📈 𝗪𝗵𝘆 𝗜 𝗕𝗼𝘂𝗴𝗵𝘁 𝗖𝗶𝗿𝗰𝗹𝗲 𝗪𝗵𝗶𝗹𝗲 𝗖𝗿𝘆𝗽𝘁𝗼 𝗜𝘀 𝗦𝘁𝗶𝗹𝗹 𝗶𝗻 𝗮 𝗕𝗲𝗮𝗿 𝗠𝗮𝗿𝗸𝗲𝘁
Hello again everyone. I mentioned this morning that some of the new capital went straight to work, so let me explain where and why.
I've opened $CRCL (Circle Internet Group Inc) and I've... Vis flere Oversett
🌅 𝗠𝗼𝗿𝗻𝗶𝗻𝗴 𝗕𝗿𝗶𝗲𝗳 | 𝗔𝘂𝗴𝘂𝘀𝘁 𝟭𝟯, 𝟮𝟬𝟮𝟲
Good morning Copiers & Followers,
Yesterday's inflation report landed almost exactly where economists had guessed, with prices up 0.1% on the month and 3.4% over the year, and the core reading at 2.5%.
Boring is the right word for... Vis flere Oversett
📊 𝗪𝗵𝗶𝘁𝗲𝗙𝗶𝗯𝗲𝗿 𝗚𝗿𝗲𝘄 𝟱𝟰% 𝗪𝗶𝘁𝗵𝗼𝘂𝘁 𝗥𝗲𝗮𝗹𝗹𝘆 𝗚𝗿𝗼𝘄𝗶𝗻𝗴
Hello again everyone. I said this morning I'd be watching the data centre progress more than the loss at the bottom of the page, and after reading the release I'd say that was the right place to look.
$WYFI (WhiteFiber... Vis flere Oversett
🌅 𝗠𝗼𝗿𝗻𝗶𝗻𝗴 𝗕𝗿𝗶𝗲𝗳 | 𝗔𝘂𝗴𝘂𝘀𝘁 𝟭𝟮, 𝟮𝟬𝟮𝟲
Hi everyone.
Yesterday turned out better than the headlines suggested. $SE (Sea Ltd-ADR) reported revenue well ahead of expectations and the market liked it, even though the profit number technically came in below what analysts had pencilled... Vis flere Oversett
𝗔 𝗛𝗲𝗮𝗱𝘀 𝗨𝗽 𝗳𝗼𝗿 𝗠𝘆 𝗖𝗼𝗽𝗶𝗲𝗿𝘀
Quick note for everyone copying me.
Just like I did back in July, in the coming days I'll be adding fresh capital to the account, somewhere between 3% and 5% of the current portfolio value. It could happen as early as this week.
Putting new money... Vis flere Oversett
📊 𝗪𝗵𝗲𝗿𝗲 𝗦𝗲𝗮'𝘀 𝗠𝗼𝗻𝗲𝘆 𝗔𝗰𝘁𝘂𝗮𝗹𝗹𝘆 𝗪𝗲𝗻𝘁 𝗧𝗵𝗶𝘀 𝗤𝘂𝗮𝗿𝘁𝗲𝗿
Hello again everyone. I said this morning I would come back once I had read the whole release, so here is what I found underneath the headline.
Revenue grew 48%, operating profit grew 33%, and net profit grew only... Vis flere Oversett
🌅 𝗠𝗼𝗿𝗻𝗶𝗻𝗴 𝗕𝗿𝗶𝗲𝗳 | 𝗔𝘂𝗴𝘂𝘀𝘁 𝟭𝟭, 𝟮𝟬𝟮𝟲
Morning all.
Two of our companies reported last night and in both cases the headline number looked worse than the business behind it, so let me unpack that before the day starts.
$ASTS (AST SpaceMobile Inc) posted a loss bigger than expected,... Vis flere Oversett
🌅 𝗠𝗼𝗿𝗻𝗶𝗻𝗴 𝗕𝗿𝗶𝗲𝗳 | 𝗔𝘂𝗴𝘂𝘀𝘁 𝟭𝟬, 𝟮𝟬𝟮𝟲
Good morning copiers and followers.
One line on Friday and then we look forward. July payrolls came out negative, with 23,000 jobs lost against the 80,000 the market expected, and stocks rallied on it anyway to close the week at a record.
A... Vis flere Oversett
📊 𝗪𝗲𝗲𝗸 𝗶𝗻 𝗥𝗲𝘃𝗶𝗲𝘄 | 𝗔𝘂𝗴𝘂𝘀𝘁 𝟴, 𝟮𝟬𝟮𝟲
Dear copiers & followers, what a week to sum up.
The portfolio finished up around +7%, which is the strongest week we've had in a while. Four holdings reported and all four beat, so a good part of that came from the businesses themselves... Vis flere Oversett
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Fri Aug 14 2026 10:17:15 GMT+0000 (Coordinated Universal Time)