bee happy

the things you own, in reality end up owning you.

[Z @ZeeContrarian1]

𝗥𝗲𝗮𝗱 𝘁𝗵𝗶𝘀 𝗰𝗮𝗿𝗲𝗳𝘂𝗹𝗹𝘆.

If you truly understand it, it is worth more than a hundred finance books.

When people ask me which investment books they should read, I usually tell them that investment books are not nearly as important as learning logic. Of course, you need a good understanding of finance, accounting, valuation, options and momentum. But the most important skill is learning how to think clearly. You can study logic through Stoicism, Buddhism or philosophy. Logic applies to every situation. It is not case-sensitive.

Let me give you five examples from this year. I had other investments that produced even higher returns, including several biotech positions, but these five were special because the logic behind them was relatively simple. The equity recommendations all generated, or at some point were up, close to 100%, while the options trades returned hundreds(oil, short $UVXY ), if not thousands, of percent.

The first was $ZIM. The stock was trading at around $13, close to half its cash value. Then news came out that the CEO was interested in buying the company, yet the stock continued to trade at a massive discount. After analyzing the assets, which I did on your behalf so you did not have to, it became clear that the market was assigning almost no value to the actual business. The company’s cash and assets provided meaningful downside protection, while the upside could be substantial if the market eventually recognized their value. This is what is known as a margin of safety. I felt comfortable building a large position because I was not relying on a heroic forecast. I was relying on assets that already existed.

The second was $STAA. The company was trading at around $17 after a proposed buyout at approximately $30.70 had failed. The hedge funds that owned a large part of the company rejected the offer. When you read their letter, it was clear that they believed the business could eventually be sold at a much higher price. At the same time, the company appeared to be near the bottom of its business cycle. The logic was simple. The stock was trading at almost half the value of a rejected offer, while the largest shareholders believed that offer significantly undervalued the company. Once again, I presented all the relevant information. You did not need to be an expert in the medical-device industry. You only needed to connect the dots.

The third was $WGS. Am I an expert in genomics? No. Almost nobody is. But the two hedge fund managers who brought $WGS public understand the company extremely well. After the stock fell following earnings, management clearly explained what had happened. Exome testing examines mainly the protein-coding regions of the genes, while genome testing examines almost the entire genetic code and is therefore a more comprehensive test. Yet genome testing was being reimbursed at a worse rate than exome testing. That did not make economic sense, and it was reasonable to believe that the situation would eventually stabilize. More importantly, the investors who knew the company best bought heavily after the decline. You did not need to become a genomics expert overnight. You needed to understand the facts, recognize who possessed the most knowledge and observe what they were doing with their own money.

The fourth example was shorting $UVXY after volatility spikes. You do not need an extremely complicated model to understand that panic eventually fades. $UVXY can rise dramatically when volatility explodes, but over a longer period, markets eventually calm down and the product begins losing value again. The timing is never perfectly predictable, and the position still needs to be managed carefully, but the underlying logic is straightforward. Fear is temporary, while the structure of the product works against anyone who holds it for too long.

Part 2 below.

[🕊️ @bloomingracee]

I love everything ab this gorgeous home 🏡

[Preethi Kasireddy @iam_preethi]

Before kids, I thought I was at capacity.

After kids, I realized I had no idea what I was capable of. You think bigger because you’re no longer just living for yourself. You become ruthlessly efficient because you have no choice. You stop wasting time on things that don’t matter because you can see what actually does.

You laugh more than you ever have. Kids are hilarious. Seriously.

And yes, it’s hard. But the hardness isn’t meaningless suffering. Your deepest, darkest parts get dragged into the light. The parts you’ve been avoiding your whole life. The trauma. The patterns. The brokenness.

Kids don’t break you, but rather they reveal what was already broken so you can finally heal it.

So no, babies don’t suck. They expand you.

[Planet Of Memes @PlanetOfMemes]

Hoping for a much better 2026, here is a video summary of my 2025.

[Ping @DegenPing]

11:11

[Universe Vibe @universevibe_]

There's nothing to worry about.

[BowTied Cloak @Bowtiedcloak]

Taste grows in the dark like roots. Social media digs it up for display, watering it with applause until it blooms into something you don’t even like.

Posting this here so you remember the culture is yours to keep, not theirs to rent.

[🧬Maxpein🧬 @maximumpain333]

‼️‼️‼️

[Z @ZeeContrarian1]

Be a good human being, not because it’s right, but because God knows all your stop losses.

[Arnab Ray @greatbong]

One of the deepest reasons for our unhappiness is that we always feel as if the world is watching us. We measure ourselves against these "eyes", conscious of how we dress, how we smell, how we look, how thin or fat we are, what's our title at work, and of course how much financial and social achievement we project.

Social media turned this anxiety into an empire worth billions of dollars. For the first time in history, we have a digital dashboard of our own visibility. It gives us numbers: likes, shares, engagements, comments, and like any good business, the object is not to satisfy but make us feel we need more. Each metric carves a deeper hollow in the heart, because there is always someone who has cracked the code of being seen positively better than us.

But then there are moments. Moments of transcendence, when you burst forth, splintering the fences of your mind.

It's then that you realize that all existence is a single seamless expanse, without edge, and that the way the world sees you is the way you see yourself.

For you are the world.

[Anna Lulis @annamlulis]

This is the exact moment human life begins.

In a single instant, an egg is fertilized to create a genetic code that has never existed before.

It’s silent. Invisible to the naked eye.

Yet it’s the first spark of a new human being—uniquely made in the image of God.

[roobz 🌙 🌸 @tishray]

C.S Lewis knew this already.

[CosmicChouhan @CosmicChouhaan]

If this post reaches 200 retweets
I will tell the date of altseason top

[Oliver Burdick @oliverburdick]

This is how you fight evil.

“As for me and my house, we will serve the LORD.”

[TaraBull @TaraBull]

This is what they fear the most

[End Wokeness @EndWokeness]

Charlie Kirk's legacy, in a single video

[🧬Maxpein🧬 @maximumpain333]

We are instruments designed to vibrate.

✨🙌🏾💫

[bee happy @beatrix211192]

@TheRich_Gospel Amen 🙏🏻

[Thoughts Are Seeds @thoughtsRseeds]

Your Karma is not in what is happening to you. Your Karma is in the way you Experience and Respond to what is happening to you.

~Sadhguru