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Friendly Capital Management Profile
Friendly Capital Management

@FriendlyCapMgmt

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no financial advice. unwoke. climate change concerned people need a therapist.

Joined January 2010
Don't wanna be here? Send us removal request.
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@FriendlyCapMgmt
Friendly Capital Management
5 days
Q3 2024: FCM Portfolio: +1.55% SPXTR: +5.89% QQQ: +2.01% YTD: FCM: +44.89% SPXTR: +22.08% QQQ: +19.7% Feels wrong to complain given YTD numbers, but man... so, so, so many mistakes made last Quarter that it also feels wrong to be satisfied. Feels strange.
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@FriendlyCapMgmt
Friendly Capital Management
5 months
@polizeiberlin 5 Monate später? Warum so spät?
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@FriendlyCapMgmt
Friendly Capital Management
23 days
#Fintwit "thanks for playing" Summer 2024 edition $ALAR $HAYPP $DRX.TO $MOB.ST
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@FriendlyCapMgmt
Friendly Capital Management
2 months
What an insanely nasty call by @1MainCapital Just amazing. Of course I never got long.... 😬 $LMB
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@FriendlyCapMgmt
Friendly Capital Management
7 years
@PeterLBrandt Sir, with all due respect you mispelled hodling.
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@FriendlyCapMgmt
Friendly Capital Management
6 months
@khesraubehroz Du tust im Fernsehen eine Meinung kund, die zurecht kritisiert wird, weil eben kein Sozialstaat so funktionieren kann. Jetzt schwingst du die Nazikeule und versuchst so deine Kritiker zu verunglimpfen. Natürlich: Alle böse Nazis! Kritikfähig biste nicht grade. Schwach.
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@FriendlyCapMgmt
Friendly Capital Management
6 months
$KSPI Q1 2024 Earnings are out. As usually the company delivered. All metrics are up strongly. Another 850 KZT dividend for Q1. International expansion also hinted at, probably a medium-term, rather than long-term project for them. Very happy shareholder here.
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@FriendlyCapMgmt
Friendly Capital Management
1 year
$KSPI guidance raised 💪🏻💪🏻💪🏻 Super strong quarter - loving it. Now the question: will the market care? Or will it keep trading at 8x P/E? 🤓
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@FriendlyCapMgmt
Friendly Capital Management
1 month
I lost money on $CPH.TO. Am probably the only person in the universe to achieve this. Follow me for free financial advice or donate money to my crowdfunding campaign.
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@FriendlyCapMgmt
Friendly Capital Management
7 years
#Syscoin $SYS Wonderful fundamentals ( #Blockmarket web release and #Masternodes this quarter) + wonderful TA. Bullflag + upcoming apex of coil. I expect 5 - 10x in H1 2018. Oh and yea, half of the market (=Asia) could hardly buy $Sys so far. #FOMO incoming. Mouthwatering.
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@FriendlyCapMgmt
Friendly Capital Management
11 months
$KSPI It makes my brain hurt how the market misprices Kaspi I wish someone could tell me why I am wrong. - YoY Revenue & Net Income Growth of 45-55% - 6% dividend yield, $100m buybacks per Quarter - Mgmt team with incredible Execution track record Yet... 10x P/E? 8x EV/EBIT
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@FriendlyCapMgmt
Friendly Capital Management
3 months
Q2 2024: FCM Portfolio: +16.4% SPXTR: +4.3% Nasdaq: +8.5% YTD: FCM Portfolio: +42.7% SPXTR: +15.3% Nasdaq: +18.6% Since inception: FCM Portfolio: +56.5% SPXTR: +19.2% Nasdaq: +15.8% Screenshots are YTD metrics:
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@FriendlyCapMgmt
Friendly Capital Management
1 year
$KSPI earnings in 10 days. Expect a beat and raise, expect NASDAQ uplisting progress, expect the market once again to not care. Absurd that a business of such great quality trades at 9x P/E. It is a 5-bagger over 5 years in clear sight.
