Independent global equity research on overlooked small- and micro-caps. Benjamin Graham discipline. Downside first. Every idea is numbered, dated and retained.
Joined October 2023
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Analyzing Bargain Stocks · AuditorInvestor retweeted
Dostoevsky will just drop a line like this and move on
Analyzing Bargain Stocks · AuditorInvestor retweeted
In July 2024, a father from Cebu City, Philippines, shared the final message written by his 23-year-old son Jonathan shortly before he died.
Jonathan had become too weak to speak properly and was struggling to communicate. According to his father, Joel Sia, he seemed to be trying to signal that he could see someone.
Joel handed him a pen and paper.
Jonathan was shaking and barely able to hold the pen (1/2)
Analyzing Bargain Stocks · AuditorInvestor retweeted
There’s an old Japanese proverb that I love:
“Be not afraid of going slowly. Be afraid of standing still.”
Analyzing Bargain Stocks · AuditorInvestor retweeted
🚨 CHEAP OR VALUE TRAP?
These stocks are down big from their ATHs:
🔴 $NKE — 78%
🔴 $PYPL — 80%
🔴 $LULU — 76%
🔴 $BABA — 62%
🔴 $JD — 75%
🔴 $DECK — 55%
🔴 $TTD — 75%
🔴 $MELI — 70%
The catch:
Down big doesn’t mean cheap.
Which one are you buying?
🤖 Made with AI
Analyzing Bargain Stocks · AuditorInvestor retweeted
“Soros has taught me that when you have tremendous conviction on a trade, you have to go for the jugular. It takes courage to be a pig.”
Be a pig.
- Druckenmiller
Analyzing Bargain Stocks · AuditorInvestor retweeted
Maturity is realizing:
A peaceful 12-14% annual return, compounded for decades, is better than spending thousands of hours chasing an extra 2%.
Analyzing Bargain Stocks · AuditorInvestor retweeted
genuinely curious why no one tells young people that the number one feeling to chase is time slowing down. when you feel time slow down and you have complete control over what you are doing, it is a clear sign that you are doing what you were meant to do for the rest of your life
Analyzing Bargain Stocks · AuditorInvestor retweeted
Bono divide el arco en dos mitades y se la juega para cubrir esa parte con sus reflejos. Genio.
Analyzing Bargain Stocks · AuditorInvestor retweeted
🚨 Lothar Matthäus sobre la eliminación de Alemania del Mundial de la FIFA 2026 tras la derrota ante Paraguay:
🗣️ “Estoy absolutamente furioso. Esta no es la Alemania que conozco, y ciertamente no es la Alemania por la que luché. Ser eliminados del Mundial de esta manera es inaceptable. Cada jugador, cada entrenador y cada persona involucrada con este equipo tiene que mirarse al espejo después de esta noche porque este rendimiento estuvo muy lejos de los estándares esperados de Alemania.”
“No se puede llevar la camiseta de Alemania y jugar con tan poca urgencia, tan poca agresividad y tan poca convicción. Paraguay luchó por cada balón como si les fuera la vida en ello, mientras que Alemania se vio nerviosa, pasiva y completamente sin ideas cuando llegó la presión. Teníamos suficiente calidad para ganar este partido, pero el fútbol no se gana solo con talento. Se gana con carácter, mentalidad y la disposición a sufrir por tu país.”
“No quiero oír excusas sobre mala suerte, árbitros o penales. Los campeones no se esconden detrás de excusas: asumen la responsabilidad. Esta derrota debería doler durante mucho tiempo porque era completamente evitable. Alemania ha decepcionado a toda una nación esta noche. Crédito a Paraguay, se merecieron cada segundo de esta victoria porque mostraron coraje, disciplina y corazón. Alemania olvidó lo que realmente significa luchar por esta insignia, y para mí, esa es la parte más dolorosa de todo.”
{@SkyNews }
Analyzing Bargain Stocks · AuditorInvestor retweeted
Ninety-nine percent of people in the world are convinced they are incapable of achieving great things, so they aim for the mediocre.
The level of competition is thus fiercest for “realistic” goals, paradoxically making them the most time- and energy-consuming.
If you are insecure, guess what? The rest of the world is, too.
Do not overestimate the competition and underestimate yourself. You are better than you think.
Unreasonable and unrealistic goals are easier to achieve for yet another reason.
Having an unusually large goal is an adrenaline infusion that provides the endurance to overcome the inevitable trials and tribulations that go along with any goal. Realistic goals, goals restricted to the average ambition level, are uninspiring and will only fuel you through the first or second problem, at which point you throw in the towel.
If the potential payoff is mediocre or average, so is your effort.
The fishing is best where the fewest go, and the collective insecurity of the world makes it easy for people to hit home runs while everyone else is aiming for base hits.
There is just less competition for bigger goals.
Analyzing Bargain Stocks · AuditorInvestor retweeted
Imagine you're 85. Body slower. Energy thinner. You get one wish: To come back and do it over. You open your eyes. You're here. This age. Strong, adventurous, capable. With people you love still within reach. You have one do-over, and you're sitting in it.
Live like it's your second time around.
