Daniel Sims @hiddenvalueblog
Searching for asymmetric bets, off the beaten path | Australian nomad hdcp.com.au Newcastle, Australia Joined June 2017-
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Daniel Sims retweeted
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Daniel Sims retweeted
Frontline Services Group is currently seeking a hands-on General Manager to lead the business into its next phase of growth. You'll have the support and trust of the ownership team—but also the autonomy to shape the business your way linkedin.com/jobs/view/4183…
Daniel Sims retweeted
We own 32.1% of all the units in the Fat Prophets Global Property Fund (ASX: FPP), a poorly performing ASX listed investment trust that has has consistently traded well below net asset backing. We have put a resolution to all unitholders to consider winding up the fund. $FPP
Daniel Sims retweeted
Closing Thoughts: Betting isn’t about maximizing wealth for me — it’s about maximizing utility. By flattening stakes, avoiding fragility, and respecting market signals, I aim for balanced, sustainable growth rather than short-term highs that risk long-term collapse.
Next week $FPP shareholders have the chance to generate a greater return in one day then the manager has made cumualtively over the last 7 years...
Next week $FPP shareholders have the chance to generate a greater return in one day then the manager has made cumualtively over the last 7 years... https://t.co/6FzF64xjf0
Cuscal: Hiding in plain sight livewiremarkets.com/wires/cuscal-h…
Australia literally the worst on this metric... and given our recent immigration boom, I'd bet it has materially worsened
Australia literally the worst on this metric... and given our recent immigration boom, I'd bet it has materially worsened https://t.co/MdKHxJlMxm
Given market returns have been driven by a small number of "magnificient" stocks in recent years, I would not have guessed the momentum factor had stopped working 20 years ago wsj.com/finance/invest… via @WSJ
Daniel Sims retweeted
Shared our $WCG thoughts last Friday. livewiremarkets.com/wires/webcentr…
The frequent use of "annus horribilis" in Q4 2022 fund manager letters so far is hilarious. Clearly all contrarian thinkers...
Daniel Sims retweeted
Imagine a circle laid flat on a table, with a little spinner on it that you can flick. The circle is 80% red and 20% yellow, like a yellow pie slice. You flick the spinner. It spins, and slowwwly stops. Where did it land?
Does anyone know of the academic paper that showed fund managers top stock picks generate alpha, but they over-diversify to the point that the whole fund under-performs?
Not sure if this is what finally undid them, but there were plenty of reasons to put $WINE in the too hard pile imo. Base rates for DTC businesses are terrible
Not sure if this is what finally undid them, but there were plenty of reasons to put $WINE in the too hard pile imo. Base rates for DTC businesses are terrible
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