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Brazil Special Situation trade #2
Today we added the second stock to our TCD Single Stocks portfolio (long-only): Braskem S.A. $BAK with 300 shares at $7.60.
Company Profile:
Braskem is the largest producer of plastics in the Americas with industrial units located in Brazil (he... See more


Rob Vinall with an updated Business Owner Fund factsheet.
No new positions from what I can tell. https://t.co/y2XXGry0Li

🚨 Le portefeuille (au 31/12/23) de Michael "The Big Short" Burry est dévoilé !
👉 Etonnant de le voir avec autant de positions, lui qui en 2022, ne détenait que une seule position, Geo Group $GEO, comme un de nos membres 😉
🇨🇳 Ces deux plus grosses positions sont désormais : Alibaba $BAB... See more

Pabrai sold off $HCC and $ARCH to buy $975 $MOGLF. @mfwarder @Pingyan41572 @KK_Investing @banana_capital_ https://t.co/XxTqLNcV12

Michael Burry has been on a buying spree!! $CVS $WBD $GEO https://t.co/HNbfmDuYih

Druck with a massive add to $TEVA. Increased the holding by over 500% and is now his 4th largest holding
(Hedge Fund Watcher feature from the Yellowbrick website) https://t.co/JeEGy3djQq