Michael Fritzell (Asian Century Stocks)
RT @nothingbutjp: Clayton (or Kenkyo Investing) was a Japan 'deep-value analyst' and you can't find that anywhere else - not a single broker has a dedicated analyst for deep value. And Clayton was legit at business analysis. Repeat: There is not a single deep value sell-side analyst. Zero.
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RT @nothingbutjp: Clayton (or Kenkyo Investing) was a Japan 'deep-value analyst' and you can't find that anywhere else - not a single broker has a dedicated analyst for deep value. And Clayton was legit at business analysis. Repeat: There is not a single deep value sell-side analyst. Zero.
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Offshore
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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
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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
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Offshore
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Moon Dev
ill be the first billionaire made from clawdbot
10,783% ROI Trading bots being built https://t.co/lf7lTif6r7
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ill be the first billionaire made from clawdbot
10,783% ROI Trading bots being built https://t.co/lf7lTif6r7
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Michael Fritzell (Asian Century Stocks)
Just shows you: being both contrarian AND right, is extremely hard. Michael Burry is no dummy.
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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.
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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.
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Offshore
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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
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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
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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
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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
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