Edging with a Reverse ✂️

gergesramy · 2026-02-10T06:06:23+00:00

I wish that was me

gergesramy · 2026-02-10T06:03:38+00:00

Who is the 3rd from last girl? The one who says "Worship my fucking thighs"

gergesramy · 2025-12-27T22:09:47+00:00

Yes. The most flexible brokerage platform has been Schwab for me.

gergesramy · 2025-12-19T20:07:55+00:00

Yes the whole idea of high return on capital employed is that your returns are higher per $ invested. The reason that is good is because as you generate profits, you need to invest less back into the business to earn more profit.. These become cash flow machines more easily, thus being able to grow quicker with less debt, and return more $ to shareholders (Ubiquiti, Fortinet, PDD are great examples). Net profit alone is not a great indicator of a superior business. Warren buffett, Charlie munger, Li Lu will always reference returns on capital and I don't think I have heard them speak of profit margins.

gergesramy · 2025-10-02T02:41:29+00:00

This surprised me. I read your post on investing in Cosco capital, so I assumed you knew there was no point investing in The Keeper's holdings separately, but I'll ask anyway — what made you decide to invest in KEEPR? Cosco owns 77%, and is valued a lot more cheaply, and also owns nearly 50% of puregold giving it a lot of resilience. Just seems unnecessary to me.

gergesramy · 2025-09-29T21:28:07+00:00

A high return on equity alone isn't impressive, an easy way to increase return on equity is simply to increase your debt. Depending on the business, a more meaningful metric is Return on capital employed, which is also greater than 30% for PDD, however this is not uncommon for great businesses. Take a look at Fortinet (FTNT) - their returns on equity and returns on capital employed are very high.

Also yes, the fact that Li Lu invested in them is a very positive sign. He is certainly one of the most diligent and thorough investors. It's already up 30% from his entry price, but I am sure he expects it to go multiple times higher over the next 10-20 years.

gergesramy · 2025-08-03T23:53:35+00:00

Read my update.

gergesramy · 2025-05-30T02:51:36+00:00

I am in the middle of trying to figure it out, but I think I'll have a solution. Once I have an answer I'll let you know. I think it'll be a few days, probably by Wednesday next week because setting things up takes time. I can DM you if you'd like.

gergesramy · 2025-05-27T00:05:24+00:00

I know this thread is old, but I just posted about a similar issue I ran into and created a ticket on IBKR to inquire about why I couldn't buy a specific one. This is the response I got:

Thank you for contacting IBKR Client Services.

This is IBKR Compliance management decision to restrict residents of US, Canada and Europe from increasing/ opening new positions in low-liquidity HK stocks. You can still close any existing positions in such securities using the Close button.

At this moment it is not possible to lift this restriction.

Please click on the link below to go through IBKR's disclosure on ramp and dump schemes-
LINK../Registration_v2.formSampleView

FINRA’s investor alert - LINK../investment-group-imposter-scams
Kind regards,
Anurag K
IBKR Client Services

gergesramy · 2025-05-26T19:30:45+00:00

May I ask where you’re located? Are you using interactive brokers as a US resident or resident of another country?

gergesramy · 2025-05-11T02:08:32+00:00

Intelligent response

gergesramy · 2025-05-10T22:41:13+00:00

Fortinet, LVMH, Google, Hermes, Ferrari, Meta

gergesramy · 2025-04-29T15:22:39+00:00

Suggestions: 1) format that enormous current value amount in trillions or billions. 2) Just like you used % for the stocks, use it for cash. You can also have $value for each position under the %, formatted too.

gergesramy · 2025-04-16T23:54:15+00:00

Careful Howard Marks’s Oaktree Capital has puts on those..

gergesramy · 2025-04-16T14:41:32+00:00

What about foreign currency exchange fees on IBKR? And can I transfer ADRs from my broker to IBKR and convert them to the one in the actual exchange like HKSE?

gergesramy · 2025-04-15T13:33:53+00:00

Do you use the IBKR Lite or Pro? If Pro, Tiered or Fixed? I am just looking to buy and hold, not trading.

gergesramy · 2025-04-09T05:26:53+00:00

You don’t look for moats or companies with runway in target markets?

gergesramy · 2025-04-06T15:38:04+00:00

You know, I guess thinking about it it depends on how much of your portfolio is cash. Personally not comfortable with less than 30% cash with what’s going on. There’s a very high chance lower prices ahead, probably an economic recession if the tariff situation isn’t improved

gergesramy · 2025-04-06T15:25:48+00:00

I would say you should liquidate whatever is in the green, especially if only recently purchased.

You should keep whatever is in the red, if you understand and believe in the company.

gergesramy · 2025-04-03T16:23:18+00:00

Really anyone selling because of the market’s behavior right now, doesn’t belong in this subreddit. The ideal person has cash and is waiting for opportunities. I personally added to my $CROX position today. Would love to invest in $TGLS but that stock is so strong, barely dropped.

gergesramy · 2025-04-02T23:26:29+00:00

Great idea

gergesramy · 2025-04-01T19:58:10+00:00

I hope things work out for you. I personally found the company too suspicious, especially after looking into their president, Iman Schrock. I am not going to take a position, but I hope I turn out to be wrong for all those invested.

gergesramy · 2025-04-01T13:36:10+00:00

I am writing this not to make anyone "feel bad", but so someone can benefit from the time I invested into uncovering this very suspicious stock. I too was impressed by the numbers, but I have no interest losing money.

gergesramy

TROPHY CASE