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@FriendlyCapMgmt
Friendly Capital Management
3 months
$135 already, … Up a casual 62% including dividends since this tweet 4.5 months ago. Still v cheap, especially considering Uzbekistan expansion seems to be coming $KSPI
@FriendlyCapMgmt
Friendly Capital Management
8 months
the trading in $KSPI is stupid $130 by end of year or I will delete this tweet jk i will not delete this, not even at $13
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@FriendlyCapMgmt
Friendly Capital Management
7 years
#Syscoin is taking off. Decentralized marketplace with bungalows, bbq sauces, thermostats and lambos (yes lambos) for sale, purchasable with $SYS.
@bekhuis_w
Wilco Bekhuis
7 years
Now on the #Blockmarket a Nice bungalow in the Netherlands! Possible to buy with $sys #syscoin or $btc #bitcoin ! Look on blockmarket from #blockmarketfoundry
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@FriendlyCapMgmt
Friendly Capital Management
7 months
$KSPI Great results and strong growth FY 2023 revenue and net income up 51% and 44% Net income margin down from 46% to 44% Surprisingly no new buyback program but 850 KZT/share dividend Delisting from LSE to consolidate trading liquidity
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@FriendlyCapMgmt
Friendly Capital Management
7 months
$LFCR Another example... I have said it before and I’ll say it again: long sales processes often end in tears - a highly desirable, transactable asset for which there is demand transacts fast… if it takes forever it is cause it aint going anywhere
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@FriendlyCapMgmt
Friendly Capital Management
1 year
@MikePMoffatt Why not simply rent? I honestly dont get the problem. Why do you need to own a house at 24 years of age? Wtf is this entitlement?
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@FriendlyCapMgmt
Friendly Capital Management
1 year
@kaposi_david @popalorena @WTA Incredibly bad take dude
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@FriendlyCapMgmt
Friendly Capital Management
11 months
@OderLackschuh @ainyrockstar „Der normale bürger wird ständig angezeigt“
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@FriendlyCapMgmt
Friendly Capital Management
6 months
Q1 2024: FCM Portfolio: +22.5% SPXTR: +10.6% Nasdaq: +9.3% Since inception: FCM Portfolio: +34.4% SPXTR: +14.3% Nasdaq: +6.8% All time main contributors: $KSPI, $GLASF, $VAL, $U.UN, $IBIT All time main detractors: $ATTOF, $APPS, $VRNO, $AYRWF, $SAVE
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@FriendlyCapMgmt
Friendly Capital Management
1 year
@ericnuttall Hahahahahahahahahahahahahahahahahahahaahahahahahahahahahahahahaahahahahahahahahahahahahaha No.
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@FriendlyCapMgmt
Friendly Capital Management
1 year
Absolutely no one on #fintwit talks about $BABA anymore. Probably means that longs will do well from here
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@FriendlyCapMgmt
Friendly Capital Management
8 months
Reading the comments on this writeup on $KSPI on Value Investors Club has me chuckling. "$KSPI can't multibag cause it's market cap is 10% of Kazakh GDP" May I introduce Novo Nordisk to you? NN's market cap is > 100% of Danish GDP... and nobody cares?
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@FriendlyCapMgmt
Friendly Capital Management
11 months
$ALTO OH MY GOD. ATROCIOUS EARNINGS. How is it possible to have so much incompetence in a single management team? Fire them all. I am disgusted.
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@FriendlyCapMgmt
Friendly Capital Management
1 year
@ViewFromTheQ 👏🏻👏🏻👏🏻 @Wimbledon great job fucking over 5000+ people. Been to #Wimbledon many, many times, always queued. Today will have been my last time. Absolutely disgraceful experience today and terrible way of managing through this. Please resign guys
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@FriendlyCapMgmt
Friendly Capital Management
24 days
If you sold $DRX.TO today I’d like to hear from you to understand the reasoning behind the decision. Please slide into my DMs or comment below. Thanks. 🙏🏼
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@FriendlyCapMgmt
Friendly Capital Management
3 years
@FocusedCompound I was shocked when I read the book. Luckily (for most of us) the research ja severely flawed: so no reason to stress about it really.
