Some of You Guys are Alright

[Anonymous No.58726350]

Name a country and I will tell you what stocks to buy in that country if it has an active stock market.

Pic related Blue Line is my performance using just stocks and no gold and no Bitcoin. As you can see I bet most stock markets on Earth.

[Anonymous No.58726354]

>>58726350

*beat. Freudian slip.

[Anonymous No.58726360]

>>58726350
Mexico

[Anonymous No.58726376]

>>58726360

Here you go.

[Anonymous No.58726394]

>>58726350
Sweden.

[Anonymous No.58726411]

>>58726350
Belgium

[Anonymous No.58726413]

>>58726394

[Anonymous No.58726422]

>>58726411

[Anonymous No.58726429]

Iceland

[Anonymous No.58726431]

>>58726350
you underperformed just buying and hodling the ndx tho

[Anonymous No.58726444]

Please do Italy OP.

[Anonymous No.58726446]

>>58726429

Only one stock. And it is not that good.

[Anonymous No.58726452]

>>58726431

Yeah but I slept well.

[Anonymous No.58726456]

>>58726444

[Anonymous No.58726472]

>>58726456
Grazie OP.

[Anonymous No.58726497]

>>58726472

Prego

I will be back in about 8 hours. Good night.

[Anonymous No.58726567]

>>58726452
fair enough

[Anonymous No.58726574]

Estonia

[Anonymous No.58726582]

>>58726350
>not buying my HOLO bags
Ngmi

[Anonymous No.58726603]

>>58726350
USA

[Anonymous No.58726653]

>>58726350
Canada

[Anonymous No.58726662]

>>58726350
Spain. Thanks for the rest btw

[Anonymous No.58726686]

>>58726422
ty

[Anonymous No.58726718]

>>58726350
Saudi Arabia.

[Anonymous No.58726965]

>>58726350
Indonesia

[Anonymous No.58727009]

>>58726350
Romania

[Anonymous No.58727849]

>>58726574

Sorry I cannot find any for Estonia.

[Anonymous No.58727859]

Literally no one has said US yet? What happened to this fucking board?

[Anonymous No.58727862]

>>58726350

Philippines

[Anonymous No.58727868]

>>58726603
>>58727859

[Anonymous No.58727876]

>>58726653

[Anonymous No.58727880]

>>58726662

[Anonymous No.58727888]

>>58726718

Sorry I don't have enough data from Tadāwul.

[Anonymous No.58727891]

>>58726965

[Anonymous No.58727897]

>>58727868
All the tech is not a big surprise.
Would love to hear your justification for the specific picks. But mostly, why the mortgage corp?

[Anonymous No.58727898]

turkiye

[Anonymous No.58727900]

>>58727897

> why the mortgage corp?

Because the US government guarantees trillions in accounts receivables.

[Anonymous No.58727903]

Germanistan

[Anonymous No.58727909]

>>58727009

Sorry not enough data from Romania. But their whole stock market is booming. So just buying the index will do.

[Anonymous No.58727918]

>>58727862

Sorry not enough data for Philippines

[Anonymous No.58727921]

>>58726350
Canada?
Our shits getting fucked here

[Anonymous No.58727924]

>>58726350
Brazil

[Anonymous No.58727927]

>>58727898

[Anonymous No.58727929]

>>58727921
See >>58727876

[Anonymous No.58727934]

>>58727924

[Anonymous No.58727937]

New Zealand

Watcha got for me OP?

[Anonymous No.58727948]

>>58727868
My nigga, what the hell am I looking at here

[Anonymous No.58727957]

>>58727937

Sorry New Zealand is pretty bad right now. So I have nothing. I have Australia if you can trade there.

[Anonymous No.58727959]

>>58727876
>>58727929
Good picks, do you think Suncor is overhyped? Thoughts on Barrack Gold?

[Anonymous No.58727963]

>>58727948

The US government guarantees trillions in accounts receivables of Federal Home Loan Mortgage Corporation.

That is why it is picked. It is a sure win lottery ticket.

[Anonymous No.58727967]

>>58726350
Argentina, this should be interesting

[Anonymous No.58727972]

>>58727967

[Anonymous No.58727979]

>>58727959
Suncor is OK but there are better options.
Barrick Gold might go bankrupt in 2 years.

[Anonymous No.58727993]

>>58727903

[Anonymous No.58728001]

What are your thoughts on the Canadian economy more broadly?

[Anonymous No.58728008]

>>58728001

Canada is being used by USA to replace China. Because China is cornering all commodities.

So in terms of commodities Canada is the next China.

But don't expect life to get better in cities of Canada. Most of this new industry will happen in places like Christina Lake, northern Alberta.

[Anonymous No.58728034]

>>58728008
I live in Manitoba an underrated province that is mostly likely going to see a mineral boom if the trend continues, I just wanna buy a nice acreage and chill, but on the ground here things a noticeably worse on a year by year basis

[Anonymous No.58728039]

>>58728034

Hope you have a day job related to commodities/minerals in Manitoba.

I am in Singapore, so all I can do is Finance and software. We have no land, water, oil or energy.

So consider yourself lucky.

[Anonymous No.58728048]

>>58726350
>Some of you guys are alright

You are so wrong about that you should be killed like a dog in the street for your lies.

[Anonymous No.58728060]

>>58728048

I got banned on Reddit multiple times for showing my performance, or talking about what stocks to buy.

I get downvoted a lot if I say anything.

4chan is much better. We are all retards here. But Reddit has all the geniuses lol /s.

[Anonymous No.58728065]

>>58727963
Why does the chart look like that though? It went from $70 to $1 and stayed there?

