Entropy Rises

My stocks go down so that other people’s stocks can go up.

Shipping and commodities tourist/bagholder

[Entropy Rises @EntropyGoUp]

@SissiBellomo @axios Norway vs Sweden, what’s going on there?

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@AllVentured What does the y-axis in first chart show? Number of months?

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@AGHamilton29 You show up in my feed all the time

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@Aizenberg55 Do you have a link to the video?

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@James56487175 Up 14% at open and now back to Friday’s close. Incredible.

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@TheLege2 @RonStoeferle The last couple of years he has been on substack: Bonner Private Research.

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@TheDriller11 Fixed it for you:

China is building four new jackups and adding supply to the market permanently.

Are you?

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@blondesnmoney @grok please explain I don’t understand

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@Kacper_PK_CH Thanks!

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@Edark94 @HesperianMetals Does this mean you still take on new investors? Is there a minimum $ amount?

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@Kacper_PK_CH Hi Kacper, amazing stuff. Is it still possible to add companies to the list?
I’m thinking about
$ICL
$TGA.L
$PGY
$ETOR
and tin (commodity, not ticker)

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@BidBird10 Muted that guy based on his profile pic alone

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@valuehurts Does it impact your thesis?

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@valuehurts I only discovered because I would love to find a new unknown Chris Mayer investment. I only know of Woodlock House Capital, but if he has another fund and had found a compounder in its very early stage that would have been 👌

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@GoldForecast I wonder how much money Jim Rickards has made by investing in gold vs by selling newsletters compelling other people to invest in gold (and other stuff he hypes).

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@Henrik115 Marketing, management communication and perhaps mgmt quality?

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@sidecarcap @ReneSellmann Who is doing this at the moment?

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@calvinfroedge This barbell approach will save you