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@FriendlyCapMgmt
Friendly Capital Management
7 years
@PeterLBrandt ...with hindsight. Everyone can take a graph of past data and add some lines and arrows to it. Why don't you add some dashed lines forecasting how bitcoin will trade the next 12 months and then we'll talk one year from now. If you can't do that, what's the point?
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@FriendlyCapMgmt
Friendly Capital Management
10 days
… and boom just like that #China became #investable again Monkeys will do monkey things $BABA $JD $PDD
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@FriendlyCapMgmt
Friendly Capital Management
1 year
@afterinvestor I have a feeling this tweet won‘t age well
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@FriendlyCapMgmt
Friendly Capital Management
1 month
Guy magically owns the 5 best performing stocks this year. Tweets about it. Since then: Down 60pc Down 16pc Down 34pc Down 15pc Down 8pc SPY +1pc 🤡🤡🤡
@thexcapitalist
Oguz O. | 𝕏 Capitalist 💸
4 months
5 best performing stocks in my portfolio: (Thread 🧵) 1. $ALAR NetNut, its main business, is one of the largest providers in web data collection space. The stock is up 233% year-to-date and I think it’ll keep on this trend as AI training requires scraping more and more data.
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@FriendlyCapMgmt
Friendly Capital Management
2 years
$BTU up 9% All these guys taking victory laps this morning for having sold $BTU yesterday to buy $WHC now slowly deleting their tweets. Funny. Just own both and stop splitting hairs? $BTU management fucking shareholders over is priced in.
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@FriendlyCapMgmt
Friendly Capital Management
1 month
Besides having lost money on $CPH.TO, I have am now also in the red on $RGS (despite having had a position before the refi!) Technically the money isn't lost, as I am not a seller here, but I do feel extremely stupid nonetheless Portfolio -15% from the peak Yolo... I guess?
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@FriendlyCapMgmt
Friendly Capital Management
23 days
$DRX.TO May I remind the people shitting on the backlog that it is 10% HIGHER than it was after the Q2 2023 release? FFS this is a lumpy business and they are in several final negotiations as explicitly confirmed in the conference call. Announcements are forthcoming. (1/n)
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@FriendlyCapMgmt
Friendly Capital Management
26 days
Ok I might have to go long $CPRI now
@SquawkStreet
Squawk on the Street
6 months
“I’m for the FTC on this” - @JimCramer After the FTC sued to block Tapestry’s $8.5 billion deal for Capri Holdings, @DavidFaber and @JimCramer break down the suit and what it means for the consumer $TPR $CPRI
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@FriendlyCapMgmt
Friendly Capital Management
7 years
@PeterLBrandt And I, Sir, misspelled "misspelled" as "mispelled". Nobody is perfect, duh.
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@FriendlyCapMgmt
Friendly Capital Management
24 days
I think these $DRX.TO results are really good. The revenue delay is unfortunate but shouldn't really matter. The margin expansion blew my expectations. Less than 6x P/E for a business that is growing DDs and has a year's worth contracted backlog.
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@FriendlyCapMgmt
Friendly Capital Management
11 months
@puppyeh1 Please get the entire $ALTO mgmt team fired and the company sold. This level of incompetence is unacceptable.
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@FriendlyCapMgmt
Friendly Capital Management
7 years
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@FriendlyCapMgmt
Friendly Capital Management
1 month
Boy has it gotten quiet around $ALAR
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@FriendlyCapMgmt
Friendly Capital Management
3 months
The $RCM situation went from "good" to "ouch" to "wonderful" in one week. What a rollercoaster! I wish I had been in the room when TCP-ASC and NM were discussing their joint bid. I wonder what derailed those discussions. The situation right now feels like a glitch in the matrix.
