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Sam ColtExChangemaker
"So called Business Engineer"

One of the best threads regarding shorting. "Gentleman's Primer to shorting shitco's"

https://twitter.com/HedgeDirty/status/1254771059292647424?s=19

 

*This might have been shared before but given what's happening, worth sharing again.

 

Sam ColtExChangemaker
"So called Business Engineer"

Another Semiconductor Primer, but shorter and simpler.

I already shared one but this one is shorter, I find the other one better but if you don't have the time to read 200+ pages on chips I get it. This one is more recent (oct 2020) and basically boils the essential stuff down in 7 pages (value chain). 

https://www.stiftung-nv.de/sites/default/files/the_global_semiconductor_value_chain.pdf

 

Sam ColtExChangemaker
"So called Business Engineer"

Primer For the Semiconductor noob.

If you have heard about Intel, AMD, Nvidea, taiwain semiconductor, ASML but you don't really know what it is they make, this primer is for you. 
At least read chapter 1&2: 

Oppenheimer Semiconductors: Technology and Market Primer--2017
Oppenheimer Semiconductors: Technology and Market Primer--2017

 

Sam ColtExChangemaker
"So called Business Engineer"

Uranium Primer BofA

For those like me that don't know the first thing about Uranium except maybe that ze Germans don't want it anymore, the French love it and the Iranians would be more than happy to use it and everyone hates them for it 

Here is a usefull primer: 

Kazakstan = the United states of Uranium.
Kazakstan = the United states of Uranium.