Author | Lightnews

Sirin @sirindude.bsky.social · 3d

Crocs $CROX - 7.6%
Chapters Group $CHG.DE - 7.2%
Berkshire Hathaway $BRK.B - 1.2%

- Note -
Very happy with the return, considering little Tech/AI Exposure.
Google was added end of Q3 and is up 38%.
(~15% outperformance) vs S&P, SPY YTD ~0% in CHF terms.

(2/2)

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Sirin @sirindude.bsky.social · 3d

Q4 2025 - Portfolio Update
YTD Total Return: +14.86% (in CHF)

- Positions -
Atlas Pearls $ATP.AX - 19.4%
Kuros Biosciences $KURN.SW - 17.2%
Campine $CAMP.BE / $CAMB.BR - 14.3%
Wallenius Wilhelmsen $WAWI.OL - 12.5%
3i Group $III.L - 11.8%
Alphabet $GOOG / $GOOGL - 7.8%
(1/2)

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Sirin @sirindude.bsky.social · 4d

Will report back if I blew up EOY, fingers crossed

Sirin @sirindude.bsky.social · 4d

new gamba hobby:

"Tokenomics Value Fund"
-> my vault on Hyperliquid

- 87 trading days
- 67.1% total return
- Sharpe: 4.15
- Sortino: 8.5
- Calmar: 97.4
- Vol p.a: 54.1%
- max drawdown: -7.52%

Benchmarked against $BTC
- Alpha: 2.05
- Beta: -0.57
- Corr: -0.35

current investment limit:
15'500$

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Sirin @sirindude.bsky.social · 17d

Ah just realized, if you are not logged in, delay is 90 days.
Post is from August.

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Sirin @sirindude.bsky.social · 17d

"I assume Jacobs exit is going to take place through placements rather than a takeover." 3/3

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Sirin @sirindude.bsky.social · 17d

"The reason Jacobs hired turnaround specialist Peter Feld was most likely to boost the share price for an eventual exit. The parallels with KKR’s investments in WMF and GfK cannot be ignored and are probably bullish, longer-term." 2/3

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Sirin @sirindude.bsky.social · 17d

Maybe you are banned for knowing too much.

Here is the text I mentioned:

"30% shareholder Klaus Jacobs has been selling down his stake gradually, most recently between 2019 and 2021 when the stock traded above 20x EV/EBIT." 1/2

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Sirin @sirindude.bsky.social · 18d

The link is on VIC, free to read.
Just search for Barry Callebaut in the top right.

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Sirin @sirindude.bsky.social · 18d

Just read this writeup and the author mentioned the jacobs planned exit, but was sure it would be placement.

valueinvestorsclub.com/idea/Barry_C...

Value Investors Club / Where top investors share their best ideas

valueinvestorsclub.com

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Sirin @sirindude.bsky.social · Sep 22

the „Bill Hwang ViacomCBS“-Dilemma

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Sirin @sirindude.bsky.social · Aug 28

too long, didn‘t read (myself)

Sirin @sirindude.bsky.social · Aug 22

highscore + leaderboard?
looking very promising

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Sirin @sirindude.bsky.social · Aug 18

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Sirin @sirindude.bsky.social · Aug 7

If you need anything changed or have ideas for making this better, feel free to comment or create an issue/pr on github.

#swisspublictransport #switzerland #opensource #swisstech #imadethis

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Sirin @sirindude.bsky.social · Aug 7

Anyone else find Swiss public transport pricing unnecessarily complicated?

- GA Travelcard (simple but CHF 4,000)
- Point-to-point travelcards
- Half Fare Plus with the prepaid reload discounts
- Or sticking with regular Half Fare Travelcard

simple solution:
sirindudler.github.io/SBB-Travelca...

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Sirin @sirindude.bsky.social · Jul 31

The real gains are the ESG ratings we gain along the way!

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Sirin @sirindude.bsky.social · Jul 14

just listened to this today, which reminded me of reading „going infinite“ and all my thoughts about it.
open.spotify.com/episode/4VLk...

"I get in trouble when I say things like this" - Michael Lewis on Sam Bankman-Fried from Cautionary Tales

Against the Rules with Michael Lewis · Episode

open.spotify.com

Sirin @sirindude.bsky.social · Jul 14

good thing you got this search engine, found some.

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Sirin @sirindude.bsky.social · Jul 14

@nonzerosumjames.bsky.social Hey, do you by chance have a blogpost or podcast episode on effective altruism or similar?

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Sirin @sirindude.bsky.social · Jul 13

Follow me for more fringe ponzi scheme investing content.

If you were wondering, these weapon skins are not functional and just a "flex", just like so many real life things.

#csgo #cs2 #csskins #csgoinvesting #ponzischeme

Sirin @sirindude.bsky.social · Jul 13

(if sold July 17, '25) - 259$ (206.5 CHF).
return -> 313%
time -> 20.6 months
annualized return -> 127% cagr

A worse exchange rate, lower interest in my specific item and missing out on the initial sale lowered my return.

You can watch the listing here:
csfloat.com/item/8080511...

CSFloat - Buy & Sell CS2 Skins on the Most Advanced Marketplace

CSFloat is the premier destination for all your Counter-Strike 2 skin trading needs. Buy and sell CS2 skins securely and easily for real money.

csfloat.com

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Sirin @sirindude.bsky.social · Jul 13

The sold price in March was 259$ (228.56 CHF).
return -> 357%
time -> 16.6 months
annualized return -> 209.6% cagr

Since then I have relisted the item and lowered the price back to 259$. But with USD down significantly since then, the current price in CHF would be:

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Sirin @sirindude.bsky.social · Jul 13

CSGO/CS2 investing - exhibit 1

In late October '23 I bought this arguably good looking, but objectively very rare skin from a friend for 50 CHF.

In March '25 sold the item sucessfully on csfloat (skin for cash platform), but stupidly missed the notification email.

The transaction was cancelled.

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