formthirteen

I don't know what the end game is other than to make sure that Russian culture and Slavic people are preserved and protected from imaginary and real invaders. From Vladimir the Great, and the mongol invasion, to Vladimir the FSB Agent, and the invasion of democracy that failed, there is a long history of strong leaders, autocratic rule, corruption, etc. This is the way.

No, but I have been thinking about it for a year or two. Seems everyone is mixing Fever-Tree drinks. I was a BAG holder at one point (BARR p.l.c). I didn't have any conviction and sold. The ads are good: NICL.L is another one I owned briefly.

Sold some BATS.L to fund future purchases.

Both ASC.L and BOO.L are now at 52-week lows. I have been considering buying back both. The last time didn't go that well and I was lucky I sold. BOO.L 5-year average ROCE is ~25%. There's a recent VIC write-up for the interested. Stocks on the London Stock Exchange seem to be quite cheap. FEVR.L is also at 52-week lows.

Selling a small position in VNO.

Small position in STNE. Let it RIP.

You are correct.

I'm not selling anything, but Oracle seems to be buying SPLK anyway.

Trading cash for Meta (the financial group). Thanks @wabuffo

@LearningMachine, you can find the data in the latest 20-F: https://www.sec.gov/Archives/edgar/data/1744676/000119312521111096/d31001d20f.htm#fin31001_103

Sold some MO and BTI to buy more FB, and TME.

TME, the OnlyFans "live karaoke with tipping" of China and Spotify "leading streaming music service" in China with over 800m active users. FB, which is now trading at roughly half the P/E and around the same EV/EBITDA multiple as IBM. I wouldn't be surprised if both are dead money for years.

Elon Musk vs Jim Cramer in 2010:

Can I ask what the thesis is? It's an interesting toll-booth business, but earnings where -2.5B in 2020. EV is 8B. FCF 2B, if politicians and the coronavirus let things get back to normal?

More 9988. I must have received some brain damage from FB's Q4 report, or maybe I'm just a value investor. What was the saying, growth and value are joined at the hip? Also added to SPOT and FFH.

Added to FB.

Bought back SPOT and PDD. Also bought STNE. I'm sure their stock prices will be volatile. Growth is back, for today?

The Bezzle is perhaps best explained using cryptocurrencies: https://coinmarketcap.com/currencies/lumosmetaverse/ https://coinmarketcap.com/currencies/cougar/ The market cap of LumosMetaverse is $69,125,116,947,604.48 "with a 24-hour trading volume of not available": The 24-hour volume in Cougar coins is $78,601,829,587,915:

Selling a bit of BATS.L Buying the "fastest growing company ever" later today with the proceeds I'm NOT selling COST with how the future looks for the company:

Nibbled on 9988.HK, PDD

ABEV was discussed in the podcast. I don't remember the exact words, maybe he said "best beer company in the world". I would be speculating if I said the currency is cheap: I guess there's not enough growth to compensate for the risks. Declining margins...

I learnt something by listening to this, so thank you. Currency, fraud, politics, etc. make investing in Brazil feel like speculation to me. Some ideas that were discussed in the podcast: - Local companies have huge benefits compared to foreign companies. - Brazil has the best corporate governance of all emerging markets. - Buy the best companies (quality and compounders). - Hedge the currency risk by buying growth, don't buy cheap stocks. - Current market opportunities: Nu Holdings, Weg, TOTVS, LZRFY, some drug store chain. - When local investors are pessimistic, when the stocks and currency are cheap, it's a good time to buy I would want a +50% discount from emerging market investments compared to the US. I might now know why Berkshire invested in STNE and NU even with the currency and other risks (growth hedges risk and they bought before the IPO). Maybe it is time to look at STNE, PAGS, XP, etc.? $NU has P/S 50 (if it even matters), so it still feels too early and like speculation.

ROST

Sold tracker positions in no-conviction holdings like MSB, FREE, BOO, etc.

Adding to Semler Scientific (growth + roiic = ). Tracker position in Whole Earth Brands. 1 x and .