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@FriendlyCapMgmt
Friendly Capital Management
3 years
@puppyeh1 $HRBR probably
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@FriendlyCapMgmt
Friendly Capital Management
2 months
The $APP AH reaction is stupid. Would be a buyer here if I had any cash left
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@FriendlyCapMgmt
Friendly Capital Management
1 year
@Bundeskanzler Olaf, was werden Antisemiten in Zukunft zu befürchten haben? Deine Worte klingen gut, aber was bedeutet das konkret? Wie wird zukünftig mit den Leuten umgegangen die auf den Straßen die Taten der Hamas feiern? Was hast du konkret mit denen vor?
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@FriendlyCapMgmt
Friendly Capital Management
7 years
@AriDavidPaul @ozrpkr @Bitfinexed "Wire you $1m on Monday" What is this? I thought this is #crypto . We don't wire USD. We send $1m USD worth of $BTC. And we do it within a few minutes and on the weekend. For free. Because we can. If we still wire $1m the traditional way, then... what's the point of all this?
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@FriendlyCapMgmt
Friendly Capital Management
2 years
@aaronvalue If $GLASF becomes a 10bagger, all will be forgiven
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@FriendlyCapMgmt
Friendly Capital Management
1 year
@TuckerGoodrich How are medical reversals a bad thing? Is it not good that he changes his opinion in light of new facts and data?
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@FriendlyCapMgmt
Friendly Capital Management
1 year
@keinSpekulant Hahahaha was ein Spast 😂😂 Unglaublich, was es für Leute gibt. Nix erreicht, aber Buch schreiben. „Wirtschaftselite“ 🤣 Die Welt wird immer absurder.
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@FriendlyCapMgmt
Friendly Capital Management
2 months
That feeling, when you keep buying and upsizing positions only to be scared after market close thinking "omg what have I done?" $RGS $DRX.TO (Clear sign that I need to grow some balls)
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@FriendlyCapMgmt
Friendly Capital Management
3 months
Massive gratitude to @rubicon59 @finance_schmidt @LaughingH20Cap @ToffCap @alexeliasson @PFHCapital - all of you have inspired the positions which drove most of the performance. I am standing on the shoulders of giants! Thank you!
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@FriendlyCapMgmt
Friendly Capital Management
2 months
@Tasso2000 Wieso ist er ein Demokratiefeind? Der Begriff wird sehr liberal verwendet heutzutage…?
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@FriendlyCapMgmt
Friendly Capital Management
2 years
$ATTO management team is a group of clowns. 🤡 Instead of doing the kitchen sink move at the Q1 release which would have been a no-regret move since Q1 was so awful to begin with, they maintained guidance then... just to lower guidance today at the Q2 release. Idiotic.
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@FriendlyCapMgmt
Friendly Capital Management
1 month
@ToffCap I know the bulls don’t like this answer but it was just a really expensive stock 6 months ago. The issue is people paid to much for the shares earlier and got drunk on their own kool-aid
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@FriendlyCapMgmt
Friendly Capital Management
11 months
@pip_net @db7_investing Sorry ich folge dir nicht und kenne den podcast auch nicht. Hab den post nur zufällig auf meiner timeline gesehen und da wurde ja implizit nahe gelegt, dass du auch so ein Thelenclown bist. Um das zu verifizieren würde mir deine Performance von 2020, 21, 22 und YTD helfen
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@FriendlyCapMgmt
Friendly Capital Management
1 year
$KSPI WHOOP WHOOP 🙌
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@FriendlyCapMgmt
Friendly Capital Management
2 months
$SUP down 10% here is interesting Debt will be refinanced within „a couple weeks“ Not financial advice
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@FriendlyCapMgmt
Friendly Capital Management
1 year
@hkuppy Roughly as useless as these clowns 🤡
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@FriendlyCapMgmt
Friendly Capital Management
5 years
@EnigmaMPC You guys are such scammers, I hope you end in jail where you belong.
