Beile Grünbaum (@Beile) header
Beile Grünbaum (@Beile) profile picture

Fund manager, Grünbaum Value Invest Also teaching value investing at Money Freedom / Penge og Frihed Weekly newsletter in English 👇

Joined December 2008
Photo by Beile Grünbaum (@Beile)Photo by Beile Grünbaum (@Beile)Photo by Beile Grünbaum (@Beile)Photo by Beile Grünbaum (@Beile)Photo by Beile Grünbaum (@Beile)Photo by Beile Grünbaum (@Beile)Photo by Beile Grünbaum (@Beile)Photo by Beile Grünbaum (@Beile)Photo by Beile Grünbaum (@Beile)Photo by Beile Grünbaum (@Beile)
Beile Grünbaum retweeted
If you’re not following this account of a Japanese man abroad in America, you should be.
I needed to move a sofa. I mentioned this to an American. He said, "You know anybody with a truck?" I did not know anybody with a truck. He looked at me with real concern. Not pity. Concern. The way you look at a man who has told you he does not have a name. "You gotta know somebody with a truck." I asked how one acquires such a person. He said, "You just do." This is the third time I have received that answer in this country. It is the answer to everything here. You just do. There is no process. There is only the eventual fact of having. He said, "Ask Kevin." I do not know a Kevin. He said Kevin like I should. He said it the way you say a shared uncle. I met Kevin four days later. Kevin owns a truck. Kevin does not own a truck for himself. Nobody owns a truck for themselves. Kevin owns a truck for a fifteen mile radius. Inside I said: THIS MAN HAS TAKEN A VOW. HE DID NOT ANNOUNCE IT. HE SIMPLY PURCHASED A BED AND ACCEPTED THE CONSEQUENCES. Kevin arrived on Saturday. He brought the truck. He also brought a second man. I had not asked for a second man. The second man's name is Tony. Tony came because Kevin came. Tony did not know me. Tony did not ask what we were moving. Tony brought gloves. They moved the sofa in eleven minutes. I offered them money. Both of them laughed at the same time, which felt rehearsed and was not. I asked what I owed them. Kevin said, "Buy the pizza." That is the price. That is the entire economy. The truck costs one pizza and the pizza is not negotiable and the pizza is also not expensive and everyone knows what size. Inside I said: THE FEE IS FIXED ACROSS THE ENTIRE NATION AND WAS SET BY NO ONE. We ate on the floor because the sofa was against the wall and none of us wanted to be the first to sit on it. Tony told me his daughter plays soccer. I asked if she is good. He said, "She's aggressive." I still think about that. Three weeks later, Kevin texted me. "You free Sunday? Helping Tony move a fridge." He did not ask if I wanted to. He informed me of a fridge. Inside I said: I HAVE BEEN CALLED UP. I DID NOT ENLIST. THE PAPERS WERE FILED ON MY BEHALF. I went. I moved the fridge. I have no truck. I contributed only arms. Afterward, a man I had never met asked me if I knew anybody with a truck. I said, "Yeah, I got a guy." I have a guy. I am somebody's guy now, too. Tony has told two people about me. He describes me as "the guy who's strong for his size." I have never been prouder of a sentence in my life.
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Beile Grünbaum retweeted
Elon Musk just rang the opening bell for the stock market today at the Nasdaq
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Beile Grünbaum retweeted
The number of Jews in the world is estimated at 16 to 17 million. Approximately 13 million of them reside in just two countries: Israel and the United States.
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Beile Grünbaum retweeted
Are you watching the Chinese New Year Gala? The Robot Kungfu show is mind blowing!!! They just executed a coordinated martial arts routine with spatial precision, rhythm control, and dynamic balance adjustments in real time. Kung fu, one of China’s most iconic traditional art forms , performed by machines built with cutting-edge AI control systems, advanced actuators, and high-speed feedback loops. Ancient discipline meets algorithmic precision. Last year, humanoid robots stepped onto the Spring Festival Gala stage for the first time. This year, they held synchronized kung fu stances with balance that would humble half of us after leg day. And they did it live!!! On the most-watched television event on the planet. The progress in just one year is magical. That’s what we call China speed. What makes it even sweeter is where this happened. I love how the progress is integrated in culture. In celebration. In a Lunar New Year gala watched by hundreds of millions. It’s music to my ears. The robots didn’t look like they were “trying” anymore. They looked like they belonged. Their joint articulation was smoother. Their formation timing tighter. Their balance recovery almost elegant. Their choreography is expressive. That’s what happens when AI models improve, control systems get smarter, hardware stabilizes, and iteration cycles compress. One year in robotics today is not the same as one year ten years ago. It’s compounding. If this is what 12 months looks like, imagine 36. The Chinese New Year Robot Kungfu Gala is just futuristic. It was quite the statement! The future is getting better very, very fast. It was so beautiful to watch. What do you think?
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Beile Grünbaum retweeted
Finally, of 192 countries in the world the true threats to America have been named. Denmark, Norway, Sweden, France, Germany, the U.K. and Finland. Thank you Donald Trump for identifying the real enemies!
BREAKING: Donald Trump has just slapped a 10% tariff on the UK for supporting Greenland which will rise to 25% in June. Denmark, Norway, Sweden, France, Germany, The UK, The Netherlands, and Finland all named.
