Share this page!

Enter URL or ID to Unroll

You can paste full URL like: https://x.com/threadreaderapp/status/1644127596119195649
or just the ID like: 1644127596119195649

How to get URL link on X (Twitter) App

  1. On the Twitter thread, click on or icon on the bottom
  2. Click again on or Share Via icon
  3. Click on Copy Link to Tweet
  4. Paste it above and click "Unroll Thread"!
  5. More info at Twitter Help
SEE ACT WIN Profile picture
SEE ACT WIN
@SEEACTWIN
Beating the market and showing you my moves and results (see pinned tweet) Brokerage statements may be shown upon request. DM me.
Daz Profile picture 1 subscribed
Jul 11, 2022 • 11 tweets • 3 min read
ALPHA HUNTER REFLECTIONS
Last week, we observed the lows highlighted in the blue rectangles below and our read of market sentiment showed us a clear signal; these are not signs of a genuine low supporting the bullish pressure to break the highs therefore the market must go lower But the market went against our cash allocation decision (we don't short) and climbed higher. It tested our tolerance moreso than our confidence as we were not comfortable with losing much alpha due to an asset allocation decision.
Jul 11, 2022 • 12 tweets • 2 min read
A short story:

Long ago, there were 3 learned men... - The first man was the world's top expert in the natural sciences. From physics to biology to geology; he was the best!
Dec 29, 2021 • 4 tweets • 2 min read
This is a great question.
How I view it:

One person has the potential to do great good for multiple future generations

2 people have even more potential
3 even more
etc

It's not about simply adding more humans
But to build future generations with high potential

A noble duty! Any person that focusses on making future generations better off leaves behind a great legacy

Raising own children is not the only way, but is one of the best

Adopting is another great way
Teaching the future generation is another great way
Dec 6, 2021 • 26 tweets • 7 min read
A QUALITY-STOCK INDEX THAT OUTPERFORMS THE MARKET

I share research on a COMPLETE and VIABLE strategy to beat the market

It is for investors who want an easier route to good returns

If it gets too technical, don't worry:
Focus on the simple Blue Box summaries Image Digesting this thread will take some time
Is it even worth reading it?

Let me show you 2 things first before you decide:
1) Overall strategy expectations
2) Empirical Results for this year so far
Nov 20, 2021 • 22 tweets • 7 min read
VALUATION MULTIPLES FROM FIRST PRINCIPLES

• There is a lot of misunderstanding & misapplication of valuation multiples, both among retail and institutional investors
• Get clarity on this by revisiting the 1st principles here

Prerequisites:
• Finance 101 knowledge

THREAD 👇 KEY CONCEPT: VALUE STAKEHOLDERS
"Beauty is in the eye of the beholder"
"Value is in the rights of the user"
So it is important to ask, "VALUE TO WHOM?"

There are 2 main types of stakeholders in a company:
1. Equity holders
2. Lenders
Nov 13, 2021 • 27 tweets • 8 min read
HOW TO SEE BUBBLES, ACT ON OPPORTUNITY, WIN

- There's a lot of talk of market bubbles recently
- Often a normal correction is called a bubble
- But bubbles are rare & brutal, even to long term investors

See how to profit from the euphoria & get out without undue risk

THREAD 👇 3 LEVELS OF BUBBLE ANALYSIS

1. Valuation Narratives
2. Market Sentiment
3. Market Print: Bubble Signatures