Cara Capital

Here to learn and make some money

[Cara Capital @yellow_capital]

@steep_slopes How do you think about the increase in AR we saw in the last filing?

[Cara Capital @yellow_capital]

@junkbondinvest @mdudas

[Cara Capital @yellow_capital]

@1MainCapital @PrefShares Do they also give figures for other years? Not sure 2020 is the right year to look at

[Cara Capital @yellow_capital]

@jmo389 @WallStCynic @SquawkStreet @davidfaber Ok, thanks. You are correct I did not take any restrictions into account, simply took the 2.6B at face value. Will need to dig (a lot) deeper on this one.

[Cara Capital @yellow_capital]

@asymmetricbets Why MO and not PM or BATS?

[Cara Capital @yellow_capital]

@Melendhar @ArgoBlockchain How do you see the downside protection? I have not done my research on this, but if BTC would crash and stay low for an extended period I don't see this working out. Especially since they hold a decent chunk. Can be completely wrong off course.

[Cara Capital @yellow_capital]

@marketplunger1 Didn’t the fundsmith EM strategy sell this one because of governance and regulatory concerns?

[Cara Capital @yellow_capital]

@PucilowskiM @paulg 16yo me would interpret this chart as “if I can have a beer, I can do cocaine”

[Cara Capital @yellow_capital]

@compound100x True. Living in Belgium and quite sure 90% of people here has never heard of any except for YT, Netflix and Disney.

[Cara Capital @yellow_capital]

@specialsit1 If you don't mind me asking, how did you get to the upside/downside figures?

[Cara Capital @yellow_capital]

@junkbondinvest And depending on how you define 'worked out', you could add Softbank. Though it's not something I would be comfortable holding for the LT.

[Cara Capital @yellow_capital]

@junkbondinvest Sofina and Brederode, two belgian holdco's

[Cara Capital @yellow_capital]

Had to jump through some hoops but managed to get a decent chunck at an average of 0.85 cents, for a 17.6% return if Trump is not inaugurated as president before February 1st.

[Cara Capital @yellow_capital]

Someone on polymarket is giving away free money, odds on Trump not being inaugurated as president are 1.25, that's a 25% return by January 20th

[Cara Capital @yellow_capital]

@TheStalwart Looking forward to this one! When do you expect it to drop?

[Cara Capital @yellow_capital]

@johnauthers Polymarket looks very similar. Betting on Trump not being inaugurated on Jan 20th (less risky than Biden winning I would say) yields a 25% return.

[Cara Capital @yellow_capital]

@weekend_invest @ValueStockGeek @TimTravis2 They also publish their AGM on youtube for lazy people like me

https://t.co/LpGVuMVKTD

[Cara Capital @yellow_capital]

@cap_zay @MadThunderdome Ok, thanks. Have been staring at these for way too long.