@RealRickRule Hello Mr. Rule. In a recent interview you said you are positioning in 5 small companies, could you share the names to analyze 'em? I'm a geophysicist but new in the investing world, I'd love to try and figure why you chose them. I'm just 1 Mx, not 70k Germans, ty
@RealRickRule Mr. Rule, besides The Intelligent Investor and Security Analysis from Graham. Are there any books you'd recommend for a dumb investor like me to learn about natural resources investing and valuation?
@RealRickRule Hello Mr. Rule, would I be wrong to think that this recoil in oil prices is an opportunity to finish loading up on my oil stocks positions before all the damage done brings prices back up again?
@RealRickRule Hello Mr. Rule, first let me thank you for showing us the great world of commodities and for all your knowledge shared in your interviews, you truly are a beacon of light for us noobies.
Now, what are your thoughts on PBR, now that Brazil and O&G are set to go up
@MohnishPabrai Mr. Pabrai, as a thank you for all the free content you have provided for us in your yt channel, I bring to you a stock to consider. From today's value to OPA value (worst case) you would make approx. 30%. However, the OPA weren't accepted because the intrinsic
Value is closer to double (around 100-120). The stock is pzza (papa John's). The have being doing a great job with the commissaries, and these will only increase profits and fcf. I hope this tip is at least interesting to you. Thank you again for the content, and for the coal tip
@AswathDamodaran hello professor, I'm an individual investor from Mx, and I was wondering if you share your portfolio or investment thesis anywhere? I like to see the portfolios of people I admire to learn, generate ideas, get insight, but don't buy bc of it. Or in priv if u will