Carlo$ A. $ánchez @MillonariosAnon
Christian. Family Office. Concentrated portfolio. Only your best ideas can outperform the market. $BUR $IBKR $ZTS $BN $FRFHF $TPL $LBRDK $EQC millonariosanonimos.com Madrid/Spain Joined February 2017-
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$CME "Open interest year-to-date is up across all 6 asset classes" Is this euphoria or what?
$BUR #BUR Burford Capital AGM proposals #11, #13 and #14 all refer to issuing equity without authorization from shareholders.... Why? I don't really like it! This is the kind of situation where ends don't meet... Unfortunatelly, it happens quite often with BUR's management
$PM on Q1 2024 results.... I love the equity story but.... "No share repurchases in 2024" This is a non-ESG stock, so in the absence of a strong buyer I'd better wait for a correction to the $70s
$BX $CG $APO $KKR $TPG $BN $BAM Private equity has approx $2 trillion worth of assets they want to exit as their funds approach the end of their term IPO market is relatively closed for the moment I exited all my alts so watching from the sideline It's gonna be fun!
It arrived on the mail today!!!! At last!!! amazon.es/Poor-Charlies-…
$FNV 2024 Asset Handbook is out... I've noticed that on page 21 there is no Total Royalty Ounces line. This line appears on page 17 of the 2023 Asset Handbook as well as in previous years. I don't like it when companies skip information on bad comparables Yellow flag!!!!
#BUR $BUR I'm not a TA guy, but the chart looks amazing.... However, I just read the annual report and the 20-F and I am very disappointed they decided not to disclose the IRR of concluded cases excluding YPF
Hi @mfwarder ! Do you think the closure of the port of Baltimore can create a serious problem to Corsa Coal $CSO? In my opinion the market is really overreacting to uncertainty about reopening, but you are the expert Sir.
$BUR #BUR A significant part of BUR's shareholder's equity are unrealized gains However, they insist in calling it "tangible" book value Unrealized is as intangible as I can think of Is this a red flag on real leverage? I'm surprised rating agencies haven't realized
$BX $APO $CG $ARES $KKR $BLK $TPG The aging of private equity dry powder and the demands by LPs to return capital are supportive of higher activity One of the advantages of P/E was waiting for the perfect pitch Bad investments are likely to happen and low returns will follow
Whenever I buy a stock, the first movement is always down Here is the explanation: Awkwardly, and by definition, maximum dismay shouldn’t be reached until your own expectations collapse. Even when you’re right, it can look like you’re heading into a black hole
$FRFHF $FFH This is a weak rebuttal.... fairfax.ca/press-releases…
$EVO is one of these companies I have the feeling that one day I may get up and find that the whole thesis is over.... May it be top customers pushing for lower margins, some legal issues with unregulated markets, changes in regulated markets, top management leaving...
$BUR #BUR
$BUR Burford is a collective misjudgment and trades at a cheap valuation.... ragingcapitalventures.com/value-investin…
My biggest fear as an investor in managing my portfolio, is buying too soon on the way down from often very overvalued levels. A fall from 70 to 20, and from 100 to 20, would feel almost exactly the same by the time you hit 20 —Seth Klarman Sounds so real today....
dividendc2 @dividendc2
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274K Followers 499 Following CNBC's Squawk on the Street, 9a to 11a ET. Hosted by @CarlQuintanilla @SaraEisen @DavidFaber and @jimcramer@SebastianMaril but why on earth BUR wants this to be kept confidential and ARG wants this to become public?
SO, note that on the $BAC call yesterday, nobody -- including Betsy or Mike -- asked about the $840 billion securities book yielding less than 3%.... #NII @LananhTNguyen @JackFarley96 🚣♀️🚣🚣♂️
#CoalTwitter - Market Outlook 📊 $COAL ETF, Top #Coal Stock Picks 📈 @mfwarder dives into the sector and answers your questions 🙋♂️ #CoalStocks 🪨⛏️ $AMR $HCC $CEIX $YAL $WHC $BTU. Thank you for watching 📺 youtu.be/mLtFBRPyk1Y?si…
Thanks gents! Look fwd to another coal update in a few months! Always learn a little more about the coal biz from @mfwarder!
#CoalTwitter - Market Outlook 📊 $COAL ETF, Top #Coal Stock Picks 📈 @mfwarder dives into the sector and answers your questions 🙋♂️ #CoalStocks 🪨⛏️ $AMR $HCC $CEIX $YAL $WHC $BTU. Thank you for watching 📺 youtu.be/mLtFBRPyk1Y?si…
@MillonariosAnon @SteveBarton101 @mfwarder Corsa IR said they had no shipments thru Baltimore at this time and would issue a statement if they were impacted. BTW, big bounce back today! No news!
@MillonariosAnon Definitely a concern. Have to wait and see what the repair time is…heard they were able to pass a few barges with shallower drafts so maybe we find out soon.
He did. Humor till the end!
@kejca Did Charlie really say these words "I am dying"
@no_hay_plata Christian, dos temas: 1. Vengo hablando sobre esto desde 2012. Mira mi TL. 2. Te agradecería que no insultes. Habla muy mal del tipo de persona que sos.
For a company with at least 2 full time IR professionals, @BurfordCapital could and should have put this in their bond issuance RNS
$BUR Burford Capital Clearly pressure is mounting for the Milei Administration to address the $YPF judgment. Saravia Frias was Macri's General Counsel. In this article he said: - The chances of a successful appeal in the $YPF case are practically zero. - The…
$BUR and the settlement is getting more and more expensive for Argentina.....
A US judge rejects Argentina’s bid for a delay, ruling that investors seeking to collect on a $16 billion award over the nationalization of oil company YPF can start going after the country’s assets trib.al/iwJYcAs
@majimeno Quien está pidiendo todo eso a la vez por este salario es más que un sinvergüenza: es un sinvergüenza que nunca va a obtener todo eso con esa oferta. Lo peor es que no somos capaces de revertir ese orden de cosas en la profesión
Investing versus spending Are you an investor or a spender? Investing is all about delayed gratification. Imagine you have a magical money tree in your backyard. Every day, this tree grows shiny, golden coins. Now, you have two choices: you can pick the coins every day as…
@MillonariosAnon Imagine you're writing from 2028. What would your post-mortem look like?
@MillonariosAnon @ohcapideas @B3_MillerValue knows how to size bets!
Charlie Munger’s talk on the 24 Standard Causes of Human Misjudgments was transformational. I’m deeply grateful for everything he taught me. Sending my condolences to the Munger family and his friends and devotees including Mohnish, Li Lu, Chris, Doerthe and Warren.
I'm so grateful to #CharlieMunger for the profoundly valuable wisdom he shared so generously with us all in his remarkable life. Traveling to L.A. to interview him for my book was an experience I'll truly never forget. Here's a photo I took of him that day. May his memory be a…
😭😭😭😭 Berkshire Hathaway (BRK.B): Charlie Munger has died streetinsider.com/dr/news.php?id…