AltayCap @AltayCapital
Long / Short equities. Value investor. Istanbul https://t.co/vNBoJqo6Ji altaycap.substack.com Switzerland Joined March 2022-
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Remember how everyone was bullish yen at the start of the year? FX is never obvious. My gut says yen is too weak but I have no idea. Structural issues remain as per Mizuho note in quote tweet:
Remember how everyone was bullish yen at the start of the year? FX is never obvious. My gut says yen is too weak but I have no idea. Structural issues remain as per Mizuho note in quote tweet:
Well. That was quick! Yodogawa just announced: significant increase in Dividends and future pay- out cancellation of treasury shares reduction of cross- held shares Link: yodoko.co.jp/release/2024/p… #ValueInvesting #japan
Well. That was quick! Yodogawa just announced: significant increase in Dividends and future pay- out cancellation of treasury shares reduction of cross- held shares Link: yodoko.co.jp/release/2024/p… #ValueInvesting #japan
Here's a quick rundown on Alpha Purchase $7115.JP a microcap with double-digit growth and ROCE valued at 10x cash adjusted P/E which I think has an asymmetric R/R profile. A double from here should be possible and potentially more 🧵
Here's a quick rundown on Alpha Purchase $7115.JP a microcap with double-digit growth and ROCE valued at 10x cash adjusted P/E which I think has an asymmetric R/R profile. A double from here should be possible and potentially more 🧵 https://t.co/hnlchBrUPs
This public JP company DIC Corp (TYO 4631) owns a huge art collection (~$300m-1B USD). Article on FT discusses the art assets. Activist fund (Oasis) is a top 3 shareholder. No position (but fun read)
This public JP company DIC Corp (TYO 4631) owns a huge art collection (~$300m-1B USD). Article on FT discusses the art assets. Activist fund (Oasis) is a top 3 shareholder. No position (but fun read) https://t.co/0IodE2TcIN
80 bagger since ~2015. But it was flat from 2000 - 2015. Wild!
80 bagger since ~2015. But it was flat from 2000 - 2015. Wild!
Strong full-year results from Japanese net-net CEL Corp (5078.T). Earnings are up 30% YOY and 35% above guidance. Dividend also increased to ¥105 from ¥80 (~2.7% yield at current prices). Net cash is ¥14B vs ¥13.1B market cap. Trading at 11x forward P/E based on FY25 guidance
Jeremy Raper @puppyeh1
42K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
Michael Fritzell (Asi.. @MikeFritzell
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Dave Waters @alluvialcapital
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Idea Hive @ideahive
42K Followers 423 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
Brandon Beylo @marketplunger1
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Lawrence Hamtil @lhamtil
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Olivier @ReturnsJourney
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Frederik Christopher .. @NeckarValue
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Deep Sail Capital @DeepSailCapital
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Alex Morris (TSOH Inv.. @TSOH_Investing
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Ina, Return of the Ni.. @IBuyCheapNPray
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GSP @GlobalStockPick
5K Followers 606 Following Trying to fish where others don't. For example: 🇭🇰 , 🇸🇪 , 🇸🇬 , 🇵🇱 CAGR +13%, Aim for margin of safety with revenue growth, details and writeups in blog
Luke Wolgram🔥 (X) @LukeWolgram
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Ian Bezek @irbezek
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CTC @CacheThatCheque
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Dalius - Special Situ.. @InvestSpecial
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Tristan @hurdle_rate
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SoS @SoSEquity
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Truffle Hunter Capita.. @trufflehuntcap
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LEXFIN @_LEXFIN
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Middat Yildiz @middatyildiz
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ashwani mathur @ashwani98395756
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Jonathan G @goodkey9
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Billy Kovanis @BillyKovanis
108 Followers 515 Following Aussie living in NYC | Long/Short Equity Investor |
Shrek Rat @ShrekRat
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Jeremy Raper @puppyeh1
42K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
Le Shrub🌳🔥🇺�.. @agnostoxxx
104K Followers 1K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
Kuppy @hkuppy
138K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.
Michael Fritzell (Asi.. @MikeFritzell
22K Followers 2K Following Your eyes and ears in Asia. Author of Asian Century Stocks (https://t.co/SECHidnjZ4).
