Joe Value 🕊️

Run a concentrated global equities fund. As well as an IFA firm. Nothing here is advice! Podcast interview:

[Joe Value 🕊️ @JoeValue]

Investment related books I’ve read over the last 18 months, with ratings

[Yami @YamiPNL]

🚨 BREAKING: LILY PHILLIPS ACCUSES MICHAEL SAYLOR OF STEALING HER IDEA OF FUCKING 100'000 MEN IN A DAY

[Joe Value 🕊️ @JoeValue]

I think it’s probably retail traders playing the technical analysis game.

And possibly some guys who blindly bought after Smoak Capital went public with their large position and are being shaken out with low conviction / poor understanding of the fundamentals.

Earnings report due out next week. I think they will be on track for their 45% growth estimate for the Biz segment.

Could also be weakness in Japanese market.

Likely no one factor on its own but as far as I can see there absolutely no reason for the selloff from a fundamentals perspective

[Joe Value 🕊️ @JoeValue]

Wait what??!!

Colour is a delusion made up in our minds? And no two people see colour the exact same way.

Colour isn’t a real thing it’s just the way we distinguish between different wavelengths of light.

A construction ‘delusion’ that helps us distinguish between different physical objects in the ‘real world’.

Never thought of it like that before 🤯

[Joe Value 🕊️ @JoeValue]

@ParadisLabs You looked at Payton Planar? https://t.co/PL659kHPU6 small cap used in latest $NVDA 800 VDC via their collab with Renesas? Leader in planar transformers

Very undemanding valuation

https://t.co/TMq21dzOmS

[Johan De Mol @DeMolJohan]

Is dit de reden dat ze #paytonplanar nog snel aan een spotprijs van de Brusselse beurs willen plukken? 🤔

[Joe Value 🕊️ @JoeValue]

@friedoystercult The amount of undisclosed hyperscalers these guys have is insane

Will 10x by 2028

[Joe Value 🕊️ @JoeValue]

@damnang2 @PhotonCap I’m with AMD we’re sponsoring the Ferrari car 😍

[Joe Value 🕊️ @JoeValue]

@damnang2 @PhotonCap Love how humble she is:

https://t.co/BU0VkOeXed

[Joe Value 🕊️ @JoeValue]

Any good SaaS AI beneficiaries I should be looking at?

[SixSigmaCapital @SixSigmaCapital]

Software: 2 competing thoughts I have

1: this is the laggards running (after semis, AI hardware etc) so we are late , breather coming

2: sentiment has shifted post $SNOW $DDOG earnings and realised many SaaS names are going to be AI beneficiaries. SaaS is next up?

[SixSigmaCapital @SixSigmaCapital]

Software: 2 competing thoughts I have

1: this is the laggards running (after semis, AI hardware etc) so we are late , breather coming

2: sentiment has shifted post $SNOW $DDOG earnings and realised many SaaS names are going to be AI beneficiaries. SaaS is next up?

[Andy @evfcfaddict]

Can’t wait to finally meet the legend in person in a few months 🤩 - let’s beam him over 10.000 followers - one of the best stock pickers here for sure! Give @Floebertus a follow friends and check out his ideas!

[Joe Value 🕊️ @JoeValue]

@mr_deepvalue Are you Jack Reacher? Waiting to get to the part where you broke some guys legs. This reads like a thriller 😂😂

[Johan De Mol @DeMolJohan]

Is dit de reden dat ze #paytonplanar nog snel aan een spotprijs van de Brusselse beurs willen plukken? 🤔

[Johan De Mol @DeMolJohan]

Hier zijn eigenaardige zaken aan de gang. Het bod bedraagt 7,38 euro en iemand wil blijkbaar 150.000 stuks kopen aan 9,15 euro. 🤔
#paytonplanar #delisting

[Joe Value 🕊️ @JoeValue]

@micheltournier @DeMolJohan No, this is not the case. The isreali listing is shooting up as well, not just the Belgian listing

[Joe Value 🕊️ @JoeValue]

@mr_deepvalue Congrats! 🥳

[Joe Value 🕊️ @JoeValue]

@gbylenok 💯

[Joe Value 🕊️ @JoeValue]

75% gain in < year and now out of $XFAB

Serenity trade has brought forward the future gains

https://t.co/FQjitdq68T

[Joe Value 🕊️ @JoeValue]

The main reason I think momentum has been extraordinary and will probably continue for a while,

Is the number of new investors entering the market. So much advertising and even push from governments to get people invested.

It’s never been easier to open an account and buy some stocks.

Any other thoughts?

[zerohedge @zerohedge]

"There's a particular torment to watching investors do exactly what they "shouldn't" - and keep getting rewarded for it. Momentum has been crushing mean reversion for a decade and a half. Melt-ups are visible in semiconductors, Mag7, gold, silver and commodities. Crowding is at extremes. Everyone feels it: the instinct that this can't possibly continue, the sense that buying what's already going up is both dumb and, somehow, the only thing that has worked. It has the unbearable lightness of a trend that refuses to mean revert" - Matt King

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