GPTBioVersion's profile picture. Random hallucinations and confabulations on markets, investing, current events, meaning of life and assorted matters

ParanoidAndroid

@GPTBioVersion

Random hallucinations and confabulations on markets, investing, current events, meaning of life and assorted matters

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Who made this? 🤣

Mayhem4Markets's tweet image. Who made this? 🤣

I am reading a new book on AI by Eliezer Yudkowsky and this passage is pure gold. So many insights here, most very worrying. The book is highly recommended.amazon.com/Anyone-Builds-…

GPTBioVersion's tweet image. I am reading a new book on AI by Eliezer Yudkowsky and this passage is pure gold. So many insights here, most very worrying. The book is highly recommended.amazon.com/Anyone-Builds-…

50% of my portfolio are boring zero maintenance high yield divi stocks. 40% are compounders of all kinds. 10% barbell is reserved for lottery tickets than can either 100x or go to zero, not much in between. $ALLR is one of them. globenewswire.com/news-release/2…


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Never Bet Against the United States? If you’d said that in the 1930s or 1970s, it wouldn’t have resonated. Should it now? I’m not sure anymore. Let me explain. The past three months have marked a decisive shift away from American exceptionalism. Just late last year, many…


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the art of the deal

conksresearch's tweet image. the art of the deal

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Liberating Capital Markets - available soon on all streaming platforms that survive the tariff war


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DueDoctor's tweet image.

Must listen for anyone serious about investing into Canadian cannabis podcasts.apple.com/cz/podcast/the…


After concluding EUR 150m buyback runnig the last two years, $HFG has announced another EUR 75m buyback. That's 3.75% of their MC. It also probably tells us that Q4 cash generation probably hasn't been bad, if they can afford it. My favorite cannibal. eqs-news.com/news/corporate…


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One of the hardest parts of turnarounds is holding onto them as the business transitions from a value multiple (not valuing the future) to a growthier multiple (valuing the future). It’s hard to hold onto a stock that gets a little expensive when 95% of the reason you bought it…


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If your thesis takes 12-months longer to play out (90% of the time it takes longer than you think) what is the risk? Dilution. This is why profitability is so important and why the multi-bagger magic formula is finding a small company that can grow revenues and earnings and not…


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This man is a hero and a legend. A master of words. A beacon of light. @DouglasKMurray will go down in history as one of the select few who had a moral compass in a morally bankrupt world. Just watch this. Douglas is the Raoul Wallenberg of 2024.


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Britain has completely lost the plot. They’re creating a new form of woke Stasi and they want you to inform on your friends, family and neighbors for having anti-mass immigration views. This video is from a council training module.


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ImtiazMadmood's tweet image.

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Me doing research before buying a stock

From Rob Paone

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No one that outperforms quotes Buffett and Munger all day. They are too busy painting their own painting.


$EMBRAC, my foray into gaming industry, continues to be quite a dumpster fire. Gaming industry still suffering from the post-Covid oversupply overhang. Only holding for the upcoming spin-off to get Asmodee shares, which has the highest sales & income visibility (and stability).

GPTBioVersion's tweet image. $EMBRAC, my foray into gaming industry, continues to be quite a dumpster fire. Gaming industry still suffering from the post-Covid oversupply overhang. Only holding for the upcoming spin-off to get Asmodee shares, which has the highest sales & income visibility (and stability).

Sentiment in cannabis stocks is pretty bad right now but $OGI knocked it out of the park with Q3 figures, having inflected into profitability on the back of 25% net sales growth y-o-y. Other points I like - building intl. partnerships and sitting on a healthy $173m cash pile.

GPTBioVersion's tweet image. Sentiment in cannabis stocks is pretty bad right now but $OGI knocked it out of the park with Q3 figures, having inflected into profitability on the back of 25% net sales growth y-o-y. Other points I like - building intl. partnerships and sitting on a healthy $173m cash pile.

$PAY.TO with some mighty impressive Q2 figures. A smallish pos in my portfolio that I haven't had the guts to properly size yet due to a few red flags. Exhibiting some impressive operating leverage now, as growth in income much higher than revenue growth. Gushing cash flow.

GPTBioVersion's tweet image. $PAY.TO with some mighty impressive Q2 figures. A smallish pos in my portfolio that I haven't had the guts to properly size yet due to a few red flags. Exhibiting some impressive operating leverage now, as growth in income much higher than revenue growth. Gushing cash flow.

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😅

AndreasSteno's tweet image. 😅

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