DeepValueInvestments @DeepValueInv

Lowish Risk, Highish Return. DM's open. Podcast Episode https://t.co/s77J1fJ0j4… 🇵🇸 deepvalueinvestments.wordpress.com TBD Joined January 2014

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DeepValueInvestments @DeepValueInv

2 days ago

@proptechpioneer Then why does land value 4x when you get planning permission?

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DeepValueInvestments @DeepValueInv

4 days ago

@Ye_Olde_Holborn Next big crash, one of those things that works until everyone does it.

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DeepValueInvestments @DeepValueInv

6 days ago

@the_mantress Unless they get killed. No development then.

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DeepValueInvestments @DeepValueInv

a week ago

@karenforsterx @RupertLowe10 Or starve, many will suffer. Welfare isn't that much money really. Outside pensions not the issue you think it is.

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DeepValueInvestments @DeepValueInv

2 weeks ago

@james_rands It didnt stop in 1976 I remember it from into the 2000s - last layers were newspaper.

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DeepValueInvestments @DeepValueInv

2 weeks ago

@Finumus1 IHT needed as if you don't have it wealth compounds and you are back to a society of Lords and serfs.

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DeepValueInvestments @DeepValueInv

2 weeks ago

@johndotwills But after compulsory don’t the best ones get fed up and leave anyway?

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DeepValueInvestments @DeepValueInv

2 weeks ago

@iAmJoshHunt Persistent long standing injustice and inequality, why do we allow the Duke of Westminster to own half of London?

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DeepValueInvestments @DeepValueInv

3 weeks ago

@Ye_Olde_Holborn @garyseconomics No we can’t as significant numbers won’t survive without redistribution.

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George Noble @gnoble79

3 weeks ago

What's happening right now in our capital markets is going to DESTROY the retirement savings of millions of Americans. Anyone of good conscience needs to rise up and say enough. This must be stopped. I don't say that lightly. I've been doing this for 45 years, and what's happening right now to the integrity of our capital markets is unlike anything I have ever seen. This is not about Elon Musk or Donald Trump. This is not about whether you like rockets or hate rockets. This is about the systematic CORRUPTION of the financial system that every American depends on for their retirement. In the entirety of its existence, Tesla has generated approximately $36 billion in cumulative profit. That includes over $20 billion in government emission credits and tax subsidies. The company is valued at $1.7 trillion and its CEO is the richest man on the planet. I'm not talking about the stock price. I know the stock has made people money. That's the popularity contest. I'm talking about whether this company creates enough economic value to JUSTIFY the capital invested in it. And it doesn't. The returns on invested capital have been chronically below what any serious investor would demand. That's not wealth creation. So the product here isn't the car. The product is the STOCK PRICE. Elon Musk is selling hopium and an entire generation of investors is buying it without even knowing what a PE ratio is. I posted two pieces recently on Tesla and SpaceX. Each got over 1.5 million impressions. Thousands of hate replies but NOT ONE response with an actual argument. Not one. It was all "Libtard" and "Elon derangement syndrome." You would not get past a first-round interview at Fidelity thinking this way. But Tesla is just the opening act... SpaceX just filed for a $1.75 TRILLION IPO. $15 billion in revenue but no profit in sight. The private valuation was walked up from $200 billion to $400 billion to $800 billion to $1.75 trillion in two years. And Reuters has confirmed that SpaceX made early inclusion in the Nasdaq-100 a necessary condition for listing on the exchange. Nasdaq obliged by adopting a "Fast Entry" rule in March that lets mega-cap IPOs join the index after just 15 trading days, completely exempt from the normal seasoning and liquidity requirements every other company had to meet. And this matters because over $600 billion in passive funds track the Nasdaq-100. Unlike the S&P 500, which still requires months of seasoning and stricter float thresholds, the Nasdaq-100 is now a 15-day on-ramp for trillion-dollar IPOs. Every ETF and mutual fund benchmarked to that index will be FORCED to buy SpaceX within weeks of it going public regardless of whether the valuation makes any sense. Your 401(k) is literally the exit liquidity. You don't even get a choice. The structure of the market makes you a participant whether you want to be or not. That's what makes this different from every other bubble in history... You can't opt out. And the agencies that were supposed to protect you from exactly this? They're doing NOTHING. Peter Lynch would always say the product is not the stock and the stock is not the product. Show me one Hall of Fame investor who ever made his fortune chasing hype. Lynch, Druckenmiller, Soros, Buffett, Griffin, Cohen. Not one of them managed money this way. It's only the cult on X who thinks momentum and greater fool is an investment strategy. As Buffett said, in the short run the market is a popularity contest. In the long run it's a weighing machine. This popularity contest has gone on longer than any I've witnessed in my career. But gravity always wins. And when it does, the people who forced your pension fund into a money-losing rocket company at 120x revenue will have a lot of explaining to do. This must stop. And it WILL stop. The only question is how much damage gets done first. Are you listening?