Dave Waters @alluvialcapital
26K Followers 2K Following Purveyor of fine tweets/xeets. Alluvial Capital Management, LLC since 2014. I buy weird, weird stuff. DMs open. Pittsburgh! https://t.co/2ryxQtceTv
Idea Hive @ideahive
42K Followers 423 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
Wasteland Capital @ecommerceshares
95K Followers 761 Following Escaped the Vampire Squid, surviving in the wasteland. Investing in bottlecaps, US UK EU & global assets. Also, jokes. Liking is not endorsing. Do your own DD.
Brandon Beylo @marketplunger1
73K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Lawrence Hamtil @lhamtil
31K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Bill @wabuffo
24K Followers 2K Following 1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.
Yellow Lab Life Capit.. @YellowLabLife
20K Followers 950 Following I am not as smart as I sound, so please don't listen to me
Ian Cassel @iancassel
255K Followers 605 Following Christian | MicroCap Investor 📈 | Founder @MicroCapClub & CIO @IntelligentCM
Compound248 💰 @compound248
58K Followers 659 Following "That thing that rich people do where they turn money into more money. Can you teach me how to do that, Jack?” - Tina Fey, 30 Rock Jack, “With my eyes closed.”
Josh Young @Josh_Young_1
95K Followers 2K Following Contrarian value investor. O&G. Not advice, do not rely, past performance not indicative, positioning may change w/out notice. Likes & r/ts are not endorsements
Olivier @ReturnsJourney
8K Followers 2K Following Investor, discoverer of hidden stock gems at https://t.co/Bju6N5dgYF
Prepared Remarks @Rebrand_As_Y
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Frederik Christopher .. @NeckarValue
85K Followers 1K Following at the intersection of Money and a Meaningful life master money before it masters you
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4K Followers 376 Following Invest intelligently in high-quality stocks! 10,000 subs on YT. I wrote three books. Get mentored ⬇️
Elliot Silver @DInvesting
34K Followers 265 Following President of Top Notch Domains, LLC, a domain name investment firm. Publisher of https://t.co/n07pD3Q81b. Founder of https://t.co/neJ1Eez09R.
Siyu Li @siyul
4K Followers 442 Following private investor | ex-NYSE, Bridgewater, Bernstein. Write "Under The Hood" https://t.co/Quq8NMGrpt Also: https://t.co/AwxYH8yDDT
Gearoid Reidy リー�.. @GearoidReidy
21K Followers 1K Following Bloomberg @Opinion columnist on Japan and the Koreas. “Final Boss of the Japan finance bro dungeon.” ｊａｐａｎｉｆｉｃａｔｉｏｎ, Retweets ≠ endorsements, opinions mine.
Glenn @GlennLuk
11K Followers 316 Following Co-founder @HealthCareInc | Previously @Catalyte_io | VC/PE @Investcorp Technology Partners — Tech | Economic Development | Investing | Greater China
FuzzyPanda 🇺🇦 @FuzzyPandaShort
25K Followers 181 Following Short-only. Exposing Stock Promotions, Frauds, BK's is what we do best. Nothing is investment advice. Assume we are talking our own book - do your own work!
Spencer @spencekinkelaar
342 Followers 2K Following
GMT Research @GMTResearch
7K Followers 736 Following GMT Research is an accounting research firm focused on Asia, uncovering companies inflating their profits or window-dressing their financials.
Investment Books (Dha.. @InvestmentBook1
109K Followers 642 Following The Sage of Investment Pages | Curious Creator | Passionate Investor | Tech-Savvy | Book Lover Currently Reading - https://t.co/Lj1VW4qb17
Anssi Alkio @Anssi_A
243 Followers 618 Following FIN/ENG. Trying to invest in things other people don't. Mainly talk about investing & betting in specialty events.
Wexboy @Wexboy_Value
9K Followers 35 Following A blog about value investing, mostly in UK, Irish & US listed stocks.
