Net Net Hunter

Net Net Stock Evangelist. Trying to apply the lessons of Benjamin Graham and walk a rational path.

[Net Net Hunter @netnethunter]

My new net net book has finally been published by Harriman House. Also discusses Graham, early Buffett, and Peter Cundill's net net approaches.

https://t.co/P07aTrBhL4

[Net Net Hunter @netnethunter]

@AAGresearch You'll have to define each.

[Net Net Hunter @netnethunter]

@leevalueroach You can't get there from here.

[Net Net Hunter @netnethunter]

@TommyDeepwater Well that's jacked.

[Financelot @FinanceLancelot]

Waking up Wednesday morning to realize we're in the TACO of a TACO of another TACO.

[Boring_Business @BoringBiz_]

How people who have no idea that the Strait of Hormuz even exists are living right now

[Net Net Hunter @netnethunter]

You have been warned. ^^

[Steve Hanke @steve_hanke]

Commodity mkt guru Jeff Currie on the next oil price spike:

“[Commodity markets] don’t price the future; they price the now ... We're not in a shortage today. We’re going to be in a shortage in mid-April, that’s when the market has to clear."

THAT'S WHEN OIL PRICES WILL SPIKE.

[Evan Bleker @EvanBleker]

The state of things...

[Net Net Hunter @netnethunter]

@AAGresearch https://t.co/DI09h1J5xU

[Quadcarl @Quadcarl]

We got the White House posting pixelated images of Trump while the IRCG is trolling with these videos.

I can’t even tell who’s serious anymore.

[Net Net Hunter @netnethunter]

@JHeimeldinger @EvanBleker I'm not exactly sure but I think utilities would be in there.

[Net Net Hunter @netnethunter]

No.... not exactly. While there is a strong correlation, it's clear from the chart that some recessions started before the oil price spike, so the spike is not (always) causal.

That being said, correlations are not nothing...

[Thierry from arvy 🇨🇭 @ThierryBorgeat]

Every time oil prices surged 50%+ above trend, a recession followed.

Every. Single. Time.

We just crossed that threshold again.

This isn't a prediction. It's history rhyming.

[Net Net Hunter @netnethunter]

@JBellas @hkuppy Nah, Bro, 2026.

They've already choked shipping, pushed oil up to $100+, will spark inflation, etc. Oil stocks being used up, and oil will increase a lot if nothing changes. All these have to do is maintain a minimal amount of disruption.

[Net Net Hunter @netnethunter]

@JBellas @hkuppy Feb 28th

[Net Net Hunter @netnethunter]

@Mr_Neutral_Man Bri-Chem. A real shitco with equal chance to 10x and zero.

[Net Net Hunter @netnethunter]

@JBellas @hkuppy They just have to impose enough pain until the US folds.

[Canada Roast @CanadaRoast]

Boomers celebrating sticking it to Trump while Canada's economy collapses

[Evan Bleker @EvanBleker]

Turns out progressive Canadian Boomers & Millennials voted away their property rights over a decade. Imagine working & sacrificing for 10yrs for a deposit on a house u can barely afford, only to have ownership taken from you. Elections have consequences.

https://t.co/go0EQWJizK

[Net Net Hunter @netnethunter]

@DLSermersheim Let me know what you find.

[Net Net Hunter @netnethunter]

This is a really interesting set up. Dividend cut, then reinstatement at a far higher payout - about a 30% yield!

https://t.co/9F83ouhibk

[Net Net Hunter @netnethunter]

This is a really interesting set up. Dividend cut, then reinstatement at a far higher payout - about a 30% yield!

https://t.co/9F83ouhibk