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Michael Fritzell (Asian Century Stocks)
As much as I love Nintendo, the momentum is not showing up in Google search query data. More of a margin story once the DRAM issue is over, plus the second movie in April and Super Mario Odyssey 2 in October. https://t.co/ROA5s96zqW
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As much as I love Nintendo, the momentum is not showing up in Google search query data. More of a margin story once the DRAM issue is over, plus the second movie in April and Super Mario Odyssey 2 in October. https://t.co/ROA5s96zqW
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Offshore
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Michael Fritzell (Asian Century Stocks)
Yeah but growth and the starting P/E matters just as much. Coca-Cola has not had a great 30-year IRR.
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Yeah but growth and the starting P/E matters just as much. Coca-Cola has not had a great 30-year IRR.
“Ultimately, the quality of the business trumps everything.”
- Chris Hohn
https://t.co/gWNwbPyCD0 tweet
Offshore
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Michael Fritzell (Asian Century Stocks)
Insider buying/selling in Samsung Electronics. Source: Smart Insider https://t.co/3PtRpZRVck
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Insider buying/selling in Samsung Electronics. Source: Smart Insider https://t.co/3PtRpZRVck
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Offshore
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Michael Fritzell (Asian Century Stocks)
Two rules being a sell side analyst:
1. If you can’t say anything positive, don’t say anything at all
2. Go with the flow of the other analysts, rather than trying to be contrarian
https://t.co/ZmD3GZ8a9I
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Two rules being a sell side analyst:
1. If you can’t say anything positive, don’t say anything at all
2. Go with the flow of the other analysts, rather than trying to be contrarian
https://t.co/ZmD3GZ8a9I
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The Transcript
RT @TheTranscript_: $INTC CEO: Intel's foundry scale-up will be signaled by ramp up in CapEx.
“I'm not going to announce any customer... When you see me starting to put money into… CapEx equipment… it means I have real customer I've committed to it. That's kind of discipline I have.”"
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RT @TheTranscript_: $INTC CEO: Intel's foundry scale-up will be signaled by ramp up in CapEx.
“I'm not going to announce any customer... When you see me starting to put money into… CapEx equipment… it means I have real customer I've committed to it. That's kind of discipline I have.”"
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @MikeZaccardi: Nikkei creeping up on 60k https://t.co/bj3QTioDTB
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RT @MikeZaccardi: Nikkei creeping up on 60k https://t.co/bj3QTioDTB
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @smartkarma: @IMFNews @Barchart 4. Taiwan: Real GDP Growth (via @MacroMicroMe) https://t.co/oRdJbEEl6g
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RT @smartkarma: @IMFNews @Barchart 4. Taiwan: Real GDP Growth (via @MacroMicroMe) https://t.co/oRdJbEEl6g
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Michael Fritzell (Asian Century Stocks)
RT @abroninvestor: Seriously fascinating situation. Sell side analysis is pitiful. For CHF10bn equity cap you get CH2.7bn of pure gold, 4bn of property 1.2bn of cash/secs so the finished inventory & brands & 1438store network arguably priced at CF2.1bn. Long
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RT @abroninvestor: Seriously fascinating situation. Sell side analysis is pitiful. For CHF10bn equity cap you get CH2.7bn of pure gold, 4bn of property 1.2bn of cash/secs so the finished inventory & brands & 1438store network arguably priced at CF2.1bn. Long
The only thing you need to know: the most shorted stock in Europe. That says it all…. $UHR.SW
https://t.co/zc0c4NU09q tweet
X (formerly Twitter)
Steven Wood (@GWInvestors) on X
The only thing you need to know: the most shorted stock in Europe. That says it all…. $UHR.SW
https://t.co/zc0c4NU09q
https://t.co/zc0c4NU09q
Offshore
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Jukan
RT @NVIDIAKorea: @SKhynix 와 NVIDIA는 AI Physics를 통해 반도체 기술 개발을 가속하고 있습니다. 🦾
NVIDIA의 PhysicsNeMo 프레임워크를 활용함으로써, SK하이닉스의 엔지니어들은 자체 AI 모델 개발 속도를 높여 디바이스 설계와 제조 과정에서 혁신적인 도구를 구현할 수 있는 가능성을 열고 있습니다.
블로그 읽기: https://t.co/E9d82PEQDt
#SEMICONKorea
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RT @NVIDIAKorea: @SKhynix 와 NVIDIA는 AI Physics를 통해 반도체 기술 개발을 가속하고 있습니다. 🦾
NVIDIA의 PhysicsNeMo 프레임워크를 활용함으로써, SK하이닉스의 엔지니어들은 자체 AI 모델 개발 속도를 높여 디바이스 설계와 제조 과정에서 혁신적인 도구를 구현할 수 있는 가능성을 열고 있습니다.
블로그 읽기: https://t.co/E9d82PEQDt
#SEMICONKorea
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @esaagar: 18 million Americans are smoking weed 21+ days a month
This is a full blown addiction crisis that even the NYT now says: "It’s Time for America to Admit That It Has a Marijuana Problem" https://t.co/FRGWFg6Bt3
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RT @esaagar: 18 million Americans are smoking weed 21+ days a month
This is a full blown addiction crisis that even the NYT now says: "It’s Time for America to Admit That It Has a Marijuana Problem" https://t.co/FRGWFg6Bt3
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Offshore
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Clark Square Capital
RT @ClarkSquareCap: There are about 400 ideas to sort through, including divestments, M&A, IPOs, rights offerings, and spin-offs. So there's something for everyone. Be sure to check it out.
Feedback welcome!
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RT @ClarkSquareCap: There are about 400 ideas to sort through, including divestments, M&A, IPOs, rights offerings, and spin-offs. So there's something for everyone. Be sure to check it out.
Feedback welcome!
Sharing a new project: the Special Situations Digest.
Check out the (free) link below. https://t.co/NT0wb21Sxl tweet