What are you buying during #GodzillaCrash?

Not wanting an electric vehicle when the range is low and there is no charging network is very obvious. And does having a hybrid that has an incredibly greater range, meaning you need to refuel less, make sense? The force that motivated the rise of #electricvehicles was not

Asset allocation was the biggest creation in the investment universe.

Papo de Valor com Daniel Salomão Multiplicou por 4x o Capital Investido versus 2x do S&P 500 em 5 Anos Daniel atualmente é médico e gestor da carteira própria de ações. Em 5 anos, de set/19 a jul/24, a carteira de Daniel gerou um retorno de 305.79% no período, enquanto o S&P

Foi uma honra poder compartilhar algumas ideias sobre investimentos! Conhecimento e trocas de experiências no mercado: quanto mais, melhor.

Is this the line? $URNM #uranium

False breakdown? $URA #uranium

Does anyone know of any companies outside the Hong Kong stock exchange that have negative EV, are profitable and growing? #deepvalue #Stocks #investing #valueinvesting

That's it. #uranium $URNM

Knowing a thesis is not enough for an investor to be successful. You need a suitable vehicle. One proved winner in the current #uranium cycle is $EU . My choice on this one was largely based on historical management and attitude towards the moments of the cycle.

We hope so. Once it was an outperformer. Now it's very discounted in relation to its peers, but due to the risks and uncertainties. After funding and approaching the delivery of the mine, the price should converge to its real value. $GLO X $URNM #uranium

This image is worth reminding us that deposits generate potential value for mining companies. NPV and IRR are good parameters in this sector, but execution is what unlocks value. Loose ingredients on a table do not create a ready-made cake, imagine yellowcake.

At some point, $SPUT $U.UN will have to break this bullish wedge. It will probably be a change in sentiment towards #uranium. Personally, I use price/NAV as a guide to macro sentiment in the sector.

Low capitalization royalty companies are interesting options for junior portfolios in the natural resources sector. - Risk diversification - Allocation after DD by professionals - Good return on capital - Sector inflation risk mitigation - Low exposure to dilution risk

This is the data that I consider most important when investing in #uranium

The stock market is already volatile enough for you to want to enter without a strategy. It's like going into battle without any planning, the result will probably not be good. #Stocks #StockMarket #investing #InvestmentStrategies

What is the electricity demand to run this hardware? AI race pulling the string of electricity consumption. Will we need more sources of uninterrupted, reliable and predictable generation? #uranium demand to the roof. #NuclearEnergy

For 5 years I have been saying publicly that Germany's energy policy was wrong and would ultimately increase costs without necessarily reducing emissions. Germany's biggest mistake was giving up on #NuclearEnergy, especially with the quality they had in the sector.