[Anonymous No.58728071]

>>58728065

That is because of the Great Financial Crisis. Federal Home Loan Mortgage Corporation had to be bailed out by the US government. That is why their trillions in accounts receivables are guaranteed now.

[Anonymous No.58728094]

Czechia

[Anonymous No.58728105]

>>58728094

[Anonymous No.58728110]

What about Venezuela

[Anonymous No.58728114]

>>58727918

because of our clown system. our stock exchange is a joke

[Anonymous No.58728121]

>>58728114

Its OK. I am sure there are good companies there. I just don't have the data.

Don't become the next Ukraine.

Hello from Singapore.

[Anonymous No.58728122]

>>58728071
Sorry, I'm a newfriend to all this purely luck based gambling and magic, how is this going to be profitable for us? what is indicative of this pumping?

[Anonymous No.58728124]

>>58728110

Sorry I don't have the data for VE. Their whole index is doing very well. So just buying that is fine.

[Anonymous No.58728135]

>>58728122

If you bought Federal Home Loan Mortgage last year around this time, you would have doubled your money by now.

That type of doubling will happen again for the next 12 months.

You just need to buy the shares, and use it like a 1 year time deposit, and hold it for 1 year.

[Anonymous No.58728138]

>>58726350
can you do china and japan?
also would like to know if you think it is a good idea to invest in those countries.

[Anonymous No.58728147]

>>58728138

Here is China. It depends on which country you are in. If you are in G7 which will go to proxy war with China, your property rights will get cancelled for owning shares in China.

[Anonymous No.58728156]

>>58728138

Here is Japan. Japan is a value investor's wonderland right now.

But their currency is crashing, so hedge the FX risk by owning gold and Bitcoin, while investing in Japan.

Also if you live in China do not invest in Japan because in the next war, your property rights in Japan will be cancelled by Japanese government.

[Anonymous No.58728160]

>>58728135
Tempted to buy 100 shares just for fun just because you said so but even if you're right I make like $100

[Anonymous No.58728168]

>>58728160

Yeah its a good exercise in holding shares for 1 year, and learning the feeling of being a holder.

[Anonymous No.58728171]

France please

[Anonymous No.58728179]

>>58728171

[Anonymous No.58728203]

In case this thread is archived, follow me here: https://x.com/HideyoOosawa

[Anonymous No.58728213]

>>58728203
>https://x.com/HideyoOosawa
thank you based chinaman

[Anonymous No.58728216]

>>58728213

Danke

[Anonymous No.58728276]

>>58728179
Thank you anon

[Anonymous No.58728342]

>>58726350
Croatia
Should i go for Varteks now that its going bankrupt?

[Anonymous No.58728353]

>>58728342

> Varteks

They have negative shareholder equity. This means they have more liabilities than assets. This is a more serious problem than bad debt.

Debt to equity ratio is -2,965.4% because of the negative shareholder equity.

Their earnings have declined for 5+ years, and they have less than one years of cash left as runway. And they are a small company.

So I guess it is bad for investment.

> Croatia

I lack data for all of Croatia, so I am unable to help you pick stocks there. Sorry about that. I can only look at single stocks there using online sources. To pick stocks I need access to their whole market fundamental data.

[Anonymous No.58728392]

Poland

[Anonymous No.58728394]

>>58728392

[Anonymous No.58728395]

>>58727876
No NFG
Ngmi

[Anonymous No.58728403]

>>58728395

> New Found Gold

No revenue
Unprofitable
Shareholders diluted
No cash runway

[Anonymous No.58728411]

Finland, let's see if my main investment makes it into the list.

[Anonymous No.58728417]

>>58728411

[Anonymous No.58728424]

>>58728417
yep, Fortum, that bastard made me a lot of money this year

[Anonymous No.58728426]

>>58728403
There’s a massive amount of gold in the ground?
Potential buyout?
Cheers for the list though.will park some money in the companies you mentioned.

[Anonymous No.58728432]

>>58728424

Yeah good company Fortum.

If I had a broker who would let me buy in these countries I would buy. I can only invest cheaply in G7, South Korea, Malaysia and Singapore for now.

[Anonymous No.58728437]

>>58728426

> There’s a massive amount of gold in the ground?
> Potential buyout?

I only look at financial statements, so I can miss out these type of insights.

> Cheers for the list though.will park some money in the companies you mentioned.

Thanks. Do your due diligence though. My screener works, but it is better for your sleep if you know why the stocks it picks work.

[Anonymous No.58728442]

>>58728437
For sure.
Once again much appreciated.

[Anonymous No.58728499]

Hey, OP. I'd like to thank you.
I've read the entire thread and checked some stocks.

What's your strategy? How do you enter and exit a position?

[Anonymous No.58728502]

>>58728499

I buy and hold for one year, unless they are about to go bankrupt or looks like they are doing something fraudulent.

[Anonymous No.58728506]

>>58728502
Appreciate it!

Godspeed you, anon

[Anonymous No.58728514]

>>58728417
Norway. Probably just rent seeking bullshit

[Anonymous No.58728515]

How did you accumulate all these knowledge and info? Are there any materials you would suggest? I want to learn more about these stuffs.

[Anonymous No.58728524]

>>58728514

[Anonymous No.58728529]

>>58728515

If I have to start all over then, I would start with this book (pic related). It shows how CFOs do financial fraud. It gives a good birds eyeview of how corporate finance works. Beyond the boring credits debits. It teaches you to be a CFO instead of just an accountant.

Another thing you need to get good at is the Python numpy, scipy and pandas library. So you can do things which cannot done using Excel. Also look into pre-deep-learning pre-hype machine learning.

