Sirin
@sirindude.bsky.social
working on sleeping well and reading in the train
My favorite (childhood) ponzi scheme just imploded.
I felt bad for missing out on all the returns.
But it turns out, the marketcap was mostly the bezzel.
I felt bad for missing out on all the returns.
But it turns out, the marketcap was mostly the bezzel.
Follow me for more fringe ponzi scheme investing content.
If you were wondering, these weapon skins are not functional and just a "flex", just like so many real life things.
#csgo #cs2 #csskins #csgoinvesting #ponzischeme
If you were wondering, these weapon skins are not functional and just a "flex", just like so many real life things.
#csgo #cs2 #csskins #csgoinvesting #ponzischeme
October 24, 2025 at 7:23 PM
My favorite (childhood) ponzi scheme just imploded.
I felt bad for missing out on all the returns.
But it turns out, the marketcap was mostly the bezzel.
I felt bad for missing out on all the returns.
But it turns out, the marketcap was mostly the bezzel.
Q4 2025 - Portfolio Update
YTD Total Return: +14.86% (in CHF)
- Positions -
Atlas Pearls $ATP.AX - 19.4%
Kuros Biosciences $KURN.SW - 17.2%
Campine $CAMP.BE / $CAMB.BR - 14.3%
Wallenius Wilhelmsen $WAWI.OL - 12.5%
3i Group $III.L - 11.8%
Alphabet $GOOG / $GOOGL - 7.8%
(1/2)
YTD Total Return: +14.86% (in CHF)
- Positions -
Atlas Pearls $ATP.AX - 19.4%
Kuros Biosciences $KURN.SW - 17.2%
Campine $CAMP.BE / $CAMB.BR - 14.3%
Wallenius Wilhelmsen $WAWI.OL - 12.5%
3i Group $III.L - 11.8%
Alphabet $GOOG / $GOOGL - 7.8%
(1/2)
October 19, 2025 at 7:14 AM
Q4 2025 - Portfolio Update
YTD Total Return: +14.86% (in CHF)
- Positions -
Atlas Pearls $ATP.AX - 19.4%
Kuros Biosciences $KURN.SW - 17.2%
Campine $CAMP.BE / $CAMB.BR - 14.3%
Wallenius Wilhelmsen $WAWI.OL - 12.5%
3i Group $III.L - 11.8%
Alphabet $GOOG / $GOOGL - 7.8%
(1/2)
YTD Total Return: +14.86% (in CHF)
- Positions -
Atlas Pearls $ATP.AX - 19.4%
Kuros Biosciences $KURN.SW - 17.2%
Campine $CAMP.BE / $CAMB.BR - 14.3%
Wallenius Wilhelmsen $WAWI.OL - 12.5%
3i Group $III.L - 11.8%
Alphabet $GOOG / $GOOGL - 7.8%
(1/2)
new gamba hobby:
"Tokenomics Value Fund"
-> my vault on Hyperliquid
- 87 trading days
- 67.1% total return
- Sharpe: 4.15
- Sortino: 8.5
- Calmar: 97.4
- Vol p.a: 54.1%
- max drawdown: -7.52%
Benchmarked against $BTC
- Alpha: 2.05
- Beta: -0.57
- Corr: -0.35
current investment limit:
15'500$
"Tokenomics Value Fund"
-> my vault on Hyperliquid
- 87 trading days
- 67.1% total return
- Sharpe: 4.15
- Sortino: 8.5
- Calmar: 97.4
- Vol p.a: 54.1%
- max drawdown: -7.52%
Benchmarked against $BTC
- Alpha: 2.05
- Beta: -0.57
- Corr: -0.35
current investment limit:
15'500$
October 18, 2025 at 12:18 PM
new gamba hobby:
"Tokenomics Value Fund"
-> my vault on Hyperliquid
- 87 trading days
- 67.1% total return
- Sharpe: 4.15
- Sortino: 8.5
- Calmar: 97.4
- Vol p.a: 54.1%
- max drawdown: -7.52%
Benchmarked against $BTC
- Alpha: 2.05
- Beta: -0.57
- Corr: -0.35
current investment limit:
15'500$
"Tokenomics Value Fund"
-> my vault on Hyperliquid
- 87 trading days
- 67.1% total return
- Sharpe: 4.15
- Sortino: 8.5
- Calmar: 97.4
- Vol p.a: 54.1%
- max drawdown: -7.52%
Benchmarked against $BTC
- Alpha: 2.05
- Beta: -0.57
- Corr: -0.35
current investment limit:
15'500$
Anyone else find Swiss public transport pricing unnecessarily complicated?
