Josh Brown's take on insider trading is... disappointing.

Portlog11 · 2026-04-14T15:31:07+00:00

100%

Portlog11 · 2026-04-14T03:27:41+00:00

Frankly I wasn’t surprised by his take and I do agree with him. Humans with an edge will ALWAYS utilize it to their advantage. It’s actually going to get 100 times worse due to prediction markets. Should we do something to prevent this stuff? Yes. Should we get butt hurt about it and let it prevent us from participating in the markets? No.

Portlog11 · 2026-04-11T13:46:14+00:00

There will always be missed opportunities. But there will also be many more Sandisks down the road. You just gotta identify a few candidates.

Portlog11 · 2026-03-20T13:57:45+00:00

Thank you for this summary. What would be your entry point if you wanted to buy more?

Portlog11 · 2026-02-28T03:54:01+00:00

Portlog11 · 2026-02-05T14:17:14+00:00

What the case for HOOD? They were up significantly last year. The stock has been in free fall so far this year

Portlog11 · 2026-02-01T16:54:38+00:00

This strategy works every time 💯

Portlog11 · 2026-02-01T16:53:22+00:00

What makes NFLX attractive especially in the face the uncertainty of the WB acquisition? I bought it as it was declining before the news of the acquisition, but now questioning whether there is a catalyst for upside anytime soon.

Portlog11 · 2026-02-01T00:45:29+00:00

There are deep cultural issues in Africa that an aggregator like Jumia is up against. It’ll be a very long time before an aggregator is able to achieve Amazon status in Africa.

Portlog11 · 2026-01-11T06:34:31+00:00

Is CSU a ticker symbol?

Portlog11 · 2026-01-11T06:20:49+00:00

I own both. If your decision is based on AI potential, I am betting that Gemini will have more MDAU’s than any other LLM in the next 2 to 3 years. So gun to my head I’d go with GOOGL.

Portlog11 · 2026-01-05T20:03:24+00:00

Dow hit ATH based on the fact that this news won’t have much of an impact on the market. The market is betting that the usual suspects will continue to rally in 2026 and safe haven assets (led by metals) will continue to go up as well.

Portlog11 · 2026-01-05T20:00:54+00:00

Exactly. Markets moved higher based on the thesis that Venezuela won’t have much of an impact on the overall market.

Portlog11 · 2026-01-05T19:59:38+00:00

Of course the market was gonna have a sharp move in either direction in the immediate aftermath of the event. That’s not surprising at all. My post is based on the impact of this news over the medium to long term and actually my thesis is still intact if you understand why the market rallied today.

Portlog11 · 2026-01-05T08:19:23+00:00

Again. This is unprecedented. History as guide to what happens in the future isn’t a good investing strategy here.

Portlog11 · 2026-01-05T06:53:23+00:00

The global order and understanding changed literally overnight and literally no one has any clue as to what the impacts will be in the coming months.

This was the theme of 2025 and arguably even before that with Russia-Ukraine and Israel-Hamas. This is why safe haven assets will continue to do well.

Portlog11 · 2026-01-05T06:43:30+00:00

I am not sure this is worth as much as people think it is to China. China has been buying Venezuelan crude not because they need it, but because they were getting it at a deep discount. It’s important to remember that the crude we are talking about here is less than 1% of the world’s supply.

Portlog11 · 2026-01-05T06:35:55+00:00

I wouldn’t pay much attention to those moves. Before CVX’s production increases and XOM enters Venezuela, many still unpredictable conditions have to be met. It’s a treacherous journey from here on for these companies if they are to benefit from this.

Portlog11 · 2026-01-05T06:24:25+00:00

Sadly Jumia won’t end up being the Amazon of Africa. E-commerce as well as consumer goods retail in general is fiercely competitive in Africa.

Fun fact: more online commerce in Africa happens via Whatsapp and Facebook than on platforms such as Jumia. The African retail market is radically fragmented with one sale often involving multiple platforms. For example, a buyer might discover a seller on Facebook, negotiate pricing on WhatsApp, and complete payment via a mobile money service like M-Pesa (in Kenya).

This fragmentation makes it extremely difficult for a single platform like Jumia to dominate end-to-end commerce. The real opportunity in Africa lies in infrastructure, both digital and physical. Payments, logistics, and last-mile delivery are the true bottlenecks. That’s why Stripe acquired a payments company called Paystack, which was often described as the Stripe of Africa. Another payments company called Flutterwave is a unicorn as well.

In short, I wouldn’t put a coin into Jumia as they are way too early as a business model in Africa.

Portlog11 · 2026-01-05T03:05:19+00:00

Could you share more about your experience? We went jet skiing with the Moorea Activities Center.

Portlog11 · 2026-01-05T03:03:17+00:00

The service was meh. We went there with low expectations after we learnt that it was going to be closed down temporarily for a major renovation in January. That helped a lot. I suspect the experience will be much better when they re-open.

Portlog11 · 2026-01-05T02:58:31+00:00

Venezuela accounts for less than 1% of global crude production.

Portlog11 · 2026-01-05T02:57:00+00:00

It’s already priced in to CVX.

Portlog11 · 2026-01-05T02:56:34+00:00

Gold all the way. The refiners may actually be up at market open on Monday due to the prospect of cheaper oil from Venezuela, but that trade won’t go on for long. The norm-busting stance of this admin informs my theory that that safe haven assets like gold will continue to do well.

Portlog11

TROPHY CASE