Michael Fritzell (Asian Century Stocks) (@MikeFritzell) unfollowed @valor_em on Oct 19, 2024

RT @pqnhan1403: @valor_em @Ronin_Network Max supply 500M, minted 44M. 0.1$/MGT is reasonable sir

RT @ProofOfTravis: Wtf, I'm already up $400

RT @MikeZaccardi: GS: $RSP The current high level of market concentration suggests the equal-weight S&P 500 will outperform the aggregate i…

For happiness, spend money on improving your physical health, more leisure and vacation, on relationships, learning, novelty and handing over the tasks you hate to somebody else. https://t.co/9lOoLfMcrh

What stock in Asia qualifies? I can only think of Samyang Foods. Pop Mart maybe. Digiplus in the Philippines. What else?

Bob Wilson on how to make a killing in the market: • Unless there is fear in a stock, there probably isn’t a lot of capital gains potential • Buy companies that are doing something new or different • You get the best moves by “playing the surprises” https://t.co/JH6qCmCmjW

China margin debt has continued higher. I reckon we could see another leg up in the A-share market. Hong Kong, undecided. https://t.co/EBrcEDyrt6

LatAM vs US valuation differential close to a historical peak cc: @irbezek https://t.co/ipqsb8L4Bs

The party was bound to end at some point https://t.co/2AjH9JNJpM

Very little evidence so far that India is becoming a manufacturing superpower. And that's probably necessary for the build-up of an Indian middle class. https://t.co/P36nCSNunO

ASEAN benefits from a weaker US Dollar https://t.co/CctaBfg0ka

Robert Cialdini: • Get to yes first • Make a commitment publicly • Ask face-to-face for better compliance • Begin relationships by giving • Pitch: begin with mystery that requires closure • Find a similarity with person • Need ethical reputation https://t.co/LzYuZ0oH2Z

RT @ConvexityCap: @ReturnsJourney @MikeFritzell https://t.co/oVuyEfkhfr may I present you Hiroto Kiritani

A rare interview with Anthony Deden: https://t.co/6FuwtnMbSg

5 days left until the biggest IPO of the year: the Tokyo Metro. Nine lines and 180 stations, carrying 6.5 million passengers per day. Shareholder perks: free entry to the Tokyo Metro Museum, free tempura and entry to the company’s golf range. https://t.co/iX55AD67e1

Perhaps Druckenmiller was right after all https://t.co/w5Kj7VZOc4

The barbarous relic is defying all expectations https://t.co/qxeARFzWH0

RT @RhinoInsight: After I shared my deep dive on Cimory $CMRY, people asked me "How and where can I buy Indonesian stocks?" Here's a great…

Correction- remain co should worth 3.5-5.8 hkd/ share.

Stock trading at 7.8hkd / share implying upside of 20-50%. Whole deal will close end of October.

Secretly hoping that Find the Moat will get back to writing https://t.co/ErpyDs0Fht

RT @Vmaxpax: Use it or lose it all. The whole framework, People out there calling for "Multi Polarity" and don't even know what "Multi Lat…

Using AI-generated images is starting to get a bit old https://t.co/UOfYc6qm7E

RT @daniel3point0: @MikeFritzell I'm old enough to remember Mobius advising people to "be very, very careful" about investing in China and…

The algo..... vs ..... your actual feed https://t.co/Z5St5ifsQm

RT @gvancomp: @MikeFritzell US won't pay under the table for weapons. Cobra gold is still ongoing. US building a massive facility in Chi…

Nike's website traffic looks terrible... so who's gaining market share — Asics? https://t.co/c2LK7L0MWh

One data point suggesting that Thailand has switched allegiance from the United States to Russia-Iran-China

Mark Mobius remains bullish: • Seeing big increase in borrowing among local gov's • Big change in attitude and incentives for gov officials • Thinks the Chinese bull market has legs • Rising Chinese equities push flows into Asia overall https://t.co/hy1rMi86vY

Investors buying the dip in US tech stocks https://t.co/sKcji9jleI

"I worked for Xinhua News Agency for 11 years, including 29 months in the European Union. In October 2022, I joined the Center for China and Globalization (CCG), a leading non-government think tank in China." Impartial? https://t.co/oWsq0MxAqY

