Michael Fritzell (Asian Century Stocks) (@MikeFritzell) started following @Ov808435305Ov8 on Oct 7, 2024

first akquisition after decentralize the platform $omda https://t.co/FtYtjWh2SD

Interview with Omda’s CFO Einar Bonnevie $omda $omda.ol https://t.co/tAmnKWyOpb

D6) Finally a hypothetical SOP valuation of $TSLA. Note BYD trades on 19x 2025E Adj. P/E having gone up 20% in a week valuing $TSLA Core Automotive + Energy at ~ $42 and on that basis the Fair Value would be $71 per share. Good luck! END. https://t.co/nUfBZGvWV9

D5) Robotaxi can be debated, I take the view its has limited value as its so far behind the competition in terms of miles per disengagement. But for sake of argument, I include it valued at half the market cap of $UBER. https://t.co/829YedWN39

Tight race in today's poll. Don't forget to cast your vote on the website. https://t.co/PGenRb05QV https://t.co/bVQPr6gHTT

RT @GlobalStockPick: This is the first day of the Hong Kong stock market rally where my HK holdings as a group are up more than the index -…

RT @equitybaron: @MikeFritzell Great post, some interesting names mentioned.

Reminder to myself not to invest in Japanese companies reliant on their China operations for their valuation

RT @MPelletierCIO: Canadian and U.S. politics in one picture. https://t.co/RxP3yKuMPE

RT @blondesnmoney: Okinawa Financial Group 7350 PE around 7, growing balance sheet, deposits, etc, good exposure to rising rates 2400 yen…

RT @tickerplus: 🌟 We just launched a free "What's Trending" financial-focused newsletter which we will send out each week! Join below... h…

Lol. I wouldn't hold my breath... https://t.co/VATQg6PE73

Consumers want hybrids 👇

RT @ArenaManCapital: "US equity markets expensive compared to intl" vs. "US equity markets boast global taxes on search, laptops, phones, v…

"If they follow instructions and create the kind of content the CCP wants, they can receive significant financial “donations,” but if they fail to comply or speak out on sensitive issues, they risk being banned from China or prosecuted under China’s national security regulations"

RT @smartkarma: 🇨🇳 China Stimulus / Policy: The State Council Information Office will hold a press conference at 10 a.m. on October 8, 2024…

RT @KirkCrunch: @MikeFritzell Packed for bfast, and lunch. Strong takeout flow too from what I can tell. I eat there often, bcoz I'm a chea…

RT @Ov808435305Ov8: @MikeFritzell Thats a nice overview 👍 For my taste $bbw.si is missing, like a basket with TCU, sheng siong, boustead, S…

Lesson learned?

https://t.co/p4Xf5azcrM

if it's inevitable that intelligent life creates artificial intelligence which enables robots then is it inevitable that the universe will be filled with ai robots rather than biological life? #robot #artificialintelligencetechnology #openai @elonmusk @neiltyson

$NFLX results and looming $CVNA results freaked out some $CARG shareholders. With over 20,000 subscribing dealers I don’t see where a miss can come from. CARG now 22x 2022 PE with earning accelerating thanks to rollout of “InstantMax”. Stock can double by YE.

Click on the link in my bio: https://t.co/PGenRb05QV https://t.co/duZdDq9Mlo

Hong Kong value favorites have lagged this rally. But I'm sure smaller funds will discover them eventually

The Cafe de Corals I went to earlier this year were absolutely packed. Not sure where this is coming on. But if it reflects investor sentiment, I'm all for it!

If 57% of Americans disapprove of Biden, will they for Kamala Harris, who essentially represents a continuation of the status quo? https://t.co/M0geDb5HHq

RT @mullvadnet: A reminder sent to the European Parliament and the European Council: this is what Chat Control and the Going Dark initiativ…

RT @mullvadnet: Defense against AI-guided Traffic Analysis (DAITA) Now available on Linux and macOS https://t.co/wmvp2vDM8X

Lee Cooperman not holding back lol https://t.co/RpQTz5ZL2D

Great comments on Buffett's purchases of Japanese trading companies. Look-through-earnings were higher than reported, and also it was a bet on inflation and a weaker currency.

RT @GlobalStockPick: @pandawatch88 Shitcos that lost more than 90% of their value indeed move early in a upcycle, not sure why. Same happen…

@Invesquotes thanks again for the great conversation!

