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Strategies & Market Trends : Value Investing

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To: bruwin who wrote (68465)	8/31/2021 11:48:53 PM
From: WIND FALL	Read Replies (2) of 78778

Thanks for sharing. Made a watchlist of his holdings GOGL caught my eye as well because of the nice gains, up almost 150% YTD I think shipping vessels are depreciating assets, freight costs are rising, crude could go higher with a surge in air and road travel, ports haven't fully opened BUT I still think with inflation and sea travel still being a much cheaper alternative that these shipping stocks will do well. Many investors are talking about inflation with all the currency that has been printed for stimulus and directly entered the money supply. Just the rise of freight rates will slowly cause household items to become more expensive. The article mentions farmland, any suggestions on investing in farmland? Farmland REITs (any favourites)? The article for some reason mentions under "Reason 3" that Burry is betting against large tech stocks. I don't think thats the case as he has calls on google and fb and both have done nicely since the start of the year. sec.gov Perhaps he expects their advertising rates to go up as well. Also what do you think about Barrick Gold?

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