joevalue.bsky.social
@joevalue.bsky.social
Run a concentrated global equities fund. As well as an IFA firm. Nothing here is advice! Podcast interview: http://bit.ly/4mjHbWK
Blog: https://specialsituationsglobalequities.substack.com/
Blog: https://specialsituationsglobalequities.substack.com/
Risk measures over last two years.
IBKR portfolio analyst is very impressive!
Very happy with the output too.
No leverage, but turnover very high due to selling big winners and reinvesting into other better risk reward positions (a couple of times!)
IBKR portfolio analyst is very impressive!
Very happy with the output too.
No leverage, but turnover very high due to selling big winners and reinvesting into other better risk reward positions (a couple of times!)
January 1, 2026 at 9:59 PM
Risk measures over last two years.
IBKR portfolio analyst is very impressive!
Very happy with the output too.
No leverage, but turnover very high due to selling big winners and reinvesting into other better risk reward positions (a couple of times!)
IBKR portfolio analyst is very impressive!
Very happy with the output too.
No leverage, but turnover very high due to selling big winners and reinvesting into other better risk reward positions (a couple of times!)
2024:
This was a good year 🤯
Very blessed to have @Swapnil00456809 as my Buffett / Munger investment partner to work through ideas together.
We’ve pulled through in some tough times and learned a huge amount together!
Modified our strategy, and
Hit 4 big home-runs this year!
🥂🚀
This was a good year 🤯
Very blessed to have @Swapnil00456809 as my Buffett / Munger investment partner to work through ideas together.
We’ve pulled through in some tough times and learned a huge amount together!
Modified our strategy, and
Hit 4 big home-runs this year!
🥂🚀
January 1, 2026 at 9:58 PM
2024:
This was a good year 🤯
Very blessed to have @Swapnil00456809 as my Buffett / Munger investment partner to work through ideas together.
We’ve pulled through in some tough times and learned a huge amount together!
Modified our strategy, and
Hit 4 big home-runs this year!
🥂🚀
This was a good year 🤯
Very blessed to have @Swapnil00456809 as my Buffett / Munger investment partner to work through ideas together.
We’ve pulled through in some tough times and learned a huge amount together!
Modified our strategy, and
Hit 4 big home-runs this year!
🥂🚀
🤯 Another astonishingly good year 🤯
Nearly a 100% time-weighted return.
Very grateful to everyone who supported and helped me think through ideas along the way.
I continue to refine my strategy, learn, and grow.
Nearly a 100% time-weighted return.
Very grateful to everyone who supported and helped me think through ideas along the way.
I continue to refine my strategy, learn, and grow.
January 1, 2026 at 9:58 PM
🤯 Another astonishingly good year 🤯
Nearly a 100% time-weighted return.
Very grateful to everyone who supported and helped me think through ideas along the way.
I continue to refine my strategy, learn, and grow.
Nearly a 100% time-weighted return.
Very grateful to everyone who supported and helped me think through ideas along the way.
I continue to refine my strategy, learn, and grow.
Investment related books I’ve read over the last 18 months, with ratings
(posted on X in 2021) but still relevant
(posted on X in 2021) but still relevant
January 1, 2026 at 9:51 PM
Investment related books I’ve read over the last 18 months, with ratings
(posted on X in 2021) but still relevant
(posted on X in 2021) but still relevant