Oliver Connolly

Civil and Environmental MEng ICL. love surfing and climbing

[Oliver Connolly @ojconnolly2]

@Uberrenditen PDD & HHH. Cheap *Quality v high

[Oliver Connolly @ojconnolly2]

Pfolio update. UBER. 72$ 20%. HHH. 63 20. PDD. 87. 20. Meta. 545. 10. Coin. 180 10. IVN 12.6 CAD. 5. TME. 9.2. 5 What youse recon

[Oliver Connolly @ojconnolly2]

@DeepIceValue @AlbertoMasci98 20 Li lu 25 tho at a much higher price so I’m feeling chill

[Oliver Connolly @ojconnolly2]

@drayinvests Hhh

[Oliver Connolly @ojconnolly2]

@NoLimitGains Honestly warms my fucking heart when I see this guy(goat) calling out a position of mine

[Oliver Connolly @ojconnolly2]

@NoLimitGains 4 Tied. Uber HHH TME PDD Quality X Value🫴🙇🏻

[Oliver Connolly @ojconnolly2]

Sold BR flat. Upped HHH COIN PDD UBER. IVN and TME half positions. Others are full

[Oliver Connolly @ojconnolly2]

Current portfolio:
COIN IVN UBER TME HHH PDD BR, all equally weighted around recently dipped prices.

What do you think ?

Value investor looking for tips, recommendations and ideas. Thesis breakdowns ideally.

[Oliver Connolly @ojconnolly2]

@longriverCM I like your style

[Oliver Connolly @ojconnolly2]

@NoLimitGains A lot of these are extremely expensive, quite risky with limited upside (except uber). I like your plays and posts but this would make up a terrible portfolio

[Oliver Connolly @ojconnolly2]

@APompliano Monish Pabrai podcast and his audio book. Li lius lecture at Columbia (?) on value investing. Charlie mungers almanack. Peter Lynch’s books. Wealth creating ideas. Highly recommend

[Oliver Connolly @ojconnolly2]

@DudeWhoInvests HHH

[Oliver Connolly @ojconnolly2]

@antibearthesis Don’t forget about HHH in the low sixties