Dalal.Holdings

https://www.wsj.com/opinion/german-autos-climate-mandates-regulations-abdc041d Has the WSJ Editorial Board been reading this thread?

A lot of the UK's energy woes can be blamed on the monarchy--what do you expect from an aristocratic class of people who live off generational trust funds (really massive welfare from their country) and have never had to really work a day in their lives ? https://newsletter.doomberg.com/p/contrarian-indicators The monarchy is clueless and ordinary citizens will pay as a result...well hey, good for Norway...who knows, maybe one day they can buy the British Monarchy or the entire UK outright... I think any heavy industry in the UK is uninvestable until proven otherwise.

Re-entered 6637.T Terasaki Electric Co...luckily at lower prices than where I sold last year

BATRK, LILAK, CHTR, LILA, FWONK…so many Malone turds got flushed down the toilet. Looks like Todd’s investment process was way over-indexed on the Malone theme and it cost him years of performance and his BRK gig. He’s not the only investor who got Malone’d in recent years...cults are dangerous things.

So Greg investing in Airlines (Delta) and Retailers (Macys) now? Lol, guess he learned nothing from Warren and Charlie...

Yes this is true: there are a lot of crazed lefty ideologues in power not just in the UK but across Europe. Brussels Crew/EU is their headquarters. These people think they are smarter than everyone else because they became brainwashed by dogma in years of schooling and they have the fancy degrees to show it... The question is what is going to change this? I think it's going to be political upheaval since these idiots in charge don't learn from their own mistakes.

Chemical companies based in USA having a major structural advantage...

They are lying so they can keep the environmentalists happy. It's fine if they bring the country to the brink of ruin as long as they don't upset those people...

17% IRR is amazing for Einhorn. Too bad his overall results the past 15 year are much lower. One would think that a “sophisticated” hedge fund like Greenlight would have a bunch of analysts and associates doing work on Kyndrll to have known there were accounting issues. Even Gotham City Research put out a short report when this thing was in the high 30s, low 40s (near all time highs) that could have allowed him to exit there. I’m not sure what exactly the employees at Greenlight must do, but it must be nice gig—esp considering he hired the likes of James Fishback. Einhorn probably just checked out most days

https://www.ft.com/content/3a19252d-ea24-4027-ae1d-3f2c982340c2 Imagine running a deeply underperforming fund for 30 years and then throwing a lavish party to celebrate it...then also putting this on the invitation. Guy is just a doofus

KD imploded and is now near that spinoff price. Seems like some accounting issues...you know, something one would hope Einhorn would know about

Does Gayner still own this? Management barely own any. Good for them… Always fun to look back on these disasters. This one had the Graham Holdings, Tom Gayner, and Cable bro trifecta going for it…a “Lollapalooza Effect” if you will EDIT: looks like he sold out recently…

No idea how this has to do with today when the government is talking about banning North Sea drilling and has made it very onerous for anyone who chooses to drill there. Even if they "gave it away" to mostly British firms Shell and BP, they'd get to collect tax revenue, have the jobs, potential export benefits, and other economic benefits of being a producer... British politicians keep denying that there is more oil & gas in the North Sea while Norway keeps finding more...It's okay though because Norway gets to sell it to the UK and reap the profits.

Now over $2.2 Trillion... there are only ~5.6 million people in Norway so this comes out to nearly $400,000 for every man, woman, and child in Norway. Compare what Norway has created in economic benefits for its citizens to the UK and Germany... The UK might need an IMF bailout soon...

One is an authoritarian regime that crushes protestors by the tens of thousands...the other is some former Real Estate/Casino guy...there is a difference in how they b.s. and it's important to distinguish between the two. However, it would be highly unprecedented for Centcom/Dan Caine to lie about military details (like whether a U.S. ship was hit, etc)--the Congress in the end is the overseer. However, the IRGC/Iranian military routinely lies to further its propaganda...if you want to be rational, you have to acknowledge the differences there.

Norway’s massive sovereign wealth fund only going to get bigger while UK mired in economic stagnation…wonder why

Norway going to drill more in the North Sea and then sell the gas to the UK and Germany. LMAO… Some nations like Norway approach the world strategically while others like Germany and the UK do the opposite. It’s no wonder why Norway is prospering while the other two are mired in stagnation. I do love the total irony of politicians from the UK and Germany giving advice and commentary on how other countries like the U.S. should operate given their own self inflicted stagnation…

https://www.reuters.com/world/middle-east/urgent-maersk-says-subsidiarys-us-flagged-vehicle-carrier-transits-strait-hormuz-2026-05-04/ https://www.bloomberg.com/news/articles/2026-05-04/maersk-vessel-exits-persian-gulf-under-us-military-escort Somehow I don't think Maersk is lying just to make Trump look good... Seems like the U.S. Navy has carved out a mine-free route through the Strait...let's get more ships leaking through!

Not to worry, Brussels will provide a "massive" 20B EUR to build AI datacenters--what META spends in 2 months on Capex now...Lol https://www.politico.eu/article/eu-accused-wasting-20-billion-euro-ai-computing-dreams/ All dreamed up by Ursula. The AI center will need to be GDPR and AI Act compliant and totally carbon neutral of course ! I'm sure the centrally planned AI hubs will be successful like all of the EU's plans !

LOL. Come on now this is absurd...these are the guys who would have advised other administrations into doing nothing. Not surprising a podcast called "Switzerland" makes such foolish commentary about an armed conflict.

Sounds like Blockade is working...Iran has to surrender its nuclear ambitions and back off from the Strait and this will all be over...up to the hardliners in Tehran. The blockade isn't too onerous for the U.S. and lots of oil is leaking around and now even through the Strait.

And you believe Iran? According to Iran, they hit a U.S. military ship today--absolutely zero evidence of that. We know some U.S. ships have made it through as the U.S. has provided a mine free route through the Strait to shippers. They've likely cleared that route of mines in recent weeks. And then today the U.S. blew 6 Iranian "fast" ships (likely laying mines) out of the water with some helicopters. And Iran clearly got triggered and took it out on the UAE because they can't hit anything American successfully...I think it's likely UAE enters this conflict if this continues...they might bring along a bunch of Arab states. I don't think Iran lasts in that scenario. Seems also that Arab state air defenses have gotten much stronger and we know part of the reason is that Israel provided Iron Dome system to UAE: https://www.nytimes.com/2026/05/01/world/middleeast/israel-emirates-iron-dome.html

https://www.wsj.com/world/middle-east/iran-defies-trump-and-tightens-its-grip-on-hormuz-01a4e32b?mod=hp_lead_pos1 Looks like we now have cracks forming in Iran's ability to keep the Strait closed: This looks like it could be the beginning of U.S. operations to pry the Strait open...

I would consider it successful if the U.S. achieves its key objective: removing Iran's ability to build a nuclear weapon while keeping Gulf states' oil and gas assets intact and operating. Everything else is mostly noise. The Strait is being bypassed by an increasing amount of oil lately and global producers are exploiting high prices by raising their own production. Iran is no longer attacking Gulf assets due to the ceasefire. As to timeline, it's tough to say and I'm not sure it really matters. The longer the Strait remains closed, the more Gulf countries find & invent ways to bypass it (they already are). The longer it remains closed, the more other producers outside the region produce (they already are). In other words, the longer the Strait remains closed, the weaker Iran's leverage over the Strait becomes. Meanwhile, the U.S. can continue its blockade of Iran indefinitely which would prove catastrophic for Iran's economy and cause irreversible damage to its wells.

And absolutely no European politician will be held accountable and all the forever politicians will be able to keep their jobs and soon be promoted !