FuzzyValue

Contrarian? Focused: value investing style as a philosophical value. Value is fuzzy.
"Sine metu".
LNG+ OIL +GOLD (mining) + METALS

[FuzzyValue @TrueblueValue]

«Quo vadis Domine» (¿A dónde vas, Señor?)
«Romam vado iterum crucifigi» («Voy hacia Roma para ser crucificado de nuevo»).
Pedro, avergonzado de su actitud, vuelve a Roma a continuar su ministerio, siendo posteriormente martirizado y crucificado cabeza abajo.

[Lin @Speculator_io]

Jensen literally told you where to invest.

This is his 5-Layer AI Cake:

Layer 1: Energy
$BE $GEV $PWR $AMPX $VICR $VST $NVTS $BWXT $CEG $UEC $CCJ

Layer 2: Chips
$NVDA $TSM $INTC $AVGO $AMD $ASML $ARM $MRVL $AAOI $AXTI $COHR $MU $SNDK $STX $OPTX $LITE $ICHR $AEHR $WDC

Layer 3: Infrastructure
$NBIS $IREN $CRWV $APLD $VRT $DELL $HPE $ORCL

Layer 4: Models
$GOOGL $META $AMZN $TSLA

Layer 5: Applications
$NOW $PLTR $DOCN $SNOW $NET $FSLY $INOD

[FuzzyValue @TrueblueValue]

@EsportsRAC1 @aleixparise Aquesta comentarista (Danae) que ha parlat de Gordon com una mediocritat s’hauria de mirar al mirall uns instants. Demanar que s’aturin les notícies pel fet que avui era el darrer partit d’Alexia en camp propi (no el darrer partit) és simplement una estupidesa.

[Aoshi @maal2al]

Lista rentabilidad fondos seguidos en @masdividendos ordenada por YTD 2026*

[FuzzyValue @TrueblueValue]

@jredoand @GustavoBolsa La bola de cristal es una buena inversion?

[Quilem @Quilemba]

Cierre ENERO de la tabla seguimiento de Fondos +D . Los 106 fondos y etfs ordenados YTD. (VL distinto dia)
86/106 en positivo.
Oro, Emergente, algún Value... en la parte alta.

[FuzzyValue @TrueblueValue]

https://t.co/jh7971Otgh

[FuzzyValue @TrueblueValue]

@MariaLoMa_33 Mayoría absoluta, una y otra vez.

[Misunderstood Multibaggers @meeijer]

10-baggers aren’t just about sector disruption, they happen when a company has world-class management with a vision to build something massive.

Here’s a thread of 10 companies that perfectly check both boxes:

1) Hims & Hers | $HIMS

$HIMS is disrupting the traditional healthcare industry with a DTC model that makes access to treatment faster, cheaper, and more convenient.

Traditionally, if you needed a prescription (for example, finasteride for hair loss) you had to schedule a doctor’s appointment weeks in advance, go in for a visit, and then wait even longer to get your medication.

With $HIMS, the process is radically simpler: fill out a form online, choose your subscription plan, and within a few days your treatment arrives at your doorstep. This frictionless experience is revolutionary, and it’s fueling rapid growth across categories like hair, skin, sexual health, mental health, and more.

The company is founder-led by Andrew Dudum, who started $HIMS in 2017 and has been scaling it ever since. Alongside him are CPO Dheerja Kaur (former Robinhood CPO who built Robinhood Gold Card), COO Nader Kabbani (20+ years at Amazon, including leadership at Amazon Pharmacy/One Medical), and CTO Mo Elshenawy (ex-Cruise, with deep expertise in scaling tech platforms).

Together, this leadership team is shaping what I believe will be the future of healthcare.

[FuzzyValue @TrueblueValue]

@mvcinvesting @app_hyd Have you sent an alert or are you going to send it today? I can't find any additional information

[FuzzyValue @TrueblueValue]

@mvcinvesting Can you do a review of HITI in light of possible legal changes in the USA?

[FuzzyValue @TrueblueValue]

@mvcinvesting $QXO It does not meet all requirements, but it will meet all of them except capitalization (organic and inorganic growth)

[GUAP @ElGuapoTron4000]

🇺🇸🥦🧺 $MSOS inflows pop&lockin up small float OTC Cannabis stocks before Institutions can buy in

MoMo dudes stock screeners 📈👀

Buyers are Higher 😤

🇨🇦🏪 $HITI 🌊🌐
🇺🇸🥦 $GTBIF $TCNNF $CURLF $TSNDF $JUSHF $CXXIF $LEEEF
🇨🇦 $OGI $VFF $ROMJF $CBWTF $DBCCF
🏢 $NLCP $REFI $LIEN

[FuzzyValue @TrueblueValue]

@mvcinvesting When clarity, openness and honesty are combined with a good method, the result does not usually fail. Congratulations on your achievements!

[NoPumpAllowed @ITOLDYA6]

@SteveWps Nah….

[FuzzyValue @TrueblueValue]

@europapress Se cree muy ocurrente y locuaz…es lo peor de PSOE…la parte palmera-cínica. Cuando todo esto pase tendrá un puesto en no se sabe donde y rememorará sus invenciones y devaneos. Un desastre de persona.

[MΛRC VIDΛL @marcvidal]

Ahora que finaliza el año, quiero homenajear al operador de cámara en esta rueda de prensa.

Un héroe del que no se supo más... 😅🙌🙌

[ALPHA MINDSET @ALPHAMINDST]

Mapa mental del libro “Hábitos atómicos”

(Link para tenerlo gratis debajo)

[ALPHA MINDSET @ALPHAMINDST]

Mapa mental del libro “Meditaciones”

(Link para tenerlo gratis debajo)

[Daniel Mahncke @MnkeDaniel]

One-Pager on The Psychology of Money:

[Horos Asset Management @horosfunds]

A propósito de nuestra VI Conferencia Anual de Inversores de Horos Asset Management, hemos querido crear un hilo para compartir nuestra visión, resultados y estrategia a largo plazo. Dentro highlights👇