jloo

Design Lead @Nordnet

[jloo @cederloket]

@kassakalven Protégé @stckpkr

[jloo @cederloket]

@hedevag Den har gått mycket på godkännande i Japan för Signatera, öppnar upp för marknader utanför US.

Druckenmiller's största i +2 år och ökade i Q1 med ~20%

[jloo @cederloket]

@lejooon Satisfactory 1.2 ute och runt ~25 på Steam atm

[jloo @cederloket]

Jag har köpt $TIGR på dippen. Tionde gången gillt.

P/E 5 och Kina-risken borta. Nu vänder det?

[jloo @cederloket]

@RJarborg @Nordnet Efterlängtad

[jloo @cederloket]

@Aktieprenoren @Franzen_Fabian Har definitivt känts som amerikanska pump-flöden senaste månaden...

[Rasmus Järborg @RJarborg]

Let's add top 10 holdings for investment companies, powered by AI and now live in the @Nordnet app. #alwaysbeshipping $SAVE

[Rasmus Järborg @RJarborg]

@Nordnet app update: AI-powered Company Insights are rolling out! 🤖📊 Get instant insights on revenue streams, geographical exposure & now Balance Sheet analysis, generated from financial reports using Gemini. #alwaysbeshipping $SAVE

[jloo @cederloket]

@Snaljapen @kassakalven given för denna

[jloo @cederloket]

Borde inte fler prata om Zoom $ZM?

$7.8 md i cash
$8-12 md stake i Anthropic

Mcap: $25 md
Printar $1.9 md i FCF/år

44% sannolikhet för utköp i år enligt Polymarket

[jloo @cederloket]

@Aktieprenoren @Dalainvest @Grandmaster_Raw Lilla-Ego 16:45 hänga på låset, är alltid ett säkert kort

[jloo @cederloket]

@GevaliaTrader @Hammarn5 Målet kändes lite väl försiktigt ? P/S 1.5 på 2030

[jloo @cederloket]

@Mercantio @StefanThelenius @MurgataER @PCG_H Ett bolag är inte tier 1 när det är blankat och/eller kursen inte går rakt upp?

[jloo @cederloket]

@Mercantio @StefanThelenius @MurgataER @PCG_H Mycket subjektiva bedömningar där du

[jloo @cederloket]

@Mercantio @StefanThelenius @MurgataER @PCG_H Bonesupport är väl absolut medtech. Dynavox borderline.

Camurus kanske felaktigt...

[jloo @cederloket]

@Mercantio @StefanThelenius @MurgataER @PCG_H Vad ska det betyda?

[jloo @cederloket]

@StefanThelenius @Mercantio @MurgataER @PCG_H Får titta närmare! Saknar Camurus, BoneS och Dynavox i screeneen där.

[jloo @cederloket]

@StefanThelenius @Mercantio @MurgataER @PCG_H Vad gillar du i Asker?

[Cassandra Unchained @michaeljburry]

Well, I have called just about everything significant that has happened the last 26 years.
It's hard to say I've never had the timing right.
I was short Amazon at the top in 2000.
I went way long small cap value in late 2000.
I bought AAPL in 1998 and then again in 2002.
In 2003, I got into Korea stocks before a big run.
In 2004, I got into China stocks before a big run.
In 2004, I got into oil before a big run.
I bought gold in 2005 and still 20 years later...
In summer 2005, I figured I was buying 5 years swaps on something would print within 2, and it did.
In 2008, October, I told my investors it was time to buy. More stocks bottomed then than in March 2009.
In 2009, I invested in Almonds/Water, it worked ok.
In 2013, I moved to buy Bitcoin after meeting with a friend at Lightspeed. I should have. Slept on it and did not.
In 2015, I bought NVDA. The CFO knows.
In 2018, I started pounding the table on Japan and opened a Japan fund, which I had to close for COVID.
In late 2019, I warned indexing and passive investing would make for very corrlated severe drawdowns in the market, and COVID hit 6 months later, we got the most correlatedl, sharp decline in modern history.
Early 2020, I entered 2020 very short. Which worked.
During early COVID I loaded up on stocks and had nearly a 100% year for the fund.
In 2020, I called lockdowns would be disastrous for women and children, and went on Twitter to say it.
IN 2020, I got GME to buy back 1/3 of its stock and change its board. Did ok.
July 2021, I gave Barron's an interview to warn on specific meme stocks at the top, and they crashed through Dec 2023.
2021, I warned about very high inflation from the policies that were being undertaken.
2023, I warned people to sell because I saw the banking crisis coming. I told them all was clear at the bottom in March as I could see it wouldn't be contagious.
2020s, I shorted Tesla, but these were trades, and it was volatile. I did not lose money overall shorting Tesla. Had some really big quick wins. Plus Tesla is only worth about $120.
I am not perfect, I did not hold AAPL or NVDA long enough, in 2025 we were up almost 100% again by Liberation Day, and I lost most of the gain (still up about double digits for the year at closing) but I would put the calls I've made over these decades up against anyone.
I would add visual proof for all this, but it is too much for this medium.