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Michael Fritzell (Asian Century Stocks)
While everyone continues to be bearish on Thailand, the index quietly bottomed in mid-2025. Marc Faber called it, almost perfectly. https://t.co/TfCZRnhSG7
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While everyone continues to be bearish on Thailand, the index quietly bottomed in mid-2025. Marc Faber called it, almost perfectly. https://t.co/TfCZRnhSG7
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anon
RT @tomicki: A few small updates to https://t.co/nSDd7j9NOO. The big one is that if you enter a ticker into the portfolio analysis or hedge tools that doesn't have any data in our system, it will be added to the next batch processing and updated within the next twenty-four hours.
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RT @tomicki: A few small updates to https://t.co/nSDd7j9NOO. The big one is that if you enter a ticker into the portfolio analysis or hedge tools that doesn't have any data in our system, it will be added to the next batch processing and updated within the next twenty-four hours.
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FactorsToday
Modern Quantitative Analysis | FactorsToday
Modern quantitative factor analysis for stocks. Track factor returns, analyze portfolio exposures, and discover market dynamics.
anon
RT @orrdavid: It's insane how fast @tomicki is making all of this using AI.
I'm turning bearish even Microsoft here looking out 5 years...
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RT @orrdavid: It's insane how fast @tomicki is making all of this using AI.
I'm turning bearish even Microsoft here looking out 5 years...
@orrdavid I think now it works the way you would hope for: https://t.co/0xDO5CNaSH https://t.co/5duBvJjNmJ tweet
X (formerly Twitter)
Lukasz Tomicki (@tomicki) on X
A few small updates to https://t.co/nSDd7j9NOO. The big one is that if you enter a ticker into the portfolio analysis or hedge tools that doesn't have any data in our system, it will be added to the next batch processing and updated within the next twenty…
Offshore
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Clark Square Capital
RT @ClarkSquareCap: Here is this week's special situations digest.
281 situations in activist campaigns, M&A/divestments, management changes, and other corporate events.
Make sure to check it out https://t.co/NZBTGqVC6P
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RT @ClarkSquareCap: Here is this week's special situations digest.
281 situations in activist campaigns, M&A/divestments, management changes, and other corporate events.
Make sure to check it out https://t.co/NZBTGqVC6P
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anon
RT @FirstHillcap: RS down tremendously on FY25 earnings report.
I thought it was a good report, we have good guidance and wouldn’t be surprised if they instated a buyback https://t.co/lwJZszIFY7
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RT @FirstHillcap: RS down tremendously on FY25 earnings report.
I thought it was a good report, we have good guidance and wouldn’t be surprised if they instated a buyback https://t.co/lwJZszIFY7
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Michael Fritzell (Asian Century Stocks)
RT @John_Hempton: Anyone got a good list of stocks that have fallen hard on AI scares? I have looked at a few - some of which I think the scare is real - some of which the scare seems far fetched.
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RT @John_Hempton: Anyone got a good list of stocks that have fallen hard on AI scares? I have looked at a few - some of which I think the scare is real - some of which the scare seems far fetched.
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Offshore
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Michael Fritzell (Asian Century Stocks)
RT @phil_hk: Like @gloomboomdoom has highlighted, Bangkok Bank looks really attractive here at 0.5 P/B. It also has exposure to Indonesia through Bank Permata. Indonesian banks usually trade at much higher multiples. I also like Land and Houses as a property play.
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RT @phil_hk: Like @gloomboomdoom has highlighted, Bangkok Bank looks really attractive here at 0.5 P/B. It also has exposure to Indonesia through Bank Permata. Indonesian banks usually trade at much higher multiples. I also like Land and Houses as a property play.
While everyone continues to be bearish on Thailand, the index quietly bottomed in mid-2025. Marc Faber called it, almost perfectly. https://t.co/TfCZRnhSG7 tweet
Offshore
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Illiquid
Toilets still making the news.
The UK-based fund sent a letter to Toto’s board last week calling for more disclosure about its advanced ceramics segment, according to documents obtained by Bloomberg. The segment produces electrostatic chucks used in NAND manufacturing, and Palliser views the toilet maker as “the most undervalued and overlooked AI memory beneficiary,” the documents show.
Palliser, which is currently among Toto’s top-20 shareholders, believes the company can unlock a further 55% upside on its share price by increasing awareness of its chip materials segment and boosting capital efficiency, according to the documents.
https://t.co/oYyx7YDg8Y
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Toilets still making the news.
The UK-based fund sent a letter to Toto’s board last week calling for more disclosure about its advanced ceramics segment, according to documents obtained by Bloomberg. The segment produces electrostatic chucks used in NAND manufacturing, and Palliser views the toilet maker as “the most undervalued and overlooked AI memory beneficiary,” the documents show.
Palliser, which is currently among Toto’s top-20 shareholders, believes the company can unlock a further 55% upside on its share price by increasing awareness of its chip materials segment and boosting capital efficiency, according to the documents.
https://t.co/oYyx7YDg8Y
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