- GA Travelcard (simple but CHF 4,000)
- Point-to-point travelcards
- Half Fare Plus with the prepaid reload discounts
- Or sticking with regular Half Fare Travelcard
simple solution:
sirindudler.github.io/SBB-Travelca...
- GA Travelcard (simple but CHF 4,000)
- Point-to-point travelcards
- Half Fare Plus with the prepaid reload discounts
- Or sticking with regular Half Fare Travelcard
simple solution:
sirindudler.github.io/SBB-Travelca...
August 7, 2025 at 7:43 PM
Anyone else find Swiss public transport pricing unnecessarily complicated?
- GA Travelcard (simple but CHF 4,000)
- Point-to-point travelcards
- Half Fare Plus with the prepaid reload discounts
- Or sticking with regular Half Fare Travelcard
simple solution:
sirindudler.github.io/SBB-Travelca...
- GA Travelcard (simple but CHF 4,000)
- Point-to-point travelcards
- Half Fare Plus with the prepaid reload discounts
- Or sticking with regular Half Fare Travelcard
simple solution:
sirindudler.github.io/SBB-Travelca...
@nonzerosumjames.bsky.social Hey, do you by chance have a blogpost or podcast episode on effective altruism or similar?
July 14, 2025 at 6:49 PM
@nonzerosumjames.bsky.social Hey, do you by chance have a blogpost or podcast episode on effective altruism or similar?
CSGO/CS2 investing - exhibit 1
In late October '23 I bought this arguably good looking, but objectively very rare skin from a friend for 50 CHF.
In March '25 sold the item sucessfully on csfloat (skin for cash platform), but stupidly missed the notification email.
The transaction was cancelled.
In late October '23 I bought this arguably good looking, but objectively very rare skin from a friend for 50 CHF.
In March '25 sold the item sucessfully on csfloat (skin for cash platform), but stupidly missed the notification email.
The transaction was cancelled.
July 13, 2025 at 8:50 PM
CSGO/CS2 investing - exhibit 1
In late October '23 I bought this arguably good looking, but objectively very rare skin from a friend for 50 CHF.
In March '25 sold the item sucessfully on csfloat (skin for cash platform), but stupidly missed the notification email.
The transaction was cancelled.
In late October '23 I bought this arguably good looking, but objectively very rare skin from a friend for 50 CHF.
In March '25 sold the item sucessfully on csfloat (skin for cash platform), but stupidly missed the notification email.
The transaction was cancelled.
