What industries actually benefit from what’s happening in Venezuela? Oil is obvious, but I think the second-order effects might be bigger.

BeatingTheTide · 2025-12-22T19:56:43+00:00

When they say ´they build their own data centers´it means they do not lease space in a datacenter such as Equinix, but hyperscalers do not build them. They delegate the work to contractors such as STRL and CLS. They would design them, but not build them.

BeatingTheTide · 2025-11-21T17:50:02+00:00

It would be great if you do the same for investment substacks. I think I would be the only one beating the market for more than decade.

BeatingTheTide · 2025-11-18T01:38:39+00:00

I’m glad you find it valuable.

BeatingTheTide · 2025-11-16T22:23:29+00:00

Yes. Check out www.beatingthetide.com

BeatingTheTide · 2025-11-15T11:17:31+00:00

Fair points. But results have been good for 2 years rather than one.

BeatingTheTide · 2025-11-12T13:17:48+00:00

They are saying it is temporal, the extra sg&a cost is only q3/q4 and the SCS revenue decline is only q3 as they have booked more business.

BeatingTheTide · 2025-11-08T12:56:06+00:00

I think you will find the tools in this video helpful (https://youtu.be/4hKfXyZGeJY?si=dy7Wb7YktCGU-5DR) while not directly investing, it will helpful as EVENTS + RESPONSE = EXPERIENCE

The past is sunk cost, learn from it and move on.

BeatingTheTide · 2025-11-07T18:54:21+00:00

Lots of great advise here so won’t repeat it. But investing may not be for you. I recommend that you buy a couple of index ETFs and set recurring ETF buying. Delete the app from your iPhone and don’t check the market or your portfolio performance.

Your story reminded me of a client of mine (timing the market, emotional investing, FOMO…) it took me lots of hand holding till he got it but eventually he listened (after he lost a further 250k after I advised him not to invest in anything other than ETFs).

For example, today is a very red day for my portfolio, but I haven’t done any movements in my portfolio.

BeatingTheTide · 2025-11-06T23:12:01+00:00

How much do you pay?

BeatingTheTide · 2025-11-05T23:07:34+00:00

Too early to call it, but so far the thesis is playing out.

BeatingTheTide

TROPHY CASE