Zethus Capital

Agent of Chaos. Value & Margin of Safety Investing. FCF Focus - High Quality Businesses/Real Estate/Oil & Gas. Theta Decay Fiend. KNOW WHAT YOU OWN

[Zethus Capital @zethuscap]

“Remember, never, ever.... invest in the present. It doesn't matter what a company is earning, what they have earned. You must visualize the situation 18 months from now, and whatever that is, that's where the price will be, not where it is today.”

Stan Druckenmiller

[Zethus Capital @zethuscap]

@StephenFrampto9 If reputation is damaged, entire premium valuation deserves to be wiped out. Needs another 25-30% haircut

[Zethus Capital @zethuscap]

@Nicholas_Meyers Big premium due to Charles abilities evaporated

[Zethus Capital @zethuscap]

RIP

[Zethus Capital @zethuscap]

@InGodWeTrust_78 @AstutexAi So clueless

[Milton W Berg CFA @BergMilton]

Cyclical Stocks 101: Final highs don’t come at high P/Es. They come when earnings are peaking and P/Es look deceptively “cheap.” Semis—especially MU—are classic: they screen undervalued right before the cycle turns.

[Zethus Capital @zethuscap]

Don’t let the door hit you on the way out

https://t.co/LA5kq1qC9d

[Zethus Capital @zethuscap]

@kristinnsms Taxes?

[Zethus Capital @zethuscap]

@JoshYoung You’re a sector specific investor in oil and gas and therefore not objective. The evidence could be clear as day and your stance would remain bullish. Market is clearly looking forward based on recent developments

[Zethus Capital @zethuscap]

@ThinkAppraiser You’re assuming what you hear is absolutely correct. Could the “experts” be wrong or have a motive to keep you believing that?

We see a lot of tankers flowing out daily with transponders off that is not reported. The largest traders of USOIL in the world aren’t stupid

[Zethus Capital @zethuscap]

@RobIzumi29 @PSworldwide13 Lol. The US market is closed, THAT is thin trading

[Zethus Capital @zethuscap]

@RobIzumi29 @PSworldwide13 The largest traders and hedgers in the world are in London and Switzerland

[Zethus Capital @zethuscap]

@RobIzumi29 @PSworldwide13 Global commodity future contract are never thinly traded when open

[Elon Musk @elonmusk]

@iScienceLuvr Putting “Ph.D.” in your social media name is a sure sign of a pompous retard

[Zethus Capital @zethuscap]

@Big_Orrin What does Ukraine have to do with this? We’re talking about alternatives to the Strait of Hormuz, not some random ass example with no other alternative

[Zethus Capital @zethuscap]

@Big_Orrin Lol, man oil is still flowing through pipe currently in Gulf countries, yet the SoH has come to a complete halt preventing tankers even attempting to pass. What are you arguing exactly

[Zethus Capital @zethuscap]

@RobIzumi29 @PSworldwide13 What does over discount mean? Hard to know whats over discounted without knowing what oil will do

[Zethus Capital @zethuscap]

@trend_bullish @EnergyCynic Piece of shit wishing for war to continue, shame on you