Intrinsic Valuator @IntrinsValuator
Student of Munger, Buffett, and Graham -- Capital management and equity research background -- CFA & CPA Joined February 2025-
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Intrinsic Valuator retweeted
China released data today showing that its central bank has increased its gold holdings for the tenth consecutive month. This is also occurring elsewhere as part of a broader risk diversification strategy, which helps explain why gold—traditionally seen as a “risk-off” asset—has…
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Intrinsic Valuator retweeted
It's really unusual for 30-year Treasury yield to rise in a Fed easing cycle. It's even more unusual for 30-year yield to rise with all the world's major central banks in an easing cycle. This tells you monetary policy isn't the problem. Runaway fiscal deficits are the problem...
Intrinsic Valuator retweeted
Celebrating Warren Buffett today! From Graham & Dodd to Omaha, your example reminds us that margin of safety, patience, and integrity never go out of style. Happy birthday from the Heilbrunn Center for Graham & Dodd Investing! #WarrenBuffett #valueinvesting #GrahamAndDodd
Intrinsic Valuator retweeted
From the @FT article, "Private equity fundraising slides as sector’s downturn deepens: Firms are struggling to raise money even as they offer discounts to attract new investors." #economy #investing #investors #privateequity #markets
Simple reminder that $S&P is expensive PE, P to FCF, and P/S are all near record levels Protect your $portfolio accordingly and actively risk manage
Time to reduce risk…
Time to reduce risk…
nice to add another digit reducing positions and adding $spy puts at these vol. leves
Been a reasonable year so far. Glad to report: 1) that we performed well above S&P while holding 20% in mix of cash and gold 2) approaching $1mn mark Top holdings today include 1) $UNH 2) $CNC 3) $JD.com 4) $GLD 5) $BRK 6) $BABA 7 $AMZN 8) $GOOG 9) $CPNG 10) $DECK
Intrinsic Valuator retweeted
This may come as a shock to people, but the Bank of Japan is still buying JGBs every day. Now imagine what JGB yields would be without this intervention: they'd be massively higher. We live in an age where central banks are the only thing that stands between us and a debt crisis.
Will have overarching implications for many institutions if discounts to NAVs are as large as stated as here.
Will have overarching implications for many institutions if discounts to NAVs are as large as stated as here.
Insider trading activity is just one of many data points we look at and does not mean much in isolation Having said that $UNH #insiders are buying... UNH at market cap of $264bn more than prices all the bad news and offers high expected returns for those with 2+yr time horizon
Insider trading activity is just one of many data points we look at and does not mean much in isolation Having said that $UNH #insiders are buying... UNH at market cap of $264bn more than prices all the bad news and offers high expected returns for those with 2+yr time horizon https://t.co/3jhHYdtlQf
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