jeffsreng

FYI: Universa Investments Q1 2020 Letter Universa_Investments_Q1_2020_Letter.pdf

Thank you very much. Continue to do great work!

FYI: A 'Perfect Storm' Has Hit The U.S. Economy With Daniel Alpert http://www.westwoodcapital.com/research/commentary-archives/ https://www.amazon.com/Age-Oversupply-Overcoming-Greatest-Challenge-ebook/dp/B00C5R7C3Y/

Capitalist vulture likes to hunt quietly :)

FYI: https://www.youtube.com/watch?v=8vrtPxj7NTY https://www.bloomberg.com/news/articles/2020-04-08/taleb-advised-universa-tail-risk-fund-returned-3-600-in-march https://www.universa.net/riskmitigation.html

Funny how no one has a price target. Mine at $275. I don't own any shares. I still prefer my short.

FYI:

FYI: https://www8.gsb.columbia.edu/valueinvesting/resources/podcast https://overcast.fm/itunes1459993408/value-investing-with-legends

The problem with 13F or any sec filings or press releases is it's not real-time. What if they sold it and brought some more. That's why you have to do your own research.

It's capital I don't need or care. Therefore there's no fear on my bet. I just hope my research is correct. I'll show my statement later.

It's not mine. It's a friend. I only have ONE BIG SHORT - All my capital in it. Hopefully the business will bankrupt.

You don't NEED to short to do well in this market. Long positions will do well in 3-5 years. Attach are some ideas:

FYI: https://www.atlas-mag.net/en/article/bankruptcy-of-insurance-and-reinsurance-companies-in-the-usa An easy PASS for me because I just don't know life insurers business.

FYI: https://moiglobal.com/crisis-investing/

The Seven Signs of Ethical Collapse: How to Spot Moral Meltdowns in Companies... Before It's Too Late - Marianne M. Jennings https://www.amazon.com/Seven-Signs-Ethical-Collapse-Meltdowns-ebook/dp/B008FPVKVA/ref=sr_1_2?dchild=1&qid=1585847028&refinements=p_27%3AMarianne+M.+Jennings&s=digital-text&sr=1-2&text=Marianne+M.+Jennings

I value brk.b at $275

How the Best Investors Respond to Financial Crisis (w/ Dr. Gio Valiante): https://www.amazon.com/Fearless-Golf-Conquering-Mental-Game/dp/0385511922/ref=sr_1_1?qid=1584673842&refinements=p_27%3ADr.+Gio+Valiante&s=books&sr=1-1&text=Dr.+Gio+Valiante

I went bicycle riding around my community within a 5 mile radius and I noticed all the businesses are dead except: Ulta Beauty, Autozone, Costco, Kroger & CVS Are you seeing the same thing? Thanks.

Thank you again. Be safe everyone.

Thank you. Self isolation and self care is key.

Mini crashes lead to a BIG crash.

You will never know the real numbers. The rich Chinese who got it will never disclose it and flew over to US to get help. They would isolate themselves unlike others.

I have to disagree. Virus has been in LA since December.

Remember virus can change and mutate and get stronger. Worse they stay dormant and erupt later.

FYI: https://asecondopinionpodcast.com/china-covid19-special/