🎙️ Had a great chat with @Invesquotes, creator of Best Anchor Stocks and @InvEnCalidad ! 💡 We talked bout becoming a full-time private investor, $TOI.V, $RMS, and more. 🎧 Listen on Spotify: https://t.co/Kq5vBU8OdH 🎥 Watch on YouTube: https://t.co/MNi3h1pf3o

Introducing Watermelon Core. Our all-in-one blend for mood, energy, stress, and immunity is now available in a juicy, fresh summer flavor that you can't wait to drink. Available NOW! https://t.co/IbMKSZkoX5 https://t.co/feMotEOMvn

https://t.co/0kbyQfhCVl

My kind of humor: https://t.co/czxyC3nnZL

RT @smartkarma: Philippines — with the inflation print today, a big rate cut in 2 weeks is almost guaranteed. +++ $PSE.PM breaking highe…

Leon Cooperman, again https://t.co/GNVptI1BL9

RT @DavidInglesTV: Hong Kong's stock market is a $6 trillion market again https://t.co/Ly6s5qTtzi

The solution to all of life's troubles

Overseas Family School is special in that the location sucks. But you would've expected an uptick in the share price nonetheless.

But there are subsidies on the consumer side too. On top of free license plates, lower congestion charges, bus lane access, free parking, etc. An estimate of the sustainable level of margins need to take these subsidies into account, because gov's won't spend forever.

People clearly don't believe the recent uptick in revenues for Singaporean international schools is going to last https://t.co/KKPZoydGNe

Surprisingly little deep sleep at just 8%. Any idea how to increase this number? https://t.co/AvxeQaLKW2

Leon Cooperman's assessment of broad market indices: • Economic activity inside / outside US • Earnings growth • Monetary and fiscal policy • Supply & demand for equities https://t.co/PhB5oDeUwn

Quite an event, wow

A classic cartoon from @GrantsPub

https://t.co/IesB1EDxt5

Great value for money. And the stock offers even greater value for your money ;)

Getting in bed with Apple may not be the best idea https://t.co/zGDdlCMMD7

RT @TheLongHappy: Deep dive on Accor $AC.PA here: https://t.co/idYri9uUzF Just started a sub$tack focused on the travel industry after ge…

RT @SameerTaneja41: We discuss a significant catalyst for Mongolia Mining 975 HK: the company redeemed its perpetual security, paving the w…

RT @TidefallCapital: https://t.co/4TJSmyYgsE

RT @doumenzi: Lots of day traders in China this week. One told me he plans to buy an apartment with the earnings. But don't expect it to ha…

RT @pandawatch88: Alibaba is following Meituan's path in southbound ownership % terms but at higher USD scale. I think JD is the next one…

RT @RealJimChanos: For those of you new to trading China, face-ripping rallies and episodic crashes are features of this equity market, not…

He might still be correct. I think ETFs explain some of the crazy moves we've seen in Japanese and Chinese equities lately.

"Transition all creators to the Apple billing system" Holy crap. Absolutely awful. Why would you as a creator want to be locked into the Apple ecosystem.

https://t.co/Ez7O7TgSAl

https://t.co/5k697fpTMD

https://t.co/vgVorvifk7.

"Can I opt out of the App Store Fee? A: No. You cannot opt out of the fee, or we’ll be at risk of having our app pulled from the App Store. To keep your work in the iOS app, it must be sold via Apple's in-app purchasing system."

"Apple is requiring Patreon to use their in-app purchase system and remove all other billing systems from the Patreon iOS app by November 2024. Beginning in November 2024 new memberships purchased in the iOS app will be subject to Apple’s 30% App Store fee." Thoughts?

RT @CarlMinzner: On the 75th anniversary of the founding of the People's Republic of China, Beijing is moving ever deeper into the counter-…

If only environmentalists cared about data... it doesn't seem like they do

RT @GlobalStockPick: Thanks Michael and good questions from you!

.@Citrini7 has a way with headlines https://t.co/yWzT0NCCKo

RT @BiremeCapital: https://t.co/ik6RhN1CnA Japan is the world's fourth largest economy. It is home to many high-tech companies that form c…

A special appearance by @Healthstockpick. Click the link in my bio: https://t.co/PGenRaZy1n https://t.co/qKSEVvJZL5

In contrast, Cafe de Coral is up maybe ~10% or so since the bottom

This is madness. A whirlwind of speculation... https://t.co/SSGa4YGV7a

Then don't read advertising-based media (including Twitter) https://t.co/JT5Z0npWlv

"Blinken said on Friday that Iran is 1-2 weeks from developing a nuclear weapon. There is now a timetable and an objective" 👀

Must read for anyone considering Harvard College https://t.co/UCMX939SKA

RT @TheLongHappy: Been a long ride to nowhere... https://t.co/02xp9YSyj3

RT @GZuckerman: “As long as Xi Jinping is running China I have no interest” in investing in country, Druckenmiller says, despite recent ra…

RT @wmiddelkoop: It’s Official Russian gov starts buying palladium, platinum and silver (besides gold) https://t.co/RnAVN27sli

Lenny Rachitsky's approach to organizing his week. No meetings between 9am and 3pm, period. https://t.co/4eYSzuXWnA

RT @hurdle_rate: Just posted on the blog The company is Autocount $0.276.KL - A Malaysian accounting software business

is finally on Twitter!