the #RicherWiserHappier podcast: my conversation with Jim Grant. Drawing on 50 years of experience as one of the smartest, most skeptical observers of Wall Street, he warns that a "major market top" is "in formation." Listen or Watch:
avionsunantiques (@avionsunantiqu1) 's Twitter Profile Photo

He talks about Clearwater. Called it the best play he has seen in his carrier. He is in Tamarack and Headwater, and raves about them because of their clearwater exposure. He didn't mention OBE, but his comments about Tamarack and Headwater are directly applicable.