formthirteen

One rule to rule them all. ASML better start replacing some board members: https://www.asml.com/en/company/governance/board-of-management Maybe Dr. Lisa T. Su will accept the challenge?

War Sailor was also excellent: https://www.imdb.com/title/tt17633184/

Yes, The Jackal was a very good show and beautifully done on a budget of £100 million.

There's some discussion here: https://www.valueinvestorsclub.com/idea/E-L_FINANCIAL_CORP_LTD/7686942999 The author started selling recently, but it's still undervalued.

Drugs (bti), booze (bf), guns (swgi), oil (oxy), what else should I be buying in 2025?

Selling more FFH.TO while thinking about buying more ELF.TO. What should I do?

The 50-year plan is going according to plan in China the EU: Biggest experiment in virtue signaling ever?

Thanks. He makes value investing sound exciting. Maybe I should subscribe.

Some FFH and META in the tax exempted portfolio. Thank you for the returns and see you in 2025.

Do you mean 20% per day or 50% total? BRK has government approval to buy up to 50% of OXY. Stock ownership: August, 2022: 20% December, 2023: 27.8% December, 2024: 28.15% 2023 letter: I will be buying OXY in 2025.

The EU Risks Being Crushed Between the U.S. and China (2019) https://archive.is/Nd2DC#selection-4303.187-4303.358 Europe Wasn’t Built for Our Era of Hard Power and War (2023) https://archive.is/RjpVi

The numbers speak for themselves. For example, see EPS growth. It's cheap enough that I have parked some cash in VRSN.

ASML and CELH.

Bought CELH and ASML. Sold FFH.TO. Last time I sold at 700 CAD. Better luck this time.

This listed company could be a winner in Europe: Here's a photo of their headquarters:

Is it true that "voda" is water in Russian?

Make water vodka again! It all makes sense now: https://www.reuters.com/world/us/what-is-fluoride-why-is-it-added-us-water-supply-2024-11-25/

Russia is coming for your tap water.

Quarterback and Receiver on Netflix are both great.

The solution from the ”Federal Ministry for Economic Affairs and Climate Action” — previously known as ”Federal Ministry for Economic Affairs and Energy” — is to give back 75% of the carbon tax to the company, but only to ”approx. 350 German companies facing very intense international competition”: https://www.bmwk-energiewende.de/EWD/Redaktion/EN/Newsletter/2024/01/Meldung/news5.html Let's check the statistics of RWE, one of the largest energy producers in Germany and Europe: This must be a really difficult problem to solve? I wonder who the beneficiaries of these policies are?

No, the majority of people are not aware and the stock market knows it. One recent example is Northvolt: An EV-battery maker that raised $15 billion from investors including Goldman Sachs filed for bankruptcy protection after almost running out of cash https://news.yahoo.com/news/ev-battery-maker-raised-15-103725217.html Maybe China doesn't want to share their technology with the Europe: https://thedeepdive.ca/did-china-sabotage-northvolt-unraveling-the-crisis-behind-swedens-battery-giant/ The market knows something about China too:

My thoughts exactly. Russia and China are simply testing the waters to see how weak the Western and Asian pipelines, cables, leadership, etc are. A simple strategy that has historically worked well in Europe and Asia. The weaker the leadership, the more pain they can inflict. History repeats.