searching4value @searching4value
Individual private investor | blogging about value investing | no investment advice. (1s4v at bsky) searching4value.wordpress.com Germany Joined February 2019-
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Range is a great book about generalists' highest performance / outcomes in a world pushing us ever more to specialize very early! searching4value.wordpress.com/2025/09/03/boo…
Range is a great book about generalists' highest performance / outcomes in a world pushing us ever more to specialize very early! searching4value.wordpress.com/2025/09/03/boo…
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After one of the worst reads of any investment books personally (100 to 1) I very much enjoyed 'Range'. Highly recommended, review or rather personal summary will appear shortly. Next one: Sahil Bloom's
Reversed for Germany 🙈🙈🙈 (slightly but only slightly! exaggerated): We grant permanent status to each and everyone right at the border within 7 minutes (not if they enter during lunch time). The process for handing out documents takes about 7 years and is 15% automated.
The insurance cycle might be turning and some (better) players might be better positioned vs competitors. But, it seems Japan is behind with strongest Auto rate increases coming just now...
Luka Koper with results $LKPG.SV @memyselfandi006
Luka Koper with results $LKPG.SV @memyselfandi006 https://t.co/FEOFtBn4as
Sava, a Slovenian CEE insurer, $POSR.SV on BBG, might still be (too) cheap when measured against a somewhat annualized H1 ressult based on historic seasonality (FY NI = ~2x H1)
Today is a very sad day: I closed one of the few remaining open trades from my 2nd series of edge trades And for the time being impossible to play further on this playground 😭😭
Today is a very sad day: I closed one of the few remaining open trades from my 2nd series of edge trades And for the time being impossible to play further on this playground 😭😭
Irgendwer aus fintwit mal Lust auf ein Lunch Nähe Carlsplatz/Japan Viertel in Düsseldorf?
🛎️🛎️🛎️
Lucky me found a second series of edge trades this year searching4value.wordpress.com/2025/08/15/a-s… But this series had to end, too.
Das Bild fügt sich weiter zusammen. Vllt ist vielen auch einfach der Unterschied zwischen pünktlich und unpünktlich nicht klar, oder zwischen fahren und stehen. Dazu gestern passend: Zugticket von D nach Holland scheint bei der DB extrem kompliziert, also nicht möglich
Das Bild fügt sich weiter zusammen. Vllt ist vielen auch einfach der Unterschied zwischen pünktlich und unpünktlich nicht klar, oder zwischen fahren und stehen. Dazu gestern passend: Zugticket von D nach Holland scheint bei der DB extrem kompliziert, also nicht möglich https://t.co/XKxoYAfAM0
Simpleton trade idea #1546: With many stock being up or down a lot on Q2 results and maybe guidance revisions would it currently be profitable to bet on higher volatility then priced in at reporting dates ? @ quantfintwit ?
Eurokai ($EUK3) is nice, but have you looked at 👀or participated in Luka Koper ($LKPG) ? @memyselfandi006
Memyselfandi007 @memyselfandi006
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Jeremy Raper @puppyeh1
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Alaric's Picks @AlaricsPicks
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Let Them known @Mohamed07417001
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Andy @evfcfaddict
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654 Followers 754 Following I buy & hold stocks most investors would not touch, if they even knew they existed. Nothing I tweet or retweet should be mistaken for investment advice.
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799 Followers 49 Following
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699 Followers 612 Following Alumnus @stanfordeng '80 awarded @taubetapi & @uclaanderson '86 awarded @bgshonorsociety . Not investment advice; not registered & not an investment advisor
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812 Followers 259 Following Preseverancia, constancia y esfuerzo: mejorando cada día. La loncha muy fina, por favor.
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