$BTC AUD all time high. We are so back in 2021

Great read

Haven't seen this much negative press on Google $GOOGL in a long time. Stock now 14% off January high. Where does it finish 2024 from $132 today?

This seems healthy...

Finally some liquidity in the $ITC position. $BTI $BATS.L And capital allocation moving in the right direction with a (tiny) buyback. Baby steps.

Indirectly short Tesla $TSLA through exposure in a managed fund. A trade decision I've often teetered on has been made for me.

Hard to wrap my head around Shopify $SHOP valuation. Outstanding business but challenging val

SBF 25 years seems lengthy considering the near 100% recovery of funds.

There seems to be a bubble in true quality businesses.

Founders today: "We'll be profitable eventually." Bill Gates at IPO: "We have literally never had an unprofitable year."

Hotcopper, the best source of baggie truth, is down!

If TTM cash flow from operations was the only piece of information available on Amazon $AMZN, I'd pay >1900B (19x) for the company. Margin expansion has just begun.

1% increase in NTA and 4.3% increase in share price. Discount to NTA now just 2%. Not particularly compelling even for great management. $LSF $LSF.AX

Now trading at a premium to NAV 🤯

Why is L1 $LSF.AX trading at a 3% premium to NAV. Surely no LIC should trade at a premium.

$FMG $FMG.AX lol

Got to hand it to Michael Saylor. Using financial engineering to load up on $BTC, an asset that is meant to disrupt traditional finance - quite the achievement $MSTR

We found out what happened to the Titanic

Interesting 9% move in Tesco $TSCO.L in the last two hours of trading 🤔

The unexpected battle for Smartpay $SMP $SMP.AX is heating up! Revolut would be a curveball...