Jetplane 10 retweeted
The fund I co-run has taken up an initial position in $HIMS Hims & Hers Health.
Main thesis is that it is a very high-quality growth business (+69% YoY Revenue), with strong competitive advantages, a tremendous track-record of subscriber growth & a solid runway for future growth.
Exceptionally strong profitability & cash-flows (~$200m Free-Cash-Flow in 2024) in the early stages of this business.
The balance sheet is one of the cleanest out there, with ~$230m total Liabilities, versus ~$220m in cash. Absolutely pristine.
However, even for a company that grows its subscriber base at 45% YoY & expands their profitability even more rapidly, we prefer to buy the stock on a discount.
Therefore, this will for now be a relatively small position in the fund, and we are more than excited to add to it on some more weakness in the stock price.
Jetplane 10 retweeted
DNO seems to acquire Sval Energi, a Norwegian oil producer currently owned by HitecVision (a private equity firm), for a total enterprise value of USD 1.6 billion.
This valuation seems to be made up out of US$450m cash considerations, as well as US$1.15b debt.
Jetplane 10 retweeted
With the Iraq-Turkey pipeline on the cusp of reopening, this transaction further cements DNO as one of our highest conviction value-investments right now.
Extremely strong fundamentals and huge tailwinds for the firm.
Initial thoughts on the transaction down below 👇
Jetplane 10 retweeted
With a current market cap of less than C$20 million, good results from the upcoming drilling campaign could be transformative.
Thus far, grab samples from and around these artisanal workings have returned stellar grades.
Jetplane 10 retweeted
One of the more interesting gold exploration stories out there right now, is Sranan Gold in Suriname.
In the grass-roots exploration world, exploring below and around local artisanal miners of this scale almost feels like cheating.
A Thread.
Jetplane 10 retweeted
And today, with a gold price up 2x compared to end of 2022, some of these are restarting, and providing very interesting risk-reward situations for investors.
Later today, we are having a Live Q&A with one such project, Gold Road, that is restarting the Gold Road mine located near Oatman, Arizona.
2/3
Jetplane 10 retweeted
An interesting way of leveraging record-high gold prices for outsized investment returns, is by investing in gold-mine restart projects.
There are mines that have had 100’s of millions of $ in investments, that for one reason or another closed in the past.
1/3
Jetplane 10 retweeted
Was great catching up with Oscar Louzada and Rayiez Bhoelan. Truly intriguing exploration program ongoing in Suriname, with the drill bit spinning as we speak.
🔊Sranan CEO Oscar Louzada and VP Exploration Rayiez Bhoelan chatted with @StijnSchmitz1
about exploration progress at the Tapanahony #Gold Project in Suriname. Check it out: youtube.com/watch?v=njJpvMpL…
#mining #metals #drilling #preciousmetals
Jetplane 10 retweeted
People of Sarafand Celebrate Caananite Heritage
@alymazloumm Reports.
(Return of Sarepta: Sarafand Reclaims Canaanite Heritage)
Watch Full Report: rumble.com/v7gir0o
Filmed On: 1/10/2026
Donate/Watch/Share/Shop: FreePalestine.Video
Jetplane 10 retweeted
Lebanon's Forcibly Displaced Will Never Give Up Their Land to Jewish Colony
@alymazloumm Reports.
(Return of Sarepta: Sarafand Reclaims Canaanite Heritage)
Watch Full Report: rumble.com/v7gir0o
Filmed On: 1/10/2026
Donate/Watch/Share/Shop: FreePalestine.Video
Jetplane 10 retweeted
Lebanon, Palestine, Yemen, Iran & Syria Will Rise From Under the Rubble
@alymazloumm Reports.
(Return of Sarepta: Sarafand Reclaims Canaanite Heritage)
Watch Full Report: rumble.com/v7gir0o
Filmed On: 1/10/2026
Donate/Watch/Share/Shop: FreePalestine.Video
Jetplane 10 retweeted
Pagers Terror Attack Survivor Hussein Dhayni Gives Message of Resistance to the World
@alymazloumm Reports.