Also here are some insights I have had over last decade:

https://x.com/HideyoOosawa/status/1810559794253819987

This is my Twitter account. So it is a shameless plug.

[Anonymous No.58728536]

>>58726350
Thailand, my good sir.

[Anonymous No.58728537]

>>58726350
Malaysia please.

[Anonymous No.58728542]

>>58728536

[Anonymous No.58728544]

>>58728537

[Anonymous No.58728548]

>>58726350
over under on this being forex anon/mister stonks?
I'm saying at least 90%.

[Anonymous No.58728558]

>>58728548

Not sure who those are. I am not that important person IRL.

Usually underestimated.

[Anonymous No.58728567]

>>58728544
What is your opinion on SPYU? Seems recessions are pretty sort these days and that we are more likely to see something like the Turkish stock market than a long draw down. Also US debt is so high that they have to keep rates low in the long run and will keep the printer permanently on to outpace the interest on debt...in such an environment leveraged funds would be the play, no?

[Anonymous No.58728574]

>>58728529
Thank you for the suggestion, you just got a new follower, anon.

[Anonymous No.58728577]

>>58728567

Yes as long as SPY is over 200 day moving average, 2x leveraged SPY is safe. But 3x is not safe.

Once SPY falls below 200 day moving average, writing 5 delta 7 days to expiry covered calls are the way to go. But make sure implied volatility rank goes above 50.

> we are more likely to see something like the Turkish stock market than a long draw down
Yes

> US debt is so high that they have to keep rates low in the long run
The hope is that due to high interest rates, everyone will start saving using short term cash-like USD assets, and that will make oil prohibitively expensive in non-USD currencies to make civilized life possible so people will run back to owning USD assets and lower long term term UST yields.

But this time that may not happen because non-US nations are rushing to gold instead for periodic settlements of surplus-deficit due to energy consumption. If gold goes to the moon people wont starve, but if oil goes to the moon people will starve to death.

It is a game of chicken between USA and non-US nations.

[Anonymous No.58728588]

>>58728574

Thanks

[Anonymous No.58728627]

>>58728577
I'm not saying you're wrong but recently it seems that leveraged funds always win. If something like the dot com bubble happens again the leveraged funds are toast but the debt situation/geopolitical situation is worse than in 2000 so I think the Americans would prefer inflation and growth over less inflation and no growth. The Americans have learned their lesson from the 1930s and the 2000s...times when American civilisation was in question.

I do think there will be some kind of recession given negative yield spread, low unemployment rate, and high fedfunds.

[Anonymous No.58728638]

>>58728627

> it seems that leveraged funds always win
Yes in an up-trending market this is true. If I get unlucky and buy TQQQ or QLD when the market regime changes I am toast like you said.

> Americans would prefer inflation and growth
Americans with assets would prefer inflation and growth

Americans without assets will start chopping heads. With media the way it is these days it wont be the aristocrats whose heads will be chopped. It will the heartlanders whose heads get chopped.

I think we are in agreement.

[Anonymous No.58728654]

doesnt own catcoin
easiest 1000x in entire universe
missing new shib

ngmi

dont talk to my sons or my sons sons ever again

[Anonymous No.58728668]

>>58728638
>Americans with assets would prefer inflation and growth
Which happens to be the political and economic leadership of the US/Western elite so they have a vested interest in pumping their assets. I don't think anyone in charge is patriotic enough to care about the value of their currency declining...its a global phenomenon anyways.

[Anonymous No.58728677]

>>58728668

Yes the elites just want to own America. American dollar is just for the plebs and foreigners. They can go to hell as far as the American elites are concerned.

[Anonymous No.58728683]

>>58726350
Italy

[Anonymous No.58728685]

>>58728683
See >>58726456

[Anonymous No.58728800]

Chinaman,

What do you think of the HOLO play for US anons that’s been shilled here recently? How do you see this playing out for those that jumped in? Please advise.

[Anonymous No.58728842]

>>58728800

MicroCloud Hologram Inc. is unprofitable, and their losses have been increasing at the 64% per year. They have negative return on equity.

So it should not be used for investment.

[Anonymous No.58728850]

What about Al-Netherlandia? invest in mosques or something else?

[Anonymous No.58728861]

>>58728850

[Anonymous No.58728875]

UK

[Anonymous No.58728911]

>>58728861
Noice, thanks. Guess I'll have to wait for some dips or something

[Anonymous No.58728912]

Ireland

[Anonymous No.58728923]

>>58727957
>>58726350
>Australia, please OP

[Anonymous No.58728940]

>>58728923
SHRIMP and BARBIE, duh

[Anonymous No.58728974]

>>58728940
Duh indeed

[Anonymous No.58728979]

Portugal

[Anonymous No.58728984]

>>58728875

[Anonymous No.58728988]

>>58728912

[Anonymous No.58729001]

>>58728923

[Anonymous No.58729003]

>>58728979

[Anonymous No.58729029]

>>58726350
Austria

[Anonymous No.58729046]

>>58729029

[Anonymous No.58729052]

>>58726350
what about my Unity stock?

[Anonymous No.58729053]

Do the baltics.
Lithuania Latvia and Estonia

[Anonymous No.58729058]

>>58729053
Baltics I cannot do because of no data >>58727849

[Anonymous No.58729062]

>>58729052

Unity Software Inc. is will be unprofitable for 3 years, and they dilute their shareholders by issuing more shares.

So it is not a good investment.

[Anonymous No.58729066]

>>58729058
Gotcha, is this openBB you're using?

