Contextualizing EM investment opportunities with geopolitical and macroeconomic thematic analysis
Blog by Altraman (@theAltraman) and Desertfox (@decipherintl)pyramidsandpagodas.com Not investment adviceJoined November 2019
Across 53 stock write-ups, we assess idea quality, performance, and lessons from wins and misses, from AI champions to Turkish construction giants:
pyramidsandpagodas.com/p/musings-to-m…
Ten ways you can become smarter thru generative AI
1. Better Internet search
2. Compile summaries
3. Q&A with primary source materials
4. Create a podcast from text
5. Generate transcripts from voice
6. Deep Research introductory repo
7. Mind maps to understand structure
8. Idea…
Hutchison Telecom (0215.HK), 2nd largest local telco after China Mobile, trades at deep discount and offers high div. yield. Honing in on the telco's solid net cash position, growth in 5G/roaming, and growing profitability, our latest:
pyramidsandpagodas.com/p/hutchison-te…
29K Followers 2K Following15 years in Asian equities. I'm the author of the "Asian Century Stocks" Substack newsletter (https://t.co/SECHidmM9w). Personal account.
10K Followers 3K FollowingValue investor in Emerging Markets and Europe.
Payment industry professional.
1-https://t.co/Bju6N5dgYF
2-https://t.co/WWmkdFO7Tu
6K Followers 735 FollowingFish where others don't, example: 🇭🇰 , 🇸🇪 , 🇸🇬 , 🇪🇸 , 🇮🇹 CAGR +16%, Aim for margin of safety with rev growth, now also on @Healthstockpick
12K Followers 989 FollowingCommon sense investment opportunities around the world. Free weekly newsletter: https://t.co/o5jVml2LQq… More hard-hitting research at 👇
922 Followers 2K FollowingInvestor, consultant, editor in chief, interested in mega trends, energy, mining, tech - The more I learn, the more I realize how much I don't know. DYODD.
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🎥 New videos every week on YouTube.
👑 History that inspires the present.
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93 Followers 350 Following"it takes all the running you can do, to keep in the same place. If you want to get somewhere else, you must run at least twice as fast as that!"
8K Followers 732 FollowingInvestuji zejména do akcií v USA, Evropě a ČR. Hledám podhodnocené společnosti pro dlouhodobé investice i zajímavé spekulace - [email protected]
160 Followers 225 FollowingHighly concentrated nano- and microcap investor.
DM's are always open to listen to new ideas!
Nothing I post should be taken as investing advice.
213 Followers 768 FollowingEach slice precise, no crumb misplaced. Spreads price charts with almond paste. Markets open: it’s time to shine! This toast aligns with bullish line.
30K Followers 3K FollowingGlobal investor. I publish in-depth research on under-the-radar stocks and special situations. Subscribe at https://t.co/i702QwsfOF
29K Followers 2K Following15 years in Asian equities. I'm the author of the "Asian Century Stocks" Substack newsletter (https://t.co/SECHidmM9w). Personal account.
55K Followers 446 FollowingSharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
Check out my blog here: https://t.co/ZptZfOvElj
10K Followers 3K FollowingValue investor in Emerging Markets and Europe.
Payment industry professional.
1-https://t.co/Bju6N5dgYF
2-https://t.co/WWmkdFO7Tu
163K Followers 2K FollowingCIO of Praetorian Capital. Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. Opinions/not investment advice.
241K Followers 1K FollowingAccount no longer active, as explained here:
https://t.co/eS3eVGe4jE
All other green chickens are impostors.
DMs checked infrequently.
494K Followers 1K FollowingMacro investment research at https://t.co/hQqAza8GGP
Our total return index is at https://t.co/vta9eqevnU
The ETF WTBN tracks our Index.
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6K Followers 735 FollowingFish where others don't, example: 🇭🇰 , 🇸🇪 , 🇸🇬 , 🇪🇸 , 🇮🇹 CAGR +16%, Aim for margin of safety with rev growth, now also on @Healthstockpick
12K Followers 989 FollowingCommon sense investment opportunities around the world. Free weekly newsletter: https://t.co/o5jVml2LQq… More hard-hitting research at 👇
46K Followers 4K FollowingCompleted my hedge fund tour of duty (Maverick, D.E. Shaw, Citadel, Schonfeld). Adjunct at ASU.
Now building an exceptional analyst training firm.
DMs open!
3K Followers 872 FollowingSharing unique value stock pitches. Occasional special situations. Not investment advice. DYODD. Entertainment Purposes Only.
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68K Followers 2K FollowingPM, Acquirers Funds® https://t.co/rjHtXEPHly. Author, The Acquirer's Multiple (https://t.co/84Cyi4G7dv) and Deep Value (https://t.co/5dE6nGGNCJ).
29K Followers 3K FollowingThrough invitation-only events and member publications, MOI Global fosters a community of intelligent investors united by a passion for lifelong learning.
3K Followers 618 FollowingValue investor. International focus, special situations, micro/small caps. "Show me the incentive and I'll show you the outcome."
2K Followers 88 FollowingOccasional investor | tracking macro data & companies in Malaysia, HK, Southeast Asia | Formerly in 🇭🇰🇲🇾 media, banking | Views are my own
10K Followers 271 FollowingFounder and Chief Investment Officer at Tundra Fonder. Pioneer in frontier and emerging markets. A special love for the unloved. Views are my own.
7K Followers 0 FollowingActivist short seller. voicing opinions. not investment advice. do your own work. full disclosure and reports available at https://t.co/DBr7j5VUZl