Tomvh

I'm lurking around sharing content I find valuable. Interests: personal finance, project management, change management, and entrepreneurship.

[Tomvh @moneywisekid]

@GabGrowth Whats your first experience with Muse?

[Tomvh @moneywisekid]

@realroseceline Most value hands would bet smaller i assume giventhe river favours your range

[Tomvh @moneywisekid]

@realroseceline I find his River bet very confusing. Cant think of many value hand combo's that are betting flop, checking turn and overbetting river here since the turn is a blank for both ranges (unless you have the tendency to float a lot). That said, thats why i am not playing these stakes

[Tomvh @moneywisekid]

@realroseceline I was too quick. 2 pair combo seems fair. Straight unlikely though

[Tomvh @moneywisekid]

@realroseceline What two-pair combos or straights could he have in your view? That seems unlikely to me given his preflop and flop action. Btw, I like your river bet as your range is polarized (you have showdown value with weaker hands) and you unblock his missed draws.

[Tomvh @moneywisekid]

@realroseceline When was the last time you sold a stock, and what were the main reasons behind that decision?

[Tomvh @moneywisekid]

@GabGrowth Really appreciate your transparency and flexibility when facts change, despite owning the business. You're a true analyst of the business, not the stock, and thats exactly why I am a happy subscriber. Keep doing what you do.

[Tomvh @moneywisekid]

@realroseceline Awesome, mine is to focus on the process, not the result, when improving skillset and mindset.

[Tomvh @moneywisekid]

@GabGrowth Thanks, will keep my SS subscription for another year to support you but might switch to X the year after as I prefer X as an platform

[Tomvh @moneywisekid]

@GabGrowth What do you post on Substack compared to X? Is it just the depth of your analysis (long-form vs TL;DR), or do you also post fewer trading updates and analysis in general?

[Tomvh @moneywisekid]

@realroseceline Couldnt reply to your latest post about losing money.

Although the key message ain't no new info to me, you've got the ability to write it in such a way that it clicks, and makes me reflect more. Also, loving the poker references lately. Looking forward to reading the book.

[Tomvh @moneywisekid]

@varuninvesting @realroseceline @DimitryNakhla I like the format's pure focus on the business over the stock, and the fair, conservative rating without hype. Did not expect Now to be so high on the list (dont know the business too well).

[Tomvh @moneywisekid]

@realroseceline Owner-Mindset Investing
The Power of Purchasing Premium and Practicing Patience

[Tomvh @moneywisekid]

@realroseceline I feel like Meli 's model is recognised by the market already, was hoping to discover more hidden gems through your insights tbh.

Appreciate all your valuable insights though!

[Tomvh @moneywisekid]

@realroseceline This is very specific. But TTD has quite a long history of beating expectstions. Given your recent tweet on CEOs constantly underpromising I was curious if this trend has impacted your take on him.

[Tomvh @moneywisekid]

@realroseceline What is it specifically about their actions or communication that builds that level of trust for you?

I loved Arnts recent interview and his focus on the longterm btw