Florian Buschek
@FBuschek
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München, Bayern
Joined August 2017
🇦🇺 ❤️ 🚜 This is something special. For the third year running, South Australian farmer @HarrisonSchust1 has ploughed a powerful Australia Day tribute into his family’s paddock, this time honouring the ANZACs. Harry says they don’t normally begin seeding until after Anzac Day,
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1/2 In der heutigen Folge pitcht uns @topsecretstocks eine Aktie, die gleich von mehreren Megatrends profitieren will. Sei es Wandel hin zu erneuerbaren Energien, AI, Krypto oder Space. Wie viel davon Marketing darstellt und in... https://t.co/G6hApL8CLn
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In this episode, @kevinmuir & @PatrickCeresna welcome back to the show Alex Gurevich @agurevich23, author of THE NEXT PERFECT TRADE. They discuss about what Alex learned over the last 10 years since this book was first published, and why even if you know the rules, they are
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Since this US administration’s agenda of insulting Europe has now reached the topic of food, with the US Secretary of the Treasury claiming he would “rather eat bugs” than Swiss food, I decided to revisit and expand my list of US food so unsafe most of Europe had to ban it.🧵
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I understand that everyone does their best to model dealer gamma impact. The issue I have is that some of the profiles of it can be unrealistic given how aggressively market makers rotate risk these days. It’s a lot easier due to improved product variety (ex: 10 years ago you
Nomura's McElligott notes that after we realized his prediction that the outsized long positioning in lower VIX would turn into a "Vol Expansion phenomenon" which we saw this week (but not he notes a "SPX Down trade"), we are "again seeing a bit of •Cool Down•on the macro",
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Silver is now trading in triple digits in the West: $103.11. Not just an intraday spike, but a daily close above $100. And not just a daily close, but a weekly close above $100. To celebrate, here are 12 reasons why the silver rally is far from over 🧵
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Craig is talking past @michaelxpettis here. He frames Pettis as if he is claiming that Ricardo proves trade must always be balanced, & that any persistent imbalance is automatically bad. That is not Pettis’s claim at all, & once you separate those two things the rest of the
@michaelxpettis This argument sounds rigorous, but smuggle a boat load of hidden assumption and then treats it as a law of nature. That’s the blindness. Here’s the rebuttal . Ricardo did not model money, capital flows, or time. His example is a static barter model with no savings, no
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Deep Sail Capital - Q4 2025 Investor Letter is now available on our website. The letter includes our long thesis on Sanuwave Health ($SNWV). The fund returned 34.8% in 2025 and 38% in 2024 net of fees. https://t.co/sPEaqptaei
deepsailcapital.com
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.@TheOceanCleanup is now intercepting 2 to 5% of global plastic pollution. I think we should be able to double again this year.
Boyan says this is 1-2% of global plastic emissions. If it were only 1% and they were able to keep growing at this rate, they'd capture all emissions in 8 years.
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Another very important one is headcount. Labor has been a bottleneck, and increased headcount is a strong leading indicator for production volumes. Hiring is accelerating, so next Q should see even more.
A couple key slides from the $KUYAF presentation today. Huge opportunity! 🩶💪
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A couple key slides from the $KUYAF presentation today. Huge opportunity! 🩶💪
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Illustration of the power of a royalty business with a nice moat: this was only a very modest growth business but it required no capital investment (similar to Sees Candies), which frees up all earnings to be paid out via dividends and buybacks. Final ingredient is low/reasonable
@JohnHuber72 @natstewart5 Incredible - you'd have absolutely crushed Nasdaq buying a hot dog company.
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New research report on $BRBR. Much bigger than companies I usually look at. I wrote this report for a school project, but ended up liking it enough to buy a small position. Link in comments.
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@leevalueroach If you're stilk looking at the sector, I recomment you check $KUYA. Ramping up, which is kind of a special situation. I've posted a bunch of DD, will link some momentarily, but the crux is that they have leading AISC at $15/oz and excellent drill targets. If they ramp
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