Point 73

Formerly S.A.D capital

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free financial advice

[Point 73 @Point73_Capital]

@breakingthemark @choffstein Thank you for digging this up - has sent me down a good rabbit hole

[Sunchartist @sunchartist]

Hon @PMOIndia @cmohry @MEAIndia @police_haryana @DC_Gurugram
My father passed away last night & we believe there was foul play and seek justice. Moreover, this should never happen to anyone living in India
India can only be investable if there is a rule of law #HumanrightsIndia

[Point 73 @Point73_Capital]

Second Nutrien CEO gone within a year... Must be a coincidence

[John Pilger @johnpilger]

The contempt in which Britain's elite holds the public has never been more eloquently expressed than in the decision to award Tony Blair the highest order of knighthood. One million Iraqis dead, three million dispossessed, a trail of blood to 7/7. Rise Sir Tony!

[Point 73 @Point73_Capital]

Wanted a break & finished reading the first Dune book - considering whether to carry on to Dune Messiah and the others. Does it get better from here? Seems like the first book was written as a standalone & I'd hate if the others were more afterthoughts

[Point 73 @Point73_Capital]

@BluthCapital @kingkang80 @PreparedRemarks Because other companies will expand capacity and push themselves down the cost curve. When times aren't good ( see cyclical), you'd rather be there with them than bleeding from the top. E.g. what can BHP Jansen do to potash supply a decade from now?

[Point 73 @Point73_Capital]

@BluthCapital @kingkang80 @PreparedRemarks Fair point but not sure about lockdown argument- ferts market is so hot these mines are delaying maintenance to try to meet demand. Plus we now know that lockdowns don't decrease demand for food. Debt is down,& I think this is more firepower for future capacity expansion

[Point 73 @Point73_Capital]

@kingkang80 @BluthCapital @PreparedRemarks Don't have the graph at hand but plot any forward multiple against earnings growth & you see why these companies are cyclical. Not that I disagree with long thesis , I think outlook ferts esp potash is still bullish. But we shouldn't expect peak multiples near top of cycle

[Point 73 @Point73_Capital]

'Being dumb is the process of forgetting how to learn'

Gold. Thank you Kris

& Merry Christmas!

[Kris @KrisAbdelmessih]

Merry Christmas!

The greatest gift you can give to each other is credit. Inspire by example.

Kids are smart. Give them credit.

Becoming dumb is the process of forgetting how to learn.

Don't sacrifice that fundamental value because "eggs need to be cracked"

[Point 73 @Point73_Capital]

@davidbelle_ 🤣🤣🤣

[Point 73 @Point73_Capital]

All these fintwit boomers never grew up taking career advice from highschoolers LARPing as HF managers on WSO and it really shows

[Point 73 @Point73_Capital]

Saddest thing about the @cloudy_cl story is that I no longer believe it's possible to be in your 40s, making pepe memes and listening to drill music

Heartbreak

[Point 73 @Point73_Capital]

I don't see enough credit being given to how elaborate his whole schtick was... It's fucking hilarious 🤣🤣🤣 will admit it fooled me

[Point 73 @Point73_Capital]

@cloudy_cl 5->6->7->8->9? figs , which move brought the most noticeable difference in living for you?

Also how u got started in art collecting would b cool to read

[Point 73 @Point73_Capital]

@cloudy_cl @davidbelle_ Visuals on the Skepta one for me

[Point 73 @Point73_Capital]

@cloudy_cl @RealMasalaBonds @ander_hk @davidbelle_ Does being a degenerate autist not cut the diversity requirement anymore

[Point 73 @Point73_Capital]

@goodalexander Seems like if you wanted to play the sanctions catalyst, it would be better to long K+S- high cost producer & highly exposed to Europe, which would be the market most affected by capacity from Belarus

[Point 73 @Point73_Capital]

@goodalexander Belaruskali has been selling to India and China since sanctions came on years ago. Why would any new sanctions change this? Do you have any specific sanctions in mind?

[Point 73 @Point73_Capital]

@cloudy_cl What's something that people you meet have too much of & what's something they have too little of

[Point 73 @Point73_Capital]

@goodalexander @threadreaderapp unroll