ValueHurts
@valuehurts
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Buyer at point of maximum pessimism. Not investment advice. Personal positions discussed are from my highest risk PA.
London, England
Joined March 2021
Excellent write up, thanks for the find!
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Portfolio +48.5% ytd (GBP£), on track for my best ever year. Needed this to get back over my 15% annualised target. Knowing what I own it’s probably better for the world at large if it gives some back before the end of the year… Thinking about allocating more to PZ Cussons
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Climbing the wall of worry… how long have we got till the correction? $NEM
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So many people knew the gold miners were cheap over the last couple of years but either didn’t buy because they thought they had time or thought they could get them even cheaper. Another mistake I saw people make was buying a couple of rubbish explorers or poor quality miners as
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Nobody wanted to buy gold stocks a couple of years ago. Nobody wants oil equities now….
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This is what we are dealing with… don’t forget… https://t.co/1CvPFqv3Q1 ever increasing Socialism, not through revolution but through slow progress….
Wolves in sheep's clothing. The Fabian Society at work..........
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Haypp group shares responding well to the resumption of Zyn sales in the US. Also worth noting the partnership with Kustom providing a new checkout solution in Europe. They have developed a new age verification system. Also noting the ability to use Klarma and Vipps. $HAYPP
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Who was short term bearish in May?
Everyone is “short term” bearish on gold… How about a massive rally to new all time highs sucking in retail before the real correction? Personally I’m not adding to positions but this would make everyone look stupid which is what markets excel at.
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200% up in the portfolio and still hasn’t left the atmosphere $fres.l
They deal with cartels, Silver bear markets, high energy prices and hostile governments. I remember this doing 10X from the bottom of 08. Totally dead, but still the biggest primary silver miner in the world. Ready to 🚀 🌙 when the move comes… Fresnillo $FRES.l
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Labour seems to be doing a better job at catalysing a financial crisis and building consensus for real economic reform than I thought. I still remember “sensible” people saying that a Labour government would sort things out….
Everyone thought the Tories were bad, once we get the new lot of clowns the public will look back to now as the “good old days.” Only once we get through the debt crisis and there is real reform will things get better and that’s a very long way away. I want to own real stuff.
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2 more doubles from my PM basket bought last year, Newmont and PanAmerican $paas $Nem May they double and double again…
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This is the London Banana. As long as you stay within the Banana, you'll have a great time in London. Almost everything outside the Banana is horrible these days, best avoid. Not clear why, or when this happened. But it is what it is.
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Great results from Hunting Plc. $htg.l We are seeing a transition in Jim Johnson’s attitude to buybacks alongside business growth and acquisitions. All very exciting, especially as we are below mid-cycle in energy CAPEX. https://t.co/pqnCBnruKX
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Small holding for me but Perimeter solutions is really starting to rip… $prm
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If they want to make Britain great again it starts with offering up your seat to pregnant, tired woman commuting to the office at 6:30am
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Nobody standing up for pregnant woman on the tube anymore. I have seen this twice in the last couple of weeks. Everybody cross with Politicians/immigrants/woke culture but none of the young guys bother to offer a seat.
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