[Anonymous No.58729071]

>>58729046
interessant but then again not. funny that it's all banks and real estate management and no industry. thanks, I hope yagmi

[Anonymous No.58729074]

>>58729066

No it is just a regular terminal in Linux. It is a program I wrote in Python.

[Anonymous No.58729162]

>>58726350
Hey OP, saw one for China but I'd there one specifically for Hong Kong?

[Anonymous No.58729171]

>>58729162

Yes. JIN.OL is from HK but it is listed in Oslo Stock Exchange

[Anonymous No.58729231]

Great thread OP. I'd greatly appreciate your quick appraisal of Peninsula Energy [PENMF] if you're willing to.

They're an Australian uranium miner operating a claim in the US. Almost no debt, resuming operations now, should start producing product (and generate cashflow) end 2025.

[Anonymous No.58729248]

Denmark

[Anonymous No.58729266]

>>58729171
Cool thanks man!

[Anonymous No.58729267]

>>58729231

I find it very hard to assess Peninsula Energy.

They have diluted their shareholders massively by doubling their total outstanding shares.

It could be a fraud or something heavily being restructured/reorganized by bankers. Big investment firms are buying like crazy.

Not sure what to make of it. It is the first company I can't seem to understand.

All yields are negative. Earnings yield, EBITDA yield, shareholder yield, FCF yield, everything is negative.

[Anonymous No.58729270]

>>58729248

[Anonymous No.58729341]

>>58729267
It stopped producing product sometime around 2013 because the uranium price was too low.

Now they're resuming operations. All data has been thrown off by a decade of no cashflow. They've been kept afloat by dilluting the shares (I think, not as knowledgeable as you are).

Doubt it's a scam since their management mostly has 20+ years of experience in the sector and is not afraid of keeping a high profile.

Too risky? Even as the 'risk on' part of my portfolio?

[Anonymous No.58729359]

>>58726350
tell me what stocks to buy in Taiwan.

[Anonymous No.58729367]

>>58729341

> Too risky? Even as the 'risk on' part of my portfolio?

It is not as hopeless as say Varteks in Croatia ( see >>58728353 ). Varteks we know is broken and cannot be fixed.

Peninsula Energy can be fixed but it will need time. Probably next year or something after it makes a profit, we have to revisit it.

If you buy now, make sure you buy in small amounts over a year. Spread it out like a little butter on too much bread.

[Anonymous No.58729371]

>>58729359

[Anonymous No.58729400]

India

[Anonymous No.58729404]

>>58729341

I am more of a quantitative fundamentals investor.

But my lot is usually late to the game, than private equity investors, bankers, etc, who have more details view of a company.

I look for my lost key under the street light because that is where the light is.

That doesn't mean there are greater treasures elsewhere. So it is possible to make money without using any of my methods. Perhaps even more money than I do.

Peninsula Energy looks undecidable to me. But to a better earlier investor it might be obvious what to do. Sorry I can't help.

[Anonymous No.58729411]

>>58729400

[Anonymous No.58729415]

Poland

[Anonymous No.58729420]

>>58729415

See >>58728394

[Anonymous No.58729451]

>>58729420
Thanks anon, banks and memes unfortunately.

[Anonymous No.58729456]

>>58729371
>we & win
>up 200% for the year
>kinpo
>up 40% over the last week
alright, nevermind anon. thanks for trying. but no fucking way are these good leads lol.

[Anonymous No.58729458]

>>58729367
I've been buying dips over the last year already and have some buys set for future dips.

>>58729367
I appreaciate the time.you took to look into it, thanks for elevating the board with your effortposting.

[Anonymous No.58729479]

>>58729456

Slightly bigger list

[Anonymous No.58729519]

>>58726350
Israel

[Anonymous No.58729529]

Based thread chinamananon. Any more tips for us newbs?

[Anonymous No.58729542]

>>58729519

[Anonymous No.58729563]

>>58729529

This book is a good start into the world of factor investing for newbs. This author in general is a good for newbs.

[Anonymous No.58729677]

>>58726350
argentina?

[Anonymous No.58729686]

>>58729677
>>58727967
See
>>58727972
There is only one. Salesforce listed in Argentina.

[Anonymous No.58729744]

Opinion on GME? Is the hype real or is it all memes

[Anonymous No.58729914]

>>58726350
hungary

[Anonymous No.58729961]

Tuvalu

[Anonymous No.58730011]

>>58726350
Greece

[Anonymous No.58730375]

>>58728502
Do you always limit your position to 1 year and sell immediately at 365 days?

[sage No.58730863]

>>58727898
Just blow your head off, you'll do better financially (plus that's one less cockroach)

[Anonymous No.58730873]

>>58728426
I'm not going to dox anyone but I've got insider info that it's a pump n dump. You can make money but don't get stuck holding the bag.

[Anonymous No.58730891]

>>58730863
Keep your poison at /Pol/incel faggot. I am it even Turkish but they are definitely whiter than you.

>>58729563
Anymore? And thank you

[Anonymous No.58730946]

>>58730873
Well when the hell is the pump coming?

[Anonymous No.58731303]

Which criteria are you using? Most of these companies are energy and banks, two sectors going extinct by governments support.

[sage No.58731454]

>>58730891
Keep telling yourself that, nigger

[Anonymous No.58731624]

>>58729914

[Anonymous No.58731628]

>>58730011

[Anonymous No.58731631]

>>58729961

No stock market in Tuvalu

[Anonymous No.58731634]

>>58730375

Usually yes. But I am tempted to hold longer most of the time.

But new opportunities arise, and I don't know whether to take it or continue riding on the magic carpet I found.

