OneBagger

Long-term investor. Keep those wonderful 10 and 100 baggers, I'll take the garbage one-baggers instead.

[OneBagger @onebeggar]

@Oliver_MSA Not to forget, Gold dropped 80% from 1980 and bottomed in 2000.

[OneBagger @onebeggar]

@Mr_Neutral_Man Kospi futures, symobl K200 on IB

[OneBagger @onebeggar]

@kejca He owned a 2nd home in Cali for many decades.

[OneBagger @onebeggar]

@atelicinvest @GavinSBaker On an earnings call in 1997, Worldcom said that "Internet traffic doubles every 100 days”. No one questioned that and everyone including CNBC just ran with it. IIRC the true number was 6 months (50% lower growth rate) which ultimately created a different outcome.

[OneBagger @onebeggar]

@MikeFritzell Cyprus has no capital gains tax, no wealth tax and no estate tax.

[OneBagger @onebeggar]

@KyleMau School-age kids are off from school in summer, not November.

[OneBagger @onebeggar]

@LoneWolfTwit58 @BrownMarubozu @cfrischer1 A/B share structure?

[OneBagger @onebeggar]

@valuedontlie Sprinting.

[OneBagger @onebeggar]

@mihaljevic I don't see much of a learning curve/sunk cost for using Obsidian -- if you don't fall into the rabbit hole of trying to install 50 plugins and 'optimizing' it. I just use it to view markdown files, PDFs and search.

[OneBagger @onebeggar]

@BerkelKip Quite interesting how GRBK - the antithesis to NVR - is doing quite well in comparison.

[OneBagger @onebeggar]

@TimelessTrvlr Tax rate.

[OneBagger @onebeggar]

@epicserve @dhh For what it's worth, a recent upgrade in the NVIDIA open source driver made Zen browser (and eventually all of omarchy) crash with segfaults. It stopped for me when I pinned the version to the older 590.48.01. During your upgrade possibly the GPU driver was upgraded, too.

[OneBagger @onebeggar]

@crescatkevin Remember: its growth capex.

[OneBagger @onebeggar]

@AkibaLeisman @jtourzan @qbert50000 Fewer Russia sponsored jihadists always a plus.

[OneBagger @onebeggar]

@Larryjamieson_ My claude code investing tools use a mix of python code and skills, 11.5k LOC in total. Not huge, but it makes a meaningful difference compared to a plain 'make a deep dive' Claude prompt.

[OneBagger @onebeggar]

@Mr_Neutral_Man I think the obvious concern here is the newbuild program and overbuild worries/margin pressure due to competition (London, Berlin). J-Curve should become meaningful in '27/28 as the new builds mature (so I hope). My second-biggest real estate related position.

[OneBagger @onebeggar]

@Comm_Invest Because they have the expertise and deep pockets to bring it into production.

[OneBagger @onebeggar]

@DrJStrategy Attack your enemy, then allow said enemy to export oil is the opposite of flawless strategy.

[OneBagger @onebeggar]

@BerkelKip @MikeFritzell A lot of the value generation in civil aviation seems to have gone to jet turbine and parts makers, select airports, but not to the OEMs and airlines. I have yet to come across a framework that lets one predict these kind of chokepoints on a per industry basis.

[OneBagger @onebeggar]

@Vienna13Capital @MikeFritzell Thanks, I didn't know this one!