The Investment Llama @llamavest

Joined February 2025

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The Investment Llama @llamavest

3 weeks ago

BNPL is psychological genius against the financially uneducated

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The Investment Llama @llamavest

a month ago

Getting the feeling Trump needs to refinance Mar-a-Lago

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The Investment Llama @llamavest

a month ago

People with principles that transcend money, are ones that you want to surround yourself with

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The Investment Llama @llamavest

2 months ago

$XYF $FINV I think the bloom of Chinese credit and Indian credit markets will expand dramatically over the next few years. One constant in a frictionless is liquidity flows. Meaning credit flows in tandem. Not, credit degeneracy of the US due to culture, but strong growth.

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The Investment Llama @llamavest

2 months ago

No BS I’m failing so much it feels like it’ll never end. GF moving to EU. I’m trying to get a higher paying job in Finance, currently an FP&A large multinational company, underpaid by 35% market rate <65k. Someone on my team just joined for <45k a year from South America.

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The Investment Llama @llamavest

3 months ago

I see people on here saying $GOOGL Is a BUY “lowest P/E ratio in 10 years what not” 99% don’t account for googles ASC 321 GAAP net income inclusion 8 Billion unrealized net income from SPACE X minority stake without this net income rose <10% YoY

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The Investment Llama @llamavest

4 months ago

Truly an unbelievable amount of yapping now a days People say everything without saying anything

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The Investment Llama @llamavest

5 months ago

The futility of cranking EXCEL and education to make less than my neighbors landscaper is a true siphon of motivation. I understand why so many opt-out entirely or just don’t start. Cutting grass > cutting columns

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Sophon Capital Research @Sophoninvest

6 months ago

Our model on Games Workshop ($GAW) is live…repost/like this post for us to send it to you!

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The Investment Llama @llamavest

7 months ago

$QFIN is still remarkably cheap

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The Investment Llama @llamavest

7 months ago

Rate cuts could be likely for the regional bank crisis occurring due to CMBS (commercial mortgage backed securities) being at risk, due to increased defaults on large office space. The issue who will want to take on the new refinancing of these “dead” assets.

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The Investment Llama @llamavest

7 months ago

Hi starting from absolute scratch. Will be releasing a Substack regarding current trends and opportunities. As well as just typical sentiment in spaces. The market is people. The more we understand tribal grouping, the more we can anticipate behavior within it.