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Fundmanagerthrwawy

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  1. Fundmanagerthrwawy
    Hi all, I’ve heard some talk of PMs moving funds away from the US but nobody is talking about where they are reallocating. Any ideas/ thoughts? cheers
  2. Fundmanagerthrwawy
    Only one nation has used Article 5. European men and women were killed because America couldn't keep its planes safe. God forbid Europe gets some assistance back after 20 years in the Middle East.
  3. Fundmanagerthrwawy
    I can't believe that President Krasnov has just voted with Russia to drive through the Ukraine war measure. Disgusting.
  4. Fundmanagerthrwawy
    Is anyone keeping an eye on South Korean Banking stocks?
  5. Fundmanagerthrwawy
    Does anyone know what sort metrics Burry uses to screen opportunities? I keep seeing different possibilities but unsure what is the legitimate one. Any tips are appreciated! Cheers
  6. Fundmanagerthrwawy
    Smashing. Much appreciated. I’ve just seen they also have reprint of the 1940 and 1951 editions.
  7. Fundmanagerthrwawy
    Yeah, I heard and seen his name thrown round a lot and always looked for him in my research.
  8. Fundmanagerthrwawy
    What is the name of this analyst, Ronald Epstein perhaps? *I’ve just seen the post above.
  9. Fundmanagerthrwawy
    I have the same thoughts about the modern additions and it felt like an up hill battle whilst reading for the same points you mentioned. it’s interesting that you find the original an easier/more enjoyable read as i had the same thoughts with the intelligent investor. Where did you find an original copy it might be worth having a look into it myself. Cheers
  10. Fundmanagerthrwawy
    Fundmanagerthrwawy started following 100 to 1 In The Stock Market - Thomas W. Phelps , Insurance Brokers (MMC, AON, AJG, WTW, BRO) , Strategy Adaption & New Ideas and 6 others
  11. Fundmanagerthrwawy
    I don’t think there is a large number of people who have held tesla for more than 5 years never mind 10.
  12. Fundmanagerthrwawy
    Great insights. Thanks a lot much appreciated!
  13. Fundmanagerthrwawy
    Much appreciated. Cheers
  14. Fundmanagerthrwawy
    I remember reading that and thinking it was genius. Yet to achieve those level of returns.
  15. Fundmanagerthrwawy
    A pen study from 1996 suggests that I spin-offs produce returns on average of 10% more than the market average in the 3 years following the spin-off itself. I, myself, have not received these level of return but of gotten close a number of times.
  16. Fundmanagerthrwawy
    I’m looking for a resource that shows the most recent Spin-offs, mostly concerned for US but wouldn’t mind seeing a global one. If anyone knows of such a resource or something similar it would be greatly appreciated. cheers
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