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White Fox Profile picture
White Fox
@dwgg33
enjoys reading and stepping over 1 foot bars. 3 year performance stats - CAGR: +49.1%; Sortino ratio: 2.59; Pain to Gain ratio: 1.45. not investment advice
Jan 16, 2022 • 21 tweets • 5 min read
I wanted to take some time to run over $VTNR - and I why I think it is a bet offering favourable asymmetry, but requires thoughtful position sizing and structuring. The bull pitch: $VTNR is currently priced at $5.12 (EV: $375mm). I think it has > 50% chance to 2-3x within the next 6 months driven by an upcoming catalyst of an acquisition closing. If it falls through, it will likely drop to $1-2.
May 19, 2021 • 20 tweets • 4 min read
Okay I don’t usually do threads. Let alone threads advertising specific trades. But I think this one is too good not to share with up to ~100% return potential and a fantastic risk:return profile.

I’m talking about the spread between Haier D and Haier H shares #690D.GY #6690.HK I keep a screen of share class spreads to see if anything gets well out of whack from historic norms and could offer a nice low risk uncorrelated return stream. Plus the VOW spread used to be really fun to trade.