Hunting deep value/compounders and special sits. Assume I own stocks mentioned. Tweets are opinions and not investment advice. Always do your own research.
@SantiagoAuFund And I’d add can’t make semis in Korea because no helium or natural gas? Who else makes the most helium in the world and has been wanting fabs? $sndk $mu No natural gas for fertilizer? Funny we burn it here. If you were cynical enough we hit our biggest competitor in a duopoly
/1 Iwill say this - it’s probably worth questioning whether retaking the strait will be a horrible boondoggle. It’s so consensus and polymarket is pricing high probability of an attempt. Examine the inversion. Many people are drawing Suez Canal allegories but it’s only a rhyme.
@blondesnmoney I think the confusion in the debate on where value will accrue. The base assumption is a huge accumulation to disruptor types but that isn't even close to certain. There's also a subtle "death of the corporation" in the convo. what about the corporation's engineers?
@blueprintsmb22 Eh there is going back you have core finance skills probably similar type door busting work like getting into IB from a non target and might not end up in direct risk taking