Victor @victor_t_v
Making sense of Smart Contracts and Smart Portfolios. Just a dev flipping bits and assets. Joined August 2021-
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Buy $BMBL for $700M, fire 95% of the workforce, collect $500M in profits yearly. x.com/blondesnmoney/…
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Victor retweeted
Casual multi-year high in $142.hk, one day after some Nasdaq carnage
Victor retweeted
For those who found $TVK.TO early, what screening criteria were you using when you found it? Are there criteria that are helpful for finding similar compounders?
The term Real Yield became a joke. DeFi tricks shouldn't be called real yield, specially when the involve farming gov tokens somehow. IMO only yield coming from actual real world sources (like real estate) should be valid.
The term Real Yield became a joke. DeFi tricks shouldn't be called real yield, specially when the involve farming gov tokens somehow. IMO only yield coming from actual real world sources (like real estate) should be valid.
Boomers had the opportunity to make the highest cost-of-living-adjusted salaries in history, save during the biggest bull market in history (SP500) and now they can retire at the highest yield since 1999.
Boomers had the opportunity to make the highest cost-of-living-adjusted salaries in history, save during the biggest bull market in history (SP500) and now they can retire at the highest yield since 1999.
$PAH3.DE is much cheaper
Se vc quer uma siderúrgica à prova de caos, sugiro olhar $TX $TXSA34 Ternium. Ela é extremamente desalavancada ao contrário das outras, negociando bem abaixo do book. Performa relativamente bem em bear mkt. Se mudarem a alocação de capital pra distribuir o cash é porrada
Se vc quer uma siderúrgica à prova de caos, sugiro olhar $TX $TXSA34 Ternium. Ela é extremamente desalavancada ao contrário das outras, negociando bem abaixo do book. Performa relativamente bem em bear mkt. Se mudarem a alocação de capital pra distribuir o cash é porrada
If you are looking to diversify into LATAM stocks, this is a solid place to start
If you are looking to diversify into LATAM stocks, this is a solid place to start
Victor retweeted
$VNO bonds trade for an 8.3% yield. Small downside risk at this price level. Are offices going to only be worth 25% of their pre-covid value? I'm bearish offices but that seems too pessimistic even for me. Heads you win 8.3%/year Tails you lose 25% - or break even including…
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とも @cummings_j21842
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