[Anonymous No.58731638]

>>58731303

I am using a combination of value, quality, momentum and growth.

I have not filtered for potential bankruptcy and potential fraud. So you need to do your due diligence as mentioned above in one of the other comments. >>58728437

[Anonymous No.58731660]

>>58730891

This book is also good. But this was written before the Internet. So it contains floppy disks with old data which are not valid anymore.

But it is a good way to inspire yourself to use computers.

See also >>58728529

[Anonymous No.58731677]

>>58729744

It is OK but there far better options out there.

[Anonymous No.58731750]

>>58731638
Can you give examples of how the financials were used?

[Anonymous No.58731847]

>>58731750

Sorry I can't. It is too complicated, statistical and quantitative.

[Anonymous No.58731996]

>>58729563
>>58731660
>O'Shaughnessy
The (((Hibernian))) financial connection is strong...

[Anonymous No.58732146]

>>58731996

[Anonymous No.58732383]

>>58726350
Singapore

[Anonymous No.58732604]

>>58732383

Hi you in Singapore? I am too.

[Anonymous No.58732928]

>>58727868
interdasting vangaurd is not allowing purchases for fmccp or fmckj.

looks like a sure winner

[Anonymous No.58732943]

Can you do the UK

[Anonymous No.58733029]

>>58730946
It was a pump n dump. It might never come again after they hurt their reputation.

[Anonymous No.58733050]

>>58726422
> Belg
> no Argen-X (EBR: ARGX)
picrel

[Anonymous No.58733052]

>>58732943

See

>>58728984
>>58728875

[Anonymous No.58733068]

>>58732928

Yeah well can't allow plebs to make money can they

[Anonymous No.58733088]

>>58733050

argenx SE is a Dutch European public company with limited liability (Societas Europaea or SE) incorporated under the laws of the Netherlands. The company is headquartered in Breda, the Netherlands

Belgium list is for companies domiciled in Belgium.

[Anonymous No.58733102]

I'm guessing OP is just using AI.
No one does THIS much research.

[Anonymous No.58733122]

>>58733102

It is factor investing.

https://en.wikipedia.org/wiki/Factor_investing

[Anonymous No.58733134]

>>58733088
The Dutch firm is a tax entity vehicel from what I can see, the Argen-X BV is the Belgian branch actually doing the research and work.
So yes, consider Argen-X Belgian, also its traded on Brussels EuroNext exchange
but now we're getting into symantics, just put it on your "to watch" or "buy" list, they are doing some amazing shit the past years

[Anonymous No.58733151]

>>58733122
Interesting, thank you.

[Anonymous No.58733154]

>>58733134

Thanks it looks good. Looks like my factors cannot see these types of companies.

[Anonymous No.58733178]

>>58733122
Can you explain any of your swedish picks?

[Anonymous No.58733184]

>>58729341
Maybe because they're going to build a nuclear plant here in Australia? Only reason I see a future uranium price increase hence the buying

Also holy shit an actual /biz thread. This truly is a fucking bear market

[Anonymous No.58733186]

>>58732604
Singaporean here. Working in IT. Thank you

[Anonymous No.58733266]

>>58733178

Skandinaviska Enskilda Banken is ~50% undervalued using Excess Return Model used for calculating intrinsic value.

But it was picked using EBIT per Revenue, Operating Profit Margin, Return on Assets, Return on Capital Employed etc. in that decreasing order of importance. This order was chosen because EBIT per Revenue creates the biggest impact in Sweden to separate wheat from the chaffe. Operating Profit Margin is the second most important factor for Sweden and so on.

I cannot take you through the exact steps because it is complicated. That is why I wrote a program to do it.

[Anonymous No.58733290]

>>58726350
Switzerland.

[Anonymous No.58733294]

>>58733266
Thanks for the info

[Anonymous No.58733323]

>>58733290

[Anonymous No.58733333]

>>58733323
So bummed out I didn't have enough patience with ABB

[Anonymous No.58733334]

>>58733186

Same I am doing IT too.

It is a shame Singapore stock market isn't as interesting or fun as other stock markets here. We are too small. No food, oil, land or water.

[Anonymous No.58733347]

>>58733333

Think of it like a 1 year time deposit.

What you think of as your bank deposit is really just a bunch of government bonds that they buy with your money.

Why lend to government when good honest private companies that will almost never go to 0 exist?

[Anonymous No.58733668]

>>58733029
Hurt their reputation?
Now I know you’re talking shit.

[Anonymous No.58734061]

>>58726350
The spoonfeeding is kind anon, but can you please share your process? Where are you generating these from - what do you look for? I weigh the following things quite heavily in my decision-making: P/E, debt:equity, current ratio. I completely ignore past performance but if a company has survived decades I weigh it more heavily than young ones.

>>58727963
Very interesting...

[Anonymous No.58734091]

> stock treads are surviving on /biz/
Grim

[Anonymous No.58734178]

>>58734061
Also interested

[Anonymous No.58734750]

>>58727868
Why in the f Netflix?

[Anonymous No.58735205]

>>58734061
>>58734178

See >>58733266

[Anonymous No.58735451]

>>58726350
Are they in order from top to bottom or is it just random?

[Anonymous No.58735499]

>>58731847
>>58733102
At this point this thread is someone throwing random names.

[Anonymous No.58735681]

>>58735451

Yes they are sorted from most likely out-performance to country benchmark to least likely out-performance to country benchmark.

[Anonymous No.58735684]

>>58735499

[Anonymous No.58735699]

>>58734750

Earnings growth.

