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Thought of the day: Investor Survivability & Opportunity Kit for 2023:
- ensure you have 30%+ cash weighting for deployment into fresh asymmetric themes
- ensure you have exited ponzi tech and other rubbish which will implode within the next 12 months
- ensure 9 months cost cover
- ensure you have 30%+ cash weighting for deployment into fresh asymmetric themes
- ensure you have exited ponzi tech and other rubbish which will implode within the next 12 months
- ensure 9 months cost cover
Last night at lows at a few #regionalbanks approached 0.2x book coupled with survivability features = new asymmetric theme
We expect the fear environment to worsen as the recession hits over the next 9 months, hence one must have coverage of all possible outcomes.
- personal cashflow coverage (9 months of reserves)
- 30% cash stack for opportunistic fresh asymmetric themes deployment
- personal cashflow coverage (9 months of reserves)
- 30% cash stack for opportunistic fresh asymmetric themes deployment
Thought of the day: Return compounding is all about timeframes in #cyclicals, 10x over 5 years reinvested in 10x over 5 years reinvested in 10x over 5 years with 1-2 year waiting between reinvestment = 1000x over 17-19 years. Are you formulating your compounding plan?
Our working example:
$BTU from $1.21 = 13x < 30 months
deployed into:
$IREN from $1.32 = expect 10x over 48 months
deployed into:
Unknown at this time = 8x
Total return = >1000x
$BTU from $1.21 = 13x < 30 months
deployed into:
$IREN from $1.32 = expect 10x over 48 months
deployed into:
Unknown at this time = 8x
Total return = >1000x
Documented is previous tweets
