The Rational Cloning: Weekly Ideas #28
Just Tweets That Make You Go… Hmm 🤔
Welcome to the 28th edition of the Rational Cloning Newsletter (Weekly Ideas Series).
Helping you discover the best ideas of others.
Happy cloning.
Tweets That Make You Go… Hmm 🤔
If you study hyperinflations one of the most important lessons is they are almost always associated with big leftward shifts in aggregate supply curves. This is why wars are often associated with hyperinflation, wars destroy the productive capacity of economies.
$UAN I am constantly nerfing my numbers for fear of looking like an absolute lunatic when I use "fair" assumptions... but even using the most conservative assumptions I just don't understand how the units aren't already trading far above $200?
PamplonaTrader #TinBaron @TraderPamplona
What are the most compelling smid cap O&G names? Have been long $CNQ for a while (thanks to @Alpaca_Capital) which now seems to have emerged as a fintwit consensus long. But quality can only take you so far - looking for the most interesting “torqued shitco” plays (or too late?)
Q1 Newsletter out: Value Hunting in the Oil Sector
• Oil outlook
• Value investing in oil companies
• 3 stock picks: $MRO, $CVE, $SGY
retailbull.co.uk/newsletter/q1-…
If Bruce Flatt offered to manage my money and told me he was fairly confident he’d do approx 20% IRR over the next 5yrs I’d give him all my $ and sleep pretty well at night. Strangely I can buy this deal on the NYSE at a discount at a time where my other good ideas are drying up.
Trapped in a Vortex of $#!T.
How we really see the US' SPR release.
@HFI_Research
and
@OpenSquareCap
#oil #EFT #OOTT #COM
“There’s Always Something To Do” Pt 2: what’s still cheap and interesting? https://t.co/0mH8ozMWvZ
EG Capital (Escher Godel) @EscherGodel
"In North America two years ago, it cost around $200 an acre to fertilize a 1,000-acre commercial farm, Adams said. Right now, with spring planting, farmers can expect to pay $1,200 to $2,000 an acre."
Hmmm....