Corner of the FT - new entry!
www.shrubstack.com
A couple of years ago, I started posting on Twitter some simple investment ideas that were so stupidly simple, they could literally fit in the “Corner of the FT”.
The last one I posted was Metals-X two months (here) and the stock is +30% since. And the one before that was GEO Group (here) which did a respectable +60%. And the one before that was Bayer which staged a nice +20% rally… before collapsing 50%. Oh well! Point is, they can also go wrong.
This one I hope turns out to be easier: it’s a 1x PE stock (ex-cash) that is not in China and is not a Miner. And it probably won’t work, but here it goes: