📰 Stock picker.
📈 Currently weighted towards: energy, commodities & LT value 🎯
No advice. DYODD.
Jan 8, 2021 • 4 tweets • 3 min read
Here is an abridged overview of where the #uranium market is:
- The uranium #market is burning through excess uranium supply, mostly coming from the spot market. Within the next 2.5 years, it is highly likely demand for uranium will outstrip #supply. To secure supply,
utilities need to contract uranium at higher prices than the current price.
- Most uranium #miners have placed their mines on care and maintenance ( $PDN, $CCO, etc...). Current capacity, mostly coming from the largest four uranium #producers, will not be enough to cover
Jan 6, 2021 • 8 tweets • 4 min read
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