Abroninvestor
@abroninvestor.bsky.social
Long time value investor. We run East 72 Dynasty Trust. Information on here is not advice, not tailored to your circumstances but we take all care in its preparation. We accept no liability.
East 72 Dynasty Trust quarterly report features Avation PLC which is one of only a handful of sitcraft leasing companies which sre publicly listed in a TRILLION DOLLAR+ global industry. east72.com.au/wp-content/u...
east72.com.au
April 19, 2025 at 2:06 AM
East 72 Dynasty Trust quarterly report features Avation PLC which is one of only a handful of sitcraft leasing companies which sre publicly listed in a TRILLION DOLLAR+ global industry. east72.com.au/wp-content/u...
HAL Trust. From the other platform due to character restrictions on here. Things have turned
March 28, 2025 at 4:36 AM
HAL Trust. From the other platform due to character restrictions on here. Things have turned
HAL Trust piece from the other platform
March 10, 2025 at 4:35 AM
HAL Trust piece from the other platform
Good luck in the next 24-36 hours to all my financial socials friends in Queensland & Northern NSW. Thinking of you - stay safe as best you can. Preserve yourself, not things. They can be replaced.
March 6, 2025 at 2:30 AM
Good luck in the next 24-36 hours to all my financial socials friends in Queensland & Northern NSW. Thinking of you - stay safe as best you can. Preserve yourself, not things. They can be replaced.
Any crypto ANALYSTS (not spruikers) able to explain why ethereum down 40% since midDecember? Genuine question. Won’t bite
February 25, 2025 at 9:36 AM
Any crypto ANALYSTS (not spruikers) able to explain why ethereum down 40% since midDecember? Genuine question. Won’t bite
When people want to charge me the same price per annum as
@bloomberg.com for their substack or the new "Rampart" at 2.7x Bloomberg, I'll take Mike's option every time. Some of these new "content" businesses are stretching the envelope, when you add it to other non-financial subs in your life.
@bloomberg.com for their substack or the new "Rampart" at 2.7x Bloomberg, I'll take Mike's option every time. Some of these new "content" businesses are stretching the envelope, when you add it to other non-financial subs in your life.
February 25, 2025 at 1:29 AM
When people want to charge me the same price per annum as
@bloomberg.com for their substack or the new "Rampart" at 2.7x Bloomberg, I'll take Mike's option every time. Some of these new "content" businesses are stretching the envelope, when you add it to other non-financial subs in your life.
@bloomberg.com for their substack or the new "Rampart" at 2.7x Bloomberg, I'll take Mike's option every time. Some of these new "content" businesses are stretching the envelope, when you add it to other non-financial subs in your life.
This is fantastic. Love it.
I think every designer should write a love letter to a font at least once in their lifetime.
This is mine: A 150-year-old font you have likely never heard of, and one you probably saw earlier today.
aresluna.org/the-hardest-...
This is mine: A 150-year-old font you have likely never heard of, and one you probably saw earlier today.
aresluna.org/the-hardest-...
The hardest working font in Manhattan
A story of a 150-year-old font you have never heard of – and one you probably saw earlier today.
aresluna.org
February 23, 2025 at 11:26 PM
This is fantastic. Love it.
@frvalue.bsky.social substack piece on $MC.PA and $RMS.PA (LVMH and Hermes) short but meaningful read. substack.com/home/post/p-...
Hermès vs. LVMH : A Case Study in Successful Defense of Permanent Capital and Heritage
The Genesis of the Conflict
substack.com
February 16, 2025 at 9:59 AM
@frvalue.bsky.social substack piece on $MC.PA and $RMS.PA (LVMH and Hermes) short but meaningful read. substack.com/home/post/p-...
Link to the Zoom video of the East 72 Dynasty Trust presentation PASSCODE M#3gFmyv us02web.zoom.us/rec/componen...
Video Conferencing, Web Conferencing, Webinars, Screen Sharing
Zoom is the leader in modern enterprise video communications, with an easy, reliable cloud platform for video and audio conferencing, chat, and webinars across mobile, desktop, and room systems. Zoom ...
us02web.zoom.us
February 14, 2025 at 4:54 AM
Link to the Zoom video of the East 72 Dynasty Trust presentation PASSCODE M#3gFmyv us02web.zoom.us/rec/componen...
