bennycx
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Posts posted by bennycx
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What are the taxes applied to foreigners investing in German Equities?
Just the withholding on dividends?
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Quant strategies on crypto is actually working very well
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He would still like to own 100% of a bank though so the economics are quite good except for the tail risk of mismanagement
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Very smart move on hindsight!
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37 minutes ago, formthirteen said:
ICE
Any opinion on the decline of the mortgage business due to rising rates?
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On 5/1/2022 at 11:04 AM, aceskc said:
Investments in Banks went up 10B. So it must be +100b business thats not bac and unlikely to be wfc. My best guess is JPM.
Maybe not a Bank but a big non bank financial?
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Because people are not vaccinated with mRNA vaccines. There might be widespread deaths which may cause insurgence
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1 hour ago, Spekulatius said:
Bought a starter in SWK around $140.
Had this on my watchlist for a long time too. Getting to more reasonable levels and they’re focusing on downsizing and buybacks
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3 minutes ago, Gregmal said:
Assuming HBS stands for…… Harvard Business School…then that’s kind of my point. None of these guys did real work or grinded through shit jobs saving their $100k a year for 5+ years hoping to launch their funds. They never put up with being shit on by bosses while working 12 hours a day. They were just given it.
sad you just spelt out my life :] -
On 11/15/2021 at 11:26 PM, irnovo said:
I'll suggest reading two writeups on VIC, https://www.valueinvestorsclub.com/
For me, I am mostly looking at bigger picture and downside protection. Plasma protein market will continue to grow for the foreseeable future. GRFS is in plasma protein oligopoly. Debt is being used to acquire smaller players in the market. The cost of debt is low, indicating no worries that company will not be able to debt/interest. I don't see a scenario where rev does not grow or margins suppress. The risk is that gene editing tech (CRISPR etc) makes plasma protein therapies obsolete, but that is really far in my opinion. Recent weakness in share price is due to debt and dividend cut. My time horizon and expectation is a double in 5 years.
what do you think of the strategic investment from GIC where they are using high cost "debt" although longer duration to repay back low cost debt?
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Timing seems to coincide with Biden’s new Exec Order
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Are these small measures? I reckon DOJ would block some mergers just to show some action is being done
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Alibaba, Meituan, Tencent, JD -> when were these stocks added to fxi? How did they perform since added to the etf vs US tech?
is there a constituent cap to fxi? -
answer:
What is S&P 500 without Fang stocks? Do you see tencent and alibaba listed in China a shares? -
48 minutes ago, hellowod said:
There seem to be some fetishization on Li Lu due to his association with Munger. If you look at where the other student leaders ended up, and their view on Li Lu now, you will get a different view.
Where can you find this information? I’m curious
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Imagine if he took a large position on Tesla ;D
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Wonder why Buffett hasn’t disclosed the “secret” stock? Is he accumulating for such a long time?
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Some talks that it could be Enbridge
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From my experience with the French, they do not believe in the equality of outcomes. Quite the opposite in fact.
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That’s what makes a market! You could disagree with them
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Could buybacks be a way of “leveraging” up his portfolio - both investment and operating - without facing many restrictions (bank holdings as an example, wholly owned companies which he wants more but can’t own more than “100%”)?
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Looking at their pnl profile, they should be doing market making (agency trading), similar to investment banks but hidden in a hedge fund without all the compliance and operational costs.
Which activities in life brings you the most fun?
in General Discussion
Posted
Yoga brings a lot of fun and challenge