@DonDurrett I have 11 of these, which is not surprising as I’ve followed Don for a while now. No dip buying for me as I was lucky to get quite early on some of these so I’m fully invested and holding. Any new money I put into Uranium and Copper plays to diversify.
@KingKong9888 If I was a betting man, which I clearly am, then the playbook would be to spook the market, get people to sell to free funds, and pile money with leverage into the monster IPO’s, then pull the rug and tank the markets.
@DonDurrett I think having 150 stocks allows the carry of Vizsla. Hoping to get back in when operations restart. No news yet on that, but thinking Q3, as seems seem to be moving now with the new government connections VP on board.
@zerohedge So basically their currency is crashing because everyone is storing their wealth in gold… because their currency is crashing. Therefore, we’ll make it more expensive to buy the gold to prop up the currency? Wow. That’s going to work lol
@DonDurrett Fantastic. Thank you very much.
I asked Grok to compare your list, with my portfolio, and rank a new Top25 (in order). I know you love (and hold) the swap-ins, but the No.1 conviction on Groks list is also a stock I believe should be easily in yours - $ARIS.
@warrupc@DarioCpx I hate Kier Starmer, but unfortunately he was fairly elected by the people of the United Kingdom, so when his government sets a policy it can be said it is “Britain”. Can’t do the same for Iran, North Korea, China, Russia etc