Invictus Capital @Compounding_K

Trying to be a little bit wiser everyday I wake up. Data Scientist. Python & SQL enjoyer. Managing my PA till FIRE. Pitching micro-caps at @MicroCapClub. Bellevue, WA Joined September 2021

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Invictus Capital @Compounding_K

2 months ago

Any fundamentals-focused investors here occasionally bet 1-2% of port in meme/hyper-growth/narrative stocks ? Why or why not ? Worse case you lose half, and the other 98-99% of your port will carry you. Best case you catch the right wave and it x10-20. Feels like you may even…

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Invictus Capital @Compounding_K

2 months ago

Not gonna join the fad of sharing YTD performance, but if you have followed me then you probably know I'm quite heavy into $RYGYO and $RYSAS. Do with that as you will, I have nothing more to add.

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Invictus Capital @Compounding_K

2 months ago

I’m sorry Egemen Doven, I’m not familiar with your game. Been a while since I actually saw a CEO both execute the business operations AND buy backs well at the same time 😫. $Rygyo $Rysas

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Invictus Capital @Compounding_K

2 months ago

Genuinely convinced that holding Turkish stocks makes you a ballsier investor. Could make you worse or better, but definitely ballsier. I’ve been so used to these 6-7% intraday swing to both sides on no news lol. Turkish investors really love trading.

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Invictus Capital @Compounding_K

3 months ago

Thinking it might be time to give some love to $Rysas instead of $Rygyo. Net the 62% of its market cap from 62% of $Rygyo ‘s market cap, we got about 6B TR that the market is giving the logistics business that’s growing double digits and I think will be very decent margins. Any…

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Invictus Capital @Compounding_K

3 months ago

Not today, 🌈 bears

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Invictus Capital @Compounding_K

3 months ago

Can the wise investors of FinTwit advise me on how to view EV transition as a headwind against $APR.WA core business ? I understand traditional vehicles will be here to stay for a while, but the secular adoption of EVs weighs on me a bit since parts/service will be less needed…

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Invictus Capital @Compounding_K

3 months ago

Woke up to good news today. My thanks to @MicroCapClub, here’s to many more good ideas to come 💪.

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Invictus Capital @Compounding_K

3 months ago

Good jab Ashley

Ashley St. Clair @stclairashley

3 months ago

Good jab Ashley https://t.co/ezOJjJ6Mww

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Invictus Capital @Compounding_K

3 months ago

If your bio isn’t like this you r not the richest man in the world

Cluseau Investments @blondesnmoney

3 months ago

If your bio isn’t like this you r not the richest man in the world

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Invictus Capital @Compounding_K

3 months ago

He ain’t wrong

Andrea Bizzotto 🇺🇦 @biz84

3 months ago

He ain’t wrong

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Invictus Capital @Compounding_K

4 months ago

I guess you gotta be a special breed to marry OF girls

RAMZPAUL @ramzpaul

4 months ago

I guess you gotta be a special breed to marry OF girls https://t.co/b5YJuB3Hhz

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Invictus Capital @Compounding_K

4 months ago

Really tempted to long some coals at this price level. Low single digit earnings when demand bounces, suppressed supplies, cash on balance sheet, etc. Lots of decent signs here. $AMR $HCC $CNR

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Invictus Capital @Compounding_K

5 months ago

I just stepped foot into another part of Substack I didn’t even realize exists: Political & Social commentary. And ngl, it’s pretty damn good. Actual decent intellectual write-ups that utilize some logic instead of spewing rage baiting / polarized idealism.