gritcapital (@GritCapital) header
gritcapital (@GritCapital) profile picture

gritcapital

@GritCapital

VariantView - MultiFactor - Finneir @avdl_

 Bangkok, Thailand
gritcap.com
Joined July 2015
  • Tweets61
  • Following28
  • Followers261
AMA Group – an unloved and underfollowed dumpsterstock with A$1BN revenues and once a darling of the ASX in the crosshairs of Blackstone ➔ Back in the arena & gunning for the Australian midcap? A deep dive with @FatAlpha: youtube.com/watch?v=-TZDSPzG… #AMA $AMA @GritCapital
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Impressive if true! 🫡 @JMilei
Not the Bee (@Not_the_Bee) profile pictureNot the Bee
@Not_the_Bee23 Apr 2024
Milei says Argentina just had its first budget surplus in 16 years after gutting government bloat notthebee.com/t804d notthebee.com/t804d
Milei says Argentina just had its first budget surplus in 16 years after gutting government bloat

Milei says Argentina just had its first budget surplus in 16 years after gutting government bloat

Well, who would have guessed it?

notthebee.com
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Excellent run down of the events that caused the current banking crisis & the effects of the FED backstop (#BTFP) cryptohayes.medium.com/kaise…
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$6.5bn at a $50bn valuation representing a 50% drop in value since their peak valuation 😵‍💫 …. and stil a dumpster 🔥 ft.com/content/f397cb94-6e34…
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If I can find 2 investments each year, I think we’re doing well Through the first 8 months of 2022 I found one investment Just recently I found a second one It’s a wonderful year -Mohnish Pabrai, 9/16/22
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Thanks #fintwit for a great call on Twitter. I had battle scars shorting Elon and watching the Twitter drama unfold was amusing and it finally proved that Elon is an earthling. 🙏⁦@evantindell⁩ ⁦@AndrewRangeley⁩ ⁦@puppyeh1⁩
Image from Arthur van der Linden (@avdl_)
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Replying to @puppyeh1
Classic prosaic @puppyeh1 letter. A disgraceful executives & bring in the scythe …
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Genius insight - “The thing is that anyone who cares about music, will plug in external speakers. And then they will be looking at the product wondering why there is a grille on the front. I want the design to be clean”
Trung Phan (@TrungTPhan) profile pictureTrung Phan
@TrungTPhan26 Oct 2022
Replying to @TrungTPhan
iMac speaker story by Nick Johnson via Quora quora.com/How-did-Steve-Jobs…

How did Steve Jobs react when people told him his ideas were bad?

Ricki Tarr's answer: Steve welcomed critiques. What the books fail to mention is that he had one day a week where he would come around campus and meet engineers. Steve worked in a tight knit group of...

quora.com
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👀 @puppyeh1 kicking off another activist campaign with a marvel of a letter. Last Minute N.V., your move ♟
Jeremy Raper (@puppyeh1) profile pictureJeremy Raper
@puppyeh126 Oct 2022
An Open Letter to the Chairman of the BoD of Lastminute.com N.V. rapercapital.com/2022/10/26/…
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gritcapital retweeted
zerohedge (@zerohedge) profile picture
zerohedge
@zerohedge25 Oct 2022
It's fine, China has only $55 trillion in bank assets. Not like anything can go wrong.
Image from zerohedge (@zerohedge)
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Capital flight? Time for #LukFook (590.HK)? .... Chinese jewelry retailer listed in Hong Kong with heavy insider buying? 💍 afr.com/world/asia/china-s-w…
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ian bremmer (@ianbremmer) profile pictureian bremmer
@ianbremmer30 Aug 2022
sometimes your worst nightmare is right behind you
Image from ian bremmer (@ianbremmer)
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Always been a china bear and this is just one reason (albeit an important one)
ian bremmer (@ianbremmer) profile pictureian bremmer
@ianbremmer21 Jul 2022
china century? are you kidding me?? with this population implosion???
Image from ian bremmer (@ianbremmer)
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👀 seizing Russian foreign reserves accelerates de-dollarisation of the global (petrodollar) economy - the US can’t support another Volker-style spike in interest rates to protect the reserve currency status of the USD @LukeGromen⁩ & ⁦@ttmygh⁩ 🙏 pca.st/episode/1bf1e43b-b714…
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Nice cheap coal play in today's market
DragonflyValue (@DragonflyValue) profile pictureDragonflyValue@DragonflyValue1 Mar 2022
I was talking to @dyer440 about this, and @puppyeh1 has already posted a thread, but I think that $RE4.SI[Geo Energy Resources, listed in Singapore] deserves a shout-out in light of recent events. This is probably the cheapest thermal coal name out there[with ok governance] 1/n
Russia is not the powerful nation it was a century ago: Russia is economically irrelevant, its only geopolitical significance is related to its oil reserves & nuclear arsenal, and they no longer play a meaningful role in arts, sciences & innovation. 1/14
Image from Arthur van der Linden (@avdl_)
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Isn’t this just an online version of Lingo (a TV game). Fun but they should add a bonus for time. Wordle 239 5/6 ⬛⬛⬛⬛⬛ ⬛🟨⬛⬛⬛ 🟨🟨🟨⬛⬛ ⬛⬛🟩🟩🟩 🟩🟩🟩🟩🟩
Helpful lessons angel investing.
Lenny Rachitsky (@lennysan) profile pictureLenny Rachitsky
@lennysan25 Jan 2022
I’ve now angel invested in 140+ companies. Here's what's most surprised me about angel investing so far 🧵
Image from Lenny Rachitsky (@lennysan)
🔥great letter Jeremy Grantham @GMOInsights 🧐 "When pessimism returns to markets, we face the largest potential markdown of perceived wealth in U.S. history."👇 Let The Wild Rumpus Begin* gmo.com/asia/research-librar…
Let The Wild Rumpus Begin*

Let The Wild Rumpus Begin*

Today in the U.S. we are in the fourth superbubble of the last hundred years, and for the first time in the U.S. we have simultaneous bubbles across all major asset classes.

gmo.com
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gritcapital retweeted
tanay (@tanayjain) profile picture
tanay
@tanayjain23 Dec 2021
My biggest takeaways from @MessariCrypto's Crypto Theses '22, written by @twobitidiot : I've also made a mindmap to help tie things together 🧵👇🏻...
Image from tanay (@tanayjain)
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