(Return of Sarepta: Sarafand Reclaims Canaanite Heritage)
Watch Full Report: rumble.com/v7gir0o
Filmed On: 1/10/2026
Donate/Watch/Share/Shop: FreePalestine.Video
Jetplane 10 retweeted
Lebanon's Christians Convene Against Zionist Genocide
@alymazloumm reports from Beirut at the Christian Conference in Support of the South, gathering Christian religious, political, and media figures under the slogan of "All for the Nation...All for the South" to express a unified position in support of south Lebanon against the Jewish Colony's genocidal invasion and occupation. Ali also discusses with guests on the revolutionary significance of martyr Sayyed Hassan Nasrallah for Lebanon's Christian community.
Filmed On: 26/9/2026
Editor: Zahraa al-Ashik
Producer: Laith Marouf
Donate/Watch/Share/Shop: FreePalestine.Video
Jetplane 10 retweeted
In a disturbing development, on Oct 14th, the former head of Israel's Shin Bet, Ronan Bar, filed a law suit against Netanyahu, alleging the latter had received no less than twenty warnings of the precise character and of the approximate date of the Hamas attack. Formerly, nine warnings were cited in YNet, Ha'aretz and Maariv. It has now become increasingly unreasonable not to suppose that Netanyahu was a complicit actor in the Hamas attack, an organisation he had funded, directly and indirectly, for almost twenty years, and about which he possessed precise internal intelligence. Thus Netanyahu could not only have prevented the attack, but now appears to have been proactively enabling the attack, to manufacture a pretext to ethnically cleanse Gaza, while simultaneously using the attack to disrupt charges supported by three hundred witnesses that Netanyahu had presided over a twenty year reign of corruption, gangster-like coercion, malfeasance and repeated breaches of international law.
Jetplane 10 retweeted
The good news is that indeed such accusations could have cost you your job a few years ago, today the whole world sees through the BS that this narrative is. Anti-Zionism is not Antisemitism. These monsters are losing the narrative battle, and they know it.
Jetplane 10 retweeted
Das Land des Wilhelm Tell—des bewaffneten Terroristen der mit einer Armbrust feige aus einem Hinterhalt den Stadthalter seiner Region erschiesst—und auch noch stolz darauf ist kann nicht verstehen, warum andere Leute stolz auf Terroristen sein können. Hamas ist Tell. Darum.
Es ist absolut ekelhaft, wie die Hamas-Sympathisanten von basel4palestine das schlimmste Massaker an Juden seit dem Holocaust und dessen feige Täter preisen. Zutiefst beschämend für Basel, die Region und die Schweiz.
bazonline.ch/basel-basel4pal…
Jetplane 10 retweeted
Wenn das so weitergeht kommt noch aus, dass es die Russen waren die Jesus kreuzigten. Der hybride Krieg sitzt diesen Leuten im Kopf wie ein Gehirntumor.
Jetplane 10 retweeted
Du und welche Armee?
Von einem Sieg der Ukraine profitieren unsere Bürgerinnen & Bürger ganz konkret, deshalb ist es im deutschen Interesse, dass Russland komplett aus der Ukraine gedrängt wird. Ein freies Europa ist die Grundlage für die freie Entfaltung jedes Einzelnen, wirtschaftliche Entwicklung & Wohlstand. Deshalb ist die verstärkte Unterstützung der Ukraine in unserem Interesse.
Jetplane 10 retweeted
Is the tide finally turning? German main stream media is starting to report on Israel’s systematic war crimes in Gaza.
⭕️ Israeli reservist tells Der Spiegel his unit killed Palestinians who approached hidden positions, then logged them as terrorists
The soldier, who spent about 250 days in Gaza, described a procedure his unit often used called “Alman Kasch,” in which troops take up concealed positions in areas that have not been evacuated and open fire on anyone who comes near.
“If Palestinians, who do not know that our soldiers are there, approach, they are shelled. Usually other people come along who want to help, they are also shot at. Within a few minutes, five, six or seven people are killed. The protocol says: seven terrorists eliminated. But no, it’s just seven people who crossed an intersection. Important: We do not kill, we eliminate. That’s how we’ve always phrased it.”
He said his brigade killed 160 to 170 people during more than 80 days in the Netzarim corridor, where “there were no fighting, no attacks by Hamas.”
“Only one man was suspected to carry a gun. No one saw the gun, it was night, and he had something with him that could have been interpreted as a weapon. He was killed about 500 meters north of the corridor, so he was not a direct danger, and we never examined his body. But not only him, but all these dead were reported as terrorists.”
The soldier is one of ten who gave testimony to Der Spiegel.

















