Chapter11

This will be my outlet for all things financial. Humour and sarcasm included

[Chapter11 @Chapter11Wealth]

@smalltalkdaily 'Construction Materials Division, operating profit -15.6% to R120.1 million. Operating profit margin decreasing to 5.5% from 8.1%'

Not the best yardstick for $JSEAFT here

Ofc AFT does a lot more than just this. Still a gloomy data point

[Chapter11 @Chapter11Wealth]

#SEXPIONAGE
$TSLA
$SPCX
$PLTR

Elon Musk (single)
CEO of Tesla
CEO of SpaceX
Co founder of Neuralink
Owner of Twitter/X

Alex Karp (single)
CEO of Palantir

Potential honeypot/honeytrap targets?

Do we think these men will resist top of the line sexpionage?

[Chapter11 @Chapter11Wealth]

Interesting to compare this incident and the Epstein case with how they brought the hammer down on Russel Brand

[Chapter11 @Chapter11Wealth]

2015 Cologne New Year's Eve

Crowds of men—predominantly of N African & Arab descent, including recent asylum seekers & migrants—groped, robbed, and sexually assaulted over 100 women near Cologne’s central train station & cathedral. More than 1,100 criminal complaints filed

1/n

[Chapter11 @Chapter11Wealth]

Of those 32 convictions, the vast majority were for property crimes like theft, receiving stolen goods, or commercial handling of stolen property (such as stolen cell phones). Only 2 men received suspended sentences (probation) specifically for sexual assault

6/n

[Chapter11 @Chapter11Wealth]

So easy to throw the book at a nobody celebrity but when it comes to important politicians, presidents, royalty or influential CEOs in the Epstein case

NOTHING

Only person in prison is a woman of course! Ghislaine Maxwell

[Chapter11 @Chapter11Wealth]

#RUSSELBRAND

Listening to Russels 10 yr 6month sentence

All fans. All either were consensually having sex with him or were looking to flirt with him

Literally no one served a day in court or prison for raping actual children in the Epstein files

SEEMS FAIR (not)

1/n

[Chapter11 @Chapter11Wealth]

$NVDA

seems about right

[Chapter11 @Chapter11Wealth]

Im gonna say something controversial.

You probably can model for this.

You look at who the CEO is - 'a literal rock star' in Jenson

You then look at his wife

You then assess how sensitive the corporate secrets are

I think its fair to attribute 2 to 5% risk to this!

[Mark Tobin 🇮🇪🇿🇦 @mtobinwex]

How do you incorporate espionage and spying into your DCF model?

[Chapter11 @Chapter11Wealth]

@keithmclachlan Hollywood needs to upgrade the cliched Russian honeypot narrative to include Chinese sexpionage!

[Chapter11 @Chapter11Wealth]

$JSEADR

Buys Alliance Workplace Solutions

They paying AUD4.3m

The biz has NAV of AUD452 475
The biz attributable profit was AUD116 566

ADR tells us the above is not meaningful but the below is!

The biz had revenue of AUD2 125 604

Seems shit to me?!

What am I missing?

[Chapter11 @Chapter11Wealth]

@chadbushnell That's literally already been done.

Bozos ex did that to Amazon.

Sold Amazon stock by the boatload after the divorce settlement.

AMAZON did just fine

[Chapter11 @Chapter11Wealth]

$NVDA

Apparently CEO affairs are bullish for the stock

Not sure I would hang my hat on this statistic.

But they say the trend is your friend

[GURGAVIN @gurgavin]

IN 2013, SERGEY BRIN WAS CAUGHT HAVING AN AFFAIR WITH A GOOGLE EMPLOYEE

$GOOGL IS UP 1,200% SINCE

IN 2019, JEFF BEZOS WAS CAUGHT CHEATING ON HIS WIFE

$AMZN IS UP 210% SINCE

IN 2021, IT CAME OUT THAT BILL GATES HAD AN AFFAIR WITH A MICROSOFT EMPLOYEE

$MSFT IS UP 115% SINCE

[Chapter11 @Chapter11Wealth]

#Nvidia
#JensonHuang
#Sexpionage

Apparently it's not just Russia using honeypots/honeytraps in espionage

Truth is stranger than fiction

I get a feeling of "Too big to fail" now with all of the cover ups and forgiveness

If Nvidia and the USA fail here, much of the world fails

[Chapter11 @Chapter11Wealth]

@trustmatsilele Maybe that's why I wrote 'victory'

[Chapter11 @Chapter11Wealth]

I can't believe I'm saying this.

ANC has acted far more mature in defeat than ActionSA has in 'victory'

Despite the ideologies not matching up the ANC seem to be better coalition partners than ActionSA for the DA.

And I'm not a fan of the ANC!

[Chapter11 @Chapter11Wealth]

A worthy retweet