Yellowbrick Investing
Some Japanese stocks
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Some Japanese stocks
Some stuff that's not for me but you might be into:
$6266.T Tazmo - semiconductor equipment. ~hsd growth, ~4x EBITDA.
$4261.T Asiaquest - IT consulting / digital transformation services. 20-30% growth? at 6x EBITDA. Seems like they have a pretty good client list.
$6363.T Torishma Pump - large scale centrifugal pumps for power plants, desalination plants, large scale wastewater treatment. 30% of rev from servicing. msd growth at 5x EBITDA though high CAPEX.
$6044.T Sanki Service - 24/7 maintenance / repair service contract for commercial facility equipment. (Does have some new builds) Growth isn't amazing but appears to be at 10x PE?
$3521.T Econach Holding - public bathhouse (among other things) - 5x EBITDA - CAPEX really isn't too bad. - Unemployed Capital Allocatortweet
X (formerly Twitter)
Unemployed Capital Allocator (@atelicinvest) on X
Some stuff that's not for me but you might be into:
$6266.T Tazmo - semiconductor equipment. ~hsd growth, ~4x EBITDA.
$4261.T Asiaquest - IT consulting / digital transformation services. 20-30% growth? at 6x EBITDA. Seems like they have a pretty good client…
$6266.T Tazmo - semiconductor equipment. ~hsd growth, ~4x EBITDA.
$4261.T Asiaquest - IT consulting / digital transformation services. 20-30% growth? at 6x EBITDA. Seems like they have a pretty good client…
Offshore
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soken
BlackRock, Tom Lee, Peter Thiel, ETFs… they’re all buying ETH. 10K will come when you least expect it https://t.co/5GlnFcdaWB
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BlackRock, Tom Lee, Peter Thiel, ETFs… they’re all buying ETH. 10K will come when you least expect it https://t.co/5GlnFcdaWB
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Offshore
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Kris Kashtanova
Nano Banana is truly a game changer for film making.
Check this use case from @rufusd and generating keyframes in Adobe Firefly Boards and then making a controlled video sequence.
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Nano Banana is truly a game changer for film making.
Check this use case from @rufusd and generating keyframes in Adobe Firefly Boards and then making a controlled video sequence.
Gemini 2.5 Flash Image (previously code-named Nano Banana) is now available in Adobe Firefly as a Partner Model. It’s really useful for precise, controllable, and consistent images. In this example, I used the model to create the three images in Firefly Boards, and then used the first and last to create a video with Firefly Video. - Rufus Deuchlertweet
Yellowbrick Investing
$NHY.OL
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$NHY.OL
Aluminum isn’t just for soda cans and jets. In 2025 it’s a tariff tale, premium play, ESG parable, and power-market hedge. Norsk Hydro $NHY.OL, a century-old Norwegian aluminum giant, looks oddly well-positioned as monetary policy drifts dovish & trade policy swerves non-stop
🧵 - cuisineålilletweet
X (formerly Twitter)
cuisineålille (@LaTranquillum) on X
Aluminum isn’t just for soda cans and jets. In 2025 it’s a tariff tale, premium play, ESG parable, and power-market hedge. Norsk Hydro $NHY.OL, a century-old Norwegian aluminum giant, looks oddly well-positioned as monetary policy drifts dovish & trade policy…
Offshore
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Yellowbrick Investing
RT @franke_media: Auch ein Wert, durch den wir hier auf Twitter bzw. über @joinyellowbrick aufmerksam geworden sind. Nach etwas eigener Recherche erste Position aufgebaut und inzwischen 63 Prozent im Plus. Fin-X ist im Grunde unbezahlbar, wenn man es zu nutzen weiß.
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RT @franke_media: Auch ein Wert, durch den wir hier auf Twitter bzw. über @joinyellowbrick aufmerksam geworden sind. Nach etwas eigener Recherche erste Position aufgebaut und inzwischen 63 Prozent im Plus. Fin-X ist im Grunde unbezahlbar, wenn man es zu nutzen weiß.
🧐Hydreight Achieves 33% YoY H1 Revenue Growth, Records 3rd Consecutive Quarter of Profitability, and Strengthens Performance Across Verticals 🚑
https://t.co/iJ8h40pNCU $NURS https://t.co/FufawwYAgP - PPinvesttweet
Offshore
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soken
BlackRock when everyone is selling
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BlackRock when everyone is selling
Me walking out of the grocery store.. 😅 https://t.co/mAM1nHqH2U - Buitengebiedentweet
Offshore
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Kris Kashtanova
RT @pengwynn: This new Google model is pretty impressive. Now available in Firefly, too.
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RT @pengwynn: This new Google model is pretty impressive. Now available in Firefly, too.
🍌 Nano Banana is released in Adobe tools 🍌
Head to Firefly mobile app, Firefly Boards or Firefly web to use the newest Gemini 2.5 Flash = Nano Banana. The consistency of this model is over the top!
I made some merchandise of my dreams.
Share what you do with 🍌 with me https://t.co/aOONRa3SdF - Kris Kashtanovatweet
Offshore
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Simplifying Stocks, CPA
Same store sales looking health for $COST $WMT $TJX https://t.co/CPnsrOSFok
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Same store sales looking health for $COST $WMT $TJX https://t.co/CPnsrOSFok
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