Sirin
@sirindude.bsky.social
working on sleeping well and reading in the train
crypto and sports is always great.
FTX Arena
Crypto com Stadium
also just saw that tether has a $50m stake in juventus?
FTX Arena
Crypto com Stadium
also just saw that tether has a $50m stake in juventus?
November 10, 2025 at 10:54 AM
crypto and sports is always great.
FTX Arena
Crypto com Stadium
also just saw that tether has a $50m stake in juventus?
FTX Arena
Crypto com Stadium
also just saw that tether has a $50m stake in juventus?
Crocs $CROX - 7.6%
Chapters Group $CHG.DE - 7.2%
Berkshire Hathaway $BRK.B - 1.2%
- Note -
Very happy with the return, considering little Tech/AI Exposure.
Google was added end of Q3 and is up 38%.
(~15% outperformance) vs S&P, SPY YTD ~0% in CHF terms.
(2/2)
Chapters Group $CHG.DE - 7.2%
Berkshire Hathaway $BRK.B - 1.2%
- Note -
Very happy with the return, considering little Tech/AI Exposure.
Google was added end of Q3 and is up 38%.
(~15% outperformance) vs S&P, SPY YTD ~0% in CHF terms.
(2/2)
October 19, 2025 at 7:14 AM
Crocs $CROX - 7.6%
Chapters Group $CHG.DE - 7.2%
Berkshire Hathaway $BRK.B - 1.2%
- Note -
Very happy with the return, considering little Tech/AI Exposure.
Google was added end of Q3 and is up 38%.
(~15% outperformance) vs S&P, SPY YTD ~0% in CHF terms.
(2/2)
Chapters Group $CHG.DE - 7.2%
Berkshire Hathaway $BRK.B - 1.2%
- Note -
Very happy with the return, considering little Tech/AI Exposure.
Google was added end of Q3 and is up 38%.
(~15% outperformance) vs S&P, SPY YTD ~0% in CHF terms.
(2/2)
Will report back if I blew up EOY, fingers crossed
October 18, 2025 at 12:19 PM
Will report back if I blew up EOY, fingers crossed
Ah just realized, if you are not logged in, delay is 90 days.
Post is from August.
Post is from August.
October 4, 2025 at 9:50 PM
Ah just realized, if you are not logged in, delay is 90 days.
Post is from August.
Post is from August.
"I assume Jacobs exit is going to take place through placements rather than a takeover." 3/3
October 4, 2025 at 9:49 PM
"I assume Jacobs exit is going to take place through placements rather than a takeover." 3/3
"The reason Jacobs hired turnaround specialist Peter Feld was most likely to boost the share price for an eventual exit. The parallels with KKR’s investments in WMF and GfK cannot be ignored and are probably bullish, longer-term." 2/3
October 4, 2025 at 9:49 PM
"The reason Jacobs hired turnaround specialist Peter Feld was most likely to boost the share price for an eventual exit. The parallels with KKR’s investments in WMF and GfK cannot be ignored and are probably bullish, longer-term." 2/3
Maybe you are banned for knowing too much.
Here is the text I mentioned:
"30% shareholder Klaus Jacobs has been selling down his stake gradually, most recently between 2019 and 2021 when the stock traded above 20x EV/EBIT." 1/2
Here is the text I mentioned:
"30% shareholder Klaus Jacobs has been selling down his stake gradually, most recently between 2019 and 2021 when the stock traded above 20x EV/EBIT." 1/2
October 4, 2025 at 9:47 PM
Maybe you are banned for knowing too much.
Here is the text I mentioned:
"30% shareholder Klaus Jacobs has been selling down his stake gradually, most recently between 2019 and 2021 when the stock traded above 20x EV/EBIT." 1/2
Here is the text I mentioned:
"30% shareholder Klaus Jacobs has been selling down his stake gradually, most recently between 2019 and 2021 when the stock traded above 20x EV/EBIT." 1/2
The link is on VIC, free to read.