East 72 Dynasty Trust investment presentation "Themes & Lessons from our first two years" slides available below: east72.com.au/wp-content/u...
east72.com.au
February 14, 2025 at 4:53 AM
East 72 Dynasty Trust investment presentation "Themes & Lessons from our first two years" slides available below: east72.com.au/wp-content/u...
@ledzeppelin.bsky.social movie is so well done. Loved it. Some of the archival stuff is remarkable especially their first tour in Scandinavia still as the Yardbirds. Effort to put this together, just covering the period to 9 January 1970. See it if you’re over 50. If you’re not, that’s your problem!
February 8, 2025 at 6:41 AM
@ledzeppelin.bsky.social movie is so well done. Loved it. Some of the archival stuff is remarkable especially their first tour in Scandinavia still as the Yardbirds. Effort to put this together, just covering the period to 9 January 1970. See it if you’re over 50. If you’re not, that’s your problem!
Looking at the lessons since we established East 72 Dynasty Trust in late 2022 and their relevance in the prevailing environment. We will be recording the webinar and will post afterwards together with the material. The usual caveats apply.
us02web.zoom.us/j/8671752366...
us02web.zoom.us/j/8671752366...
February 6, 2025 at 4:00 AM
Looking at the lessons since we established East 72 Dynasty Trust in late 2022 and their relevance in the prevailing environment. We will be recording the webinar and will post afterwards together with the material. The usual caveats apply.
us02web.zoom.us/j/8671752366...
us02web.zoom.us/j/8671752366...
Gee the ABS CPI data weights need a bit of shaking up when they show Oz inflation at 2.5 - 3.6% (choose your measure). My car insurance up a mere 25.9% CAGR 2023-25 (Feb renewal, comparable agreed value). Discussed it on IT related stuff. What's in ABS data? buggy whips? newspapers? potted meat?
February 4, 2025 at 4:59 AM
Gee the ABS CPI data weights need a bit of shaking up when they show Oz inflation at 2.5 - 3.6% (choose your measure). My car insurance up a mere 25.9% CAGR 2023-25 (Feb renewal, comparable agreed value). Discussed it on IT related stuff. What's in ABS data? buggy whips? newspapers? potted meat?
East 72 Dynasty Trust January 2025 NTA sheet link (+1.96%month; 18.9% R12). All three largest monthly contributors based in Switzerland (CFR, SRAD (NASDAQ listed) and AVOL). One divestment of note + one new purchase. east72.com.au/wp-content/u...
east72.com.au
February 3, 2025 at 12:25 AM
East 72 Dynasty Trust January 2025 NTA sheet link (+1.96%month; 18.9% R12). All three largest monthly contributors based in Switzerland (CFR, SRAD (NASDAQ listed) and AVOL). One divestment of note + one new purchase. east72.com.au/wp-content/u...
Magellan part 3: We accept that key people leave from time to time but to write that up in this fashion suggests an emerging culture in which we don't want to invest. Exited yesterday: shares have run up this month, stretching contextual valuations. IMHO its PR dribble - write properly & honestly.
January 31, 2025 at 10:37 AM
Magellan part 3: We accept that key people leave from time to time but to write that up in this fashion suggests an emerging culture in which we don't want to invest. Exited yesterday: shares have run up this month, stretching contextual valuations. IMHO its PR dribble - write properly & honestly.
To contextualise criticism of $MFG.AX announcement: we have been happy shareholders & supportive of Formica. Average entry $7.73 + ~ $1.35 in dividends = good investment. We were amongst 1st to show potential value of Barrenjoey stake against THEN low market cap & exhorted not to sell it
January 31, 2025 at 10:35 AM
To contextualise criticism of $MFG.AX announcement: we have been happy shareholders & supportive of Formica. Average entry $7.73 + ~ $1.35 in dividends = good investment. We were amongst 1st to show potential value of Barrenjoey stake against THEN low market cap & exhorted not to sell it
$MFG.AX very critical of Magellan announcement yesterday. Placing the fact that head of Investments and Direct Manager for 43% of FuM will leave in6months in FINAL few paragraphs in favour of appointments of IR up front and below the appointment of an associate PM is NOT what investors want to see.