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Russia presented its military robot. It's unclear what it can do.
Russia presented its human-like AI robot. It fell down as it walked onto the stage.
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Buffett's biographer Alice Schroeder did a Reddit AMA 12 years ago. It's filled with Buffett wisdom that 99.9% of folks have never seen before. Here are some of the highlights:
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Beile Grünbaum retweeted
incredible photo that's definitely worth at least 1,000 words from Andrew Harnik of Getty
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Beile Grünbaum retweeted
We’ve just lost all leverage by releasing the hostages. We are looking for volunteers to go back into Ghazzaaa to make it more fair.
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Seeing the tens of thousands of Palestinians return to their homes in northern Gaza, one can only remember the endless accusations against Israel: that the war was about displacement, ethnic cleansing, settlements- that these are supposedly the 'real' aims. Now the war has ended, Israel sees itself as victorious, and none of these goals has been achieved. How is it possible? Here's the truth: Israel was trying to prevent Hamas from controlling Gaza and, primarily, trying to get its hostages back. I’ve spent so many words in international media explaining that this war could end in minutes if Hamas agrees to return the hostages. But that ship had long sailed; the war was not portrayed by most of the international journalists or politicians as a war at all. Israeli military casualties were almost never reported. It was presented as an onslaught, a massacre - no security aim, no reason, just death, reigned by Israelis with no purpose. Now, the hostages are returning, and the war has suddenly stopped. Will they remember that forgotten connection? Hostages were always at the heart of the legitimacy of the war- for Israel, the U.S., and the international community. True, far-right and some Likud elements in the Israeli government had other (dangerous) dreams. The Prime Minister allowed those to be discussed and addressed. Yet these were never the consensus or a real option. Recap: Hamas first refused to give up control of the Strip. Then, it refused to release hostages before full IDF withdrawal. It then refused disarmament. Now it agrees to all of these conditions. Echo chambers that cheered Hamas’s radical demands were obsessed with indicting Israel rather than ending the war and saving lives. With all my criticism of Netanyahu and the missed opportunities to end the conflict, this was never about endless war. I write this no to defend him, but to explain the Israeli society. one only needs to know Israelis and witness the scenes of joy now, with this ceasefire, to understand that this is a people that wanted their lives back. Mainly, they wanted the hostages home and to know Hamas isn't a threat anymore. President Trump, in a true demonstration of state-of-the-art statecraft, made it happen. He will forever be regarded as a hero in Israel. Those who amplified Hamas’s demands are now silent- or even condemning the agreement. For them, it’s never been about Palestinians. It’s about hating Israel and Zionism to the point of being willing to sacrifice the last Palestinian so that their argument demonizing Israel will prevail.
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Beile Grünbaum retweeted
On how to get through a challenging time. It works.
This is easily my favorite clip of Bill Ackman > His fund was down 30%+ > Being sued by Valeant Pharma investors > Going through divorce with his wife > Elliot, an activist firm, trying to take over his fund Here is his advice on how to deal with the tough moments in life
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Beile Grünbaum retweeted
I recently had the pleasure of joining @Beile on her "Money and Freedom" podcast to talk about what truly defines an intelligent investor. We discussed my work with Mohnish Pabrai, and how clarity, emotional discipline, and deep self-awareness play a far greater role in financial success than most realize. Some of the topics we covered: ✅ Why patience and focus often matter more than technical skill ✅ How your internal patterns shape your external choices ✅ The exact Roadmap process I used with Mohnish ✅ How to invest—and live—with clarity 🎧 You can listen/watch here: YouTube: youtu.be/BcGdelT2WAk Spotify: open.spotify.com/episode/5Yl…
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Beile Grünbaum retweeted
How much do you think it costs to make a pair of Nike shoes in Asia? I'll show you. 🧵
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Beile Grünbaum retweeted
Warren Buffett vs. Cathie Wood from 2021-2023 🚨
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Beile Grünbaum retweeted
Jeg har to børn, som jeg gerne vil lære at være multi-millionærer. Her er 5 forskellige måder, jeg lærer dem om penge. 🧵
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Beile Grünbaum retweeted
Nu er det snart ferie. Tid til film og hygge? Her er 20 film, som kan lære dig en masse om penge. 🧵 P.S. Gem tråden med det samme, så du kan finde den.
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Beile Grünbaum retweeted
Hvad hvis nu du kunne investere i aktier uden at dumme dig? Hvordan undgår du at lave fejl med dine aktieinvesteringer? Her kommer mine top 5 råd til at minimere fejl. 🧵
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Beile er dygtig. Er du investeringsbegynder, eller vil du bare vide mere, er det et godt sted at starte. Her👇
Jeg er økonomisk uafhængig ved hjælp af aktier. Men vent....Hvor kommer pengene fra? Sådan helt præcist? Skal du sælge aktier, hver gang du skal betale en regning? Det er spørgsmål, jeg ofte får. Her er 5 måder at få indtægter fra aktier. 🧵
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Beile Grünbaum retweeted
The top 10 largest stocks in the world are now worth a new combined high of $22.1 Trillion up from $21.7 last week
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