@ZeeContrarian1 There's a lot of shitty junk in GDXJ, it's better to create a basket of individual junior miners imo. $mako, $orv.to, etc are incredible setups given they will do their entire MC in FCF at these gold levels.
@stocks_nblondes@NickNemo17 He has an annualized 53% return since 2018? Has trounced SPY nearly every year?
Like genuinely, this is a real question: Are you actually retarded?
@kingdomcapadv The duality of fintwit😍
But in all seriousness, mgmt @AkibaLeisman is superb. Company has executed flawlessly for 5 years running now. Yearly FCF should exceed EV by YE 2028 after the 2 other mines are built (financed by existing cash flows). Highly recommend taking a look.
@RazorOil@Henrik115@NuggetCapital@VanIsleInvestor Eric and Josh have been bullish oil the last 5 years, and they were wrong most years. This year they're right, but there's a valid argument about a broken clock being right twice a day lol.
Nugget correctly oscillating between bullish and bearish could be a more accurate signal.
@Shipping_VIE@mintzmyer@mintzmyer I think I'll be joining the service, and I have 2 quick questions:
1. Does VIE give specific EPS projections each quarter for all the shipping companies it covers?
2. If so, is there a historical database of its own EPS projections for all the shipping companies?
@Maklarmatte@inigoezponda Stocks can be cheap enough (on a projected cash flow basis) that any risk gets priced in several times over. That is likely the case here.
@LaLaAhOh@gabcasla Everyone who invests in shipping is aware of what happened. That doesn't change the fact that the modus operandi for $NMM has clearly changed and now Angeliki is extremely aligned with shareholders.
Your (and others) inability to see this is why this excellent trade setup exists
@Maklarmatte@inigoezponda Everything you mentioned doesn't really matter from a risk perspective when it's this cheap.
$PGLD.V will earn more than 2x their current market cap in projected cash flow in 2028. Nevada is a tier 1 mining jurisdiction and management is excellent. This is a clear buy imo.
@AkibaLeisman@tordetva@abl_trader I know my username and investing thoughts are hilariously contradictory.
Just wanted to say your tweets and related transparency is one of the main reasons why Mako is my biggest position, and I have zero intention of selling for the foreseeable future. Keep up the great work🍻
@scruffyeng@insearchofpar@micsolana In case you needed an update, Democrats are planning to “protect democracy” by:
1) Removing Supreme Court justices and stacking the court.
2) Eliminating the way we’ve selected presidents since the founding.
3) Adding states, but only states that favor them.
@scruffyeng@insearchofpar@micsolana It's not ridiculous at all; America is massive and California has different priorities than say, North Dakota. Giving smaller states a voice is integral for the long-term health of America. And given how poorly California is run, that's probably an excellent thing.
@scruffyeng@insearchofpar@micsolana I'm clearly talking about the presidency dumbfuck. Which is the most powerful part of government, unless you really want to dispute that.
How else is the presidency decided? I'm all ears.
@scruffyeng@insearchofpar@micsolana That is ridiculously disingenuous lmao.
1. The electoral college is literally the sole denominator that elects whichever party will be in power for the next 4 years.
2. In what fucking world is it an "unfair advantage." Because the democrats lose?😂😂😂
@scruffyeng@insearchofpar@micsolana Lol ending the electoral college fundamentally dissolves the process we've always used to elect the government. Do you think democrats would be calling to end the electoral college if it favored them?
This is a blatant power grab due to the blue state exodus to red states.
@animal@shadowcrewtroll@DanFriedman81 Groping is forcible touching. Forcible touching = assault. In other words, you're being pedantic and missing the forest for the trees. Just because Friedman didn't characterize the alleged incident in a way you like doesn't make him incorrect.