Myles @finphysnerd

Physics grad, value investing zoomer, pole dancer, professional Excel monkey, “best hair on fintwit". 🏳️‍🌈🇦🇺. valuezoomer.substack.com Sydney, New South Wales Joined December 2015

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Kingdom Capital @kingdomcapadv

3 months ago

ZPO🎖 @SPACLiquidity

3 months ago

https://t.co/MGbrXmQoGH

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Bought my first Hikari Tsushin ($9435.T) shares today. It makes sense as a way to gain diversified exposure to Japan as an outsider. Additionally my portfolio is now large enough that It's not too large a position because of round lots (minimum purchase sizes in Japan)

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Myles @finphysnerd

6 days ago

For those who might be interested I released a song today. This is my little side fun project. open.spotify.com/track/7oCkfE4f…

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Myles @finphysnerd

a week ago

I feel like the fintwit favourite playbook is finding a quality company with good management in a cyclical industry and believing that the quality of the company and management will protect it against an industry or broader economic downturn.

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Crash @Noicewon11

a week ago

$ddr - dodgy accounting. Founder leaving, flogging all of his stock and no board seat. Yep, totally normal.

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Illiquid @illyquid

a week ago

Notes on $BQF.SI - Able to address data centre demand because of a strong and longstanding relationship on the marine side of the business. Constraint is short lead times demanded by customers. Sounds like they are at capacity but addressing it by subcontracting 10%.

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Myles @finphysnerd

a week ago

Back to our regular schedules programming. $BQF.SI up 20% today as they continue to break out. At a 6 PE with double digit growth there's still a lot of potential room to run as the market continues to discover the story. Part of my Singapore momentum thesis I've been harping on.

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Illiquid @illyquid

2 weeks ago

This co has the lowest p/e of EM cement producers I can find and now has the majority of its biz in a considerably less risky Central Asian country (Kazakhstan). 🧐

Myles @finphysnerd

2 weeks ago

This co has the lowest p/e of EM cement producers I can find and now has the majority of its biz in a considerably less risky Central Asian country (Kazakhstan). 🧐

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Myles @finphysnerd

2 weeks ago

Thakral Corp $AWI.SI is doing exactly what value investors dream and hammering the buyback at a large discount to nav. They've bought back almost 1% of shares outstanding in the past 2 months, which is a lot for an illiquid Singaporean co.