Nenko

[Nenko @nenko_g]

@IFB_podcast Blocked as well

[Nenko @nenko_g]

@Wghhn123 Imo these stocks more anchored to bund yields as opposed to sector bond yields. Former is currently only going up, which is 1:1 reflected in mortgage rates and keeps market value of properties depressed. Rents increasing for same reason also true, which makes it interesting.

[Nenko @nenko_g]

@sam_gzstrength For me it was always one of the safest exercises

[Nenko @nenko_g]

@rosebissu @thintechgodhead Would much rather have 37 degrees with an AC than 34 without

[Nenko @nenko_g]

@BobLeFlambeur91 @Annatar_I It used to be extremely poor compared to Europe. Now it's not anymore, therefore net migration has turned negative.

[Nenko @nenko_g]

@apppro1 @TradersCom @ThePitBoss16 @Cheniere As I understand it the issue is they are not allowed to recognize the mark-to-market gains from the long-term LNG sales contracts. So the loss in itself is not an issue. What I would like to know is if there is a duration mismatch between the nat gas buy and LNG sale agreements.

[Nenko @nenko_g]

@txgermanbre Where I come from DW comes along as a terribly far left outlet annoying and trying to lecture everyone. It makes sense that a. Most Germans don't know what it's broadcasting and b. It's financed with the GEZ

[Nenko @nenko_g]

@orrdavid Any clue why it is undeperforming the Nikkei Index so badly ytd? Probably the Japan value factor has been out of favor?

[Nenko @nenko_g]

@DaleCloudman @rwlesq Absolutely, empire building on Big corporations is very real

[Nenko @nenko_g]

@therobotjames I've done quite a bit ot all mentioned arts of betting with moderate success during the years. Looking forward to the articles of the series.

[Nenko @nenko_g]

Software down heavily with the rest of the market these days, but wouldn't it make sense for it to be something of a hedge here? If things go south AI investment gets slowed down if not completely halted so software catches a break?

[Nenko @nenko_g]

@leevalueroach Even after this pullback I find it very difficult to find undervalued software names on GAAP-earnings basis.

[Nenko @nenko_g]

@jnconkle @rhunterh @Abude_al_asaad Also don't forget to buy calls before they rise. Easy money.

[Nenko @nenko_g]

@Floebertus @illyquid @origoinvest SK Hynix is listed in Frankfurt but SK Square is not listed anywhere but in SK, no?

[Nenko @nenko_g]

@DeepMoatSociety @ReturnsJourney @EveryTicker Thanks for sharing the ticker & how do you arrive at 14 P/E if I may ask? Koyfin shows me 84.6 NTM P/E for this one

[Nenko @nenko_g]

@Fenmagne A fellow $TMV bag holder. I think this is fundamentally a good business run by incompetent management. The 1E acquisition, while making sense in theory, was way too expensive and hasn't worked out so far, and maybe never will. Badly needs new management.

[Nenko @nenko_g]

@JaguarAnalytics $AXP maybe as they extend credit themselves, $MA and $V do not and only earn on the transaction fees. They could at most get hit by second order effects (less transactions), but then so could non-cc companies as well.

[Nenko @nenko_g]

@KGBULLANDBEAR What makes you think it is hard to extract? I read the exact opposite opinion from experts on the field

[Nenko @nenko_g]

@ReturnsJourney @MikeFritzell @irbezek The one I am interested in (Odontoprev) doesn't have an ADR unfortunately. They used to have one but not anymore. IBKR offers a CFD but than you need to pay the financing rate, which for BRL is quite high these days, so not an option for me either.

[Nenko @nenko_g]

@MikeFritzell On a related note, how does one buy Brazilian equities? Have had no luck in IBKR. ChatGPT says I need a Brazilian broker.