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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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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
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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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Michael Fritzell (Asian Century Stocks)
RT @JamieHalse: Japan’s nuclear reactors continue to come back online.
This is a major positive for consumers, businesses, and the environment, as it increases the supply of cheap energy, and reduces reliance on expensive imported fossil fuels.
This dynamic should also support the Yen as it improves the trade balance, and should help counter domestic inflation.
In an era of growing energy demand as AI data centres are built out, a steady supply of low cost energy is crucial.
Nuclear energy has a low marginal cost of production. The issue with it is it’s capital intensity.
Unlike many countries, Japan has the capacity already built, it just needs to restart production.
The capital is already deployed, so it is a very inexpensive option to boost the country’s economy.
Enhanced safety precautions following Fukushima are a necessity. And that is why it has been a slow process to bring plants back online.
It is great to see continued progress in that regard.
(Link to full article in the comments)
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RT @JamieHalse: Japan’s nuclear reactors continue to come back online.
This is a major positive for consumers, businesses, and the environment, as it increases the supply of cheap energy, and reduces reliance on expensive imported fossil fuels.
This dynamic should also support the Yen as it improves the trade balance, and should help counter domestic inflation.
In an era of growing energy demand as AI data centres are built out, a steady supply of low cost energy is crucial.
Nuclear energy has a low marginal cost of production. The issue with it is it’s capital intensity.
Unlike many countries, Japan has the capacity already built, it just needs to restart production.
The capital is already deployed, so it is a very inexpensive option to boost the country’s economy.
Enhanced safety precautions following Fukushima are a necessity. And that is why it has been a slow process to bring plants back online.
It is great to see continued progress in that regard.
(Link to full article in the comments)
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Brady Long
RT @paraschopra: Ever wondered why OpenClaw went viral but many other similar projects didn’t?
Well, just look at the number of projects by OpenClaw’s creator.
Virality is a function of number of attempts. It’s so rare and unpredictable that your best bet is to maximize taking shots at it.
Same is true with tweets/videos. You’d see that the fastest growing accounts are those that produce a ton, and not those that keep perfecting a single thing that they hope to go viral.
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RT @paraschopra: Ever wondered why OpenClaw went viral but many other similar projects didn’t?
Well, just look at the number of projects by OpenClaw’s creator.
Virality is a function of number of attempts. It’s so rare and unpredictable that your best bet is to maximize taking shots at it.
Same is true with tweets/videos. You’d see that the fastest growing accounts are those that produce a ton, and not those that keep perfecting a single thing that they hope to go viral.
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The Transcript
RT @TheTranscript_: $IAC CEO: Google Search referrals down 50% over the last 2 years
"Looking at the core sessions, we're down 13% year-over-year on the quarter. The biggest contributor to that is a 50% drop in Google Search referrals over the last two years. This quarter, we also saw a little softness in non-search traffic sources, mainly driven by declines in Google Discover, which is their version of Apple News, which had been a contributor to non-search growth earlier in the year."
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RT @TheTranscript_: $IAC CEO: Google Search referrals down 50% over the last 2 years
"Looking at the core sessions, we're down 13% year-over-year on the quarter. The biggest contributor to that is a 50% drop in Google Search referrals over the last two years. This quarter, we also saw a little softness in non-search traffic sources, mainly driven by declines in Google Discover, which is their version of Apple News, which had been a contributor to non-search growth earlier in the year."
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