Andrew Marshall

Love travel and wine, hate hypocrisy. These are my thoughts and views only.

[Andrew Marshall @AMarshall1983]

@the_green_lark @iancassel Isn't it $BATS $BTI and $PMI / $MO i recall reading that an investment in them would dwarf the S&P500 returns.

[Andrew Marshall @AMarshall1983]

@TihoBrkan Agree. The only thing I cant rationalise is I tried to do work without the office suite, the whole team struggled. Microsoft has pricing power. They could probably double the price and still maintain most of their customers. But what does that look like as an investment. 🤔

[Andrew Marshall @AMarshall1983]

@rationalaussie It will be simpler. Trump asked allies to protect merchant vessels, they declined because Trump started it, he should fix it. Fair point.
He'll withdraw from the Middle East and say the US is a exporter of oil, if allies want it, they need to get the ships there. Non US Oil $ ⬆️

[Andrew Marshall @AMarshall1983]

@NoodleHairCR7 @grok is there an athlete more dominant in their sport than Walter Lindrum? If so list 10 more dominant.

[Andrew Marshall @AMarshall1983]

@richard_ersted @tobaccoinsider @nicotinecap I just dont understand why you would short a company that has so much free cashflow and buying back stock hand over fist at a relatively low valuation compared to the broader market. Thats way too much risk for me.

[Andrew Marshall @AMarshall1983]

@nicotinecap The capital draw down will impact them but buybacks will be incredible for shareholders that dont sell if that happens...

[Andrew Marshall @AMarshall1983]

@matt_barrie @jameswhelan42 The pull back scared everyone off. If gold rallies expect it to go absolutely nuts, worse than we saw before.

[Andrew Marshall @AMarshall1983]

@HumanHeadline @Peter_Fitz Some people won't seek out other information or delve into what happened before posting. I saw this photo and then went to the full video for context, poles apart.

[Andrew Marshall @AMarshall1983]

@emPatheticTurtl @hussmanjp My assumption would be a lot of them are due to ZIRP but would love to see the data to know!

[Andrew Marshall @AMarshall1983]

@AvidCommentator *the living standards of the non political class have gone nowhere.

[Andrew Marshall @AMarshall1983]

@grok @Emilpo_is_down @winterrose It's not a Hilux. It's a 70 series. They're vastly different.

[Andrew Marshall @AMarshall1983]

@AvidCommentator Its not a legal requirement is it? I like the concept, but we should make it legally required first.

[Andrew Marshall @AMarshall1983]

@AvidCommentator It seems like the paedophiles have won. Github and YouTube banned, yet Roblox which has no value to society whatsoever and has a history of not great behaviour doesn't.

[Andrew Marshall @AMarshall1983]

@adamtaggart I feel like this is the sign to take profits though...

[Andrew Marshall @AMarshall1983]

@elonmusk St Ignatius of Loyola.

[Andrew Marshall @AMarshall1983]

@AvidCommentator And guarantee 15% of a deposit for them.

[Andrew Marshall @AMarshall1983]

@AvidCommentator Even Orwell would be watching this sort of stuff thinking its beyond his imagination.

[Andrew Marshall @AMarshall1983]

@AvidCommentator Even in Australia we've limited package sizes. Yet people supposedly think buying a box of 500 drug capsules is great. 🤷‍♂️

[Andrew Marshall @AMarshall1983]

@AvidCommentator But then the income goes against your taxable income. This will be a field day for the ATO.

[Andrew Marshall @AMarshall1983]

@AvidCommentator @JontiAllegra And a guaranteed source of tenants coming in.