UK

Sorry, I was just kidding, I do not disagree:). Btw, personally I think we are at an almost satisfactory PBV level and it would be perfect for it to stay in some 1,3-1,5 PVB range from here.

Perhaps momentum and also this short scare in the summer seems did nothing bad for a sentiment either, anecdotally, lots of folks are incuiring which ETF is the best to buy again, some are doing this for the first time since really ancient times:)

Maybe they should look more creatively and just acquire some current constituent themselves in order get in:)))

+1. Even now. At least not jumbo position:)

OK, as a good analyst, after drinking my coffee and succumbing to public pressure (and this first target was not even nice number after some thought) I update the target for the next 52w to 2170.11 CAD (with further update up to max 2710.11 CAD still possible). Better:)?

+1

Dammit...so now, following a tradition of good analysts, I must upgrade the target to the next nice number:) Not be to greedy after such a run, lets make it 2000 CAD for the next 52 weeks*. *further upgrades will be provided if necessary.

https://www.attitude.co.uk/culture/film-tv/sex-toy-retailer-recreates-the-iron-throne-from-game-of-thrones-using-dildos-283974/ ?

How to improve your pest control business margins:

Serious stuff!

So maybe this idea to put big chunk of capital into IDBI is not that bad after all:)?

https://www.reuters.com/world/europe/ukraine-targets-western-russian-regions-with-drones-russian-officials-says-2024-09-18/

This is exactly the right question to ask! Only I would argue, that despite smaller capital availability, more regulations or even talent/language barriers sometimes, most countries in Europe would be in the second best place after US. Same with universities, demography, rule of law. On the other hand, in places like Russia, or perhaps even China recently (at least for not so well CCP conected), if you have great business idea, first thing you want to do is to run away with it to a first or second place country, before it is stollen from you or worse. US is in the league of its own, at least from a business making perspective.

Reminded me about this movie again: https://youtu.be/g09a9laLh0k

https://www.bloomberg.com/news/articles/2024-09-17/ukraine-russia-ceasefire-kyiv-s-allies-start-to-look-at-how-it-could-work?srnd=homepage-europe Ukrainians are strongly opposed to any territorial concessions, with 55% of respondents rejecting the idea in a poll released by the Kyiv International Institute of Sociology in July. However, the number of those categorically against giving up land drops to 38% if Kyiv is granted NATO and European Union membership as part of the deal.

Thank you for answering!

Thanks!

+1

https://stratechery.com/2024/the-e-u-goes-too-far/

At least he has good sense of humour:))

I am not sure Der Spegiel is serious source, but: https://www.ukrinform.net/rubric-society/3906009-putin-consults-with-shamans-over-war-media.html

Interesting. So with some (or more than some) luck you expect 17+ percent CAGR for the next 10 years from FIH (btw what was the CAGR of BV of FIH over the last 10 years?), while only 8-9 percent from FFH, but you own 2 percent in FIH and, I assume, since it is core, much more in FFH? Do I get this right?

I hope I will not hurt anybody's feelings, but this one is also good:)

Interesting question. But why would you want to be long anything at all for hedging such scenario? Anyway, I would add BRK to your list of longs, probably would be allright, after some sudden rerating:))