Want currated by AI news about your companies in a dashboard including email alerts? StockwatchAI video showing the features.

I’m sharing my entire portfolio today (from smallest to largest position). No fluff. No hand-waving. No narratives. Just: Why I own what I own. A concise thesis for every position ⬇️ 1) Timee $215A

My favorite movie was the blues brothers

re: Citrini You cannot be a good generalist unless you apply the value investing methodology. It's by design. Low valuations allow for errors in the understanding of business that other styles don't allow. By definition he cannot be constantly good with various macro themes.

Final count one year later, MSTR -54% and the Defiance 2x Fund -94%

So with a US - Russia peace deal. When can we buy Russian stocks again?

I am sorry about what I posted earlier. Value investing doesn't really work. Guessing macro themes is the best way to long term wealth. Follow guys who randomly mix politics and economics, two things easily predictable, and put your money on their conclusions.

Past two months company reports on the newsletter.

China is just selling robots trained to kill and putting them on Ali express.

Wesley Chambers Yannis Stamatopoulos "Any business can be a good investment if purchased at the correct price." Very well said and I am amazed by how few "professional" investor think/act this way

$PAX & $UNH agree on $1B deal on Banmedica A ‘small’ asset manager like Patria Investments doing $1B deals 🙌

It's true that the main edge that investors have is behavioural. Namely to have balls of steel and the patience of a sniper. Intelligence, not so much. Being too intelligent is a handicap, because you want to go for the thesis that reward your superior intellect, versus going

I don't have a Telegram called Emergingvalue. Its an impersonator.

Research setup Fc Barcelona

$397.HK Minerva Group Holding Limited Net net, 0.1 price to book, buybacks. - not profitable, last dividend paid in the 1990s, book value decreasing due to losses. well, that was fun.