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Seoshin

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  1. I'm going to Kuala Lumpur a week after next week! What do you recommend to visit there?
  2. Congratulations! I long to have your temperament and returns. I hope I'm not yet late to the party for BRO!
  3. It is expensive tbh there's no denying on that. The starter position (really small) is more for me to be obligated to study it more further. I believe the current price won't be sustainable in the short term and I might increase my position when the price goes lower but that is after I try to thoroughly study the communications and media verticals it resides and perhaps deem the valuation can be right that time who knows.
  4. Added to $NTDOY and a small starter position on $DFH and $LMN to spur me to more research.
  5. Bought more NTDOY yesterday after reading the latest Q. Also bought more DHR and TXN today.
  6. Dang. You're experienced in the offshore industry. That's amazing. Tbh quite rare to see a seafarer investing personally in the stock market and that's admirable already. Not familiar with Chouest but I've been to Brasil last year serving Petrobas and loved the place! I spent too many years in the North sea that a bad weather and a roll of constant 6-10 degrees is normal hahaha thank you!
  7. Oh my. May I know which fleet you sailed in good sir? I can see this action personally myself. Currently we are laying cables for the Doggerbank wind farm and NNG wind farm off the coast of UK. These green subsidies are too good to pass for these peeps.
  8. I praise your interest in the shipping industry. I work on this industry myself and have sailed to a plethora of ships including tankers and shuttle tankers. I'm currently on offshore wind and NETI is a good one I must say. However, I don't invest in this industry to avoid concentration risk.
  9. Don't want to sound soliciting for a confirmation bias but what do you think of BRO today @longterminvestor? Tbh I was enamored by its great history and also that its a holding of Chris Mayer, author of the 100 baggers. I'm wary if they can replicate the playbook in the UK as much as they did in the US.
  10. Added some DEO. Slowly making it into a full position.
  11. Can I just say that this thread is really amazing and its like a crash course for me on insurance brokers. Thank you so much @longterminvestor- your insights are chef's kiss and to the others also @dealraker for posting links for further reading. Again, amazing!
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