The Rational Cloning: Weekly Ideas #32
Goehring & Rozencwajg on a North American Natural Gas Crisis; Alluvial and Greenhaven Q1 Letters; Tweets That Make You Go… Hmm 🤔
Welcome to the 32nd edition of the Rational Cloning Newsletter (Weekly Ideas Series).
Helping you discover the best ideas of others.
Happy cloning.
Weekly Investment Ideas
Is the Ice Age Thawing for Oil Companies?
We check-in on inventory levels today & JP Morgan's interesting call.
@HFI_Research
and
@OpenSquareCap
#oil #OOTT #EFT #COM #Commodities
A sudden and unexpected event is about to take place: the global natural gas crisis, now gripping large swaths of the world, is about to engulf North America as well.
Learn more> hubs.li/Q018Bh6x0
#naturalgas #oil #assetmanagement #wealthmanagement #financialadvisors
I am pleased to share Alluvial's Q1 letter. It's tough out there! Still, I see plenty of opportunities for those willing to look out a few years. $PX $JOB $HRBR
So What's Going on with Carvana $CVNA?
Cliff Sosin (@CliffordSosin) of CAS Investment Partners latest Investor Letter is here!
Got questions about $CVNA during this recent drop? Cliff answers them in his 25-page letter below.
Read it here: mcusercontent.com/f5a7230dae50d1…
Tweets That Make You Go… Hmm 🤔
The ARK Innovation ETF is now underperforming the Nasdaq 100 by 60% since its inception in Oct 2014.
In February 2021 it was outperforming by 500%.
$ARKK $QQQ
Charting via @ycharts
The best book I've read this year:
How To Live by Derek Sivers.
Buried inside this gem are 4 short pages that pack more insights on building wealth than any book I've ever read.
Here are 23 quotes that will change the way you think about money:
An entire generation of entrepreneurs & tech investors built their entire perspectives on valuation during the second half of a 13-year amazing bull market run. The "unlearning" process could be painful, surprising, & unsettling to many. I anticipate denial. Some thoughts:
An imaginary coin is worth 38K
A car company that makes 1/100 of what the largest car manufacture makes is worth all car companies combined
A company that sells used cars out of a vending machine is worth 10B and considered a technology company.
We are still so early…