Offshore
Video
Bourbon Capital
Andy Jassy: "Our chips business is now over $10B in annual revenue.... growing at a triple digit percentage year over year" https://t.co/qfRWNUs1UD
tweet
Andy Jassy: "Our chips business is now over $10B in annual revenue.... growing at a triple digit percentage year over year" https://t.co/qfRWNUs1UD
tweet
Offshore
Photo
Moon Dev
ill be the first billionaire made from clawdbot
10,783% ROI Trading bots being built https://t.co/lf7lTif6r7
tweet
ill be the first billionaire made from clawdbot
10,783% ROI Trading bots being built https://t.co/lf7lTif6r7
tweet
Michael Fritzell (Asian Century Stocks)
Just shows you: being both contrarian AND right, is extremely hard. Michael Burry is no dummy.
tweet
Just shows you: being both contrarian AND right, is extremely hard. Michael Burry is no dummy.
People are paying Burry $3M/year to get slaughtered in $MOH and buy $GME as the next Berkshire lmao tweet
X (formerly Twitter)
Yellowbrick Investing (@joinyellowbrick) on X
People are paying Burry $3M/year to get slaughtered in $MOH and buy $GME as the next Berkshire lmao
Michael Fritzell (Asian Century Stocks)
RT @nothingbutjp: Food service sector in Japan has surprisingly rich valuations ranging north of 30x PE. Raise cash and consolidate private sector. Commissory kitchens + shared logistics. The public-private valuation arbitrage is real.
tweet
RT @nothingbutjp: Food service sector in Japan has surprisingly rich valuations ranging north of 30x PE. Raise cash and consolidate private sector. Commissory kitchens + shared logistics. The public-private valuation arbitrage is real.
tweet
Offshore
Photo
Michael Fritzell (Asian Century Stocks)
RT @nitinkinvest: 6286.T Seiko, much like Casio, is seeing a substantial momentum in brand heat. Expect the company to beat and raise materially. No position! https://t.co/NUI731f86d
tweet
RT @nitinkinvest: 6286.T Seiko, much like Casio, is seeing a substantial momentum in brand heat. Expect the company to beat and raise materially. No position! https://t.co/NUI731f86d
$6952.T (Casio) continues to show powerful global inflection. Seeing G-SHOCK in particular show up on multiple "Top 10" lists across major tracking channels.
The stock recently hit a 4-year high on the back of a significant Q3 '26 earnings beat and a newly announced ¥5 billion share buyback.
Amazon search trends for January are up a whopping 44% for G-SHOCK and 47% for the Casio brand (overall). Management is successfully pivoting toward high-margin metal models, I believe we are in the very early innings of a major re-rating story. tweet
Offshore
Photo
Michael Fritzell (Asian Century Stocks)
Now well under retail. The problem with Pop Mart is that the revenues aren't recurring. Eventually you'll run out of space. And run out of interest buying newer, shinier version. https://t.co/lLzv70olb8
tweet
Now well under retail. The problem with Pop Mart is that the revenues aren't recurring. Eventually you'll run out of space. And run out of interest buying newer, shinier version. https://t.co/lLzv70olb8
tweet
Offshore
Photo
Michael Fritzell (Asian Century Stocks)
RT @MoreBirths: Where has fertility fallen the most in the past ten years?
Not in the richest countries but in middle income countries.
Countries like Turkey, Iran, Argentina, Thailand, and even Mexico now have fertility rates well below that of the United States. Why? 1/3 https://t.co/0yEkmEcBf3
tweet
RT @MoreBirths: Where has fertility fallen the most in the past ten years?
Not in the richest countries but in middle income countries.
Countries like Turkey, Iran, Argentina, Thailand, and even Mexico now have fertility rates well below that of the United States. Why? 1/3 https://t.co/0yEkmEcBf3
Using @BirthGauge's data, I made this map of the TFR development between 2015 and 2025 in the countries where data is available.
Few studied region are spared.
Macao🇲🇴-57%
Argentina🇦🇷-49%
Thailand🇹🇭/Philippines🇵🇭-44%
Ukraine🇺🇦-43%
Bolivia🇧🇴/China🇨🇳-42%
Tunisia🇹🇳-40%
Egypt🇪🇬-39% https://t.co/9yzlFwmB8x tweet