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no life no bio

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Probably nothing.

Just wanna share my first NFT on Sol. @yeahtigers

Tigers follow tigers isn't it?

#YeahTigers #NFTCommunity

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@reachvaldo $

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@BitCloutCat @weremeow 怎样进群🥹

[YOLO GAMES @YOLO_Blast]

Feeling Lucky?

🛑 Stop the YOLO wheel on the highest win
📸 Post a screenshot below
♻️ Retweet this post

5 of you will win $200 in ETH each!

Good luck!

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Happy New Year everyone!

Wishing everyone has a healthy, happy and prosperous year😉

Hopefully 2024 is better than 2023.

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@0xvvp 跪求报告！

[Brandon Beylo @marketplunger1]

Bruce Greenwald invited Li Lu to speak to his class on value investing.

The result is a 90 minute masterclass on how to be a value investor.

If you haven't watched the video, do it now.

If you have, it's worth re-watching.

Here is a list of my favorite quotes from Li Lu 👇

PERSONALITY OF A VALUE INVESTOR

• "Understand who you are as an investor, because you will be tested. You will have to ask yourself if you truly are a value investor."

• "Value investing goes against our evolution of following the crowds to survive."

• "You will spend most of your time as an investigative journalist. To have insatiable curiosity."

• "You almost have to be curious about everything. Because you never know where you'll get that one major insight."

INVESTOR CRITERIA

• Is it cheap?

• Is it a good business?

• Why is this opportunity available to me?

"Once you answer those questions, you really have to go for it."

INVESTMENT CASE STUDY 1: TIMBERLAND

• "The first thing I check in a company is it's valuation."

• "If you're an investor you don't care where it traded before."

• "What matters isn't the price-to-book ratio itself, but what's in the book value."

• "You want to compare the capital invested in the business to how much pre-tax cash flow the business generates using that capital."

• "So Timberland generated $100M on $200M in capital invested. So why does the opportunity exist?"

- Nike, Reebok, all the shoe brands fell off a cliff during the Asian Financial Crisis.

- Founder owns 40% of the stock

- Company was profitable and didn't need financial markets (no sell-side)

- Tons of shareholder lawsuits

• "What would be your conclusion if you were a normal mutual fund hearing this information? That management is milking the company for their own gain."

What does Li Lu do next?

• "I download every file of the shareholder court cases. That's the investigative journalist part."

• "The result was that the founder withdrew guidance and shareholders didn't like it. That was it."

How do you determine if management are decent people?

• "You've got to be an investigative journalist and find the trail of evidence. Go to their community. Introduce yourself to their friends/family/neighbors."

Total Time Commitment: "A couple of weeks of diligent/obsessive work"

• "Investing is intensive work for short bursts of time."

HOW MUCH TO BUY?

• "If you go join a fund, they'll tell you not to risk anything more than 25-50bps."

• "Think about how much effort you put in to this work. You have no downside and its trading at 5x profits."

• "So, I put a shitload of money into Timberland. Over the next 10 years it went up 7x. It was never more than 15x earnings."

• "If you're not a good analyst, you'll NEVER be a good investor."

• "When it goes up, you don't have to do a damn thing. You just sit on it and ride with it."

INVESTMENT CASE STUDY 2: KOREAN COMPANY

• "Don't think about per-share numbers. Think of yourself as an owner."

• "$236M in book value, $60M market cap, $25M net earnings."

How do you know it's cheap?

• "You must confirm that the earnings are there, and that the book value is real, liquid, and tangible."

• "They're trading at the cash value in the bank with no debt. They have hotels and department stores that they own outright. They're making $30M+ in pre-tax earnings. And insiders own 50%."

The result: Went up 5-6x

VALUE INVESTING IS NOT NATURAL

• "There's a lot of money in value investing. But it's still unnatural to most people."

• "One thing you have to do, is you have to do the work. You have to do the reps. You can make a ton of money if you really do this stuff."

• "I benefited by listening AND THEN DOING my own work. Making my own investments and mistakes."

WHAT MAKES A GREAT ANALYST

• "You must provide accurate and complete information. If you can't succeed on that, you can't succeed in this business."

• "If you're not confident about your prediction and what you know, you can't put any money when the stock's in free fall."

WHAT PROVIDES THE BIGGEST RETURNS

• "Your biggest returns will come from no more than ten tremendous insights. That's it."

