Piet Viljoen’s investing masterclass - how to avoid our investments being hit for six

[@DannyK9]

Loved the discussion, especially getting a glimpse of how a pro like Piet thinks about the investing world (including the big picture). Most insightful, thank you gentlemen

[@Mike-ym6rl]

Despite PLTR and NVDA valuations, they are great long-term investments.

[@Mike-ym6rl]

Money will flow to where it is treated best.

[@Ubu94ntu]

Not really. People move money where they think it is treated best.

[@Mike-ym6rl]

I agree with Piet on MSTR, you are better off holding BTC directly.

[@markhamadams7403]

The ability to read what poeple are gonna soend their money on, going forward is the secret

[@mthokozisimchunu7437]

If you're confident that you can keep it forever, then you can buy it at any price.

[@MaddieHenderson-k3w]

Great content, as always! A bit off-topic, but I wanted to ask: I have a SafePal wallet with USDT, and I have the seed phrase. (alarm fetch churn bridge exercise tape speak race clerk couch crater letter). How can I transfer them to Binance?

[@Mike-ym6rl]

Beware: MicroStrategy vs MacroStrategy: According to an article recently in Seeking Alpha, written by Michael Del Monte: The biggest differentiator is that investors of MSTR don't actually own direct exposure to BTC, as the BTC assets are primarily held in MacroStrategy. Given this factor, I believe MicroStrategy is nothing more than a capital-raising vehicle used to bolster BTC holdings at MacroStrategy. This is essentially a reverse SPE where investors are directly investing in equity dilution and debt with limited-to-no benefits from MacroStrategy's BTC holdings.

[@mthokozisimchunu7437]

I bless the day We Buy Cars reaches R160, then we will all realise how cheap it was. "It's an excellent business," in it's own lane.