Idea Brunch @IdeaBrunchEmail
3K Followers 69 Following Interviewing Great Investors. Get great investor interviews and idea pitches in your inbox: https://t.co/E4jsRynmiP
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AnalystEgg @AnalystEgg
7K Followers 7K Following Mostly for finding and sharing charts. Markets / economics
Martin Bradstreet @ALEXEIMARTOV
2K Followers 1K Following @ForgedVR (https://t.co/6zxrk4Muvw). GameDev (in UE, mostly VR), piano and sometimes blog my lifting. Used to Poker.
Sahil Khetpal @skhetpal
15K Followers 540 Following Former hedge fund investor turned entrepreneur. CEO @thetikr. Tweet about hedge funds, stocks, building businesses, and life's journey.
Small Value @dipinvest
865 Followers 229 Following learning from folk smarter than me | small caps | value investing | macro
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550 Followers 460 Following Student | Passionate Learner | Investing since 2018
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1K Followers 254 Following Trying not to sleepwalk my ways through the market. Representative of Winkerpack https://t.co/bzumSLxdca
TokyoTurnaroundLetter @TokyoTurnrounds
9 Followers 16 Following Finding contrarian turnaround stocks in the Japanese market for 30+years.
Turtleneck @Slowlearnerr
142 Followers 194 Following Slow learner 🐢 Investor focusing on the Japanese market and the nordics 🇯🇵💴💹
Rodrigo Benedetti @RodriGo_ethe
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JP value @yangtreehouse
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Tobias @kingfishcap
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Ben Kramer-Miller @TheWealthMiner
8K Followers 254 Following Hunting magic rocks, funding secured. Independent Director at Sierra Grande Minerals $SGRO.cn
CptChunk @xCptChunkx
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Aurelius @Aureliusltd28
4K Followers 226 Following What is essential is invisible to the eye. Opinions my own, not financial advice.
Josh Ye @ByJoshYe
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Moses Kagan @moseskagan
142K Followers 4K Following Owns $200MM of apartment buildings (w investors). Manages 1,000 apartments. Co-founder: @reconvenela & @reseedpartners. Join my mailing list here ⬇️
Kei0x @Kei0x
8K Followers 509 Following Founder @ AIKOCorp. Infosec/AI. Weeb Exploit Developer. Perpetually Tired. Follow requests generally ignored unless you radiate The Vibe
Timothy Foley @tfoley115
300 Followers 164 Following Edwall Management, LP (shareholder activism in Japanese small caps)
Continuous Compoundin.. @compoundersEX
394 Followers 408 Following Sharing unique value stock pitches. Occasional special situations. Not investment advice. DYODD. Entertainment Purposes Only.
astutex.ai @AstutexAi
1K Followers 85 Following #AlternativeData insights. Tweets are for informational purposes only and do not constitute investment recommendations. Email: [email protected]
Frank @justfactstruth
888 Followers 58 Following Family Office. Long value, growth and Real Estate. My opinions only -trade at your own risk.
vatnik @sudovatnik
756 Followers 368 Following
Takuro Mizobe | Palwo.. @urokuta_ja
25K Followers 3K Following (株)ポケットペア代表 代表作: Palworld, AI: Art Impostor, Craftopia, Overdungeon, Coincheck Founder ゲーム開発の全職種で積極採用中です！ インタビュー: https://t.co/aqj4NVHm2H
Carwd Innovation Fund.. @Delacro96469569
9K Followers 752 Following ビジネス書好きの企業経営者兼個人投資家、証券アナリスト。日本株、米国/海外株、投資信託、オルタナ投資部門からなり、クオリティグロース企業の定性・定量分析に基づくGARP投資を中心に行うCarwd Capital最高運用責任者。フィロソフィーある投資で安定的な資産成長とより良い社会実現を目指します。
Think most of the GARP squad has forgotten what reasonable is. Paging $WDFC $LULU $MCO $WMT $MCD $FICO $EQIX
2021 was a wild year. arstechnica.com/tech-policy/20…
Strangest $4b company I've ever owned because there's only like 7-8 accounts on all of Twitter that even discuss it. It has to be the safest bet to have total return of 100% over the next 3 years in this whole space.
