Iggy on Investing @IggyOnInvesting
Student of Value investing. Here to share ideas and learn. DM's are open. NOT INVESTMENT ADVICE. iggyoninvesting.substack.com Joined December 2022-
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Who is the character you're slowely turning into?
The people on here who are super bullish on copper, are you then also super bearish on gold? Given gold, our most beloved commodity, is mainly a byproduct
if this happened my UK stocks would all 3-4x overnight 🤣
if this happened my UK stocks would all 3-4x overnight 🤣
Big couple days comming up for my porfolio finally... I've absolutly been watching paint dry recently:
Italian mafia or soon-to-be Serial HVACquirer❓️ My $LDB.MI scuttlebutt journal is out on the usual place
New post about $2150.HK Nayuki holdings and a few other companies I bought in HK. Link is pinned in my profile. $882.HK $315.HK $341.HK $3306.HK $1733.HK $6038.HK
Growth at a reasonable price would be a great slogan for viagra
Epsilon Net ($EPSIL) was a 10-bagger in only 3 years. A high-quality B2B software company dominating in Greece. What does the future hold for this company? 👇🧵
Eurosnack $ECK march rev down 4%. First Q up 15%, maybe slightly lower than I would like but not bad. The reall juice is in the deals Eurosnack has done with the government to build a new factory. Prob will write a little piece on it soon.
Now we've banned the sale of cigarettes to anyone born after 2009, I propose we do the same for AIM stocks. Let's finally kick this filthy habit.
For anybody who loves Whiskey/Bourbon, there is a pitch shorting whiskey on VIC (short $MGPI ingredients). 🚨🚨 So if you love a drink🥃, wait a little while and buy in bulk when the price of whiskey evaporates when the inventory glut is pushed to the market. Don't short, so no…
‘I love private property, and let me tell you something, if you care about your fucking country, read Ludwig Von Mises and the 6 lessons of the Austrian Economic School, motherfuckers!’ - @moicanoufc 🔥 Best post-fight interview of all time?? Safe to say the Overton window has…
Weekly reminder you can buy the number #1 value retailer in the UK for a 6 pe/fcf multiple. $CARD.L
Companies that publish their annual report in landscape mode are:
What do you use to quickly look at financials and why?
Nobody put more work in his weekly threads than @atmosinvest . Give him a follow if you haven't already👇👇
Nobody put more work in his weekly threads than @atmosinvest . Give him a follow if you haven't already👇👇
@IggyOnInvesting I defy anyone to show me a completely unfollowed foreign bank that puts out a better English language package than $NLB.IL
This is quite cheap for a Coke bottler, right?
U know your bankers are cheap when the whole management team, took a group package to get a discount on their suits. $NLB
No one deserves it more than my mate @david_katunaric. If you don't give him an extra follow.
No one deserves it more than my mate @david_katunaric. If you don't give him an extra follow.
Trenchant Capital Cor.. @TrenchantCap
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Who is the character you’re slowly turning into?
Yes - process first
It`s hard to let winners go but (unpopular opinion but that`s the way I think when investing) if the price exceeds your fair value and you can`t find a way to get to your hurdle rate from the current price, it makes no sense to hold at all.
Whenever I see a Calvin / @MarhelmData tweet
My Thoughts on The Marhelm Fiasco Hey everyone — thought I should provide an update on my effort to save Marhelm. But before I do that, I want to publicly say that Calvin has been nothing but kind and honest to me during our relationship. I have learned a lot from him, and I…
Wife: "Why did you invest our money in an illiquid Champagne Maison instead of just buying big tech"? Me:
The feeling when you recycle capital from winners to new positions with great potential
@SebKrog @MicroCapClub When you look at the no of replies I think ex North America is the ultimate opportunity - knowing that you think different;)
@IggyOnInvesting @david_katunaric @FocusedCompound This is top-class book. Will re-read
Newconnect investing be like
Me hoarding shares of an illiquid Canadian microcap.
Looking at - their historical performance - the news: x.com/joncukierwar/s… - the current valuation - their balance sheet I wonder why there is so much selling pressure at these levels. There must be a huge seller who thinks GM will be lower midterm…Disc: very long $DUR.AX
$DUR.AX now down 40+% from January high. Getting ridiculously cheap. Net cash on the balance sheet (~20% of the mkt cap in cash) and still growing… …and down 6% today for no apparent reason…
This
Mauboussin and Damodaran are truly exhausting. Reminds me everytime of Munger criticism “The craving for that physics-style precision". Dude, 20x PE is just the present value of earnings growing at 5% (GDP+) discounted at 10% (your return requirement). Or 3% and 8%. Whatever.
@IggyOnInvesting No, shortly after this interest rate saga ends, gold will return to its average.
if this happened my UK stocks would all 3-4x overnight 🤣
Personally believe that Nasdaq taking over AIM would be the best news for the UK stock market for at least the last 2 decades. Couldn't come earlier enough. We can only hope. thisismoney.co.uk/money/comment/…
Personally believe that Nasdaq taking over AIM would be the best news for the UK stock market for at least the last 2 decades. Couldn't come earlier enough. We can only hope. thisismoney.co.uk/money/comment/…
@lasse108 Moved to nyc recently, best idea currently is to exclusively cook at home because restaurants are overpriced and of awful quality compared to Europe