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@FriendlyCapMgmt
Friendly Capital Management
7 years
@thecryptofam True. Bitcoin is the only coin that matters. Deep down we all know this.
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@FriendlyCapMgmt
Friendly Capital Management
6 years
@galaxybtc @LocalBitcoins lol a few million dollar weekly volume is like a drop of water in the desert. but nice try feeding the hype machine
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@FriendlyCapMgmt
Friendly Capital Management
1 year
@keinSpekulant Long PAH3 short TSLA, that’s the trade for the next 12-24 months
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@FriendlyCapMgmt
Friendly Capital Management
1 month
$BRMI.TO LFG I want to see 9542 shares cancelled every single day for the next year.
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@FriendlyCapMgmt
Friendly Capital Management
3 years
@marketplunger1 As a German, I am surprised
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@FriendlyCapMgmt
Friendly Capital Management
1 year
@DV_Situations Would love to hear the devil‘s advocate position on why not to buy $PAH3 here
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@FriendlyCapMgmt
Friendly Capital Management
10 months
@MontyDelMuro Am erstaunlichsten finde ich, dass du den Käse, den du in die Welt setzt, echt zu glauben scheinst. Wahnsinn was so eine Sekte über Jahre an Gehirnzerstörung anrichten kann.
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@FriendlyCapMgmt
Friendly Capital Management
1 year
$KSPI finally 3 digits again. 😍
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@FriendlyCapMgmt
Friendly Capital Management
18 days
To address inbounds I have received on $BRMI.TO: I do not KNOW whether mgmt repurchases shares currently under the new NCIB I am SPECULATING that they are though, given the 4xing of the NCIB, the language in the MDA, the disappearance of the words "M&A" etc (1/4)
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@FriendlyCapMgmt
Friendly Capital Management
5 months
@davidein @j_fishback Great response. Also is „misunderestimate“ a word? Asking for a friend.
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@FriendlyCapMgmt
Friendly Capital Management
26 days
It's always the stocks you wanted to sell the most that sell off the hardest ... and that's why you don't sell them and they remain in the portfolio :-)
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@FriendlyCapMgmt
Friendly Capital Management
2 years
$ATTO Kyma Capital still buying…
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@FriendlyCapMgmt
Friendly Capital Management
7 years
@tetherprinter So now @bitfinex is mocking us. Great.
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@FriendlyCapMgmt
Friendly Capital Management
1 year
$oil ticker is broken. It's showing as green on my screen. Surely this can't be right. #OOTT
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@FriendlyCapMgmt
Friendly Capital Management
11 days
#Fintwit pls help: How do I get rid off these “Trading Central” and “The economy matters”, type of news items on #InteractiveBrokers ? I have already marked many of them with “👎🏻 less of this” but to no avail. I want the default setting to be just real news (releases, filings)
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@FriendlyCapMgmt
Friendly Capital Management
1 year
@iramneek The ironic thing is the entire thread is in effect a sales pitch for his valuation class 😂
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@FriendlyCapMgmt
Friendly Capital Management
27 days
@1234Fit Kann mir bitte jmd das dritte Bild erklären?
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@FriendlyCapMgmt
Friendly Capital Management
11 months
PSA: If your stock is up more than 10% today, it's a shitco You're welcome $JAKK is the obvious exception
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@FriendlyCapMgmt
Friendly Capital Management
18 days
$IWG might be the one stock in the universe that #fintwit can't push up, no matter how many very bullish write-ups by big accounts are published on the name. I find that very curious. Why is that?
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@FriendlyCapMgmt
Friendly Capital Management
8 months
$IWG @ 2GBP LFG
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@FriendlyCapMgmt
Friendly Capital Management
7 years
@chiefynduom @paulkrugman @Nouriel @BlackGirlsCode Intellectuals-yet-idiots like them feel entitled to run our lives but would never put skin in the game. @Nouriel and @paulkrugman pathologize us for doing things they don't "get" and they don't even consider that it's their understanding that may be limited. Great idea though!
