MrMole

Long-only PA seeking asymmetric bets
Micro/small caps, tech, gold/commodities

[MrMole @MoleCapital]

@GuruAnaerobic @Beeorlicious No harm no foul

[MrMole @MoleCapital]

@xvrmdf A successful politician navigates party ranks and achieves high office

Making competent economic choices as chancellor requires a fundamentally different skill set to being successful in politics

[MrMole @MoleCapital]

@John_Hempton @EmanuelDerman @JamesMarsh79 Not doing well, not bothered or something else?

[MrMole @MoleCapital]

@compoundpapi Scotland fans

[MrMole @MoleCapital]

@pmje73 Need the work.
Need the meeting?

[MrMole @MoleCapital]

@John_Hempton @orrdavid c. Greater liquidity/leverage at play?

Markets stay 'irrational' as long as ongoing marginal flow in that direction - more flow/leverage keeps it going till it doesn't

Zero data/analysis to back this up

[MrMole @MoleCapital]

@313kounine @Biohazard3737 "professional investors"

[MrMole @MoleCapital]

@John_Hempton @macromedia45 Presumably a host of assumptions underpin the forecasts - might get four of five right (expert) but the fifth one wrong wrecks it

This validates their expertise while making it perfectly logical/normal that they'll get forecasts wrong

[MrMole @MoleCapital]

@dopamine_uptake A win's a win

[MrMole @MoleCapital]

@calvinfroedge Wheat?

[MrMole @MoleCapital]

@gentsdeal @xvrmdf And warmer

[MrMole @MoleCapital]

@TXpaintbrush How deals fail -

- didn't mean revert as predicted

- didn't compound as predicted

Heads you lose. Tails you lose. Thanks for playing

[MrMole @MoleCapital]

@xvrmdf Do you prefer relative returns or absolute returns?

Do you prefer relative salary or absolute salary?

[MrMole @MoleCapital]

@SpecInsights The potential to get worse was there before the ceasefire discussions started

[MrMole @MoleCapital]

@PaulAndreola Staffing for a reason
Software for a narrative

[MrMole @MoleCapital]

@LROYSTON @SimonCalder Sounds like the main problem is EasyJet

Not open early enough
and not enough gates for check in

[MrMole @MoleCapital]

@sidecarcap Lazy investors

[MrMole @MoleCapital]

@CasinoCapital "Claude, what policies can we enact to destroy the housing rental market in Scotland?"

[MrMole @MoleCapital]

@sheffield_tug @GarethDavies007 Accepting mediocrity and incompetence isn't a prerequisite of democracy

[MrMole @MoleCapital]

@GuruAnaerobic True.

If a 50 year old gets a PB in a forest and no one is around to hear it, does it make a sound?