Michael Fritzell (Asian Century Stocks) (@MikeFritzell) started following @Valuehunte on Oct 4, 2024

@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

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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

Just used @perplexity_ai (pro) as my city guide in #rome. Prompted it with time range, walking areas, what I want to try on the way(coffee, gelato, etc) near the monuments, and uploaded photos of each one I wanted to know more about. It’s the most flexible and useful city guide. https://t.co/p6ebyXWXid

$rklb #whentheheavenswentonsale

is finally on Twitter!

Oh speaking of Paris fashion week, guess which “luxury” brand isn’t there? Burberry It can’t play with the big boys like Dior or Loewe If you ain’t at Milan, Paris, or NY fashion week, are you really a luxury fashion brand even? $burby

Holy shit AMQ killing it Also don’t talk to me about luxury brands or fashion until you’ve seen at least 20 fashion shows. Anyone who says “oh they’ll sell more clothing!” Is a fucking moron Brands don’t make much margin on clothes. In fact, w the show, it’s a break even.

전체적으로는 크게 비중 실었던 부동산이 별 힘을 못쓰면서 동기간 시장수익률 정도만 간신히 나지 않았나 싶고, 같은 금액을 $QQQ 에 넣은 것 대비는 약간 못하지 않았나 정도의 생각이 있습니다. ㅎㅎ 그래도 4-5루타씩 친 종목들이 있어서 체면은 차린 것 같습니다.

최근에 AI 테마가 local maxima를 지나고 있음을 느끼며 다음 먹거리를 고민하게 되는 시점인데, 마땅한게 안 보이네요. 다음이 언제가 될 지는 모르지만, 무언가 나누고 싶은 재미있는 의견이 생긴다면 언젠가 또 돌아오겠습니다. 다들 성투하세요!

Japan: We need better corporate governance to raise ROE and improve shareholders returns. Let’s figure out how to do this Investors: We don’t believe you. Japan new PM: let’s raise corporate taxes and taxes on dividends Investors: …and this is why…

“Ishiba has pledged to revitalise economic growth”….by raising taxes. Genius! Why has no one thought of this before

Beautiful.

Urgency.

How can you lose money for 5 years straight selling cookies? https://t.co/UOq35FV52S

RT @finance_schmidt: Performance YTD: 65,0% Performance since 01.01.2017: IRR: 32,75% TTWROR: 428,85 I just published a d…

It was inevitable that smart individuals would take advantage of the inflation produced by fiat money. As happened in Germany 1919-1923. But let's not pretend that these private equity gurus have improved economy-wide productivity.

"Industrialist"? No, he simply reaped the benefits of low interest rates, while minimizing risks to himself by letting limited partners take potential losses https://t.co/pL0itsx3vu

Chinese tech has become a proxy for Asia. Listen, there are 10,000 other stocks to choose from... you don't have to speculate in Pinduoduo

RT @pradeeepk: Bought USDSGD USD seems cheap broadly

RT @smartkarma: Let’s take a look at Michael Dell’s track record: Since 2001: - 54pc weighted 1Yr average return - 100pc hit rate So…

"The reason [Halyk Bank trades] so cheaply is that 69.5% of the stock is held by crooks - Dinara & Timur Kulibayev... daughter Nursultan Nazarbayev... The current President of Kazakhstan is going after the Nazarbayev family and anyone else who looted the country"

RT @MikeFritzell: What I learnt from the biography of Adolf Lundin. He was the founder of the Lundin group of companies (IPCO, Africa Oil,…

Malaysian stocks: now yours to buy https://t.co/numDVgzYak

The Switch 2 better be a success... https://t.co/wq2jiklj8F

RT @zerohedge: There goes the 2nd most crowded trade. https://t.co/WlqVeL8IUJ

RT @pelabursaham: Best day for China markets in 15 years https://t.co/n8nxJDRhX3

What are your main concerns about finance related newsletters? Just curious

Gen Jim Mattis on why Russia invaded Ukraine: want veto authority over countries nearby https://t.co/RyAyOjtV7m

https://t.co/fRCwFAplVw

Pangolin: "Currently, there is an interest in Malaysian equities that we’ve not seen for years: brokers are seeing more enquiries from foreign funds; our fund is seeing more meeting requests; and brokers are even using the word ‘hot’ to describe Malaysia" https://t.co/UXpchnimRj

