john chew @johnchew5
Joined June 2013-
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Investment club still short gold/silver/miners and now howling over another day of "manipulated" high gold prices. They are short using margin and credit card debt. I said they had three choices: Take the loss. Scream and watch losses mount. Beg for a mercy kill and pray
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john chew retweeted
@always_invest Since mgt has controlled there has been almost no intrinsic value accretion. Every dollar retained has garnered $0 in shareholder returns. Dilution upon dilution. This is a MEGA VALUE TRAP!
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First Republic Bank paid family members of its founder, James Herbert, millions of dollars for work at the lender in recent years wsj.com/articles/first… via @WSJ Another sign of poor banking mgt.
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Biden’s Blame Game Will Raise Oil Prices by @EnergyLawProf wsj.com/articles/biden… via @WSJopinion
john chew retweeted
Biden in 1997 saying that the only thing that could provoke a "vigorous and hostile" Russian response would be if NATO expanded as far as the Baltic states
john chew retweeted
Profound statements made in 2015 That the main stream #Narrative would prefer no one discuss and or become aware of
Profound statements made in 2015 That the main stream #Narrative would prefer no one discuss and or become aware of
Ben, you posted your thesis on CMP. If the business has a low cost advantage in salt, why are its pre-tax ROIC below 7%? It barely earns its cost of capital--hence a sideways stock for a decade. Thoughts?
Cuba: 3 minutes for 63 years of dictatorship / 3 minutos por 63 años de dictadura - Sign the Petition! chng.it/LQnpq9y8 via @Change
john chew retweeted
Most moats are overrated, and the most durable moats are found in industries where chance of technological disruption is minimal (rails, airports), regulatory hurdles are insurmountable (tobacco), & growth is so low it doesn't attract competition (old industrials)
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