Dru(n)ckenBuffett
druckenbuffett.bsky.social
Dru(n)ckenBuffett
@druckenbuffett.bsky.social
🌟 Investor blending Buffett's value wisdom 📈 with Druck's macro mastery 🌍 | 🛠️ Patience meets precision | 🎯 Finding asymmetric opportunities in a complex world | 📚 Student of markets | 📊 Long-term focus, agile execution.
Pinned
Investment Philosophy:

A hybrid strategy blending Druckenmiller's reflexivity with Buffett's deep value principles:
- Core Portfolio (60%): 5-10 positions in fundamentally undervalued companies, supported by technical signals for optimal entry.

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First candidate Xiaomi: $1810.HK
Q3 2024 results showa 30.5% revenue increase, driven by robust smartphone and EV sales.
Technically, the first cup-and-handle pattern has completed, with a second forming, indicating a bullish opportunity supported by strong fundamentals.
December 5, 2024 at 8:58 AM
Investment Philosophy:

A hybrid strategy blending Druckenmiller's reflexivity with Buffett's deep value principles:
- Core Portfolio (60%): 5-10 positions in fundamentally undervalued companies, supported by technical signals for optimal entry.

1/
November 23, 2024 at 11:17 AM