DeepValueInvestments

Lowish Risk, Highish Return. DM's open. Podcast Episode 🇵🇸

[DeepValueInvestments @DeepValueInv]

@FabulousBS @OskanaShadow Serbia?

[DeepValueInvestments @DeepValueInv]

@Ye_Olde_Holborn Well there is 15-20 years as a teacher and you are pretty much unemployable anywhere else.

[DeepValueInvestments @DeepValueInv]

@Ye_Olde_Holborn But it also lets firms screw over the old / bad negotiators / the not connected. Publishing makes for a more efficient market.

[DeepValueInvestments @DeepValueInv]

@Ye_Olde_Holborn The only reason the West had a middle class was fear of revolution. Now USSR is gone masses are going back to the peasantry.

[DeepValueInvestments @DeepValueInv]

@StriderEVM @YoungBobRB Terrible advice - no way he can fight 4+ people at once...

[DeepValueInvestments @DeepValueInv]

@PeterMcCormack Yes, people who are friends / related to the boss 😉

[DeepValueInvestments @DeepValueInv]

@HedgeDirty The finance / big city environment isn’t for everyone. Doesn’t mean you can’t trade…

[DeepValueInvestments @DeepValueInv]

@Riccardino999 The point you miss is that to some degree the yield on this is inflation linked, so if they get debt yield/duration right and inflation kicks can do well...

[DeepValueInvestments @DeepValueInv]

@Ye_Olde_Holborn Yes but in the real world it doesn't work like that, employers collude to keep down wages, workers have limited options. They are propagandised to spend too much and work to pay for things. Contracts and age discrimination restrict when they can leave.

[DeepValueInvestments @DeepValueInv]

@Ye_Olde_Holborn Don’t forget senior management salaries rising inexorably vs majority… Pure greed.

[DeepValueInvestments @DeepValueInv]

@Riccardino999 Why does it need to grow? Why not just be a well managed UK business?

[DeepValueInvestments @DeepValueInv]

@taobanker I blocked him as he was a dick to me.

[sammy @_itzsammy]

The middle class was a 50-year fluke designed to stop communism during the Cold War. The threat is gone, so the elites are taking it apart. You're not falling behind. You're being pushed back into peasantry.

[DeepValueInvestments @DeepValueInv]

@TheNorskaPaul Ridiculous people should be free to build.

[DeepValueInvestments @DeepValueInv]

@ReturnsJourney Why doesn’t the Taiwan risk bother you ? How do you manage this?

[DeepValueInvestments @DeepValueInv]

@SamaHoole Nonsense if it can be sold for £6m that person is rich and should pay tax regardless of earning. Why should I have to pay more tax for not being a farmer?

[DeepValueInvestments @DeepValueInv]

Love this idea…

[Steak 'n Shake @SteaknShake]

America’s corporate governance system is broken, and it’s killing public companies. Look no further than Cracker Barrel: Decades of brutal mismanagement have seen one incompetent CEO after another walk away with a massive paycheck while customers and actual shareholders take a beating.

Why does this keep happening? Because proxy advisory firms like ISS are corrupt. They blindly rubber-stamp failing boards year after year, protecting the corporate elite while burning shareholder value to the ground.

The root of the rot is index funds. There's no question that indexing one's money is a smart financial move for most people. But just because you passively index your investments doesn't mean your corporate votes should be handed over to the managers of your fund so they can play politics. Right now, passive funds hold massive, unchecked voting blocks while having zero skin in the game themselves.

It is time for a simple rewrite of the rules: We need to index the votes of index fund investors.

Passive index funds should be forced to automatically split their votes to proportionately mirror those of retail and active institutional shareholders — the people actually doing the research, risking their capital, and fighting for performance in the companies they hold shares in. No more rubber-stamping. A change like this will immediately strip corrupt gatekeepers like ISS of their toxic influence.

True accountability happens when lazy, overpaid boards actually answer to the stakeholders they represent, rather than screwing them over.

Actual, logic-driven governance when your money is passive happens when your vote passively follows the voting decisions of the actual market.

We need to stop letting passive capital protect active incompetence. By stripping index funds of their arbitrary voting power and empowering engaged investors, we will finally torch corporate cronyism and usher American capital markets into a golden age of capitalism.

[Steak 'n Shake @SteaknShake]

America’s corporate governance system is broken, and it’s killing public companies. Look no further than Cracker Barrel: Decades of brutal mismanagement have seen one incompetent CEO after another walk away with a massive paycheck while customers and actual shareholders take a beating.

Why does this keep happening? Because proxy advisory firms like ISS are corrupt. They blindly rubber-stamp failing boards year after year, protecting the corporate elite while burning shareholder value to the ground.

The root of the rot is index funds. There's no question that indexing one's money is a smart financial move for most people. But just because you passively index your investments doesn't mean your corporate votes should be handed over to the managers of your fund so they can play politics. Right now, passive funds hold massive, unchecked voting blocks while having zero skin in the game themselves.

It is time for a simple rewrite of the rules: We need to index the votes of index fund investors.

Passive index funds should be forced to automatically split their votes to proportionately mirror those of retail and active institutional shareholders — the people actually doing the research, risking their capital, and fighting for performance in the companies they hold shares in. No more rubber-stamping. A change like this will immediately strip corrupt gatekeepers like ISS of their toxic influence.

True accountability happens when lazy, overpaid boards actually answer to the stakeholders they represent, rather than screwing them over.

Actual, logic-driven governance when your money is passive happens when your vote passively follows the voting decisions of the actual market.

We need to stop letting passive capital protect active incompetence. By stripping index funds of their arbitrary voting power and empowering engaged investors, we will finally torch corporate cronyism and usher American capital markets into a golden age of capitalism.

[DeepValueInvestments @DeepValueInv]

@mikeysmith Or the opening shots of the civil war

[DeepValueInvestments @DeepValueInv]

@Spaldinginvest @GBPolitcs Civil war is needed, unfortunately.