Offshore
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Michael Fritzell (Asian Century Stocks)
RT @MarkSimonHK: Cigars tonight with Taipei friends. All do extensive China business.
-None see anything positive in China. No growth, mass credit/loan issues. Real estate drops plague all sectors. @Potus @SecScottBessent need to know that Xi Can’t deliver on trade.
https://t.co/fDqrsdeKIM
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RT @MarkSimonHK: Cigars tonight with Taipei friends. All do extensive China business.
-None see anything positive in China. No growth, mass credit/loan issues. Real estate drops plague all sectors. @Potus @SecScottBessent need to know that Xi Can’t deliver on trade.
https://t.co/fDqrsdeKIM
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Michael Fritzell (Asian Century Stocks)
“For SaaS businesses, I honestly don’t think much has changed. If a company has a real edge, it still has an edge.”
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“For SaaS businesses, I honestly don’t think much has changed. If a company has a real edge, it still has an edge.”
Good reality check 👇👇👇
I spoke to several ASX listed software companies CEOs last week and they all said similar things to this article. tweet
X (formerly Twitter)
Ron Shamgar (@RonShamgar) on X
Good reality check 👇👇👇
I spoke to several ASX listed software companies CEOs last week and they all said similar things to this article.
I spoke to several ASX listed software companies CEOs last week and they all said similar things to this article.
Offshore
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Jukan
Is it believable that Apple has already broken out of the “Others” category and climbed to 5th place in the Indian market?
Unlike Samsung, Apple didn’t collapse in China, and it has successfully established itself in India.
At this point, it feels like Apple only has upside left in smartphone market share going forward.
$AAPL
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Is it believable that Apple has already broken out of the “Others” category and climbed to 5th place in the Indian market?
Unlike Samsung, Apple didn’t collapse in China, and it has successfully established itself in India.
At this point, it feels like Apple only has upside left in smartphone market share going forward.
$AAPL
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Offshore
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God of Prompt
RT @godofprompt: How to prompt Claude Opus 4.6 to get shockingly good outputs while cutting your API costs by 60%: https://t.co/3ddCvGqFZe
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RT @godofprompt: How to prompt Claude Opus 4.6 to get shockingly good outputs while cutting your API costs by 60%: https://t.co/3ddCvGqFZe
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Michael Fritzell (Asian Century Stocks)
RT @FirstSquawk: Singaporeans rushed to buy physical gold on Monday, crowding United Overseas Bank Ltd., the city-state’s only bank selling bullion, even as gold prices declined.
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RT @FirstSquawk: Singaporeans rushed to buy physical gold on Monday, crowding United Overseas Bank Ltd., the city-state’s only bank selling bullion, even as gold prices declined.
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Michael Fritzell (Asian Century Stocks)
RT @NicoGladia: This is the "education" from Apollo and friends i was referring to few tweets ago 🤡
Snakeoil salesmen.
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RT @NicoGladia: This is the "education" from Apollo and friends i was referring to few tweets ago 🤡
Snakeoil salesmen.
Whelp, Apollo argues that the best allocation is 100% private markets:
- low risk (as measured by std deviation, because hello, laundered volatility)
- and high returns (lol, because they are measured as total return, which probably includes unrealized gains on marks) https://t.co/D8I8ReJDqW tweet
Michael Fritzell (Asian Century Stocks)
RT @JoeValue: Investing in SaaS?
Look for these 4 moats:
1. The Vault: They own the data "System of Record."
2. The Shield: They provide the legal/compliance guarantee.
3. The Result: They charge for outcomes, not "seats."
4. The Network: Their AI learns from all customers, not just one.
Stop buying features. Start buying Context and Accountability.
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RT @JoeValue: Investing in SaaS?
Look for these 4 moats:
1. The Vault: They own the data "System of Record."
2. The Shield: They provide the legal/compliance guarantee.
3. The Result: They charge for outcomes, not "seats."
4. The Network: Their AI learns from all customers, not just one.
Stop buying features. Start buying Context and Accountability.
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Michael Fritzell (Asian Century Stocks)
RT @Stephen19718352: I lived a debauched life from 18-25 and a muted version of that from 25-30. I did all the stuff. Traveled to the places, did the drugs, had the sex and nothing I did in that time period measures up to some random Wednesday night game of monopoly with my wife and kids. Cliffdiving with some hot broad after a night out clubbing is nothing compared to having a family laugh attack at some ridiculous roadside attraction in South Dakota.
All the shit they sell you is a lie. Get married and have kids and grow the fuck up
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RT @Stephen19718352: I lived a debauched life from 18-25 and a muted version of that from 25-30. I did all the stuff. Traveled to the places, did the drugs, had the sex and nothing I did in that time period measures up to some random Wednesday night game of monopoly with my wife and kids. Cliffdiving with some hot broad after a night out clubbing is nothing compared to having a family laugh attack at some ridiculous roadside attraction in South Dakota.
All the shit they sell you is a lie. Get married and have kids and grow the fuck up
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Offshore
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God of Prompt
RT @godofprompt: Opus 4.6 just dropped and it's the most intelligent AI model ever released.
But 90% of people still don't know how to prompt Claude properly.
That's why I built the "Claude Mastery Guide" packed with:
→ Prompt engineering mini-course
→ 30 key prompting principles
→ 10+ mega-prompts ready to copy-paste
→ Strategic use cases for every skill level
→ Recently updated
If you want to actually use Claude at full power, this is the one.
Like + comment "Claude" and I'll DM it to you.
(Must be following)
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RT @godofprompt: Opus 4.6 just dropped and it's the most intelligent AI model ever released.
But 90% of people still don't know how to prompt Claude properly.
That's why I built the "Claude Mastery Guide" packed with:
→ Prompt engineering mini-course
→ 30 key prompting principles
→ 10+ mega-prompts ready to copy-paste
→ Strategic use cases for every skill level
→ Recently updated
If you want to actually use Claude at full power, this is the one.
Like + comment "Claude" and I'll DM it to you.
(Must be following)
tweet
Michael Fritzell (Asian Century Stocks)
RT @shahh: Top 10 visited financial websites this month:
1. Yahoo Finance - 65.4m
2. Robinhood - 40.9m
3. Polymarket - 38.4m
4. Coinbase - 29.7m
5. Bank of America - 25.3m
6. PayPal - 24.4m
7. CashApp - 22.3m
8. Venmo - 20.2m
9. DraftKings - 18.8m
10. Zelle - 14.5m
Notice something? 👀
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RT @shahh: Top 10 visited financial websites this month:
1. Yahoo Finance - 65.4m
2. Robinhood - 40.9m
3. Polymarket - 38.4m
4. Coinbase - 29.7m
5. Bank of America - 25.3m
6. PayPal - 24.4m
7. CashApp - 22.3m
8. Venmo - 20.2m
9. DraftKings - 18.8m
10. Zelle - 14.5m
Notice something? 👀
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