Thread by @BULLReturns

This simple play book is all one has to remember and execute on, get in alignment for each cycle....multiple bottoms incoming. Focus and control ones emotions, understanding reversion to mean whether down 95% (>8x return if < 0.5x 2026 CF) or 97.5% (>16x if <0.25)
#investing101

https://twitter.com/ValueInvestorAc/status/1647044326117998594

Finding despondent sellers is easy....

#uranium sector as many have taken 60% bath from 2021 highs, 10-30% further downside possible

#crypto bros in Dec 2022

#REIT's where dividends go to zero and are in refinancing stress

#regionalbanks when under intense bank run news flow

#homebuilders when selling prices move to negative gross margins to move stock

#autodealers with negative gross margins

#Pakistan on political and economic uncertainty

#Poland on war uncertainty

#Brazil on economic uncertainty