Joined July 2017
- Tweets 2,613
- Following 579
- Followers 331
- Likes 28,116
496 Photos and videos
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May 4
Recent trip to Mexico City for a few days.
Hands down one of the best cities for food I've visited. Literally restaurant after restauarant, hit after hit 🤣🤌.
Particularly liked the Polanco & Roma Norte areas - safe, clean and tons to do.
The Teotihuacán hot air balloon over the Pirámide del Sol, also probably a top 3 tourist experience I've had to date 🔥.
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Jun 14
Have had my "bell curve" moment with in-depth DCF Modelling...
Short-term trading, useless.
Using multiples vs. sector averages, identifying non consensus catalysts is far superior for short-term (1-12 month) trading. Valuation is like tertiary.
Long-term investment, useless. Too many variables, and best way to ascertain long-term performance is and has always been qualitative factors like management, sector tailwinds, branding, etc.
Such a waste of time modelling it all out, especially for mid caps and larger. It's just a bs exercise created by sell-side to sell bs.
Good Management.
Long-term sector tailwind.
Good Product/Sevice.
Good Branding.
Then just stfu and buy the stock and the dips.
You'll probably (definitely) have the same performance as if you had spent 1000's of hours doing the most asinine models.
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RM Trade retweeted
stop being chronically online. your soul is chipping away. go outside and stare into the sun while taking a deep breath and consider what a strange place it is that you're in. go think. get moving. go somewhere and do something. it's a worthwhile use of your time, don't worry.
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RM Trade retweeted
May 28
Recovery is key. Big summer ahead. 💪
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Apr 24
Recent trip to Portugal for golf.
Praia D'el Rey Golf Course
Royal Óbidos Golf Course
West Cliffs Golf Course
Some of the best looking golf courses I've seen in Europe & hardest I've played 😂🤌
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Apr 14
Add a third potential catalyst, with rumours of a $UAL merger floating around now... 🤌
Mar 25
$AAL could be a decent high convexity trade over the summer and Q2/Q3.
2 potential catalyst of lower oil prices (at least back below $80) and 2026 world cup increasing domestic flight demand (AAL is the main world cup partner).
Of course the 1st catalyst only worthwhile having if your portfolio is well balanced with trades assuming the on going conflict continues ( $CF , $AGRO , etc. are some good names).
The 2nd catalyst was being priced-in before the Iran conflict began at the end of Feb. Now seems everyone has completely forgot about the insane demand domestic airlines like AAL will receive this summer due to the World Cup. The first ever 48-team World Cup nonetheless...
Seems perfectly timed imo, TACO trump desparately trying to avoid higher oil prices. But in the meantime has allowed for a great entry point to reap the rewards of the 2026 World Cup (alongside the Olympics, a once in a generation catalyst for demand).
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Apr 13
youtube.com/watch?v=k9N1FUbm…
Hong Kong in the 90s looked so sick... what's the closest in '26?
Asked Gemini gave me - Chongqing, Taipei, Bangkok & Osaka (Dotonbori/Shinsekai)... Still need to visit 3 of these 4... oooof.
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Apr 6
Victoria 3 is so addicting for a Economics & Geopolitics enthusiast (autist) such as myself... Need help, just completely wasted my Easter weekend playing it 🤣🤣
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Mar 28
Genuinely may be time to leave the UK... so many things going wrong all at once...
Mar 26
The factory that produces half of Britain’s salt could soon be killed by Net Zero. For the first time in history, England is set to be a net importer of the world’s most important mineral. This will be catastrophic for UK manufacturing, says Ruari McCallion
buff.ly/M8o8O6P
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RM Trade retweeted
Mar 27
ChatGPT made this graphic for me to illustrate the pump price of petrol...
The fuel duty is higher than the crude oil component
And then we pay VAT including on the fuel duty!!
When @RachelReevesMP talks about fuel profiteering she needs to look in the mirror
@griffitha @ClaireCoutinho
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Mar 25
$AAL could be a decent high convexity trade over the summer and Q2/Q3.
2 potential catalyst of lower oil prices (at least back below $80) and 2026 world cup increasing domestic flight demand (AAL is the main world cup partner).
Of course the 1st catalyst only worthwhile having if your portfolio is well balanced with trades assuming the on going conflict continues ( $CF , $AGRO , etc. are some good names).
The 2nd catalyst was being priced-in before the Iran conflict began at the end of Feb. Now seems everyone has completely forgot about the insane demand domestic airlines like AAL will receive this summer due to the World Cup. The first ever 48-team World Cup nonetheless...
Seems perfectly timed imo, TACO trump desparately trying to avoid higher oil prices. But in the meantime has allowed for a great entry point to reap the rewards of the 2026 World Cup (alongside the Olympics, a once in a generation catalyst for demand).
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Mar 25
That being said $AAL management are extremely retarded for not hedging oil exposure given its arguably their biggest cost driver... would never invest long term in a management that incompetent.
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Mar 23
Perma bears and doomers just got TACO'd 🌮🌮🌮.
Running a neutral Long/Short port for the entire Trump administration is the only way imo 🤣🤣
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Mar 23
Going net long here, you're also asking to get kicked in the balls.
I'm perma risk neutral for 2.5 years. I aint got the minerals for this 🤣🤣
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Mar 23
Literally 30 mins after tweeting this, and it's already moving the other way as he's likely just lied about the "talks" ffs unbelievable 🤣🤣 stay safe out there kids.
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Mar 23
While Trump likely blatantly lied about the talks, he has revealed he indeed is a taco 🌮 and will seek to off ramp no matter how stupid it makes him look.
He has an election to worry about... lets see how easily the Iranian's let him off...
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RM Trade retweeted
Mar 23
IRAN'S FARS NEWS AGENCY CITING SOURCE SAYS THERE ARE NO DIRECT COMMUNICATION WITH U.S. NOR THROUGH INTERMEDIARIES
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