Channels

Top 100 Trending New

Categories

Crypto Gaming News Entertainment Music Sports Tech Gambling Bots and mini apps Finance Business Education Lifestyle Health Travel Auto Fashion Jobs Dating Deals and shopping

Stickers

Stickers Emoji Themes Wallpapers

Bots Gifts Tools

Currency

$ USD ₽ RUB € EUR ₴ UAH ₸ KZT ₺ TRY zł PLN ₪ ILS AED AED R$ BRL Rp IDR RM MYR ¥ JPY ₩ KRW CN¥ CNY

Theme

Português (Brasil)

Bahasa Indonesia

Беларуская

Українська

Channels Categories Stickers Bots Gifts Tools

Premium Wiki Glossary Legal

Notifications Settings Log in

Yurta Capital: post #1603 — TG.ME

Yurta Capital@yurta06 · 969 subscribers Open in TelegramOpen

t.me/yurta06/1603

September 4, 2026 259

More from this channel

The Yurta model portfolio had a nice rebound in August $212,050.99 (including USD 54,358.8 in cash), up 112.% since inception in 2023. That's a 15.63% total return per annum. During August I did nothing portfolio wise. But on September 3rd added Keo Capital to the portfolio with a weight of 2.5%. Their Venezuela energy spinoff didn't happen because the valuation of the asset increased as Keo's stake is set to increase to 49%, tenure extended 20 years to 2056, and associated gas will be included, which Keo thinks could be worth more than the oil as it's liquids rich. Venezuela is opening and there are few ways to play it. 258·Sep 4 If you know my friend Sara from Triple S substack, you'll be familiar with her Venezuela play of the Lionheart Capital SPAC supposed to have a Venezuelan onshore 8bln bbl medium oil field vended into it (link below). The 40% owner is KEOC.ST in Sweden, which I own shares of personally, rather than the SPAC. Yesterday KEOC.ST and Lionheart terminated the deal. KEOC.ST is down over 12% on the news, even as their main business is financials services in LatAm with their key partner being American Express and nothing changed in the last 24h. I look at today's share price over reaction as a gift and will be adding it to the model portfolio. Plans for carving out the oil biz don't look to have changed. This SPAC just didn't work out. 🚨 not investment advice. Do your own DD. https://triplesinvesting.substack.com/p/a-venezuela-lottery-ticket-for-41?utm_campaign=posts-open-in-app&triedRedirect=true&_src_ref=google.com 451·Sep 1 Myrmikan's research I always love reading. This is a great analysis on the AI bubble and how it obviously ends...more money printing. https://acrobat.adobe.com/id/urn:aaid:sc:AP:cedf7d2d-5114-4ff7-a8d5-d0d09aec7e0a 427·Aug 31 The move last week in precious metals was fun. I don't know where we go from here near term honestly, though long term it's obvious. In my last interview I said we could head lower even though sentiment was historically bearish in gold. Specifically I said we could bounce and then roll lower...and I still see the potential for a great deleveraging at some point. But in the interim, bounce we did as Bessent announced further monetization of US debt. Hence, while I've deployed cash to get down to about 15%, I'm still at an elevated cash level because crazy things can happen, especially in resources as many eyes are looking at the space and I want asymmetry, not just leverage to rising metals prices. Therefore, my focus has been on juniors with market caps to NPV of less than 10% who are either fully funded or who will start small and increase their resources through non-dilutive exploration. (Not investment advice: I like CANX.v, LFLR.cn, ESG.v, BNKR.to, VZLA, MCI.v among others) Further afield, I keep digging into markets IB doesn't touch. You get non-USD exposure here, interesting compounders, and some companies where I think you can get dividend yields in the 60% to 70% range in a few years (after a specific industrial concludes its capacity expansion). More to come on this. I'm not aiming to be cryptic, but don't have positions yet and/or am not done researching. 656·Aug 24

When investing it's important to get a proper lay of the land. That means going beyond the largest cities. I've been to Istanbul a dozen times and along Türkiye's southern coast, but that's not representative of the entire country. The last few days I was in Sanliurfa (after Gaziantep) which is regarded as the birthplace of the prophet Abraham. It's also home to Göbekli Tepe, a 12,000 year old city in Mesopotamia. The contrast from Istanbul in culture, the pace of life and price of everything is immense. I capped off the trip in the coffee shops pictured here, inside the Sanliurfa bazar on a 41C day, sipping menengic (a "coffee" drink made from wild pistachio) gaining much more appreciation for the geographic crossroads Türkiye sits at. I also couldn't help but buy 5kg of Aleppo soap! 541·Aug 23

An open web layer over public Telegram — search, stats and channel reading right in your browser, no account, no install.

Not affiliated with Telegram FZ-LLC; all data comes from public sources.

Catalog

Top channels Categories Countries Search

Content

Stickers Emoji Gifts Themes Wallpapers

Help

Tools Wiki Glossary Blockchain Safety Premium Advertisers Advertising

© 2026 TG.ME · G.Media network· Updated 09/05/2026 · v0.2.0 · cd00242

Privacy Terms DMCA & complaints Report a violation

Similar channels

Nutstuff293 subscribers

The Wandering Investor Official1.6K subscribers

Schiff Sovereign - Official Telegram Channel931 subscribers

bne IntelliNews - Emerging Markets News419 subscribers

Teeka Tiwari653 subscribers

Smartkarma TL;DR (Beta)570 subscribers

Doug Casey's Take3.2K subscribers

KTuck Crypto & Macro Rants188 subscribers