dsim1

Investment Analyst.

[dsim1 @dsim1]

@willis_cap Haha. Nice to compare this list of stocks with MSCI World in one / three years time

[dsim1 @dsim1]

@dlLambo also posting about Hamas killing its own people since the day Israel has withdrawn? As they have done since the start of the war (using them as shields)? Or shall we just pretend it is only Israel that does all the bad things?

[dsim1 @dsim1]

@QCompounding Tnx for the list. You forgot one important movie with business lessons: The Godfather (1 and 2)

[dsim1 @dsim1]

Wow. Dow Jones Index posts longest losing streak in 50 years!

[dsim1 @dsim1]

@BillAckman Now think of the complete fraud that the other candidate offers the American people

[@levelsio @levelsio]

🏋️ I made a Deadlift ETF with only companies with CEOs that lift weights or do fight sports (not just cardio)

It outperforms the S&P500 by 140% or 2.4x over the last 4 years!

Lifting weights = $$$

[dsim1 @dsim1]

@JoeBiden Egocentric attitude. Your country is not helped by this,

[dsim1 @dsim1]

When we could still laugh about election campaign. Reagan and the age issue https://t.co/3G55wOhS36 via @YouTube

[dsim1 @dsim1]

@saylor You mean his own interest!

[dsim1 @dsim1]

Waarom ben ik het toch zo vaak met Youp eens? En dit zijn maar een paar voorbeelden van wat er in onze samenleving gaande is.
Droomland - https://t.co/ZVjItCWy4L https://t.co/ZVjItCWy4L

[dsim1 @dsim1]

The Swedish government is proposing a number of tax cuts. In a series of memoranda, the Swedish government proposes, among other things, an increased earned income tax deduction for low- and middle-income earners (equivalent to SEK 8.1 billion in 2025), lower aviation tax and

[dsim1 @dsim1]

@bastion_manager @TaviCosta Do you have a 1-year picture like this as well?

[AG @AGHamilton29]

The most insightful thing you can read about the current coverage of this conflict was actually written back in 2014 by former AP reporter and editor Matti Friedman. Almost everything he wrote is still reflected in what you see today and I would urge everyone to read it.

I’m going to highlight a few of the key points in this thread.

https://t.co/Atlg6ZpsWX

[Bill Ackman @BillAckman]

I am pro-Palestinian. Some might be surprised by this due to my recent advocacy on @X for Israel, but you shouldn’t be.

I am anti-terrorist, not anti-Palestinian. It is not inconsistent to be pro-Israel and pro-Palestinian. And my pro-Palestinian viewpoint is not a new one. My pro-Palestinian perspective began more than 30 years ago when I was introduced to the Palestinian community and their plight in the early 1990s.

I have invested millions in helping promote Palestinian economic development and peaceful coexistence. We would do a lot more if we could be confident that the funds would be used productively.

The crisis in Gaza is largely due to a failure of leadership. The Palestinians elected Hamas in 2006 after Israel withdrew and evicted 9,000 of its own citizens from their Gazan homes. Israel withdrew from Gaza for peace. It was a small scale test of a two-state solution.

Rather than building the Singapore of the Middle East over the last 18 years, Hamas diverted funding to build tunnels, rockets and munitions to wage terror and war in an effort to eliminate Israel and kill Jews.

Like the Israelis, the vast majority of Palestinians want peace. They want opportunities for employment so they can earn a living wage to support and educate their families so the next generation can build a better life.

They want peace, beauty, happiness, health and prosperity as we all do. All of that would have been possible with Gazan leadership which focused on economic development rather than terrorism. Israel and (most of) the world wanted the Gazan experiment to succeed.

Israel simply wanted peace. Israel built a fence and created checkpoints to protect its citizens from suicide bombers and other forms of terror. The Egyptians built a concrete wall at their border with Gaza for the same reasons. The need for a fence and checkpoints is made self-evident by the catastrophic impact on Israel when the fence was breached on Oct. 7th.

Hamas is in the business of terrorism. Hamas makes money with grift, corruption, and funding from Israel’s enemies who support Hamas to achieve their own anti-Israel objectives. Hamas and those that support it don’t care about the Palestinians. The Palestinians are simply a tool to implement their anti-Israel and/or anti-Jew objectives.

Like other businesses, Hamas has a corporate hierarchy where those at the top make thousands of times more than the ‘workers’ at the bottom. Hamas’ leaders have put aside hundreds of millions and even billions for themselves.

Hamas uses their ‘culture’ of terrorism, cash, and other incentives to motivate young, brainwashed —often from youth—, radicalised militants to implement death, torture and destruction. Their ‘success’ at terrorism attracts more funding, amplifies Israel’s response, and the cycle continues.

Hamas does not care about the Palestinian people. Hamas knew with certainty how Israel would respond to the torture, rape, beheading, and slaughter of Israeli women, children, seniors and infants on Oct. 7th.

Hamas’ plan was to hide out in their tunnels and headquarters built under major hospitals, limit evacuations so that Palestinian citizens are exposed to the inevitable Israeli military response, and then rally the world against Israel in a globally coordinated response as innocent civilians die.

Israel has no choice but to destroy Hamas. It cannot allow its survival, as Hamas’ existence remains an existential threat. If ISIS invaded our southern border, we would do the same. We would warn civilians to evacuate and then we would go in and destroy the terrorists. We wouldn’t cease fire until they were obliterated.

The whole situation is an incredible tragedy. While I have always hoped for a viable and peaceful two-state solution, the Gaza experiment has been an abject failure. Future efforts for statehood for the Palestinians must learn from this catastrophe.

As always, I welcome your input, critiques and rebuttal.

What did I get wrong?

[dsim1 @dsim1]

@long_equity Rollins not on the list??

[dsim1 @dsim1]

@MarijnissenL En of aandeelhouders moeten meebloeden omdat de overheid/centrale banken de geldpers hebben opengezet na Corona om de consument te helpen met als gevolg gierende inflatie? Tsja…

[dsim1 @dsim1]

@MarijnissenL Resteert de vraag of die ratio relevant is om te kunnen concluderen of Eur 6,5 miljoen totaal salaris te veel is. Het is natuurlijk wel heel goed betaald. Maar dat zijn twee losstaande zaken.

[dsim1 @dsim1]

via @NYTOpinion The story about water usage that needs to be told if we are to take serious the water shortage that is upon is all. https://t.co/RgYxgclYdY

[dsim1 @dsim1]

Regulation of the economy is good…for people against (technological) progress…at the expense of consumers. Now let’s more heavily regulate the Dutch housing market and lower home prices 😂. At least we know how it likely will end. https://t.co/akzHsRzeBL

[dsim1 @dsim1]

@floortjedessing Alsjeblieft niet stoppen hoor! Reizen zit in onze genen. Doen we al duizenden jaren. Avontuur inspireert en verrijkt. Dank voor al je mooie verhalen.