Blue Horseshoe

[Blue Horseshoe @Vitt_Bertolini]

@Noalgos I think they might buy that back sooner rather than later

[Blue Horseshoe @Vitt_Bertolini]

Is $DLNG the ultimate "cigar butt" in the shipping lanes?

Pay 37¢ for $1 of assets (0.37x P/B)
13-16% ROE on that discount
$75M/yr dedicated to killing debt

https://t.co/G0wXLUHV9d

#ValueInvesting #DLNG #LNG #Stocks #Shipping

[Blue Horseshoe @Vitt_Bertolini]

@doomerzoomer Why do you think he is, on what do you base your statement? He has a ROI of about 50% cagr over almost 3 decades?

[Blue Horseshoe @Vitt_Bertolini]

@ReesePolitics 💥 $GME is a $5B business trading at a $12B fantasy valuation.

Operating losses, shrinking sales, and now a BTC distraction? This isn’t a turnaround, it's story on life support.

I'm short. Here's why:
🔗 https://t.co/wOVWK0NHew…
#GME #stocks #shortselling #GameStop #investing

[Blue Horseshoe @Vitt_Bertolini]

@JPATrades Mate if you had read that book you would not be long $GME. Dump the stock, not the book ;)

[Blue Horseshoe @Vitt_Bertolini]

Bank OZK $OZK: 45 years of disciplined compounding, now trading at just 7x earnings.
🏦 17% CAGR since IPO
📈 1300x growth in tangible book
💰 14% earnings yield today

Full write-up: https://t.co/mpaaAmbHmG
#ValueInvesting #BankStocks #OZK #BuffettStyle

[Blue Horseshoe @Vitt_Bertolini]

�� $KHC at 4-year lows.
💰 >10% earnings yield.
🍔 6% dividend + buybacks = 7.5% returned to shareholders.
🧠 Buffett still holding.
Is Kraft Heinz a bond proxy in disguise?
My latest on @SeekingAlpha: https://t.co/pwrcq3xbTh

[Blue Horseshoe @Vitt_Bertolini]

💥 $GME is a $5B business trading at a $12B fantasy valuation.

Operating losses, shrinking sales, and now a BTC distraction? This isn’t a turnaround, it's story on life support.

I'm short. Here's why:
🔗 https://t.co/Vzjw4YcRmu
#GME #stocks #shortselling #GameStop #investing

[Blue Horseshoe @Vitt_Bertolini]

Piraeus Bank presents a compelling investment case, offering a combination of strong operational performance, attractive valuation, and a commitment to returning capital to shareholders.
#Banks #investingideas #Greece
https://t.co/JPU3wf1sgH

[Blue Horseshoe @Vitt_Bertolini]

@ConnectingODots The enemy of my enemy is my friend.! There is a new enemy in town, it’s the Chinese E.V. manufacturers. Tesla can be the only US manufacturer to be able to compete, as such, our savior.

[Blue Horseshoe @Vitt_Bertolini]

@Ronald_Sl die traurigen Entwicklungen dieser Mietenpolitik. Die Verzerrung wird immer ungerechter.

https://t.co/HHTh7BXGh2

[Blue Horseshoe @Vitt_Bertolini]

@ValueAnalyst1 @elonmusk This makes my day. You are THE Tesla ambassador par excellence; nice to see this 🙌

[Blue Horseshoe @Vitt_Bertolini]

@dwenteignen Stark, ist euch bekannt wann der letzte qualifizierte Mietspiegel erhoben wurde?

[Blue Horseshoe @Vitt_Bertolini]

@herbertong Following the latest developments, Tesla has an increased computation power, Tesla is in the position to process more data, in a better way. An increased fleet of cars will function as the oil that feeds the machine. What do you think?

[Blue Horseshoe @Vitt_Bertolini]

@TOzgokmen Global wealth declines for first time since global financial crisis of 2008
Check out the report;
https://t.co/uRRoSneBxf

[Blue Horseshoe @Vitt_Bertolini]

@ValueAnalyst1 Next stop, halting the production lines-> Operating leverage in reverse

[Blue Horseshoe @Vitt_Bertolini]

@ValueAnalyst1 VW is selling for $17k the I.D. 3 in China currently (vs $45k in EU).

https://t.co/S7lsX9LQ2O

[Blue Horseshoe @Vitt_Bertolini]

@ValueAnalyst1 At the VW factory in Emden, production of the ID.4 and the ID.7, is being reduced - temporarily, as Volkswagen assures.
VW comments, "We are experiencing a significant customer reluctance in the electric vehicle world."

https://t.co/JpvXRqvgl3

[Blue Horseshoe @Vitt_Bertolini]

⁦@ValueAnalyst1⁩ Citizens to cease originating indirect auto loans. End of March they had $11.5 billion down 20% yoy https://t.co/aHnuyQZvSX

[Blue Horseshoe @Vitt_Bertolini]

@Ronald_Sl Der letzte qualifizierte MS wurde vor 6 Jahren erhoben. Der Sprung in 2024 wird dann umso größer aber durch die Kappungsgrenze limitiert.