Thomas Moroder 👁️^👁️=e^(-🥟/2) @ThomasMoroder
ROMO (Relief of Missing Out) 😅 always beats FOMO in investing. linktr.ee/thomasmoroder Ortisei & Munich Joined January 2012-
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Thomas Moroder 👁️^👁️=e^(-🥟/2) retweeted
Sand Control Sand control is a science all to itself, so this is really the 50K foot view! Due to cost of repair, most O&G wells in the Central and Eastern O&G fields in the Gulf of America, have some form of sand control. This is due to the productive horizons being…
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Thomas Moroder 👁️^👁️=e^(-🥟/2) retweeted
Aroundtown $AT1.DE ($AT1) — H1’25: balance-sheet strength + data-centre optionality. Stock −5% today despite a solid print. Thread 👇 #MDAX #GermanRealEstate #DataCenters
After a soft Q2 print, I'm forced to add to my $ITECH position 🤯The moat did not break, but lumpy demand and FX caused a big de-rating. I hope the next surprise is from the EU and on the upside.
What was that spike down in $BUR !?
Thomas Moroder 👁️^👁️=e^(-🥟/2) retweeted
Subtle part of the Kelly Criterion: Sharpe goes up as fraction of Kelly goes down, especially from .5 -> 1 Kelly. You should want a margin of safety on never going above .5. Which is an argument to aim for most like .25 Kelly.
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