January 31, 2025 at 10:33 AM
$MFG.AX very critical of Magellan announcement yesterday. Placing the fact that head of Investments and Direct Manager for 43% of FuM will leave in6months in FINAL few paragraphs in favour of appointments of IR up front and below the appointment of an associate PM is NOT what investors want to see.
Doug Cifu from Virtu Financial happy to provide public performance reviews for ex-heads of SEC & FTC in the $VIRT call. "a jihad of enforcement on crypto". Mr Gensler & Ms Khan both scored an F.
@abroninvestor.bsky.social scored $VIRT an A+ for excellent results in a strong opportunity Nov&Dec
@abroninvestor.bsky.social scored $VIRT an A+ for excellent results in a strong opportunity Nov&Dec
January 30, 2025 at 12:14 AM
Doug Cifu from Virtu Financial happy to provide public performance reviews for ex-heads of SEC & FTC in the $VIRT call. "a jihad of enforcement on crypto". Mr Gensler & Ms Khan both scored an F.
@abroninvestor.bsky.social scored $VIRT an A+ for excellent results in a strong opportunity Nov&Dec
@abroninvestor.bsky.social scored $VIRT an A+ for excellent results in a strong opportunity Nov&Dec
@ryanairofficial.bsky.social Michael O'Leary tells it how it is at the company's Q3 results x.com/i/status/188...
x.com
x.com
January 30, 2025 at 12:11 AM
@ryanairofficial.bsky.social Michael O'Leary tells it how it is at the company's Q3 results x.com/i/status/188...
How much is Donnie spending on AI data centers again?? Looks like Xi's mates have his measure as usual.
January 27, 2025 at 9:14 AM
How much is Donnie spending on AI data centers again?? Looks like Xi's mates have his measure as usual.
I've run DeepSeek versus ChatGPT4.o to do a simple data extraction task from an image. No comparison. Our friends from Hangzhou win hands down.
January 27, 2025 at 9:13 AM
I've run DeepSeek versus ChatGPT4.o to do a simple data extraction task from an image. No comparison. Our friends from Hangzhou win hands down.
Wonder why stock futures are turning down sharply. Here's an interesting read on DeepSeek - no comment, just there for you reading. youtubetranscriptoptimizer.com/blog/05_the_...
The Short Case for Nvidia Stock
All the reasons why Nvidia will have a very hard time living up to the currently lofty expectations of the market.
youtubetranscriptoptimizer.com
January 27, 2025 at 9:10 AM
Wonder why stock futures are turning down sharply. Here's an interesting read on DeepSeek - no comment, just there for you reading. youtubetranscriptoptimizer.com/blog/05_the_...
BOLD PREDICTIONS 2025 with Equity Mates is out today with my thoughts on US equities, Aussie banks, alcohol and the strange ways President 47 can mess up your global portfolio whilst you sleep. And a very contrarian long. 14 predictions. open.spotify.com/episode/1dMe...
Expert: Andrew Brown - 14 Bold Predictions for 2025
Equity Mates Investing Podcast · Episode
open.spotify.com
January 23, 2025 at 1:23 AM
BOLD PREDICTIONS 2025 with Equity Mates is out today with my thoughts on US equities, Aussie banks, alcohol and the strange ways President 47 can mess up your global portfolio whilst you sleep. And a very contrarian long. 14 predictions. open.spotify.com/episode/1dMe...
EquityMates Bold Predictions 2025 (the sixth edition) is now in the can for processing and editing by the team and should be out on Thursday 23rd. There are 14 predictions. equitymates.com
January 21, 2025 at 12:15 AM
EquityMates Bold Predictions 2025 (the sixth edition) is now in the can for processing and editing by the team and should be out on Thursday 23rd. There are 14 predictions. equitymates.com
We have been patient investors for great reward in Canada’s E-L Financial Corp $ELF.TO & the associate Economic Investment Trust $EVT.TO More goodies today - $22.70 a share special dividend from EVT & mammoth special from ELF. The Jackman family are conservative but exceptional stewards of your $$
January 16, 2025 at 6:06 PM
We have been patient investors for great reward in Canada’s E-L Financial Corp $ELF.TO & the associate Economic Investment Trust $EVT.TO More goodies today - $22.70 a share special dividend from EVT & mammoth special from ELF. The Jackman family are conservative but exceptional stewards of your $$