Charles M

Stocks. Cryptos. Real estate. Watches. Football...

[Charles M @The_Real_CLV]

@jukan05 It’s a very long story to say that contracts can be broken - thanks

[Charles M @The_Real_CLV]

@jukan05 does that include Resonac? 4004 JT

[Charles M @The_Real_CLV]

@jmartinprin @ludovic10600 et je vois d'ailleurs que tu en as dans ton portefeuille donc cela s'explique surement comme ca (POV perso different votre newsletter)

[Charles M @The_Real_CLV]

@jmartinprin @ludovic10600 Non, rien de mal, mais l’action a baissé de 20%, notamment à cause des craintes liées à la concurrence d’ASML, ce que vous réitérez dans votre article (message négatif sur BE). Donc tes commentaires parraissent contradictoire (c’est peut-être simplement ton point de vue).

[Charles M @The_Real_CLV]

@jmartinprin @ludovic10600 c'est quand meme ta boite qui vient de publier un article bearish sur BE

ASML Is Building a Hybrid Bonding Tool, Sending More Chills to Besi

[Charles M @The_Real_CLV]

@insane_analyst @Xiaoyu_Liu why BESI ded?

[Charles M @The_Real_CLV]

@TiboInShape Chômage

[Charles M @The_Real_CLV]

@zephyr_z9 These names were not mentioned in the memo?

[Charles M @The_Real_CLV]

@zephyr_z9 a better company or a better investment?

[Charles M @The_Real_CLV]

@KerrisdaleCap Good reverse brokering 🙌

[Charles M @The_Real_CLV]

@RadioGenoa The problem with « sending home » is that their home is exactly where they are, most are born in the Netherlands (2, 3rd generations…)

[Charles M @The_Real_CLV]

@bestwildclips How can he survive from this?

[Charles M @The_Real_CLV]

@value_invest12 @contrarynvestor @Alexniglio Got it. Would be interesting indeed to see if that’s one of the reason for hedge funds piling into the short - there is also definitely a momentum aspect to it (followers)

[Charles M @The_Real_CLV]

@value_invest12 @contrarynvestor @Alexniglio Bloomberg (via the terminal). And I think it will rise further. If numbers and the outlook on March 15 are somewhat decent we could see a short squeeze

[Charles M @The_Real_CLV]

@value_invest12 @contrarynvestor @Alexniglio Need to take in any case a 12-18 months in that investment case, with the likely possibility of further near term weakness. But the risk / return is extremely attractive here, also considering the FCF generation as expansion capex fades, which they case use for buybacks/divi

[Charles M @The_Real_CLV]

@DeepSailCapital Natural resources

[Charles M @The_Real_CLV]

@LouisDeRaguenel @Europe1 On a oublié le simple fait qu’il faut s’arrêter quand la police fait un contrôle et pas partir comme un chauffard en écrasant le 1er qui passe devant

[Charles M @The_Real_CLV]

@LouisDeRaguenel @Europe1 On ne pleurera pas…🤣

[Charles M @The_Real_CLV]

@RaritySniperNFT @wallstmemes #7 !