gritcapital

VariantView - MultiFactor - Finneir @avdl_

[Arthur van der Linden @avdl_]

AMA Group – an unloved and underfollowed dumpsterstock with A$1BN revenues and once a darling of the ASX in the crosshairs of Blackstone ➔ Back in the arena & gunning for the Australian midcap?

A deep dive with @FatAlpha: https://t.co/gfm5S0qrzm

#AMA $AMA @GritCapital

[gritcapital @GritCapital]

Impressive if true! 🫡 @JMilei

[Not the Bee @Not_the_Bee]

Milei says Argentina just had its first budget surplus in 16 years after gutting government bloat
https://t.co/wJmD1klr60
https://t.co/wJmD1klr60

[gritcapital @GritCapital]

Excellent run down of the events that caused the current banking crisis & the effects of the FED backstop (#BTFP) https://t.co/1E9yKr5URf

[Arthur van der Linden @avdl_]

$6.5bn at a $50bn valuation representing a 50% drop in value since their peak valuation 😵‍💫 …. and stil a dumpster 🔥 https://t.co/e4Iwp4Y9ON

[Brad Kaellner @bkaellner]

If I can find 2 investments each year, I think we’re doing well

Through the first 8 months of 2022 I found one investment

Just recently I found a second one

It’s a wonderful year

-Mohnish Pabrai, 9/16/22

[Arthur van der Linden @avdl_]

Thanks #fintwit for a great call on Twitter. I had battle scars shorting Elon and watching the Twitter drama unfold was amusing and it finally proved that Elon is an earthling. 🙏⁦@evantindell⁩ ⁦@AndrewRangeley⁩ ⁦@puppyeh1⁩

[Arthur van der Linden @avdl_]

@puppyeh1 Classic prosaic @puppyeh1 letter. A disgraceful executives & bring in the scythe …

[Arthur van der Linden @avdl_]

Genius insight - “The thing is that anyone who cares about music, will plug in external speakers. And then they will be looking at the product wondering why there is a grille on the front. I want the design to be clean”

[Arthur van der Linden @avdl_]

👀 @puppyeh1 kicking off another activist campaign with a marvel of a letter. Last Minute N.V., your move ♟

[zerohedge @zerohedge]

It's fine, China has only $55 trillion in bank assets. Not like anything can go wrong.

[Arthur van der Linden @avdl_]

Capital flight? Time for #LukFook (https://t.co/PhLEduSmP0)? .... Chinese jewelry retailer listed in Hong Kong with heavy insider buying? 💍 https://t.co/oVW7PrtKOO

[gritcapital @GritCapital]

🤣

[ian bremmer @ianbremmer]

sometimes your worst nightmare is right behind you

[gritcapital @GritCapital]

Always been a china bear and this is just one reason (albeit an important one)

[ian bremmer @ianbremmer]

china century?
are you kidding me??
with this population implosion???

[Arthur van der Linden @avdl_]

👀 seizing Russian foreign reserves accelerates de-dollarisation of the global (petrodollar) economy - the US can’t support another Volker-style spike in interest rates to protect the reserve currency status of the USD @LukeGromen⁩ & ⁦@ttmygh⁩ 🙏 https://t.co/i71y1eIjDr

[gritcapital @GritCapital]

Nice cheap coal play in today's market

[DragonflyValue @DragonflyValue]

I was talking to @dyer440 about this, and @puppyeh1 has already posted a thread, but I think that $RE4.SI[Geo Energy Resources, listed in Singapore] deserves a shout-out in light of recent events. This is probably the cheapest thermal coal name out there[with ok governance]

1/n

[Arthur van der Linden @avdl_]

Russia is not the powerful nation it was a century ago: Russia is economically irrelevant, its only geopolitical significance is related to its oil reserves & nuclear arsenal, and they no longer play a meaningful role in arts, sciences & innovation.
1/14

[gritcapital @GritCapital]

Isn’t this just an online version of Lingo (a TV game). Fun but they should add a bonus for time. Wordle 239 5/6

⬛⬛⬛⬛⬛
⬛🟨⬛⬛⬛
🟨🟨🟨⬛⬛
⬛⬛🟩🟩🟩
🟩🟩🟩🟩🟩

[gritcapital @GritCapital]

Helpful lessons angel investing.

[Lenny Rachitsky @lennysan]

I’ve now angel invested in 140+ companies. Here's what's most surprised me about angel investing so far 🧵

[gritcapital @GritCapital]

🔥great letter Jeremy Grantham @GMOInsights 🧐 "When pessimism returns to markets, we face the largest potential markdown of perceived wealth in U.S. history."👇
Let The Wild Rumpus Begin* https://t.co/kZnA7Yrkjr

[tanay @tanayjain]

My biggest takeaways from @MessariCrypto's Crypto Theses '22, written by @twobitidiot :

I've also made a mindmap to help tie things together
🧵👇🏻...