Argonath Capital

Aspiring fund co-run by JD and CFA. Shorting is just taking advantage of the Pareto Principle in markets.

NOT INVESTMENT ADVICE

[Argonath Capital @ArgonathCapital]

Korean Microcap Value - Updated
Tier 1:
$013030 Hy-Lok Corp.
$066620 Kukbo Design Co., Ltd.
$260970 S&D Co., Ltd.
$003650 Mi Chang Oil Industrial Co.
$023590 Daou Technology Inc.
$045340 Total Soft Bank Ltd.
$080010 eSang Networks Co, Ltd
$120240 Daejung Chemicals & Metals Co

[Argonath Capital @ArgonathCapital]

@MikeFritzell Boom

[Argonath Capital @ArgonathCapital]

I’m not buying anymore for reference

[Argonath Capital @ArgonathCapital]

So US futures green but Korea looks like it’ll open down. This mean buy more Korean stocks before it converges?

[Argonath Capital @ArgonathCapital]

@Jave_t23 Thanks bro

[Gus @busgus]

@ArgonathCapital With this name volume in days I think the hypothesis is correct.

My guess is they built out a system to incorporate other PM holdings, netting out exposures and rolling into the ETF portfolio.

Where I have opinions I like most, though many names I don't know

[Argonath Capital @ArgonathCapital]

@MaaizKhan @Blinklebloop All day long! My favorite theme rn

[Argonath Capital @ArgonathCapital]

$ORR holdings changing even more over the weekend. Glad to see $ASST short and a few other similar positions that I am short. I think he may be adding other PMs plays but again just speculation!

[Argonath Capital @ArgonathCapital]

@busgus I know he’s not the biggest fan of $RELX (or wasn’t but maybe likes it now). And Rodrigo liked it. Other names loook different than what normally picks the small caps introduced yesterday. Just a guess but yeah I love it. I’ve put more people onto $ORR than the shop I am at now

[Argonath Capital @ArgonathCapital]

@shravanrayhaan @grok Might be some good ones if the market tanks but the populace wants old tax rates for corporations.

[Argonath Capital @ArgonathCapital]

Stay away from French equities! https://t.co/5zWa1xACuX

[Argonath Capital @ArgonathCapital]

@Wayne_Chien1 Not touching HK bro

[Argonath Capital @ArgonathCapital]

Glad I got out of Indonesia etf damn. Why not just be long the Philippines instead? Cheap and better jurisdiction

[Argonath Capital @ArgonathCapital]

@MikeFritzell Shoot was looking at this one but didn’t pull the trigger

[Argonath Capital @ArgonathCapital]

Everyone should ask their AI what their personality type is for Myers-Briggs. I got INTJ. Better than taking a test especially if you use Ai a lot

[Argonath Capital @ArgonathCapital]

@finphysnerd They are good shorts but you gotta remember to cut them when the time comes. Very different profile and correlation from the junk too sometimes which is good

[Argonath Capital @ArgonathCapital]

@InflationX @phil_hk Interesting thank you guys!

[Argonath Capital @ArgonathCapital]

@shravanrayhaan Been going good bro 😭

[Argonath Capital @ArgonathCapital]

Hopefully not a round trip on Sunday😭

[Argonath Capital @ArgonathCapital]

I almost wanna trim something on this monster day but not sure what

[Argonath Capital @ArgonathCapital]

@busgus Besides the point but I think an all in one fund would be better anyways so he and everyone else can buy more of the small caps they want inside a structure like that.

[Argonath Capital @ArgonathCapital]

Why did $ORR etf holdings change massively? Nice to see some of my holdings in there like $WLDN

[Argonath Capital @ArgonathCapital]

@busgus I know he’s not the biggest fan of $RELX (or wasn’t but maybe likes it now). And Rodrigo liked it. Other names loook different than what normally picks the small caps introduced yesterday. Just a guess but yeah I love it. I’ve put more people onto $ORR than the shop I am at now

[Argonath Capital @ArgonathCapital]

@SowingAlphaSeed Race to the bottom

[Argonath Capital @ArgonathCapital]

Okay how can I short this product 😭 this is a short sellers dream BTC and REITs combined

[Tobias Maximus @tmaxftw]

Watching Grant Cardone pitch Peter Schiff on his new crypto / real estate hybrid investment product is incredible financial content.