• "The only way to build those insights is intense curiosity, intense study."

INVESTING MISTAKES

• "The biggest mistakes come when you buy before you've done all the work."

• "My biggest mistakes aren't buying and losing money. It's not buying and missing out on 50-60x returns."

HOW MANY COMPANIES SHOULD YOU BUY

• "I don't have any set rules on how many stocks or companies I buy. Opportunities are sporadic and it depends on the environment."

• "I usually have 3-4 big ideas. If the market is exciting, I have more opportunities. Or if the market is boring, I have fewer."

HOW LI LU ALLOCATES TIME

• "Most of the time I spend reading and studying about everything. Learning new companies and industries."

• "If I find an idea that captivates me. I stop everything and obsess over that idea."

• "Besides that, I spend a lot of time with my kid and my wife."

TL;DR:

• Be an investigative journalist.

• Work obsessively in short bursts and spend the rest. of your time learning.

• When you've done the work and have conviction, buy a shitload to make it worth it.

• Before you invest $1, make sure you can answer the three big questions: Is it cheap, is the management team good, and why does the opportunity exist.

• Never stop learning.

• Become a curiosity machine.

[Rocky @Rocky_Bitcoin]

虽然今天A股带来了重大利好。

但回望过去5年，真正让我赚钱的依旧是美股，今天讲讲我曾经和现在以及未来，看好的12家美国公司。

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@friendtech Anyone needs code? Here you go

ft-ntse5ofq

ft-sy0bum79

ft-s1q5xczr

[千寻｜AI 分享 🌸 @Crypto_QianXun]

周末在家把电子书网站整理了一下，58 个电子书的链接放在这里了，有需要的免费领取 😊
https://t.co/bV6p0ElFik

[Crypto Gideon(🧠,🧠) @CryptoGideon_]

Want to have an edge in crypto?👀

@DuneAnalytics are your best friend.

You can track what's happening on-chain BEFORE price reacted.

But, you need to know which dashboards to use.⚠️

Here are the top 7 dashboards to step up your game,
by gigabrain wizard @CryptoKoryo 🧵

[UNICORN⚡️🦄 @UnicornBitcoin]

在过去 2 个月中，由于 RUG 跑路 在 #crypto 领域损失了 54,484,340 美元。

具有讽刺意味的？

5 秒的扫描可以很容易地避免这种情况。

找到了一种工具，可以帮助您及早发现拉 RUG 的情况。

附： #Love 被扫描出了一些危险信号 ，详见 3/

🧵🧵🧵

[Dune @Dune]

Did you know that at least 1.06% of all #Bitcoin is held by the US Government?

That's $5.69 Billion

💰

[Stacy Muur @stacy_muur]

Alpha is easy to find when you know what to watch.

Web3 has a tool for everything.

[比特傻 @bitfool1]

《稀有聪查询教程》

1、如果你持有比特币，则可以在自己的地址中找下稀有聪。

如果一不小心找到了稀有聪，恭喜你，天降横财

找到一枚，价值1000多美金。

都来找找吧。

[Rocky @Rocky_Bitcoin]

链上数据挖掘的四大神器，上次只讲了 #Nansen ，又拖了好久.

今天来讲讲 #DUNE ，通过 #Dune，我们可以通过一个公共数据库近乎实时地访问区块链数据，Dune的网站使用 SQL 查询，实现数据可视化展示. @DuneAnalytics

而DuneV2 引擎，性能提高了 10 倍，必须掌握，而且免费.

https://t.co/u2840s3AEf

[杀破狼 WolfyXBT @wolfyxbt]

比特币牛熊周期表

#Bitcoin Bull & Bear Cycle Table

喜欢记得点赞 + 转发！谢谢大家！

[比特傻 @bitfool1]

《如何判断一个meme能不能冲》

1、昨天，傻哥分享了如何发现早期的meme项目。

很多人问傻哥，找到了早期的meme后，

如何判断一个meme能不能冲？

好问题，这是个项目判断问题。

但meme又十分不同于价值类项目的判断。

傻哥今儿系统说说其中的方法和工具。

[fxnction @fxnction]

It's shitcoin season and it seems like everyone's making a bag.

So, what is my process to finding shitcoins early?

Ok, Let's take look 👇

Disclaimer: Most new meme coins this late in the season are rugs. Play at your own risk. NFA.