š¤247capital #50
Portfolio Follow-Up, Quote of the week, Tweets of the Week ...
Hi Everyone š,
Welcome to the #50 issue of 247capital ā your weekly source of Investment Research. If you are new, you canĀ join my email list here, oršš»
Please hit the heart button ā¤ļø if you like todayās letter and reply with any feedback.
Last MondayĀ“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 š
The follow-up to former Issues
Below youāll find the overview of all bought shares since Issue 1 and the current state. Please keep in mind weāre here for the long run. 5-10 years horizon at least.Ā
$TAP - bought atĀ $44.95 - Issue 1
Closed the week at $49.79 (up 10.76%)š„
š°$0.68 dividends
$GEO - bought atĀ $5.79 - Issue 7
Closed the week at $6.52 (up 12.60%)š„
XTRA:DFV - bought atĀ 12.96ā¬Ā - Issue 8
Closed the week at 11.82ā¬Ā (down 8.79%)āļø
READ - bought atĀ 39.25SEKĀ - Issue 12+24
Closed the week at 12.69SEK (down 67.66%)āļø
$HIMS - bought atĀ $8.28Ā - Issue 12+25
Closed the week at $4.72 (down 42.99%)āļø
THGĀ - bought atĀ 373.50pcĀ - Issue 32+36
Closed the week at 130.40 (down 65.08%)āļø
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.
Quote of the Week
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.
ā Charlie Munger
Tweets of the week
5 points of the week - From the book ā100 to 1 in the stock market.ā
Curated by the Big Investor Blog:
When morally derelict men reach the top of corporations, and stay there for a a few years, the evil done by them lives on.
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.
When you invest into a āselling to a bigger foolā venture, you might be the biggest fool, and just donāt know it yet.
In racing there is a huge difference between the 1st, 2nd and 3rd prize. Investment returns are no different.
Bet on individuals and organisations fired by the zeal to meet human wants and needs, imbued with enthusiasm over solving mankindās problems. Not just ones that are there for the profit.
Thanks for reading, and until next Monday,
Sebastian from 247capitalĀ
