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misfit-alpha.bsky.social
A FinTwit nomad (currently in 🇬🇪) I write about the underappreciated champions of buy-and-hold investing. Subscribe here and get 25% off: https://www.misfitalpha.com/bluesky
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I feel like I saw a bunch of maps like this circa 2007-2010 talking about the trillions of $$$ in mineral wealth in Afghanistan. How did that work out?

Bad computer generated translations are always entertaining

@craighorlbeck.bsky.social @dannybkelly.bsky.social @dannyheifetz.bsky.social seems relevant to your most recent show www.bloomberg.com/news/article...

Booze investors must be euphoric (happy drunk?) for the first time in years

It’s the small things as a dad that bring a smile to your face Both kids (while taking a bath) 4yo: Mike Jones 2yo: who? 4yo: Mike Jones 2yo: who?

@dannyheifetz.bsky.social the shoutout to Hank’s Oyster Bar really had me in nostalgia mode

Still a banger youtu.be/PCsGRCf8T9Y?...

I am about to become insufferable with all of the videos of my 4yo skiing. I’ll be surprised if I have any followers by spring First powder day (and first face plant)

My days of skiing have taken on a whole new adventure pop

One of my secret hopes is that some modular home construction companies set up shop to rebuild LA and everyone sees how we could quickly and more cost effectively build quality housing by moving more newbuilds away from stick built and toward modular

The 2024 IPO market was... surprisingly lucrative. I wrote about 20 IPO companies last year. Here's what I got right, what I got wrong, and the lessons going into the 2025 IPO market www.misfitalpha.com/p/keeping-sc...

Something you totally do when your economy is firing on all cylinders

Gotta love the “[company] stock is up because people like it” push notifications

Die Hard is actually a movie about the dangers of reaching for yield Hans Gruber was so enamored w/earning 20% yields on bearer bonds to join the FIRE movement that he resorted to a life of crime Sad really

What phase of getting old is it where you start listening to 10,000 Maniacs again?

One of the interesting/joyful things about little kids is having no idea what is captivating to them. My 4yo has fallen in love with the movie Ponyo. Didn’t have that on my bingo card

Any time I try to look up disclosures for foreign companies, my appreciation for EDGAR grows. Dear Canada, EDGAR is right there and you built SEDAR? TF is wrong with you?

Cold blooded savagery from Morningstar here