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Tiho Brkan Profile picture
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7 Aug, 6 tweets, 2 min read
Maybe you're a new follower, so just to be transparent — I did buy, right at the bottom in late March.

And we bought some other stuff along the way. Real-time tweets are below. 👇
I personally backed up a truck on small-cap value ETF, which more than doubled from the lows.

Here is the thread. 👇

We were also mega bullish on Oil & Gas small caps between late September and early November of 2020.

Few posts like these were written on the daily, showing just how attractive the sector was.👇

And here again...

Just for the record, we are extremely bullish on the Chinese internet sector right now, including giants like Tencent and Alibaba.

So, to answer your question, not only do I follow my own advice but I bet real sums of money (skin in the game) on them and write about it here, in real time.

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More from @TihoBrkan

Tiho Brkan Profile picture
9 Aug
I just put this together in 10 mins.

Give me a few hours and I'll blow your mind regarding how bad the sentiment on Chinese stocks really is.

Do we buy when the news flow is great or do we buy when it is awful? $KWEB $BABA $TCEHY Image
bloomberg.com/news/articles/…
What is Cathie's track record here?

Let's see, she buys near the top and sells at the bottom.

Over two cycles she purchased millions of $JD shares near or even after the peak, only to dump them in the capitulation bottom.

Buy at the top, sell at the bottom. Sound strategy? Image
Read 4 tweets
Tiho Brkan Profile picture
8 Aug
Indonesia and China are closer to reducing their reliance on the US dollar as they plan to start using their own currencies for bilateral trade and investment within weeks.

thejakartapost.com/news/2021/06/2….
The European Commission said it would seek to boost the international role of the euro and build European financial infrastructure so that the EU becomes more independent of outside financial centres and the dominance of the U.S. dollar.

reuters.com/article/us-eu-…
Russian Foreign Minister Sergei Lavrov began a visit to China with a call for Moscow and Beijing to reduce their dependence on the U.S. dollar and Western payment systems.

asia.nikkei.com/Politics/Inter…
Read 8 tweets
Tiho Brkan Profile picture
31 Jul
For the experienced investors FOMO doesn’t exist because you eventually realise there is no such thing as missing out.

There is ALWAYS going to be another great opportunity.

They never stop coming.
For example: it is no secret that we have been under-allocating to the overvalued stock market.

But even with our cautious stance, we have still found a plethora of opportunities over the last two years.

The last three examples, tweeted here in real-time as they happened.
• in Mar 2020 we allocated to small-cap value while large-cap growth was constantly favored and outperforming with the bet doubling in valuing

• in Sep 2020 we allocated to small-cap energy as every man & his dog called it a dying industry with the best doubling in value
Read 4 tweets
Tiho Brkan Profile picture
26 Jul
What is popular and sexy is often not very profitable (questionable whether you'll even break even?).

Glance over the statistics for start-up, angel & venture capital returns. You'll realize you might as well donate your capital to a charity — better use of it.
Short and brief, written 9 years ago but useful today just as it was in 2012.

techcrunch.com/2012/09/30/why…
Another oldie worth reading, since not much has changed.

An investment strategy that loses money broadly speaking, inability to outperform even an index fund, awful alignment of interest, long lock-up periods, with very high fees.

hbr.org/2014/08/ventur…
Read 5 tweets
Tiho Brkan Profile picture
11 Jul
Not going to be popular with this tweet, but the truth needs to be stated.

Central banks are creating massive inequality problems with 1% of asset holders (including myself) benefiting at the expense of the whole society.

I'm not a fan of taxes at all, let alone high taxes...
...as history shows they stifle future potential economic growth.

However, history also shows massive inequality (eventually) results in breaking social fabric via revolutions & civil wars.

The few are benefiting over many with huge CEO compensations, low company tax rates...
...landlords & rent-seekers are not paying any taxes via special schemes (1031 & depreciation),

while many struggle to earn a minimum wage & cannot afford basic healthcare needs.

The system will never be in balance, but currently, it's completely one-sided with MASSIVE risks.
Read 5 tweets
Tiho Brkan Profile picture
24 Jun
What: litigation funding cases in the UK

Why: carefully selected & diversified portfolio of litigation cases can return 30%+ annually while being totally uncorrelated to traditional assets during a potential crash, plus Pound might rise vs $USD giving additional returns
Litigation funding is outperforming all other asset classes including private equity, real estate, private debt, hedge funds, and the stock index funds.

Yet it still remains very unsexy due to a high barrier of entry (expertise & know-how, large minimum ticket sizes, etc).
Additionally, the UK litigation cases are denominated in British Pounds — has recently broken out of its 13-year downtrend against the greenback.

We are hopeful the Pound might continue appreciating, gifting investors a double return (underlying ROI + exchange rate carry).
Read 5 tweets

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