Ol' faithful been on a silent run recently closing in on 150 USD. $WHC.AX $WHC's existing thermal business spits out circa $1.5B EBITDA at 140 NEWC on ~13mT. Not too shabby for assets the street are basically pricing terminally at <$1/sh. #coaltwitter
Ol' faithful been on a silent run recently closing in on 150 USD. $WHC.AX $WHC's existing thermal business spits out circa $1.5B EBITDA at 140 NEWC on ~13mT. Not too shabby for assets the street are basically pricing terminally at <$1/sh. #coaltwitter
Macquarie resume with outperform today now that they've considered BMA assets. I find the spot price equity value particularly interesting given it's shoulder season... 👀🪨 $WHC.AX $WHC #coaltwitter
Tough period for Kyoei Steel 5440 (97.9bn yen MC, 0.5x PB, 7.4x fwd PE) as guidance suggests drop in OP due to restructuring Vietnam ops, revamping US investments (aging facilities). MTMP suggests 110bn yen investment over 3 years, an unprecedented scale. DPR hike is lukewarm.
Your friendly reminder that Equinix has a DOJ subpoena and an internal investigation but has still not explained it's accounting practices
Ok last post. I am short $111,000 ish worth of $EQIX. Not max short, but I think it is worth $650 on a good day. Data-center this, pricing power-that, blah blah blah. They pretty obviously cooked the books on FFO, Estimated P/FFO of 29x is way higher than $DLR and associates.…
@cap_zay Because 90% of the little coffee shops serve horrible hipster roasts - sharp, acidic, citrusy, pungent, vinegary, 0 on a 1 to 10 scale. Starbucks is only a 5/10 but reliable, predictable and inoffensive.
Dawg they’re reinventing black coffee for millennials
Oh here it is: Starbucks developing a zero to low calorie energy beverage. $SBUX
Some great research put out by @viceroyresearch on $GL today Thank you for the classy🎩 tip in the report We are still short $GL. We discovered more insurance fraud since our 1st report Liberty National formers please keep reaching out! [email protected]
Globe Life – The Main Course. Report now live: viceroyresearch.org/2024/04/30/glo… Viceroy’s research pushes the envelope on pervasive fraud at AIL, disgusting misconduct allegations, and their financial consequences. Globe Life is rotten from top to bottom. $GL #thread 1/
Most important news I learned today from Japan. Coco Ichibanya, a Japanese-style curry restaurant chain (we have a few in LA, too), will have a 22-yo female (who started working at Coco ichi when she was 15) CEO featured in this video starting next month! I will have to frequent…
こちらの女性はココイチのアルバイト...ではなく5月から新社長になる諸沢莉乃さん22歳です。 15歳からバイト ↓ 19歳の時に全国に15人しかいなかった「接客のスペシャリスト」に認定。 ↓ 20歳の時に次期社長に打診され、迷うことなく引き受けた。 ↓ 22歳で5月から新社長に。 年齢なんて関係ない。
Emerging markets profits 101
One very clear conclusion from our recent trip to #Philippines is that the major cause of underperformance in recent years is multiple contraction. With few exceptions multiples in previously very popular consumer centric companies have more than halved in recent years. Meanwhile…
Less than 4 years later, Endor $E2N is nearly bankrupt. I'm constantly reminded that, in spite of investors' euphoria/depression about short-term booms/busts, businesses live or die based on their moats, or lack thereof. endor.ag/2024/04/26/end…
For anyone wondering why I currently refuse to buy racing sim equipment maker $E2N Endor even though it is a relatively-unknown high-growth and high ROE business that has attracted some smart US microcap investors:
🧵Smartkarma #eventdriven #threadoftheday Carlyle Reportedly To Buy KFC Japan (9873) From MitCorp (8058) - Deal Likely Imminent — Travis Lundy @travislundyasia -- $9873.JP 1/
and you want to bet against america?
30-40 hotdog vendors stormed Coachella after a fence toppled over
Not sure I’m financially ready for the transition back to Sydney prices. Literally 4x the price back in Tokyo 😳
First estimates of the size of Japan's presumed intervention last night, from the FT ft.com/content/455784…
The skyline is still amazing
Had to visit Cafe De Coral as well of course. Mong Kok location absolutely packed at off-lunch hour 14.15. Not much MSG taste, seemed alright. P/E 7x normalized on my numbers.
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