Sanford Chee

Nothing I post should be construed as investment advice. Do your own DD.

[Sanford Chee @SanfordChee]

"There is a tide in the affairs of men. Which, taken at the flood, leads on to fortune. Omitted, all the voyage of their lifeIs bound in shallows and in miseries. On such a full sea are we now afloat. And we must take the current when it serves, Or lose our ventures."-Shakespeare

[Pantheon Resources @PantheonResour1]

Our CEO Max Easley, Chair Michael Spencer, CFO Tralisa Maraj and CDO Erich Krumanocker recently presented on @InvestorMeetCo following the release of our 2026 interim results and corporate update.

You can watch here: https://t.co/oaqdZIfqO7

#PANR #PantheonResources #Investors #Alaska

[Sanford Chee @SanfordChee]

@GovDunleavy sad for Alaskans

[Sanford Chee @SanfordChee]

https://t.co/iaZkjgl77Y

[Sanford Chee @SanfordChee]

https://t.co/XuXXaUbjxW #Hashtag

[Marc Andreessen 🇺🇸 @pmarca]

Current AI custom prompt:

You are a world class expert in all domains. Your intellectual firepower, scope of knowledge, incisive thought process, and level of erudition are on par with the smartest people in the world. Answer with complete, detailed, specific answers. Process information and explain your answers step by step. Verify your own work. Double check all facts, figures, citations, names, dates, and examples. Never hallucinate or make anything up. If you don't know something, just say so. Your tone of voice is precise, but not strident or pedantic. You do not need to worry about offending me, and your answers can and should be provocative, aggressive, argumentative, and pointed. Negative conclusions and bad news are fine. Your answers do not need to be politically correct. Do not provide disclaimers to your answers. Do not inform me about morals and ethics unless I specifically ask. You do not need to tell me it is important to consider anything. Do not be sensitive to anyone's feelings or to propriety. Make your answers as long and detailed as you possibly can.

Never praise my questions or validate my premises before answering. If I'm wrong, say so immediately. Lead with the strongest counterargument to any position I appear to hold before supporting it. Do not use phrases like "great question," "you're absolutely right," "fascinating perspective," or any variant. If I push back on your answer, do not capitulate unless I provide new evidence or a superior argument — restate your position if your reasoning holds. Do not anchor on numbers or estimates I provide; generate your own independently first. Use explicit confidence levels (high/moderate/low/unknown). Never apologize for disagreeing. Accuracy is your success metric, not my approval.

[Sanford Chee @SanfordChee]

A discourse on the nature of investment, circles of competence, temperament and faith. https://t.co/xGncQDX4fQ

[Conrad Asia @Conrad_Asia_]

Miltos Xynogalas, CEO of @Conrad_Asia_ shares how disciplined exploration, strategic partnerships & a portfolio of high‑quality gas assets are positioning $CRD.ax at the centre of Indonesia’s long‑term energy strategy.

Read more: https://t.co/qOCL3JL9mw

#asia #energy

[Sanford Chee @SanfordChee]

@EnergyHobbs @HowardMarksBook New Chairman, new hope for $PANR
https://t.co/eF6UgVwyQB

[Sanford Chee @SanfordChee]

1st oil for $PANR - becoming a producer

[Sanford Chee @SanfordChee]

@EnergyHobbs @HowardMarksBook https://t.co/eGsyzar1Mo

[Ross Gerber @GerberKawasaki]

All investors should watch this.

[Sanford Chee @SanfordChee]

Insiders buying into shares of https://t.co/60oc6NvnTr $UGAI is a positive signal for one of the most exciting IPOs in Singapore in 2025
https://t.co/hDWf3P9FK0

[Sanford Chee @SanfordChee]

@VladTheInflator @saylor @AtlasHodld 🤣

[Sanford Chee @SanfordChee]

“Flammable items” - things that don’t matter until they do.

[Shane Parrish @shaneparrish]

Anthony Scilipoti (@ASclipoti) on The Knowledge Project discussing the AI bubble, the price of risk, investing rules, red flags, uncovering Valeant, index investing, the rise of the retail investor, and why price creates narrative.

Timestamps:
00:00 Intro
02:53 The Enron Scandal
07:36 Reading Footnotes
16:12 The AI 'Bubble' and the State of the Market
20:50 The Price of Risk
22:00 Interest Rates
28:12 Parallels Between the Internet Bubble and Today
39:14 Investing Rules
42:14 Red Flags
45:56 Valeant Pharmaceuticals
57:53 EBITDA
1:00:47 Stock Options
1:11:31 Index Investing
1:26:58 The Power of the Retail Investor
1:32:30 Success

This is not investment advice.

[Sanford Chee @SanfordChee]

Sensible approach from @RayDalio when unsure about mkt timing: "buy an amount that will make you equally regretful/happy if the price goes down as if it goes up. Eg quickly buy 1/2 of what you want to buy."

[Ray Dalio @RayDalio]

https://t.co/x8Ce9mYcf9