David Webb: "About 90 per cent of Hong Kong-listed companies have controlling shareholders, and these controllers vote to elect the INEDs, so they are only as independent and competent as the controlling shareholders want them to be" https://t.co/PnmF7lRi1f

RT @joinyellowbrick: @investingichina @blondesnmoney @Healthstockpick @PatrickZhou1 @eferbre @sammutgabi @IdeaBrunchEmail @Decipherintl You…

RT @marketcompiler: $SONY: Scalpers are selling Sony's PS5 Pro special edition for thousands more than they paid for it #NYSE #MSCI #FTSE…

China is where it's at https://t.co/G4Lz3yJfcb

RT @edascender: @MikeFritzell China Overseas Property is a great write-up which explains an industry unique to China. It strikes me as a sm…

RT @david_katunaric: $TCU.SI is the highest quality micro-cap business I've encountered in a long time — possibly ever I've shared my reas…

Yes we can be more precise than just saying "bubble": 1. Ponzi finance: widespread borrowing at negative carry 2. Attention cascade: speculation due to new era theory 3. Misperception of the value of an asset 2000s bubble had parts of 2&3 but unlike the Tulip bubble, no debt.

TLDR: Don't sell government bonds just yet

Therefore plausible that meritocratic societies will make you happier when it comes to work

What brings happiness in work: Earned success - creating value & being recognized Service to other people - lightening others' load https://t.co/MCiWbP2rpV

The wealth effect is real, when it comes to luxury goods

RT @mochistocks: If you're into Japanese stocks - 10 tools you won't wanna miss: https://t.co/8AaIUpjrq1 https://t.co/7KXP2H8Nw5

RT @topdowncharts: EM Equities ex-China are breaking out from a Brobdingnagian Base -- here's what to expect next: https://t.co/RBMd84M516…

RT @janeo1934: Credit Bureau Asia (SGX:TCU) starting to look interesting. Credit bureau in SG & Cambodia in a monopoly/duopoly market, st…

RT @RockBtmEntries: The Dollar is acting very heavy at key support. A move below Par will incite panic buying in Precious Metals. $DXY $G…

RT @realGeorgeHotz: Cope incoming, but it's true and it's not just steel. https://t.co/cI8qvl7VXI

As always, be careful what you wish for... Bangladesh had been on the right path until now

This is what showed up on TikTok at the time. https://t.co/B9XItc8j3k

Media has become incredibly foolish. Everyone loves Yunus so the new government must be a step up, right? As effective as the positive PR campaign we saw in media after the Taliban takeover of Afghanistan. Nobody seemed to care.

The idea was the Philippine Stock Exchange. Throughout history, when interest rate decline, fixed income experience loss of income and frequently decide to switch into stocks. That's exactly what's playing out in the Philippines right now.

Philippine trading volumes picked up, right after the mid-August interest rate cut. Retail investors have started moving out of fixed income into stocks. https://t.co/tr0F4D3eKY

RT @timothyhliu5: Tepper interview full audio (28 min), starting at 25:00 mark: https://t.co/m65QoD9Nqu Wish these anchors would interrup…

RT @StockCompil: Bilbel Capital on Tianjin Development $882 HK Thesis: Tianjin Development, backed by valuable Otis China shares and massi…

RT @smartkarma: ✨ Bali Tourism Recovery - What a Setup for Multi Bintang (Heineken Indonesia)! * Market leader of beer consumption in Indo…

Bear case for Major Cineplex: snakes https://t.co/iCDn1Qx8WX

Seems likely. My Hong Kong stocks are up, but nothing like the Chinese ADRs.

RT @investingichina: According to $BABA Alibaba’s disclosure, Chairman Joe Tsai @joetsai1999 bought an additional 1.45 million shares of A…

Explain this https://t.co/q37oGdrBin

Upping this thread. I wasn't able to reply to all your messages but most of them!