DonRon

Investor based in LA. Here mostly for fintwits. Don't care about your politics. Unfollow anyone with low stocks to junk (politics, memes etc) tweet ratio

[DonRon @valuevoyager]

@capitallocator @jhouse678 @leevalueroach And?

[DonRon @valuevoyager]

@dogtheCPA @orrdavid It was a "never meet your heroes" moment for me. I did a 180 on Burry after that

[Tokyo Deep Value @TokyoDeepValue]

I built a website that lets you screen for cheap Japanese stocks. This is how I start my day off every morning. Looking for the cheapest Japanese stocks in the entire market. There are close to 4,000 of them. I will go through every single one of these within a year and find the cheapest.

You can view the full website here too: https://t.co/qMQ8aQAEgd

[DonRon @valuevoyager]

@FelipeGuirao Appreciate the response. If the SL is at LOD and your avg stop is 0.9%, do you only look at breakouts that have moved less than maybe 1-2% on the breakout day. Does it mean that you only target breakouts of low ADR% stocks?

[DonRon @valuevoyager]

@tuxedo_blaze @amazingmap Wow ! Care to elaborate?

[DonRon @valuevoyager]

@KobeissiLetter Truncating the Y- axis is a graph "crime". 😊

[DonRon @valuevoyager]

@WolfOfOakville I had $png.v since 2018 and finally offloaded 90% of it as it had gone parabolic recently.
Still holding onto $gkprf. Sold $tmg.v quite a while ago as I got frustrated with management not delivering results.

[DonRon @valuevoyager]

@MoS_Investing @patientinvestor I am sure you don't. We all have our own biases and bubbles we live in. But if you are ever curious, you can find them on X. Also https://t.co/201iaCs6HM where performances of individual traders are verified. Something that I have seldom seen value/ growth investors do

[DonRon @valuevoyager]

@TrentBlair19 Thanks for sharing as I like his commentary. The last few years have been tough for him but that is to be expected I guess.

[DonRon @valuevoyager]

@rusholmecapital What about the NWC would indicate fraud or manipulation?

[DonRon @valuevoyager]

@EdgarOve @WallStreetApes Exactly this. The late Mark Douglas in his book Trading in the zone described a similar experiment where people refused to accept cash/money from a stranger because they assumed "there is no free money".

[DonRon @valuevoyager]

@WallStreetApes For those criticizing this behavior , they should check out the experiment described in Mark Douglas's book Trading in the zone. Most people believe there is no free money and if a random person is offering something of significant value, it must be a joke or a scam.

[DonRon @valuevoyager]

@rubicon59 So many follow their idols blindly without questioning their advice. Bad takes can come from the smartest people. Many stayed away from tech investments just because Buffett didn't. At least he had the humility and flexibility to change his mind.

[DonRon @valuevoyager]

@dreddy_19 @TheNextBigRush Can you elaborate?

[DonRon @valuevoyager]

@realZenelan @kingdomcapadv Search $POL and you will see daytraders posting their executions. Multiple entries and exits with 1000s of shares. Volume adds up when there are thousands of them.

[DonRon @valuevoyager]

@kingdomcapadv @realZenelan Yes, I have been seeing it in a bunch of small/microcaps caps lately. Check $VVOS recently. Daytraders jumping in and out, sometimes multiple times in the same stock. There were a lot of daytrading short sellers today who got squeezed badly in $POL

[DonRon @valuevoyager]

@realZenelan @kingdomcapadv Daytraders..no one is holding this more than a day

[DonRon @valuevoyager]

@sinstockpapi Was thinking about Oracle $ORCL

Any background for this mental model? What would you like to see in the business before you invest?