Aggressive Value @aggresivevalue
25 yrs investing in the markets. Deep value/ asymmetric opportunities. Nothing posted here is financial advice. Just another opinion. DYODD Joined August 2021-
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Aggressive Value retweeted
$GSM it’s only a matter of time now….EU tailwinds are locked in…
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$GSM 🚀
$GSM 🚀 https://t.co/xgy76SdSc2
How is it possible that Powell didn’t hear these revisions were coming less than 40 hours ago? He is either an even worse stuck up politician than thought , or too lazy to ask his minions which way the wind is blowing.
Where’s Harry Potter when you need him?
Where’s Harry Potter when you need him?
Major EC news for $GSM. manganese is huge for them. Current prices are $1100 USD per tonne. The new floor is $1,500 current EU production is 270k per year, capacity is 560k. $300 per ton price improvement on current production alone is 100m EBITDA. Utilization plus cost…
$UNFI release today makes it a no brainer. Minimal sales impact. No customer losses. 25-26 is trending above forecast. Stock was headed to 35 before they took it down on hack. It’s headed back there now.
Fed needs to raise rates
Fed needs to raise rates
Everyone opining on Trump policies impact on deficits. We won’t know till it’s done. For now it’s conjecture. Funny how Powell made no assumptions about inflation from Covid stimulus , but now he is busy with assumed impacts of tariffs. Trump admin like those before him…
Everyone opining on Trump policies impact on deficits. We won’t know till it’s done. For now it’s conjecture. Funny how Powell made no assumptions about inflation from Covid stimulus , but now he is busy with assumed impacts of tariffs. Trump admin like those before him…
Was Ann zeltser the last Mamdani pollster? This whole campaign feels like a media op?
Aggressive Value retweeted
Two things haven’t suffered inflation in the last 20 years. The Costco hot dog for $1.50. And crude oil prices.
Iran told US to pound sand on Friday. So they did.
NO KINGS
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