ROI Podcast Ep 51: Unemployed Value Degen.

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  • เผยแพร่เมื่อ 13 ธ.ค. 2024

ความคิดเห็น • 18

  • @SuperLocotaco
    @SuperLocotaco 5 หลายเดือนก่อน +1

    Great stuff! Covered everything on my watchlist! He should be a regular! 👏🏻👏🏻👏🏻

    • @theROIpodcast
      @theROIpodcast  5 หลายเดือนก่อน

      Thank you - will look to have him on again

  • @paolovita1720
    @paolovita1720 5 หลายเดือนก่อน +3

    Great interview!
    I traded RIG with good gains, but exited too early, unfortunately. I just entered SBSW, am long VAL, and long EQX, actually with a large gain.
    An interesting commodity play you could look into is Almonty Industries: it definitely is like an OTM option, but if they eventually manage to open and expand their new mine in South Korea without too much dilution, I feel they might become the Alphamin of tungsten...

  • @penjon51
    @penjon51 5 หลายเดือนก่อน +3

    Nice interview guys!

  • @Gcock
    @Gcock 5 หลายเดือนก่อน +2

    Imma small money guy; but I do own a couple hundred shares in MPW. They are a very high thought of company in Alabama specifically; good reputation and character. Obviously, in this cutthroat world, their character does not mean a whole lot; but I would rather invest my money with good people than not.

  • @BoltCapital
    @BoltCapital 5 หลายเดือนก่อน +1

    amaze

  • @amidza1991
    @amidza1991 5 หลายเดือนก่อน

    Bro, what's going on with New Fortress? You got any update on that? Why is it tanking so much?

    • @theROIpodcast
      @theROIpodcast  5 หลายเดือนก่อน

      I have no idea, from what I gather fast LNG is actually progressing..

    • @amidza1991
      @amidza1991 5 หลายเดือนก่อน

      @@theROIpodcast Very weird, I suppose thats how it is with these stocks, you gotta stomach the volatility. Chance to add more you reckon?

    • @theROIpodcast
      @theROIpodcast  5 หลายเดือนก่อน

      @@amidza1991 potentially, if you haven't hit your max allocation

    • @amidza1991
      @amidza1991 5 หลายเดือนก่อน

      @@theROIpodcast Hey bro, just wanna let you know you are doing a great job with your chanel and the guests you have on. I know you dont get the recognition that you deserve and thats unfortunate but its not because you aren't doing a great job, you are. There are plenty of great ideas you have given me and I thank you for that my fellow Victorian. Cheers mate 😊

    • @theROIpodcast
      @theROIpodcast  5 หลายเดือนก่อน

      @@amidza1991 Thank you very much. I really appreciate it. please feel free to share.

  • @rickfool1452
    @rickfool1452 5 หลายเดือนก่อน +4

    Mpw. St joe.

    • @theROIpodcast
      @theROIpodcast  5 หลายเดือนก่อน +2

      mpw has some hair on it

    • @rickfool1452
      @rickfool1452 5 หลายเดือนก่อน +3

      @@theROIpodcast lot of debt. You can say the debt will be inflated away & everyone's expecting rates to be lowered. But what I think is much more likely is rates stay high as window dressing with lots of fiscal spending & treasury printing. In any case, overly dependent on macro conditions. If they pull it off operationally it's a 10x, but will take a while to play out.

    • @theROIpodcast
      @theROIpodcast  5 หลายเดือนก่อน +1

      @@rickfool1452 indeed - they are somewhat protected given their tenants are hospitals