RT @ClarkSquareCap: As promised, here are the responses to the question, "What's your favorite small-cap/micro-cap, and why do you like it?…

RT @janthecurious1: $Grvy Strategic Capital has acquired a significant stake in Gravity’s parent company, GungHo Online Entertainment.…

RT @finphysnerd: Eco world intl is an interesting idea. Malaysian listed but owns properties in the UK. $293m USD book value against a $167…

RT @Ingathewinger: Interesting discussion with a HK sellside veteran yesterday. Why has smallcap HK become an index of value traps? The loc…

RT @ValuePraya: @ClarkSquareCap SF REIT(HK:2191) - RE sub of China's leading logistics company. I view it as a bond proxy yielding 10%. Val…

"There is a strong positive correlation in Japan between dividend payout ratio and PE ratio"

RT @RecoveryTrade: @ClarkSquareCap Hong Kong Ferry https://t.co/cQISTvMFuE trades 18% below net cash value, with available for sale propert…

RT @MikeFritzell: Analyze capital allocation in 10 easy steps https://t.co/DWNIFKaWL0

Mark Hart is concerned about geopolitics https://t.co/MqpoSiMcaX

RT @PolyCruzz: Let's discuss the Polycruz NFT Innovation. The First Beta is live Soon! ... #NFTCommunity #NFTCommmunity #NFTGiveaway #NFT…

Better to be lucky than good… enjoyed this and then Decided to read about @EmilybyNight and her wisteria and music past times! How good is the interwebs.

RT @eriksen_tim: $SODI fiscal second quarter results https://t.co/S7oEaoROjC

Just shared my recent conversation with the CEO of $CXZ.AX. We covered new product features, new OEMs development, deeper business thoughts, dealership operations, buybacks and much more. Find it at a usual place.

RT @RonShamgar: Good interview: Druck says Trump likely to win with a red sweep! Trump win bullish for markets 🔥 Fed is clueless Regret…

Analyze capital allocation in 10 easy steps https://t.co/DWNIFKaWL0

October spike in the number of search queries for "movie ticket" in Thailand, most likely due to Death Whisperer 2 https://t.co/tnmoRlYVz6 https://t.co/uwbXvWJzjI

A general interest post today. Have removed the paywall so it's free to read. Just click the link in my bio: https://t.co/PGenRb05QV https://t.co/PZQgTq2yqo

RT @mastersinvest: “I don’t really go by theory, I’m a market animal. Frankly, we’ve found over the years, markets are better predictors th…

RT @educated_rube: @ClarkSquareCap https://t.co/YSKgel0KhN gold miner operating in Thailand. Restarted operations after getting shut down b…

RT @HaydenCapital: Heading to Asia for three weeks (Oct 20 - Nov 7). I'll be in Jakarta, Manila, Singapore and Sydney during that time.…

Twitter's new privacy policy: • Will start to collect biometric information • Option to provide government-issued IDs • Will start accepting political ads before the US election • Plans to collect user employment histories https://t.co/ZCwuPsBaiQ https://t.co/JdMy3I4sCX

The Rolex AD industry is rotten... be selective https://t.co/IwzFPkqvhX

If an asset class is booming in popularity, you'll want to avoid it - not get in at the peak. What the hell did I just watch?

Bloomberg's 16 Oct interview with Stan Druckenmiller: • Trump will win the election, and Republicans will win the Senate, according to market indicators • He's sold off Nvidia entirely and admits it was a mistake. He's a believer but thinks it's expensive. • Short the https://t.co/LWdlYjfjde

This platform is really going down the drain... https://t.co/eMFgix1ABE

RT @WeiDuCNA: I am often asked how China is different today. I always knew the answer: it's confidence. But even I didn't expect the line t…

RT @Lingling_Wei: Talked to friends back in China and wanted to see how they feel/see the “Stimulus.” Everyone just sounded confused, “what…

RT @_SaurabhDhole_: This is a fantastic thread which also doubles up as a masterclass for investment thesis writing. Otherwise, hard to ge…

"They taught me GAAP (generally accepted accounting principles) in business school when they should have taught me GAAP (growth at any price)"

"Most of the content you read online was written by people far more addicted to the Internet than yourself"

Lol. Yes, sounds about right https://t.co/OzQUhXJBGg

Might not want to extrapolate US EPS, would bet a large part of the post-2020 spike was driven by money printing. Source: Minack https://t.co/VNZzGLEc4S

