Joost van der Mandele - ARAR Fund

Joost van der Mandele / Pendelhaven Asset Management B.V. / the ARAR Fund / Fund Manager / Deep Value / Quantitative Analyst / Trader | Father | Mtg

[Joost van der Mandele - ARAR Fund @vdmandele]

@palpeet url: There was a page that a teenager like me could see but not unsee.

app: I truly miss ICQ

[Joost van der Mandele - ARAR Fund @vdmandele]

@ParikPatelCFA This is the pivot we need

[Joost van der Mandele - ARAR Fund @vdmandele]

@DhavalVJoshi bookings do brrr

[Joost van der Mandele - ARAR Fund @vdmandele]

@MaelstromHarbor @SciFiArchives Venator's too big. CR90 Corvette seems more appropriate, and it should obviously not be of the dark side.

But there's only one correct choice for displaying scrap: the museum should've been put inside a sand crawler

[Joost van der Mandele - ARAR Fund @vdmandele]

@thefilmbuff30 @SciFiArchives why did he want it in Chicago?

[Joost van der Mandele - ARAR Fund @vdmandele]

@jdmsparky For #SKHynix these profits are mostly already locked-in as bookings, so if any of those fail, you'll only see it from 2028 onwards. Before then, SK has already generated ~400 bn USD in cash. So I don't think -40% is likely. Many very vulnerable #memory-plays though!

[Joost van der Mandele - ARAR Fund @vdmandele]

@yieldsearcher Where's the MSCI EM Equal weight index when you need it?

[Joost van der Mandele - ARAR Fund @vdmandele]

@AsdaqHassaan @Michael88880406 @nadalprop_ Ok, now take a breath. Read it again, slowly: Federer would have won 5-6 clay grand slams if he hadn't been defeated by the one clay specialist that was better than him.

Only *one* sole *specialist* prevented Fed from literally winning everything for 6 years on every surface.

[Joost van der Mandele - ARAR Fund @vdmandele]

@Floebertus

[Joost van der Mandele - ARAR Fund @vdmandele]

@Floebertus Yeah, it seems mostly a nasdaq issue. Not the least tracked index in the world. Thank God it's not the S&P.

The MSCI USA / S&P500 spread will be funny to watch though 😄

[Joost van der Mandele - ARAR Fund @vdmandele]

@macrocephalopod Yeah, but here's the twist

[Joost van der Mandele - ARAR Fund @vdmandele]

@Floebertus @FDNyenrode He almost traded it for a 2 euro card and finally the "don't trade without my permission"-rule is landing

[Joost van der Mandele - ARAR Fund @vdmandele]

If anyone asks what I think about ING's analyst report on $FLOW, I just refer them to the newspaper. 😋

@FDNyenrode
#FinancieelDagblad #FD https://t.co/LLX7hWme1N

[Joost van der Mandele - ARAR Fund @vdmandele]

@Floebertus @FDNyenrode 😂, My son (10yrs) just discovered some version of a charmander he has went from 50 to 250 euros. He's been checking values of his cards all morning.

[Joost van der Mandele - ARAR Fund @vdmandele]

@Floebertus @FDNyenrode You clearly haven't played enough Magic:the Gathering!

[Joost van der Mandele - ARAR Fund @vdmandele]

@RampCapitalLLC The only one that stuck to me was the guy named Churchill, just saying

[Joost van der Mandele - ARAR Fund @vdmandele]

@AlmunDonk @FDNyenrode yeah I read the report 😊

[Joost van der Mandele - ARAR Fund @vdmandele]

@BoringBiz_

[Joost van der Mandele - ARAR Fund @vdmandele]

@P_Remarks 😂90% will prove to be brutally cyclical. Counterpoint: this argument kept me out of NVdia in 2023.