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@TihoBrkan "This was just one of our bearish views that had a decent probability of playing out and affecting semiconductors including $ASML. However semis are on a tear as market participants chase performance due to FOMO. This is the reason we never have and never will short any stock"
X Link @TihoBrkan 2025-10-09T06:37Z 42.4K followers, 6157 engagements

"Warren Buffett underperformed all bubble periods was written off every time and yet in the end outperformed almost everyone in the very long run. He missed the following 👇🏽 1) He underperformed the Nifty XX bubble in the early 1970s. He actually sat out the whole thing all the way to the peak. 2) He underperformed the dot com bubble in the late 90s and many people wrote him off claiming he lost his touch. He didnt own a single internet or tech name. People laughed and ridiculed him for years. 3) He underperformed the commodities bubble in the early 2000s. He didnt own any miners any"
X Link @TihoBrkan 2025-10-10T17:17Z 42.4K followers, 59.7K engagements

"If Im interested in investigating a new stock the first two things Ill do is: 1) Ask an AI agent to do a quick summary of the business and its industry and 2) Ill pull up @KoyfinCharts saved templates (which I love so much) and quickly filter them on the stock. Whether or not I proceed with a due diligence depends on those two factors and it is a really quick XX minute task"
X Link @TihoBrkan 2025-10-13T13:39Z 42.4K followers, 6927 engagements

"These two tools make a job of an active stock picker so much easier than say a decade ago. It is amazing how powerful they are and their pricing is very competitive compared to a Bloomberg terminal which costs a small fortune (and which hedge funds gladly pay for despite underperforming the market). 😂"
X Link @TihoBrkan 2025-10-13T13:43Z 42.4K followers, 1888 engagements

"The stock market has rallied sharply since the April low. At the same time its arch rival $VIX (volatility index) has fallen in lock step. Until August 22nd. That is the day the $VIX has stopped falling even though the stock market kept rising. We now have a non-confirmation"
X Link @TihoBrkan 2025-10-07T16:33Z 42.4K followers, 5791 engagements

"The biggest chart crime youll ever see. XXX best companies versus hundreds of thousands of crappy homes all over the place in unattractive locations. If you were to compare XXX great pieces of real estate vs XXX companies without survivorship bias of the index fund it would be real estate that steals the show. Try XXX Manhattan or XXX central London apartments as a start"
X Link @TihoBrkan 2025-10-16T17:16Z 42.4K followers, 16.7K engagements

"So many idiots and so much folly in this industry. Thank goodness it is so. All of this asininity (performance chasing and momentum) is a source of alpha for contrarians and rational investors"
X Link @TihoBrkan 2025-10-17T09:35Z 42.4K followers, 4088 engagements

""Trade wars are good and easy to win." Trump (2018) Here we are still in a trade war as we approach 2026. As a history student I haven't been able to find any examples where two major powers had beneficial outcomes from starting or participating in a trade war"
X Link @TihoBrkan 2025-10-18T09:58Z 42.4K followers, 2770 engagements

"Alcoholic beverage stocks have crashed over the last two years resulting in a dramatic underperformance over the last seven years: Davide Campari $CPR Diageo $DGE Brown-Forman $BFB Pernod Ricard $RI Remy Cointreau $RCO"
X Link @TihoBrkan 2024-09-26T07:53Z 42.4K followers, 14.2K engagements

"High-quality businesses that have suffered a terrible XX months: Novo Nordisk $NVO -XX% West Pharma $WST -XX% Pernod $RI -XX% Spirax $SPX -XX% Brown Forman $BFB -XX% Nike $NKE -XX% Diageo $DGE -XX% LVMH $MC -XX% Edwards $EW -XX% Adobe $ADBE -XX% Idexx Labs $IDXX -XX% Canadian Pacific $CP -XX% LOreal $OR -XX% Canadian National $CNR -XX% CSX Railway $CSX -XX% Danaher $DHR -XX% Each of these stocks is affected by some degree of adverse fundamentals and accompanied by bearish narratives. Any others"
X Link @TihoBrkan 2025-03-30T12:52Z 42.4K followers, 29.1K engagements

"Constellation Software $CSU is the only stock I know that has NOT experinced a XX% plus drawdown at least once. Even the mighty Berkshire's stock was cut in half on three different occasions. Is this the sell-off that shakes investor confidence and results in a massive drawdown that is well overdue Watch the legions of Mark Leonard fans cult followers extreme ideologues the converted and the like descend on this post with "How Dare You" remarks. 🤣"
X Link @TihoBrkan 2025-09-23T18:25Z 42.4K followers, 7932 engagements

"Credit spreads are very tight. This indicator measure sentiment and risk by looking at the compensation investors receive in risky corporate bonds over the equivalent maturity safe government bonds. It is at one of the lowest levels in decades indicating serious complacency"
X Link @TihoBrkan 2025-10-02T08:10Z 42.4K followers, 4240 engagements

"I find this statistic fascinating and very counterintuitive. If you strip out the Magnificent X the average European stock has outperform the remaining XXX US stocks for over a decade now. Of course it isnt fair to strip out the best performers but it gives us an interesting insight on what been happening under the surface of the regional indices"
X Link @TihoBrkan 2025-10-11T19:38Z 42.4K followers, 15K engagements

"While the platform has many factors and features that attracts variety of users my personal favourite is their fantastic and powerful visuals. You have so much freedom in the way you chart financial statements. The old saying where a picture speaks a thousand words really rings the bell on this case"
X Link @TihoBrkan 2025-10-14T21:26Z 42.4K followers, XX engagements

"How to deal with Wall Street research: We put sell-side research by Wall Street in a pile. Every month or so you start looking through thinking Im bored. So the whole lot would go in the bin. It really was all just gossip and bits of nonsense and we became very happy with the idea of not hearing it. Qais Zakaria (Nomad Partnership)"
X Link @TihoBrkan 2025-10-15T19:05Z 42.4K followers, 2190 engagements

"These four charts showcase Healthcare's extreme underperformance relative to the broad market. Fish where the fish are"
X Link @TihoBrkan 2025-10-06T09:11Z 42.4K followers, 2891 engagements

"You cannot say the $VIX did not warn you ahead of time. 👇"
X Link @TihoBrkan 2025-10-11T09:25Z 42.4K followers, 3480 engagements

"@CompounEd So many idiots and so much folly in this industry. Thank goodness it is so. All of this asininity is a source of alpha for contrarians and rational investors"
X Link @TihoBrkan 2025-10-17T09:35Z 42.4K followers, XXX engagements

"Ive read academic reports in recent years that contradict this outdated view. I think it is worth considering a devils advocacy on many of the financial theories many of which are unsound and outdated. Im not necessarily arguing for more diversification and dilution of quality. One can do fine with X bets their whole life. But not everyone is that good. Recent research shows that one needs more than 15-25 stocks and from many different sectors as well to even closely approach a diversified portfolio"
X Link @TihoBrkan 2025-10-18T13:14Z 42.4K followers, 5138 engagements