RT @WalterDeemer: Most Interesting Chart Of The Day: https://t.co/RPBrC8i24g

$brag Me waiting for a sale announcement https://t.co/8I96gkoSXD

$CPRI We all know there are no legal grounds on which to grant this PI, so it comes down on how "leftish and activist" Judge Rochon is. For any judge it would be the easiest way out to just kick the can down the road and divert it back to the FTC's administrative trial. My bet is

First of many deals or is Alphabet signaling that most demand forecasts for electricity are wrong (i.e. models will be multiple OOM more efficient)?

👇

June's Elite Companies report on the world's best managers' favourite stocks is out. 💡@Samsung top stk 💡Glbl top 10 💡Glbl Sm Cap top 10 💡Biggest risers 💡3 regional top 10s 💡11 sector top 10s 💡23 country top 10s Download your #FREE PDF report 👇 https://t.co/45HMWo8AMG

NEW @citywire Elite Companies top 10 UK stocks most popular with world’s best fund managers 3 new entrants: ⛏️@AngloAmerican PE 14, DY 3.0%, 12mth tot rtn 15% 🏦#STAN PE 6, DY 3.6, 12mth tot rtn 15% 🪖@BAESystemsplc PE 19, DY 2.5%, 12 mth tot rtn 47% https://t.co/dv0FcDTbi3

RT @conksresearch: "Fed cuts are about to cause hyperinflation" https://t.co/e4O5yN3vmC

RT @netcapgirl: new iphone and then new iphone again then new iphone and then a new iphone https://t.co/lBaSdDuTOu

And who sells liquor? Best Mart

Mizuno alt-data check. P/E 15x. Thoughts? https://t.co/XhjkFKW4JP

RT @UpslopeCapital: Is Tepper buying the dip?

What they didn't teach you in school https://t.co/BqGqafNX0H

Hock Lian Seng and Precision Tsugami China. Interesting... Tempted by the latter, but I also know what half of Japanese companies in China are leaving the country.

"[Xi] wanted to bail out indebted Chinese municipalities on the brink of collapse and revive the stock market without veering too far from his focus on letting the state drive China’s transformation into an industrial and technological powerhouse." https://t.co/rCRPJPoBeU

September was a weird month, to be honest https://t.co/l3Zhsp6evl

"On selecting a strategic partner for security and survival, half of the Singapore-based respondents chose China, followed by 15 per cent for Malaysia and the US." https://t.co/uIw4rLWGJ6

RT @jasongoepfert: You know who's not chasing stocks here? Insiders. Corporate executives among S&P 500 firms have some of the least open…

RT @KonekoResearch: The Economist signal: "is buying Chinese stocks a good idea? Even as speculators reap quick returns, for those who wish…

*pretty much. I'm blind

He's got a point there... providing attribution doesn't cost anything, and is the gentleman thing to do

🍿 https://t.co/5WJY49dn9k

Turns out that this moment was pretty the top in the Hang Seng tech index

RT @EdmundSimms: @MikeFritzell In my opinion, you should 5-10x your price. Your research is worth thousands if it genuinely helps investors…

Original 2022 report here: https://t.co/mTuBEFtvoL

Pan Pacific has some issues in its international operations... has benefitted from tourism to Japan, but that's pretty much run its course. Cautious from here. https://t.co/9yBP6gBqHE

I wrote a blog post about some of the stuff I learned making the Python backend for my new webapp: https://t.co/Wyh7LfRrI8

RT @doodlestein: @IlyasHairline It’s so dumb. Yeah, the thing Nvidia and Microsoft are still investing in at a $150b valuation for a new ro…

ラジオ番組　Investor's Sunday 実は始めてから１年以上経ちました！ ラジオが大好きなのですが、まさかこういった形で、投資や経営について発信するなんて夢にも思っていませんでした 既に伝わっているかもしれないのですが、楽しくやらせて頂いています

#インベスターズサンデー 現役アクティビストやファンドのエピソード マネックス証券　ファウンダー　 松本　大 #2 松本大さん（マネックスグループ会長）が日本の会社を変えていくために心がける「啐啄同時（そったくどうじ）」とは・・・？ https://t.co/UeSi0z7Wpc