Author: evencio.alvarez14@gmail.com
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A BIG Bullish Breakout in Bitcoin Beckons [DIRTY DOZEN]
Unfortunately, as we have seen, the playing of the Game is not entirely a rational affair. If it were, the most impeccable fact-finding would soon dominate the market, and many of the players would be bored to death and would invent some other Game. ~ Adam Smith, “The Money Game” Good morning!In this week’s Dirty…
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Underwriting the Future + MU Bull Case
I don’t believe in edge. I think it’s a fairy tale. The world is too competitive. Going back to AI, investing is where chess was in 1996, when there was an enormous race between human grandmasters and algorithms, and Deep Blue started to beat Garry Kasparov by using brute compute force. Welcome to the deep…
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Winners Evolve..
This will make you sit up in your chair (emphasis mine): In the 1990’s Harvard Business School’s Amy Edmondson performed some research to try to understand some of the qualities that make up a well-run hospital. She was not prepared, however, for one of the results her research produced. After surveying the nurses at eight…
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How To Write A Great Investment Thesis w/ Morgan Housel
Morgan Housel is a man that needs no introduction. He’s a NY Times Bestseller, prolific writer for Collaborative Fund and great conversationalist. I’m still amazed I was able to swindle him into joining the podcast this week. As a writer, I’ve wanted to chat with him and pick his brain about his writing process, how…
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It’s Not The Goal But The Man…
What is the biggest life mistake you can make? Short of getting yourself killed, what is the one thing you want to avoid doing?There are lots of ways to answer that question. But on a philosophical level, I would argue the biggest mistake you can make is this: Not being true to yourself. Almost all…
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DRAM & NAND: Betting On The Semiconductor Supercycle
“Digital technology, pervasively, is getting embedded in every place: every thing, every person, every walk of life is being fundamentally shaped by digital technology — it is happening in our homes, our work, our places of entertainment. It’s amazing to think of a world as a computer. I think that’s the right metaphor for us…
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The Ultimate Guide to Out of The Money Call Options
Today we are going to cover our DOTM Strategy (DOTM stands for Deep Out of The Money options) You’ll learn how to use an OTM call option strategy to multiply your market profits. What is the “DOTM” Options Strategy? DOTM is short for deep-out-of-the-money. This strategy involves buying cheap calls on bullish stocks. If the…
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A Silver Miner Breaking Out of a HUGE Base [DIRTY DOZEN]
It has taken me years to unlearn everything I was taught, and I probably haven’t succeeded yet. I cite this only because most of what has been written about the market tells you the way it ought to be, and the successful investors I know do not hold to the way it ought to be,…
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$NTDOY, $TWTR and The Hard Break w/ Aaron Edelheit
Aaron Edelheit is the CEO of Mindset Capital and author of the book, The Hard Break: The Case for a 24/6 Lifestyle. He also runs the newsletter, Mindsetvalue. Aaron’s a tried-and-true value investor searching the globe for undervalued businesses. We spend the early portion of the podcast discussing Aaron’s early investment philosophy, his real estate…
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The Stock Market’s Sleight of Hand
The market is like a magician. It pulls your attention to one hand while stealing your watch with the other. The biggest trends kick-off when no one’s looking. The most contested areas of the market — the stocks everyone is talking about — do nothing.Markets are funny like that.Unlike a magician though, the market isn’t…