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Pinned Tweet
May 29
Happy Friday!
June portfolio update is now available
- 666% return since 2022
- Exit gold stocks
- Still like my stocks :-)
My brother said my Twitter name is pretty ridiculous...
So, I doubled down and bought the domain through @namesilo
🙏floebertus.com
May 29
15 pitches in the past 15 months
Hit rate: 93%
Payoff ratio: 4.23x (Gain/Loss on avg winner & loser)
Avg. mkt cap: $200m
Median liquidity: $100k
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Jun 15
Pretty happy with Claude as a calendar app...
Game plan for the conference this week
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Jun 13
“If you buy SpaceX here and it goes to 0, you lose $160.
But if you don't buy it and it goes to $1000, you lose $840
That's the choice to make in protecting your capital “
- Said by my mentor @david_katunaric
I questioned him but he said
"Abide in Me, and the market shall abide in you. Therefore walk with me"
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Jun 13
Alright so how much is 41 American degrees Celcius converted into European degrees Celcius?
🫣
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Jun 8
I go to chess.com and the computer tells me instantly "mate in 15"...
Then I go to fintwit and my friends tell me "a computer will never be able to do your company tax filings automatically, because it can make mistakes"
🧐
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Jun 3
I have requested my @MicroCapClub Vegas 1-1's
Don't wait to long. Schedules are filling up.
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May 30
A long term investor with $100k in the S&P500 right now, has made $1060 from Tesla's contribution, and will see $112 allocated to SpaceX as the company raises $75B
The $1060 would have been much higher if they had added Tesla 5 years earlier
It's a non issue
May 30
The idea that SpaceX shouldn't be in the S&P500 is the most ridiculous idea ever, closely followed by the Mag7 being overvalued and high tech capex being a bad thing.
Turn off your fearful reptile brain. Everything will be fine. 😘
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May 30
The idea that SpaceX shouldn't be in the S&P500 is the most ridiculous idea ever, closely followed by the Mag7 being overvalued and high tech capex being a bad thing.
Turn off your fearful reptile brain. Everything will be fine. 😘
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May 29
15 pitches in the past 15 months
Hit rate: 93%
Payoff ratio: 4.23x (Gain/Loss on avg winner & loser)
Avg. mkt cap: $200m
Median liquidity: $100k
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May 29
The best predictor of returns in my case seems to be the time since the most recent pitch
More patience = better ideas...
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May 27
The interest cost of a new $350k average USA house 30-year mortgage is now exactly $1000/month higher than what it was 5 years ago.
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May 22
Hey guys, if you are a fund manager, I would truly appreciate a DM to briefly discuss your experience & the design choices you have made to be successful for your investors. 🙏
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May 20
A futures curve...
... does not show the price traders think a commodity will have in the future (otherwise spot would trade up/down accordingly, minus carry and yield)
... does show the price traders or users are willing to pay for future delivery
This is why natural gas futures often trade much higher than expected spot. Those who can't go without it happily pay a price they know is likely well above the future spot price
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May 19
Whenever I sell a stock, it almost always makes me feel a bit unhappy
I never sell the top, so it has to be down at least a bit for me to sell it
So then I always feel a bit unhappy that it's over... and sometimes it goes up afterwards and it's even worse lol
Doesn't change my decisions, but it's always there
Good thing we can also buy good stocks, if we work hard to find them.
Buying feels great and buying higher feels the best. 👍
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May 19
In Poland they don't know about $XPEL, but they do have 100-baggers like Atrem sa
Just reported Q1 with 45% growth in sales, 33% growth in profits. The story continues...
Mar 25
Atrem posted 2025 earnings yesterday, growing 67% and trading at ~11x earnings.
Not bad but we need to see contract wins in the coming months
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May 18
Hello friends if you didn't follow @vdmandele yet yesterday, then make sure to check him out today :-)
Joost is a very flexible thinker with deep experience in the markets!
May 15
Van Der Mandele Arar Fund @vdmandele returned 11.7% over two months.
Gold miners (21% of portfolio) rose 30% on 17% gold appreciation.
#SK Hynix benefited from semiconductor shortages with 70-100% price increases.
- Two-month return: 11.7%
- Outperformed benchmarks by 5.3-9%
- Gold miners 21% of book, 30% on 17% gold
- Trump expanding ICE budget by $75B (more than Ukraine's military)
- Warsh expected as new Fed Chair under Trump
The macro fund nobody on FinTwit tracks
just generated 2-month alpha most quant funds dream of.
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May 9
Investing is the only sport where you can outperform everyone else just using ice cold coffee, patience and grit...
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May 7
When you don't understand something in the stock market, choose wisely between...
A. I don't understand this.... hmmm
B. Everyone else is wrong
C. Everyone else is wrong and also stupid
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