Kristof

aspiring investor - drawn to the idea of cheapness and irrationality of investors

[Kristof @stoffl_k]

@GavMcCracken Thank you for your thoughts!

[Kristof @stoffl_k]

@Rory_Johnston Thank you always for your commentary always! For oil producers, $OBE and the like, Are you concerned about the crack spreads because it could bring forward the timing of demand destruction, without oil actually going much higher?
Not saying that we have demand destruction now

[Kristof @stoffl_k]

@GavMcCracken @calvinfroedge @toiletkingcap hi @GavMcCracken, thanks for your research. to understand you thought process, have you ever held this bullish PM view or have you traded other macro regimes as well, e.g. long everything tech, glp1 or the likes

[Kristof @stoffl_k]

@orrdavid Very interested. In a world of low fee, high sharpe etfs, like yours, is it even worth trying to replicate a thorough investment process for retail? What size would you start considering buy vs build?

[Kristof @stoffl_k]

@AltayCapital I have the same problem. Since I’m new to value investing, and especially the cheap Japanese stocks (thanks to @verdadcap), I only bought a position ~ 0.1% of my portfolio. How is the process in your mind to gain the conviction to move significant amounts of money into those cos?

[Kristof @stoffl_k]

@FoxCastlehold $exe.pa exel industries

[Kristof @stoffl_k]

@businessbarista Claude

[Kristof @stoffl_k]

@unusual_whales @grok find and cite the source of this statement and give me an estimate of actual probability of the strike taking place

[Kristof @stoffl_k]

@TomSmith839 Hey Tom, did not find another way to reach out to you. Please let me know if you come up with more details on the post about the "10 bagger". I've run multiple deep research scripts on his description in the substacks and thy all come up with Japan materials.

[Kristof @stoffl_k]

@Blinklebloop @TomSmith839 I am sorry @Blinklebloop, just find it intellectually interesting to find those hidden gems, but I am not in the financial position yet to subscribe to all of the Substacks I'd like to.

[Kristof @stoffl_k]

@TomSmith839 @Blinklebloop But find it hard in general to get the best substack ideas without subscribing to all of them, do you have a process to finding them?

[Kristof @stoffl_k]

@TomSmith839 @Blinklebloop I was thinking Japan Material, they are critical for fab buildouts and have an ebitda multiple of 10

[Kristof @stoffl_k]

@ClarkSquareCap Allied Telesis $6835. pure-play networking and communications hardware company. They build the switches, routers, and security infrastructure for enterprises, governments, and data centers.
cheap on all metrics, 80% of mkt cap in cash (TSE reform), 20%+ ROE, GP/A > 60%

[Kristof @stoffl_k]

@shaunrein Has it accelerated in your opinion. The idea of dedollarization is not new and I was wondering if you see evidence that this time around it could actually happen?

[Kristof @stoffl_k]

@shaunrein Hi Shaun, I really appreciate your content, sitting in Europe it is often hard to fill the information asymmetry. I use it a lot in my investment job.

[Kristof @stoffl_k]

@evfcfaddict Hi Andy, wie siehst du FCF Gebrauch, macht es fuer dich einen Unterschied ob es fuer debt payback oder dividends/ buybacks verwendet wird.

[Kristof @stoffl_k]

@TaviCosta Does this also pose the question of a potential overvaluation in the commodity producers? I am wondering which way this gap will close.

Personally long E&P and other energy producers, but the opportunity cost is massive.

[Kristof @stoffl_k]

@PPfahnl Kaufe highly leveraged shitco‘s, und du must dich nicht mehr über so belanglose Dinge aufregen, weil du in deiner Villa in Trump World Gaza chillen wirst!

[Kristof @stoffl_k]

@VanIsleInvestor @grok Analyse the current investment landscape of $hwx and especially give key risks to earnings and valuation.