Thread by @FF_Investing

If you’re trying to invest based on which candidate is going to win, you’re not investing, you’re gambling. Don’t put yourself in a losing situation.

Betting on elections is not a long-term strategy for success.

As a value investor/speculator,

the #elections shouldn’t have a heavy effect on your #investments. Great #businesses will do well regardless of the election results over the long-term.
Those are the kind investments we should invest in: great businesses, not #stocks. Invest in businesses that are fundamentally

positioned to provide #value and #growth. Not a ticker symbol with promises and fluff #marketing.
I believe it’s best to buy stocks that will do well no matter who wins.

Heads, you win. Tails, you win.

One idea is #uranium.

On the demand side, #China and other developing nations need more uranium to power their reactors. The US imports most of the uranium their military and utilities use. With growing anti-globalization attitudes, domestic uranium production in the West is also set to increase.

On the supply side, the uranium price is too low for miners to make a profit. As a result, miners are not producing enough uranium and a supply deficit is fast coming.

In order to incentivize production, the uranium price must go up or the lights will go out.

A uranium bull market is a when, not if situation. And when it happens, it’s not rare to see stocks return 10x plus. Uranium is one of the most asymmetric plays right now with great business and macro fundamentals.
Neither #Biden nor #Trump can stop the world’s need for nuclear

energy. In fact, they both endorse it. It’s well known the Republicans were never anti-nuclear, but the Democrats were. However, that sentiment recently changed when Biden and Harris put forward a “green energy plan” that involves the use of

#nuclearenergy

Trump, you win. Biden, you win.