Just search for Barry Callebaut in the top right.
Just search for Barry Callebaut in the top right.
October 4, 2025 at 8:25 PM
The link is on VIC, free to read.
Just search for Barry Callebaut in the top right.
Just search for Barry Callebaut in the top right.
Just read this writeup and the author mentioned the jacobs planned exit, but was sure it would be placement.
valueinvestorsclub.com/idea/Barry_C...
valueinvestorsclub.com/idea/Barry_C...
Value Investors Club /
Where top investors share their best ideas
valueinvestorsclub.com
October 4, 2025 at 8:07 PM
Just read this writeup and the author mentioned the jacobs planned exit, but was sure it would be placement.
valueinvestorsclub.com/idea/Barry_C...
valueinvestorsclub.com/idea/Barry_C...
the „Bill Hwang ViacomCBS“-Dilemma
September 22, 2025 at 5:16 AM
the „Bill Hwang ViacomCBS“-Dilemma
too long, didn‘t read (myself)
August 28, 2025 at 8:44 AM
too long, didn‘t read (myself)
highscore + leaderboard?
looking very promising
looking very promising
August 22, 2025 at 7:09 AM
highscore + leaderboard?
looking very promising
looking very promising
If you need anything changed or have ideas for making this better, feel free to comment or create an issue/pr on github.
#swisspublictransport #switzerland #opensource #swisstech #imadethis
#swisspublictransport #switzerland #opensource #swisstech #imadethis
August 7, 2025 at 7:43 PM
If you need anything changed or have ideas for making this better, feel free to comment or create an issue/pr on github.
#swisspublictransport #switzerland #opensource #swisstech #imadethis
#swisspublictransport #switzerland #opensource #swisstech #imadethis
The real gains are the ESG ratings we gain along the way!
July 31, 2025 at 8:54 PM
The real gains are the ESG ratings we gain along the way!
just listened to this today, which reminded me of reading „going infinite“ and all my thoughts about it.
open.spotify.com/episode/4VLk...
open.spotify.com/episode/4VLk...
"I get in trouble when I say things like this" - Michael Lewis on Sam Bankman-Fried from Cautionary Tales
Against the Rules with Michael Lewis · Episode
open.spotify.com
July 14, 2025 at 7:26 PM
just listened to this today, which reminded me of reading „going infinite“ and all my thoughts about it.
open.spotify.com/episode/4VLk...
open.spotify.com/episode/4VLk...
good thing you got this search engine, found some.
July 14, 2025 at 6:50 PM
good thing you got this search engine, found some.
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
July 13, 2025 at 8:50 PM
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
(if sold July 17, '25) - 259$ (206.5 CHF).
return -> 313%
time -> 20.6 months
annualized return -> 127% cagr
A worse exchange rate, lower interest in my specific item and missing out on the initial sale lowered my return.
You can watch the listing here:
csfloat.com/item/8080511...
return -> 313%
time -> 20.6 months
annualized return -> 127% cagr
A worse exchange rate, lower interest in my specific item and missing out on the initial sale lowered my return.
You can watch the listing here:
csfloat.com/item/8080511...
CSFloat - Buy & Sell CS2 Skins on the Most Advanced Marketplace
CSFloat is the premier destination for all your Counter-Strike 2 skin trading needs. Buy and sell CS2 skins securely and easily for real money.
csfloat.com
July 13, 2025 at 8:50 PM
(if sold July 17, '25) - 259$ (206.5 CHF).
return -> 313%
time -> 20.6 months
annualized return -> 127% cagr
A worse exchange rate, lower interest in my specific item and missing out on the initial sale lowered my return.
You can watch the listing here:
csfloat.com/item/8080511...
return -> 313%
time -> 20.6 months
annualized return -> 127% cagr
A worse exchange rate, lower interest in my specific item and missing out on the initial sale lowered my return.
You can watch the listing here:
csfloat.com/item/8080511...