BeingPatient

Full time LT focused investor

[BeingPatient @BeingPatient1]

@paddypower so you only let people who lose money place bets now?

@PaulMerse @mattletiss7

[BeingPatient @BeingPatient1]

@WifeyAlpha https://t.co/pE6D7C1Rcg

[BeingPatient @BeingPatient1]

@WifeyAlpha https://t.co/mIszeIx5nD

[BeingPatient @BeingPatient1]

@DocAhmadMalik @PHCukorg @BenBikmanPhD @BenBikmanPhD book ‘Why we get sick’ changed my life!

[BeingPatient @BeingPatient1]

@DocAhmadMalik @gin_stephens I have started daily fasting too since following yourself. I’ve been on a keto diet for 12 months and really noticed the compound effect.

I have a Q on protein shakes whislt training (strength & cycling). How should I take these when fasting 17/18 hours?

Keep doing your thing!

[BeingPatient @BeingPatient1]

@VPatelFX I believe $USD lost it’s safe haven status over the last few days. Market has an alternative ‘currency’ this time round.
What happens when market catches on that the Fed has basically done a $SIVB buy trillions in bonds at historically low yields that they now can’t sell via QT!

[BeingPatient @BeingPatient1]

@DoctorTro @MariaEmmerich @VinnieTortorich @bigfatsurprise @garytaubes Dr Ben Bikman @BenBikmanPhD should be on this list too!

[BeingPatient @BeingPatient1]

@shiftingshares @FrankRampard @Sierra117_Jon Even more capital efficient (over long term) to buy a property and then wait until your LTV improves. Release equity at sub 2% borrowing rate which you then invest in equities.

Over time your portfolio grows and the passive income can be used to cover mortgage payments.

[BeingPatient @BeingPatient1]

@BigBiteNow Worth taking a look at DKL for another company lagging it’s underlying commodity.

[BeingPatient @BeingPatient1]

@MylesMcNulty @BushveldMin_Ltd The market does have a uncanny knack of repeating itself!

[BeingPatient @BeingPatient1]

Given the capital inflow and growth into Indian Edtech at the moment, Alan Greenberg’s appointment just reaffirms my belief that #DEV attracts the attention of much larger players.

Market is underplaying the important of their NISA collaboration; undoubtedly being watched imo.

[BeingPatient @BeingPatient1]

@Borg74 Why would banking be a lead indicator?

[Lowie @SLowie100]

#PTAL - have just increased production by 34% on the Q1 exit rate and 52% on the Q1 average.

The netbacks with Brent at $65 (currently $68) with production at 10k bopd (currently 11k bopd) are $36bbl. $12m pcm.

SP today is up 2.5% 🥴

[BeingPatient @BeingPatient1]

Plenty of news like the below demonstrating the capital flows into the sector.

#DEV hasn’t gone unnoticed either. Van Rosen’s investment at 30p evidence of this. A lot of smart money in the stock already for good reason; take note!

https://t.co/L5M7NY3wAT

[BeingPatient @BeingPatient1]

Bought #DEV. Been a lot of noise around the stock recently plus margin call contagion.

Edtech in India a high growth sector and attracting huge amounts of capital.

Market cap may appear high by AIM standards, but very cheap versus peers in the sector.

[BeingPatient @BeingPatient1]

@johnlatham @feynzz Black Economic Empowerment. There are different %’s dependent on industry in South Africa.. For mining companies I believe it’s ~26% ownership held by BEE compliant shareholders.

Useful (quite detailed) summary via the below link:

https://t.co/Hd0HLqhZOW

[BeingPatient @BeingPatient1]

#AAA announced on Mon the appointments of Frank Cho. Previously head of BP&O Global Agency at Facebook.

And Kassir Kayani who’s CV includes roles at CSL, Kite, Hive & BSkyB.

Incredible hires for an investment company.

Ignore the noise. Research reveals quite the proposition.

[BeingPatient @BeingPatient1]

This explains why #AAA’s AAQUA is such an exciting platform, powered by Sentiance’s AI engine.

A social media platform without data privacy issues.

You only need to look at current developments between Apple & Facebook to see the huge opportunity here.

https://t.co/NBWgdTT5YH