[Anonymous No.58735740]

>>58735684
I really appreciate your info anon. You seem really smart and I was wondering what you think of Chainlink. It's clearly a staple on this board but is it actually undervalued or is it all just smoke and mirror bs like GME/XRP?

[Anonymous No.58735794]

>>58728923
Australia is easy, just chase the juicy fully-franked dividends
>BHP
>Woodside petroleum
>Wesfarmers (owns Bunnings)

[Anonymous No.58736113]

>>58735740

I do not know much about Chainlink. I only have 0.4xx Bitcoin. I keep it in case there is a war in the Malacca straits, and I have to run with some money to Switzerland.

AFAIK 39.2% of the total supply of Chainlink is likely held by the Chainlink team, used for network development, partnerships, and incentivizing node operators. CMIIW

Oracles as a commodity lowers the price of Oracles. Not sure what that does to the price of Chainlink.

[Anonymous No.58736125]

>>58735794

Hi from Singapore. I love Bunnings sausages. All your picks are good.

[Anonymous No.58736374]

>>58736125
Wesfarmers pays their dividend in sausages

[Anonymous No.58736594]

>>58736113
there will be no war...

powell will not lower rates this year, europe is baiting a the U.S into a war with russia because their economy is overleveraged with france and piigs debt with no growth potential. thoughts on france credit default swaps?

[Anonymous No.58736612]

>>58736594

> france credit default swaps

According to

https://www.worldgovernmentbonds.com/cds-historical-data/france/5-years/

Probability of default is 0.46% so it is about the same as rolling three 2s in a row on a six-sided die.

[Anonymous No.58736737]

what do you think of pltr and jepi?

[Anonymous No.58737152]

>>58736737

Both are OK.

[Anonymous No.58738544]

>>58726350
>7. The rarer the clue (or signal or indicator or symptom), the more effective it is at making the outcome plausible. A rare clue that only happens together with the outcome is the best updater of the prior odds. This is the intuition behind Bayes Theorem. A signal that happens often cannot be used to make prediction. If every day is doomsday may be you are not a prophet. If almost everything that happens proves your theory, then your theory is no better than a coin flip.

hey singapoor gpt, can you give some examples for when this let you make money in the markets?
assuming its not a super secret pattern that no one but Ren tech knows about, a signal has to be somewhat reproducable, i.e. not rare
like what time frames are we talking about here - if some leading indicator worked in predicting an outcome that last occured 10 years ago, then market conditions might have changed too much for it to be valid now

[Anonymous No.58739655]

>>58738544

I am a stock picker (like Berkshire but far more shitty) not a market timer (like Ren Tech). The difference is that a stock picker compares n investments at time t with each other at time t. But a market timer compares investment at time t with the same investment at time t minus n. There are mathematical proofs about why market timing is harder than stock picking. So unlike market timing signals/indicators which might look like a technical analysis signal, the stock picking signal looks like a fundamental analysis signal most of the time.

> some examples for when this let you make money in the markets

(see pic related). This book contains a signal which is similar to mine: Rank all companies above chosen market capitalization by highest earnings yield and highest return on capital (ranked as percentages). Then add those two ranks together, and buy say the top decile rank.

lets assume there are 1000 stocks in the stock market and the above system I described selects 900 stocks, i.e. half of them. If this happens, then the above system is definitely shitty. Because it is not possible for 900 stocks to beat the 1000 stocks. if you do the math it is obvious 900 stock portfolio will act like 1000 stock portfolio because there are only 1000 stocks in the stock market in this contrived example.

lets assume the above system selects 100 stocks in the stock market. then the above system is more informative without knowing anything about the system. because whatever it is doing is not picking everything in the stock market. it is more likely for 100 stocks to outperform 900 stocks.

notice how im not reducing the number of stocks selected by the system. im choosing the top decile rank, and im letting the system select stocks.

(continued)

[Anonymous No.58739699]

>>58739655

(continued from above)

fix for typo above:

> half of them
i meant to type 90% of them.

>>58738544

here you said

> a signal has to be somewhat reproducible, i.e. not rare

yes but the signal has to be at least just as rare as the real world event you are looking for if not rarer. lets assume what you are looking for is a 10 hour uptrend in a ticker or commodity or FX. hope we can agree that a 10 hour uptrend is rarer than a 9 hour uptrend (bigger moves are rarer than smaller moves). say you have a indicator which you think will help you market-time a 10 hour uptrend, but this indicator tends to ask you to buy stocks more often than how often a 9 hour uptrend happens in your ticker. then this indicator is not a good indicator, because it predicts a rarer event (10 hour uptrend) as often as a more common event (9 hour uptrend). so clearly this indicator on its own (without stop-losses and money management) is weak because it think predicts a rarer event far too often to be useful.

> if some leading indicator worked in predicting an outcome that last occurred 10 years ago, then market conditions might have changed too much for it to be valid now

If this is the case in your case, then in your case, there ought to be a system that helps you change the system you are using now. and you should be able to check how often the system that lets you change the system, works over 10 years. and if the system that helps you change the system ends up predicting a rare event as common then your system to change the system isnt good.

> TL;DR

just because you can predict a rare event more accurately doesnt mean a rare event becomes more common. rare events stay rare despite your wishes to the contrary.

> “Reality is that which, when you stop believing in it, doesn't go away.” -- Philip K Dick

[Anonymous No.58739751]

>>58727868
all of these are at ath's lmao except for the mortgage ones

[Anonymous No.58739762]

>>58739751

Well there are other smarter people in the market who saw what I see earlier than me.

Except for the mortgage ones.

[Anonymous No.58739767]

>>58739699

typo:

> 9 hour
> 10 hour

More accurate to say 9$ uptrend and 10$ uptrend.

