Europoor Value

Deep value retail investor. Bullish on anything America. Building wealth independently through discipline and frugality

[Europoor Value @EuropoorValue]

@EarningsB4Hugs I only care about debt refinancing

[Europoor Value @EuropoorValue]

@TimothyBuffett and again, this time after market closed

[Europoor Value @EuropoorValue]

@katkov28584 whats your avg cost basis?
I added 3 shares today

[Europoor Value @EuropoorValue]

@ariaradnia are you going to buy more

[Europoor Value @EuropoorValue]

@porterstansb @StealthQE4 how do you think the JPY currency intervention is going to impact equity markets?

[Michael Fritzell (Asian Century Stocks) @MikeFritzell]

@jpbizmodel @david_katunaric People want someone with judgment pick stocks for them. You don't want to spend 20 minutes reading some AI generated overview on a business that then turns out to have serious corporate governance issues

[Europoor Value @EuropoorValue]

@porterstansb 100% my opinion, that’s why I kept buying Software. best post on here in a long time.

[Europoor Value @EuropoorValue]

@friedberg you mixed up taxes on treasuries and municipal bonds. Only Muni bonds are federal tax free. So the 8% pre tax reference is false

[Europoor Value @EuropoorValue]

@aymanraouf @ErnestWongBWM I think time will tell and it’s not possible to judge today

[Europoor Value @EuropoorValue]

@aymanraouf @ErnestWongBWM because management thinks the opportunity of under valued share prices won’t be around for too long and they want to take advantage now. Using only profits, would limit how much they can buy today

[Europoor Value @EuropoorValue]

@always_invest can't decide if more looking forward to $MKL earnings or Fed meeting

[Europoor Value @EuropoorValue]

@BrownMarubozu @AJButton2 just me crunching numbers. whats your estimate?

[Europoor Value @EuropoorValue]

@BrownMarubozu @AJButton2 Assumed growth in book value. And then some hope for slight increase of P/B (currently fair valued, been higher in past). Later will push it above 10%

[Europoor Value @EuropoorValue]

@BrownMarubozu @AJButton2 10% CAGR

[Europoor Value @EuropoorValue]

@porterstansb How did you arrive at the conclusion of 8-12% inflation?

[Ian Cassel @iancassel]

The older I get the more I appreciate those that invest differently than me. Especially those that have crushed the market in their own unique way and not by simply accepting the broadly evangelized "buy and hold forever is the only path to heavenly riches."

[Sahil Bloom @SahilBloom]

Major cheat code for life: Always assume things will work out, then do the work to make it true. It’s a mindset of active optimism. Earned faith. It creates a quiet confidence that allows you to tolerate the uncertainty of life better than anything else.

[Europoor Value @EuropoorValue]

@realroseceline when’s your book coming out? I can’t wait to read it

[Europoor Value @EuropoorValue]

@TimothyBuffett 1MW DCs aren’t too valuable though. 50-100MW+ of which Cogent doesn’t have any matter.

[Europoor Value @EuropoorValue]

@DilksJay Approx 15% of VWO is TSMC; in what world is this really "emerging market" or "diversified away from US"?

[Europoor Value @EuropoorValue]

@DilksJay If you want to argue VEA and VWO went up in recent 2-3yrs, it's basically an extension of the US AI trade of companies not listed/not HQ'd in US, but still driven by same "theme".