len.raake

Learning about Value Investing

[len.raake @LenRaake]

@VesperMusing @puppyeh1 Yes for sure.
They have a 10 day period for significant information before the EGM can take place.
I would expect it to be rescheduled to the week 11-15th May.

[Dr. Parik Patel, BA, CFA, ACCA Esq. @ParikPatelCFA]

As the great Warren Buffett once said:

“The best investment is not in yourself. It’s in a bankrupt shoe retailer that pivots to AI datacenter operations.”

[len.raake @LenRaake]

@blondesnmoney $STB.L followed a very similar script—bagged a 100% gain over the last 12 months.
The strategic exit from Vehicle Finance was a massive de-risking move that the market is finally starting to price in. Still trading at a deep discount to TBV with a nice 7% yield.

[The ₿itcoin Therapist @TheBTCTherapist]

- OpenAI shutting down Sora
- Disney backing out from OpenAI deal
- OpenAI backlash from Pentagon deal
- $11.5 billion in quarterly losses
- $207 billion funding gap
- No profitability before 2030

The bubble is bursting

[Investing visuals @InvestingVisual]

Chamath Palihapitiya: Capital Loss as a Service.

[len.raake @LenRaake]

@puppyeh1 He turned the comments off now 😂

[Firm Returns @FirmReturns]

https://t.co/PDGFP0IMlN

[Barchart @Barchart]

BREAKING 🚨: U.S. Dollar

U.S. Dollar has lost nearly 10% of its value this year 📉💸

[len.raake @LenRaake]

@adalluch The video clearly shows in the top left corner that this video is from RT (Russia today). A major propaganda outlet for the Russian government.
Would not be surprised if this is fake

[len.raake @LenRaake]

@WilliamGreen72 How does the rise of perpetual capital from platforms like Blackstone or Apollo change the opportunity for more „traditional“ distressed investors?

[len.raake @LenRaake]

@blondesnmoney A few weeks ago I was at the airport, waiting in line for entry to the airport lounge.
A couple tried to skip us, owning an Amex platinum.
Got sent to the back of the line mumbling „wow, now we have to wait like these losers“

Made me cancel my Amex

[MrBeast @MrBeast]

@davidsenra @FoundersPodcast @scicomm @hubermanlab This is like Taylor swift announcing a tour but for business owners

[len.raake @LenRaake]

@adalluch I think it’s weird that Spaniards in big cities like Barcelona etc. think it’s now justified to hate the tourists instead of demanding the government to fix the housing shortage.
In Barcelona many waiters are not serving tourists anymore. It’s crazy

[len.raake @LenRaake]

@IggyOnInvesting @respeculator @BillBrewsterTBB Thanks

[len.raake @LenRaake]

@billybinion Bro can’t handle dinner without industrial air conditioning and thinks Europe is the problem. Maybe the issue isn’t the continent — maybe it’s your inability to survive outside a climate-controlled bubble. 🥵🍷

[len.raake @LenRaake]

@mehmetak123456 @LunchInvesting @cloneinvestor @MohnishPabrai He hasn’t bought $aefes back yet. So one can not agree that his idea was to increase his position.
Also he never sold Reysas since he initially acquired his stake in 2019, did he?

[len.raake @LenRaake]

@cloneinvestor @LunchInvesting Exactly. He said it’s gotten too hard because of the Russia situation.

[len.raake @LenRaake]

@eventdriven4l I love that book

[len.raake @LenRaake]

@sylvainbl1 @edissuper Now my broker finally shows it. The dividend will be paid on 23rd June