[Anonymous No.58739773]

>>58736594
OP what did you think about the following theory in relation to the war in Ukraine.
Its the other way around. US is experiencing a looming debt bomb.
Just as US corporate interests had 'rebuilding' interests in Kosovo & the Middle East, so too is there an understanding that America will 'invest' in rebuilding of Europe and more specifically Ukraine when it's decimated by a WWIII. In fact, a number of firms have already bought agricultural interests since the start of the ukraine war.
This enables the US to postpone its looming debt bomb by financially enslaving Europe to pay for US's debt repayments.

[Anonymous No.58739775]

>>58736612
OP what did you think about the following reply in relation to the war in Ukraine.

>>58736594
Its the other way around. US is experiencing a looming debt bomb.
Just as US corporate interests had 'rebuilding' interests in Kosovo & the Middle East, so too is there an understanding that America will 'invest' in rebuilding of Europe and more specifically Ukraine when it's decimated by a WWIII. In fact, a number of firms have already bought agricultural interests since the start of the ukraine war.
This enables the US to postpone its looming debt bomb by financially enslaving Europe to pay for US's debt repayments.

[Anonymous No.58739778]

egypt

[Anonymous No.58739786]

>>58739762
yeah those appear solid. appreciate the tips/insight anon. saved a few of these to the watch list

[Anonymous No.58739787]

>>58739773
>>58739775

It is worse than you describe. US deficit as a percentage of world GDP growth cannot be forever increased.

So the hope of Europe buying US debt or help US pay debt repayments is unfounded.

[Anonymous No.58739837]

>>58739778

I don't have enough data about Egypt to pick stocks. Sorry. It is a good stock index. Perhaps just buy the index.

[Anonymous No.58739859]

>>58739786

Anytime.

[Anonymous No.58740007]

>>58739859
If you were thinking of investing in Ukraine after the war or even now, would you choose a drone-industry? If not, what other field? Does its economy have a chance during economic recovery?

[Anonymous No.58740021]

No Chile?! Im ashamed of my cunt now they are all on /v

[Anonymous No.58740061]

>>58726350
Peru

[Anonymous No.58740068]

>>58726350
Can I work for you? Seriously, you seem alright. I want to be your apprentice. I will legit make you the perfect coffee. I will be your non gay Weiland Smithers.

[Anonymous No.58740086]

Nobody gives a shit about your Mexican chicken farming stocks OP

[Anonymous No.58740094]

>>58740068

Just follow me on Twitter for now https://x.com/HideyoOosawa

Most likely after my current day job do a layoff I plan to start something of my own. Probably a robo-advisor or something. That's when I will need a sidekick probably.

I don't use my real name on social media.

[Anonymous No.58740161]

>>58740086

>>58735684

[Anonymous No.58740288]

>>58726350
Hey, from SG too. Mind sharing what exchange you're trading on? I'm kinda new and am on IBKR for stocks and coinhako for crypto. But I don't know if there's a better exchange in terms of fees and markets.

[Anonymous No.58740310]

>>58729001
>>58727957
KRRGF isn't Australian

[Anonymous No.58740324]

>>58740288

I use the following brokers

> IBKR
> DBS Vickers
> Standard Chartered
> Philips Securities

I also have other accounts which I do not use yet.

I use many brokers because after the last financial crisis, my former boss's broker MF Global went bankrupt and he did not get back his deposits for a few years while the bankruptcy court was sorting things out.

[Anonymous No.58740325]

>>58740310
Karora Resources Inc. operates as a multi-asset mineral resource company in Australia. The company explores for gold, silver, and nickel deposits. It holds 100% interests in the Beta Hunt mine; the Higginsville Gold operations; and Spargos Reward Gold project located in Western Australia.

The company was formerly known as Royal Nickel Corporation and changed its name to Karora Resources Inc. in June 2020. The company was incorporated in 2006 and is headquartered in West Perth, Australia.

Source: Copy paste from google search.

[Anonymous No.58740361]

>>58740324
Which among the 4 would you recommend? Also I said you invested in South Korea which broker did you use for that? IBKR only offers futures, bonds for the country not reallly stocks.

[Anonymous No.58740365]

>>58740361
>I said
You said*

[Anonymous No.58740374]

>>58740361

> South Korea
For South Korea I use Philips Securities.

> IBKR
IBKR has stocks but they are foreign, and they can cancel Singapore for not obeying everything USA demands. e.g. the USA might demand Singaporeans to do die in a war with China, and if we do not do it our assets in USA will get cancelled.

> Which among the 4 would you recommend?
Try to use banks with local presence for all long term holdings because they can be bailed out by MAS during war. They can also negotiate for our property rights, in case foreign governments sanction us during war.

[Anonymous No.58740463]

>>58739787
oh wise Chinaman, tell me how to escape the US debt bomb. will my 3 bitcorns save me? I live on the west coast if that matters.

[Anonymous No.58740474]

>>58740463

Yes 3 Bitcoins is enough to escape to Switzerland, and buy some gold after reaching there.

[Anonymous No.58740479]

has Turkey been mentioned?

[Anonymous No.58740482]

>>58727957
>New Zealand
Thoughts on AFT Pharmaceuticals?

[Anonymous No.58740484]

>>58740479 Yes
>>58727898
>>58727927

[Anonymous No.58740490]

>>58740482

Good pick.

[Anonymous No.58740518]

>>58740490
Feels good to have a vouch, can't find anyone to talk to about NZ stock picks, everyone here just seems to go for ETFs.
>>58727868
Very interested in FMCC after reading about it, not available on my stock app though.

