jeroen blokland
@jsblokland
Founder Blokland Smart Multi-Asset Fund, investing in scarce assets, Quality Stocks, Gold, & Bitcoin.
Founder True Insights - independent investment research.
ID:51689310
https://bloklandfund.com/eng/ 28-06-2009 09:10:20
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112,8K Followers
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With #Apple 's biggest #buyback program ever of USD 110 billion, it could also buy:
- #Ferrari (USD 76 billion)
- #Sony (USD 103 billion)
- #Coinbase , #Microstrategy , AND #Grayscale Bitcoin Trust (USD 110 billion)
- #Heineken AND #Monster beverage (USD 110 billion)
- #BNPParibas ā¦
#Apple ās stock just became more scarce after the company announced its biggest buyback program.
Equity capital is getting scarcer relative to the abundance of bonds/ #debt , which will show up in relative #valuation . #qualitystocks
Grizzle Hard Money āļø Jeroen Blokland - jeroen blokland
āŖļøEntering the golden era of scarce assets š quality stocks, #gold & #Bitcoin
āŖļøGold = proven track record + size ā”ļø capital in bonds will transition to gold
āŖļøBTC ā”ļø bullish w/ high volatility
twitter.com/i/broadcasts/1ā¦