247capital #57 | Wartime Edition VII

Portfolio Follow-Up, Quote of the week, Tweets of the week ...

Hi Everyone 👋,

Welcome to the #57 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.

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The follow-up to former Issues

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 $53.86 (up 19.82%)🔥
💰$0.68 dividends

$GEO - bought at $5.79 - Issue 7
Closed the week at $6.40 (up 10.53%)🔥

XTRA:DFV - bought at 12.96€ - Issue 8
Closed the week at 11.70€ (down 9.72%)❄️

READ - bought at 39.25SEK - Issue 12+24
Closed the week at 8.07SEK (down 79.43%)❄️

$HIMS - bought at $8.28 - Issue 12+25
Closed the week at $4.71 (down 43.11%)❄️

THG - bought at 373.50pc - Issue 32+36
Closed the week at 116.25 (down 68.87%)❄️

The current situation in one picture 😆:

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Quote of the Week

Long-term investing helps investors compound wealth because it minimises frictional costs and lets you reap the maximum amount of reward from your best ideas.
— Shelby Davis

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Tweets of the week

James Kelly | DTC Advertising @jameskelly_se

"we're gonna be f**king rich!" check out these two little entrepreneurs making their first sale. you love to see it

tankie lifter @NeilNasty7

My homies that works at Wells Fargo just told me that they fired 550 mortgage processors this morning. Clearly they know what’s coming.

Charlie Bilello @charliebilello

Commodity price changes over the last year... Nat Gas: +192% Nickel: +106% Heating Oil: +92% Wheat: +72% Coffee: +71% Cotton: +71% WTI Crude: +70% Brent Crude +69% Gasoline: +64% Corn: +38% Sugar: +22% Soybeans: +19% Copper: +15% Gold: +12% US CPI: +8.5% Silver: +1% Lumber: -27%

litquidity @litcapital

Hell came

Blockworks @Blockworks_

Web3 explained in 1 image Via @haltakov

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Thanks for reading, and until next Monday,

Sebastian from 247capital 

All posts on “247capital” are for informational purposes only. This is not a recommendation to buy or sell the securities discussed. Please do your own work before investing your money.