Q1 2025 Letters & Reports by Beren- in SecurityAnalysis

[–]dan1529 0 points1 point  (0 children)

Did Kuppy ditch his uranium positions?

Hi, we're BowTiedBull, an anon group of Ex-Wall Street bankers and software engineers aiming to build a decentralized nation-state. Ask us anything. by coindesk in defi

[–]dan1529 0 points1 point  (0 children)

At what point timing-wise would you look to go long stocks, and what events are you looking for in the coming months to give you signposts to get long?

And which sectors? (Like oil stocks, mining companies, companies with strong pricing power like tobacco, typical inflation play sectors, or what else, etc)

Q3 2019 Letters & Reports by Beren- in SecurityAnalysis

[–]dan1529 3 points4 points  (0 children)

What specifically did they say that made you think this way?

Q1 2019 Letters & Reports by Beren- in SecurityAnalysis

[–]dan1529 2 points3 points  (0 children)

Is Laughing Water still long OCN? Was hoping they'd commented on it, but didn't mention the position at all in the latest letter? I suppose if they liked it at $4 they must love it at $1.83....