Tintincapital
@tintincapital.bsky.social
Misadventures in Value Investing
Appreciate the shout out Sumeet!
January 1, 2025 at 10:32 PM
Appreciate the shout out Sumeet!
Nice work, Lex!
December 4, 2024 at 3:32 PM
Nice work, Lex!
I think it depends on the type of inflation.
Diluted dollar? Then I like international small/mico caps, Gold, BTC.
Tariff-inflation? US small/micros w/ no debt.
Taiwan invasion/supply Chain? US & Mexico REITS, land ($Alco?), Consulting companies.
Diluted dollar? Then I like international small/mico caps, Gold, BTC.
Tariff-inflation? US small/micros w/ no debt.
Taiwan invasion/supply Chain? US & Mexico REITS, land ($Alco?), Consulting companies.
November 14, 2024 at 12:58 PM
I think it depends on the type of inflation.
Diluted dollar? Then I like international small/mico caps, Gold, BTC.
Tariff-inflation? US small/micros w/ no debt.
Taiwan invasion/supply Chain? US & Mexico REITS, land ($Alco?), Consulting companies.
Diluted dollar? Then I like international small/mico caps, Gold, BTC.
Tariff-inflation? US small/micros w/ no debt.
Taiwan invasion/supply Chain? US & Mexico REITS, land ($Alco?), Consulting companies.