🤑247capital #50

Hi Everyone 👋,

Welcome to the #50 issue of 247capital — your weekly source of Investment Research. If you are new, you can join my email list here, or👇🏻

Please hit the heart button ❤️ if you like today’s letter and reply with any feedback.

Last Monday´s edition, unfortunately, fell victim to my current workload, and today's 50 issue is also relatively short. As with the stock market, the future can only get rosier. Hang in there 😉

Below you’ll find the overview of all bought shares since Issue 1 and the current state. Please keep in mind we’re here for the long run. 5-10 years horizon at least. 

$TAP - bought at $44.95 - Issue 1
Closed the week at $49.79 (up 10.76%)🔥
💰$0.68 dividends

$GEO - bought at $5.79 - Issue 7
Closed the week at $6.52 (up 12.60%)🔥

XTRA:DFV - bought at 12.96€ - Issue 8
Closed the week at 11.82€ (down 8.79%)❄️

READ - bought at 39.25SEK - Issue 12+24
Closed the week at 12.69SEK (down 67.66%)❄️

$HIMS - bought at $8.28 - Issue 12+25
Closed the week at $4.72 (down 42.99%)❄️

THG - bought at 373.50pc - Issue 32+36
Closed the week at 130.40 (down 65.08%)❄️

Although prices are already meager, a further massive downward potential is possible with a Russian invasion of Ukraine. However, as of today, we still keep our powder dry and will let you know as soon we pull the trigger.

Andreas Wegerich@FalkWegerich

Fuck!!! That‘s a lot! 😬

10:40 AM · Feb 14, 2022

27 Likes

I remember the $0.05 hamburger and a $0.40-per-hour minimum wage, so I've seen a tremendous amount of inflation in my lifetime. Did it ruin the investment climate? I think not.
— Charlie Munger

Jon Erlichman@JonErlichman

Paperboy, released by Atari in 1985:

8:13 PM · Feb 11, 2022

31 Reposts · 287 Likes

Pomp 🌪@APompliano

BREAKING: The US debt has officially crossed over $30 trillion.

9:42 PM · Feb 1, 2022

1.74K Reposts · 11.5K Likes

Ramp Capital@RampCapitalLLC

Every earnings season is rigged against me

9:33 PM · Feb 1, 2022

153 Reposts · 2.31K Likes

Dr. Parik Patel, BA, CFA, ACCA Esq. (drpatel.eth)@ParikPatelCFA

You couldn’t make it up…

8:22 PM · Feb 4, 2022

800 Reposts · 12K Likes

Ramp Capital@RampCapitalLLC

🥲

7:52 PM · Feb 10, 2022

1.41K Reposts · 9.84K Likes

Jon Erlichman@JonErlichman

Time it took to reach 130 million subscribers: Netflix: 11 years, 8 months Disney+: 2 years, 1 month

3:45 PM · Feb 14, 2022

58 Reposts · 442 Likes

Curated by the Big Investor Blog:

1. When morally derelict men reach the top of corporations, and stay there for a a few years, the evil done by them lives on.

2. It is thus unwise to be too excited about an a quick turnaround in any organisation whose management has displayed a lack of moral principle.

3. When you invest into a “selling to a bigger fool” venture, you might be the biggest fool, and just don’t know it yet.

4. In racing there is a huge difference between the 1st, 2nd and 3rd prize. Investment returns are no different.

5. Bet on individuals and organisations fired by the zeal to meet human wants and needs, imbued with enthusiasm over solving mankind’s problems. Not just ones that are there for the profit.

Thanks for reading, and until next Monday,

Sebastian from 247capital