TrebleStory @TrebleStory

Interests: Thesis drift, catching falling knives. Dislikes: Nested IF statements. Joined November 2021

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TrebleStory @TrebleStory

2 days ago

@TristinHopper Are you referring to a National Energy Program but for gold?

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TrebleStory @TrebleStory

2 weeks ago

@NuggetCapital That’s just the avg yield for royalty cos. Miners on that sheet are high single digits.

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I don’t ascribe too much intentionality to his comments during the election. He was planning to steamroll whoever won the election. I think that Trump generally views Canada as a mildly annoying, virtue signalling free loader, and the “51st state” stuff is just his version of “Canada is America’s hat”.

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TrebleStory @TrebleStory

4 weeks ago

@conorsen @MattZeitlin I agree. I just don’t think it would be as attractive vs those other options at the higher price point.

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TrebleStory @TrebleStory

4 weeks ago

@conorsen @MattZeitlin Yes imo. Even if you can afford it, I think there’s a ceiling to what people will pay to go to the movies.

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TrebleStory @TrebleStory

4 weeks ago

@KairosPraxis What’s your process for identifying a good entry point?

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JH @wangchuang129

2 months ago

@CRUDEOIL231 Details of my analysis. 👇Next steps

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TrebleStory @TrebleStory

2 months ago

@deepvalueco Wonder if this is bc the most speculative stuff is listed in the US, and it is expensive to trade in USD on WealthSimple vs free for US Robinhood customers.

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TrebleStory @TrebleStory

2 months ago

@MebFaber Is this the most unvarnished version of animal spirits?

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TrebleStory @TrebleStory

2 months ago

@TheStalwart Agnico-Eagle bought Osisko Gold in 2014. As part of the deal, Osisko shareholders effectively received a 5% royalty on the primary asset, the Canadian Malartic gold mine in Quebec. I say effectively bc they technically received shares in a NewCo that held the royalty.

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TrebleStory @TrebleStory

2 months ago

@ClarkSquareCap Congratulations! A white noise machine and black out curtains really help with naps. Paying up for nicer wet wipes is worth it.

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TrebleStory @TrebleStory

2 months ago

@jaycaspiankang Grand. Theft. Alvarado.

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TrebleStory @TrebleStory

2 months ago

@ToddWenning

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TrebleStory @TrebleStory

2 months ago

@MattZeitlin Well I don’t “do Google Sheet” for financial modelling, so who am I to judge.

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TrebleStory @TrebleStory

3 months ago

@DerekBodnerNBA @NateDuncanNBA “Sir, this is a Wendy’s.”

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TrebleStory @TrebleStory

3 months ago

@Merridew__ Not a bad sitcom premise tbh

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TrebleStory @TrebleStory

3 months ago

@ShaleTier7 Full disclosure, I’m one of the kids in the class here.

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TrebleStory @TrebleStory

3 months ago

@EllliotttB I think you just came up with a new Ghostbusters movie. “Ghosts are wrecking havoc in NYC but they’re also the only thing holding up the luxury real estate market, so state and local government won’t let the Ghostbusters intervene.”