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@FriendlyCapMgmt
Friendly Capital Management
7 years
@tetherprinter We're missing 9 zeros please
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@FriendlyCapMgmt
Friendly Capital Management
11 months
Sold $ALTO pre market. Result: a tiny 2% profit on the position. As of close last night, I was up 120% on it. Feels terrible but I have ZERO confidence in management. And I expect there will be a massive seller overhang in the coming days. No use staying around.
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@FriendlyCapMgmt
Friendly Capital Management
7 years
@Crypto_Ed_NL @The_Blocknet lol. this is golden. you recommend buying countless shitcoins and other vaporware that have next to no fundamentals... and you dare calling a project a "joke" which is actually developing something profound and meaningful just because it`s dollar price hasn`t changed in 3 months
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@FriendlyCapMgmt
Friendly Capital Management
2 months
$GLASF $KSPI $DRX.TO $RGS $NN
@evfcfaddict
Andy
2 months
Mine: $DUR.AX $DR.TO $KITW.L $PLX.PA $SUP.L What are yours?
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@FriendlyCapMgmt
Friendly Capital Management
1 year
@ainyrockstar @Tareq_Alaows Haha deine antwort hat einfach mal mehr likes als der original tweet 👌🏻👏🏻
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@FriendlyCapMgmt
Friendly Capital Management
3 months
@Hoellenaufsicht Er hat geweint weil Annalena und du trotz Klimakrise fliegen 😢
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@FriendlyCapMgmt
Friendly Capital Management
2 months
@Tasso2000 Wo hat er es gesagt/angekündigt? Worauf fußt diese Behauptung?
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@FriendlyCapMgmt
Friendly Capital Management
2 months
@ainyrockstar Das unterstütze ich sehr gerne! Danke für deine Arbeit!
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@FriendlyCapMgmt
Friendly Capital Management
2 months
@Tasso2000 Wenn es so offensichtlich ist, dann wirds ja sicherlich ein leichtes für Sie sein, eine Aussage von Trump dazu zu verlinken Ich warte :)
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@FriendlyCapMgmt
Friendly Capital Management
2 years
@BillAckman @JMihaljevic @Visa Thank you Bill, for using your platform to draw attention to this. The world needs more people like you.
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@FriendlyCapMgmt
Friendly Capital Management
7 months
@keinSpekulant @echtgeldtv Wieder mal ein schönes Beispiel warum Lack saufen einfach keine gute Idee ist.
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@FriendlyCapMgmt
Friendly Capital Management
1 year
@marketplunger1 @puppyeh1 Please have him talk about $EML.AX and his thoughts on $SMR VS $WHC VS $YAL
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@FriendlyCapMgmt
Friendly Capital Management
6 years
@ToneVays @a9502b2a @JWWeatherman_ An unregulated market like crypto with people wildly printing their own money everywhere (tether and others) using it to pump and dump - how can you stand here and say "I have not seen much manipulation". You've got to be joking....
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@FriendlyCapMgmt
Friendly Capital Management
2 months
@evfcfaddict I don't understand why one would have big exposure to European companies (I say this as a European). If one is not from here, one may be forgiven for the ignorance, but otherwise one should know that the economy here just sucks Bureaucratic, sluggish, not hungry = Europe
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@FriendlyCapMgmt
Friendly Capital Management
25 days
What‘s going on with $WOW WideOpenWest? Market saying no higher bid?
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@FriendlyCapMgmt
Friendly Capital Management
1 year
@marketplunger1 @paulg $8. Any reason for paying? Genuinely curious.
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@FriendlyCapMgmt
Friendly Capital Management
2 years
@aaronvalue @grahamfarrar So prices should be moving up across the board?
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@FriendlyCapMgmt
Friendly Capital Management
3 years
@puppyeh1 Glad to hear it! Try $3328 - strong growth, consolidated financials not helping to tell the story, incubation portfolio valued at zero. Tokopedia stake roughly equates to the entire market cap of the company. Have you looked at that one before?
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