Dmitry M. Genin

@dmitrygenin

Value investor, focused on absolute return, entrepreneur, ex investment banker. Saint-Petersburg/Helsinki/NY/Bucharest.

Bucharest, Romania
Vrijeme pridruživanja: rujan 2010.

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  1. proslijedio/la je Tweet
    5. velj

    3000 people queued up last night under the cold weather for mask from last night.

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  2. prije 20 sati

    These are much more interesting to watch than All of these are not expenses - they are future capital

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  3. proslijedio/la je Tweet
    3. velj

    HISTORIC BANKING LOSSES 1995 - Barings $1.3bn on Nikkei options 1996 - Sumitomo $3.5bn on copper 2000 - Bawag $1.5bn on FX 2002 - AIB $700mm on FX 2008 - SocGen $8bn on Equity Index 2011 - UBS $2bn on Equities 2012 - JP $12bn on CDS 2019 - Citi £4.50 on a cheese sandwich

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  4. 4. velj

    Luckily in Europe you one can still get excellent education for much less.

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    2. velj

    "14 provinces & cities, comprising 69% of 's 2019 GDP, won't allow co's to start ops until at least 2nd wk of Feb. The 14 represent 78% of exports, 90% of smelting, 60+% of production, 65% of crude oil refining & 40% of coal output"

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  7. 31. sij

    These are unprecedented measures and do not align with the current infection numbers shared to us. Nothing makes sense... which increases my fear is that things are much, much worse in reality

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  8. 31. sij

    Authors are all Profs working here: WHO Collaborating Centre for Infectious Disease Epidemiology and Control, School of Public Health, Li Ka Shing Faculty of Medicine, University of Hong Kong, Hong Kong, China

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    Deeply concerning model just published in by Hong Kong researchers says 75,800 people in Wuhan may have been infected with as of January 25th and outbreaks in other Chinese cities will sustain exponential spread outside Wuhan.

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  10. proslijedio/la je Tweet
    30. sij

    Between meetings Davos last week and with epidemiologist friends this week I now have enough information on the outbreak to be seriously concerned. My primary skills from years of hedge funding and macro is pulling out what matters and here is what matters 1/

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  11. proslijedio/la je Tweet

    My 2019 letter to investors: - value lost because of incredible multiple expansion in growth stocks - value stocks delivered much better business results - earnings expectation gap for growth vs value near the 2000 high - S&P 500 priced for bad returns

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  12. proslijedio/la je Tweet
    29. stu 2019.

    "Schwab will pay you a meager 0.06 to 0.45% of your assets, while investing it at roughly 2.65%, and pocketing the difference. Cash holdings might earn nearly 2% elsewhere. Net interest revenue made up nearly 60% of Schwab's overall revenue last year."

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  13. proslijedio/la je Tweet

    My perennial list of best books for the investors in your life (1 of 3)

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    24. stu 2019.

    Trying to short the greatest bull market of all time

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  15. proslijedio/la je Tweet

    Wonderful inventions: Netflix: skip intro button.  Twitter: mute button.  Facebook: deactivate account button.

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  16. proslijedio/la je Tweet
    28. lis 2019.

    There are many members of a fan club who work to make sure this work is available to read (eg, Hurricane Capital who heroically provides links). This material is more valuable than physical gold. Spread the word please! Tren (fan club president emeritus)

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  17. proslijedio/la je Tweet

    New Post On a rainy day in 2016, I had planned to tell my wife I was burnt out. I was done.

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  18. proslijedio/la je Tweet

    But if you think of WeWork as a massive transfer of wealth from Saudi Arabia to an Israeli entrepreneur via an ethnic-Korean Japanese visionary it's really a heart-warming story of cross-cultural trade worthy of the Model UN

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  19. proslijedio/la je Tweet
    23. lis 2019.

    TODAY at 1 PM ET: Lessons Learned from this Year's IPOs > 's joins us for a live webinar to discuss this year's high-profile IPOs.

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  20. proslijedio/la je Tweet

    * Neumann Expected to Sell Roughly $1 Billion of Stock to SoftBank - Sources * Neumann to Get $185M Consulting Fee From SoftBank - Sources * SoftBank to Extend $500 Million of Credit to Neumann - Sources * Adam Neumann to Step Down From WeWork Board - Sources (Dow Jones)

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