Q1 2025 Porfolio Snapshot
(excl. ETF's and alternatives) (1/3)
Berkshire Hathaway (BRK-B) - 13.1%
AVI Global Trust (AGT.L) - 12.6%
3i Group (III.L) - 9.8%
Atlas Pearls (ATP.AX) - 7.0%
Bure Equity (BURE.ST) - 6.9%
(excl. ETF's and alternatives) (1/3)
Berkshire Hathaway (BRK-B) - 13.1%
AVI Global Trust (AGT.L) - 12.6%
3i Group (III.L) - 9.8%
Atlas Pearls (ATP.AX) - 7.0%
Bure Equity (BURE.ST) - 6.9%
February 4, 2025 at 10:00 PM
Q1 2025 Porfolio Snapshot
(excl. ETF's and alternatives) (1/3)
Berkshire Hathaway (BRK-B) - 13.1%
AVI Global Trust (AGT.L) - 12.6%
3i Group (III.L) - 9.8%
Atlas Pearls (ATP.AX) - 7.0%
Bure Equity (BURE.ST) - 6.9%
(excl. ETF's and alternatives) (1/3)
Berkshire Hathaway (BRK-B) - 13.1%
AVI Global Trust (AGT.L) - 12.6%
3i Group (III.L) - 9.8%
Atlas Pearls (ATP.AX) - 7.0%
Bure Equity (BURE.ST) - 6.9%
close enough, welcome back michael burry!
January 27, 2025 at 9:11 PM
close enough, welcome back michael burry!
@berkshire-haddaway.bsky.social
Can you help me understand "MPH Health Care AG" (93M1.F)
-> 100M mcap, 300m NAV
Is this possible, is the complicated holding structure here a possibility to inflate NAV values?
Thank you for your time
Can you help me understand "MPH Health Care AG" (93M1.F)
-> 100M mcap, 300m NAV
Is this possible, is the complicated holding structure here a possibility to inflate NAV values?
Thank you for your time
January 18, 2025 at 7:20 PM
@berkshire-haddaway.bsky.social
Can you help me understand "MPH Health Care AG" (93M1.F)
-> 100M mcap, 300m NAV
Is this possible, is the complicated holding structure here a possibility to inflate NAV values?
Thank you for your time
Can you help me understand "MPH Health Care AG" (93M1.F)
-> 100M mcap, 300m NAV
Is this possible, is the complicated holding structure here a possibility to inflate NAV values?
Thank you for your time
Reposted by Sirin
www.frieslandcampina.com/news/friesla...
Creating a 14bn€ revenue milk/cheese giant (unlisted)
Not actionable, except cheese not uniteresting at the moment (take-private of Unibel, and Emmi at 5y-lows...)
Creating a 14bn€ revenue milk/cheese giant (unlisted)
Not actionable, except cheese not uniteresting at the moment (take-private of Unibel, and Emmi at 5y-lows...)
December 19, 2024 at 11:32 AM
www.frieslandcampina.com/news/friesla...
Creating a 14bn€ revenue milk/cheese giant (unlisted)
Not actionable, except cheese not uniteresting at the moment (take-private of Unibel, and Emmi at 5y-lows...)
Creating a 14bn€ revenue milk/cheese giant (unlisted)
Not actionable, except cheese not uniteresting at the moment (take-private of Unibel, and Emmi at 5y-lows...)
Decent writeup of T-Mobile
But, lack of valuation, shareholder structure.
Not a unique idea yet, needs a compelling story!
Try to cohesively explain, why the company is misunderstood by the market, how is FCF-yield comparing to comps?
And as always:
WHAT ARE THE CATALYSTS?
#valueinvestorsclub
But, lack of valuation, shareholder structure.
Not a unique idea yet, needs a compelling story!
Try to cohesively explain, why the company is misunderstood by the market, how is FCF-yield comparing to comps?
And as always:
WHAT ARE THE CATALYSTS?
#valueinvestorsclub
December 8, 2024 at 1:25 AM
Decent writeup of T-Mobile
But, lack of valuation, shareholder structure.
Not a unique idea yet, needs a compelling story!
Try to cohesively explain, why the company is misunderstood by the market, how is FCF-yield comparing to comps?
And as always:
WHAT ARE THE CATALYSTS?
#valueinvestorsclub
But, lack of valuation, shareholder structure.
Not a unique idea yet, needs a compelling story!
Try to cohesively explain, why the company is misunderstood by the market, how is FCF-yield comparing to comps?
And as always:
WHAT ARE THE CATALYSTS?
#valueinvestorsclub
