Jaume CF ⚡

Every week, The Insiders Report lands in your inbox with the most interesting opportunities. I also share my adventures and discoveries in quant investing.⬇️⬇️

[Jaume CF ⚡ @SmallCapAffect]

@Liathetrader Perhaps even a few years, if they put boots on the ground.

[Jaume CF ⚡ @SmallCapAffect]

@TheUnusualFrog The chart do not say this.

[Jaume CF ⚡ @SmallCapAffect]

@Barchart 100 hundred companies agreed on make a draw. Great theory.

[Jaume CF ⚡ @SmallCapAffect]

@dividendology 16 years without investing at all?

[Jaume CF ⚡ @SmallCapAffect]

@IndexAndForget Wait for more red.

[Jaume CF ⚡ @SmallCapAffect]

@BrianFeroldi A house?

[Jaume CF ⚡ @SmallCapAffect]

@dividendology I’d buy Microsoft. It combines a very durable software ecosystem, recurring enterprise revenue, and strong exposure to AI without relying on a single product cycle. Over a 10-year horizon, that mix of scale, cash generation, and reinvestment power makes it one of the best choices

[Jaume CF ⚡ @SmallCapAffect]

@J_ackinvest 8 years, remember? 😉

[Jaume CF ⚡ @SmallCapAffect]

@zerohedge A Treasury repo facility for excess cash would act as a liquidity buffer, easing collateral pressures while anchoring short-term rates.

It could help smooth funding markets and tighten financial conditions at the margin without overt rate hikes.

😅

[Jaume CF ⚡ @SmallCapAffect]

@vitaliyk Correct.

[Jaume CF ⚡ @SmallCapAffect]

Good morning!!!

[Jaume CF ⚡ @SmallCapAffect]

@KorayChelikhan Peanuts. Wait for a -30%.

[Jaume CF ⚡ @SmallCapAffect]

@QC_Capitals One year old. Perfect timing.

[Jaume CF ⚡ @SmallCapAffect]

@OInvests Probably when insiders start buying. Right now, they’re not. If you want to stay on top of this, you should subscribe to my newsletter.

It’s free for now.😘

[Jaume CF ⚡ @SmallCapAffect]

@NotA_Bull The last one that looks great and is on my buy list for Monday is BUKS.

More on this in tomorrow’s newsletter. Don’t miss it.😅

[Jaume CF ⚡ @SmallCapAffect]

Terry do not think the same.

[Investment Wisdom @InvestingCanons]

Howard Marks: “You should never buy into momentum, you should never buy something because it’s been going up...

You should only buy it if you think it’s good value.”

[Jaume CF ⚡ @SmallCapAffect]

@GSpier I guess money plays some part here. In Zambia they don’t have many cars either, and the quality of life is not as good.

[Jaume CF ⚡ @SmallCapAffect]

@interiorsuckerr 4, the rest is a mess and hurt my eyes.

[Jaume CF ⚡ @SmallCapAffect]

@MsVeilMoney Be adventurous. Life is short. Who’s going to tell stories about your trades in your obituary if you play it like this?