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The Transcript
RT @TheTranscript_: $KO Coca-Cola CFO: North America's operating margins of 30% seen as structurally sustainable

“North America has been our star performer...And they, our folks running North America, expect and we expect them to continue to sort of lead the way because there's still tremendous opportunity to... just get a little bit better every day."
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Michael Fritzell (Asian Century Stocks)
Cool chart. The number of total bids for Singapore license plates and prices seems to be cyclical. https://t.co/xNNmpzQE3T
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Michael Fritzell (Asian Century Stocks)
RT @business: Philippine financial-technology firm Maya is considering a US IPO that may raise up to $1 billion, joining the ranks of Southeast Asian firms seeking to list their shares on overseas exchanges https://t.co/uyFSIcIzTM
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Michael Fritzell (Asian Century Stocks)
RT @SutjeSH: A lot of interesting information from Michael on alcohol consumption with focus on Asia. Worth to read!

1/ Are alcohol stocks finally bottoming? https://t.co/ZtD5h2Sox9
- Michael Fritzell (Asian Century Stocks)
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Michael Fritzell (Asian Century Stocks)
RT @DarkfireCapital: TFW you get your late night sweet treat recs in Tokyo from #fintwit https://t.co/EmxNaQKqUl

Market research for Moringa Milk $2264.to in Japan https://t.co/Z4HA7zrfq7
- Myles
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Michael Fritzell (Asian Century Stocks)
FnGuide. Single stock ETFs are coming

2 Korean stories I found interesting.

1) suggests that Korean brokerage accounts have seen a large build in cash

2) Korean regulators have noticed demand for leveraged ETFs and have begun the approval process for single stock ETFs.
- VKMacro
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Jukan
Omdia: Meta will launch AR glasses with OLEDoS displays for both eyes in 2027, and Apple will follow in 2028. https://t.co/MEaT47xkJM
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Moon Dev
4 open claws

i picked up two mac minis yesterday and set up a vps as well

today i am running openclaw on both so you can see the real differences

do you actually need a mac mini or can a virtual server handle it

you can have your own ai working for you before we close out 365

tickets are almost sold out and we go live from 7 to 10 am est

check if one is still available https://t.co/Aw7dcEvv2n

moon dev
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Michael Fritzell (Asian Century Stocks)
RT @memyselfandi006: Great thread. However, I do think that GLP-1 drugs play an increasing role, too. Especially in the US.

1/ Are alcohol stocks finally bottoming? https://t.co/ZtD5h2Sox9
- Michael Fritzell (Asian Century Stocks)
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God of Prompt
I built a “shadow advisory board” of AI personas to critique my business ideas.

Includes:

• Peter Thiel
• Naval
• Buffett
• YC partner
• skeptical VC

Here’s how I structured it ↓ https://t.co/gGat9Ou6jn
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