Are you really this bullish for mid term (1-3 years) on tech stocks? AI bubble is going to have a lot of collateral damage when it bursts. I could see Google and Netflix only being buffeted but NVIDIA is gonna tank, could see it making respectable games short term though.

Can I be a pest and ask for thoughts on 3M, Pfizer, AT&T and Organon?

[Anonymous No.58740581]

>>58740518

> Are you really this bullish for mid term (1-3 years) on tech stocks?

For 1 year I am bullish. 2nd and 3rd year might be affected by what the Federal Reserve does to the US economy.

> 3M
For every 1$ owed to shareholders, 3M owes 4$ to debt holders. So it is really a debt holders company.

> T
T has high debt too but it will be able to match the performance of the index.

> OGN
Earnings have declined 35% per year for 5 years. They cannot afford to pay interest using earnings.

[Anonymous No.58740657]

>>58740581
Thanks for your insight! Seems to be plenty of content on factor investing around but would you have any tidbits you could recommend like a particularly good writeup/book or a tool you'd rate highly? I really like the approach you seem to take, relying on fundamentals to find stocks rather than having to assess fundamentals after finding stocks through chaotic means like most (including myself) do.

I'm probably going to transition to conservative investments early next year/late this year for various reasons. But I'm keen to be in place to set up a few fantasy portfolios based on different approaches and see how they do over 2025-2026.

[Anonymous No.58740686]

>>58740657

> Books

Other than books in these pics

>>58729563
>>58731660
>>58739655
>>58728529

See attached pic for a book that has had a huge impact on my financial skills. It shows how hard market timing is, and why everyone thinks it is easy. It shows how to use synthetic datasets to measure if the out-performance of your market timing system is legitimate or spurious. Spoiler alert: He shows that almost all technical analysis rules do not work.

This author in general is good: https://www.amazon.sg/Algorithmic-Trading-Winning-Strategies-Rationale/dp/1118460146/ref=pd_rhf_se_s_pd_sbs_rvi_d_sccl_1_1/358-3604636-4144435?pd_rd_w=H5NzR&content-id=amzn1.sym.3da1df7b-da5d-4806-9bbb-c307541d72f2&pf_rd_p=3da1df7b-da5d-4806-9bbb-c307541d72f2&pf_rd_r=P2E6ZXQR69ED7MXKFPKD&pd_rd_wg=hgGeb&pd_rd_r=3c88bee9-5613-4fba-a51e-4b0c8ae4af72&pd_rd_i=1118460146&psc=1

Pay attention to how he does Statistical Arbitrage.

Look into Copulas in this YouTube channel https://www.youtube.com/@HudsonThamesResearch/videos

For entertainment this book is good: https://www.amazon.sg/Quants-Breed-Math-Whizzes-Conquered/dp/0307453383/ref=sr_1_1?crid=3OIDHWLKDTE2H&dib=eyJ2IjoiMSJ9.N_fS1YC4NB6Op9pZ8q0Dv6Uc3zEC_YD68rThQ5lDvVLuJxML0LRU4L9g-O2Nqj8G9Tkao7V-r-OKUS3UwWR8g2Yuqz5NfO1UK2QjrrFSjR--ArZfUmEqsJ8N1saEzRiMPRHhfmM3QVs7Qm2p14fRVYhjUQ5V8QVMJ8WUID69Gf3iznknss72PfDgrzWqw9Aq6qiu2lpNMjvFjalG-Z67x8dpeX2qht8lJ-RRZaDe8IWQmLoAMrbxYvXrWlVUWOM4tw2oJMoouM9dMYMg9Uy-la8TZfEsaQ0k3O0cx9d4Dtw.ZyRX96p4TMqqyhW09RVsmkg5lrFLH1qj9Dg7PGBWu1s&dib_tag=se&keywords=quants+book&qid=1720779324&sprefix=quants+book%2Caps%2C321&sr=8-1

[Anonymous No.58740816]

>>58736125
Alex?

[Anonymous No.58740824]

>>58740816

Yes its me Alex! How did you know?

[Anonymous No.58740829]

>>58740824
I just know. Anyway good you're still about if it is you. Can I ask, do you genuinely not deal with crypto generally, or were you simply not counting it in OP as you wanted to talk stocks?

[Anonymous No.58740837]

>>58740829

I have 0.4xx Bitcoin (bought at 18K) and some MINA protocol (which is nearly 0 now).

I only own enough Bitcoin to run away to Switzerland during war.

I am not Alex BTW. I was just joking. I assume many identities on social media.

[Anonymous No.58740869]

>>58740837
I'm from Indonesia, since we're neighbors mind telling me what the absolute best to buy in Indonesia? I suck at researching.

[Anonymous No.58740874]

>>58740869
Here.
>>58726965
>>58727891
Beware of bigger lists. Usually the names on the top are better.

[Anonymous No.58740883]

>>58740837
I am from UK, how can I turn 5k into as much money as possible with a low (or as low as possible) risk?

[Anonymous No.58740885]

>>58740883

For UK see

>>58728875
>>58728984

[Anonymous No.58740896]

>>58740869

Don't go all in on one company. Make sure you spread it out. No harm in buying small amounts of different companies over a few days. Also try to buy the whole index and some gold if you want to just be safe. It usually does very well most years.

[Anonymous No.58740909]

>>58740885
The ones at the top are highest probability? So if I wanted to pick just one then astrazeneca

[Anonymous No.58740914]

>>58740909

Yeah but don't pick one if you can. And don't go all in on one all on the same day.

Then you become dependent on that day's price.