Michael Fritzell (Asian Century Stocks) @MikeFritzell
Your eyes and ears in Asia. Author of Asian Century Stocks (https://t.co/SECHidnjZ4). Not investment advice Joined May 2014-
Tweets29K
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Followers21K
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Following2K
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Likes74K
Hawaiian Airlines makes 250 Mbps in-flight WiFi powered by Starlink free:
On the other end is this guy
Cocoa Biggest Loss in 65 Years 🚨 Chocolate lovers rejoice! Cocoa suffers biggest daily loss in 65 years.
A lot of skepticism in this rally, that much is apparent
Same thought. Just wondering what is meant by "offeror will not be allowed to increase the offer price"
Had to visit Cafe De Coral as well of course. Mong Kok location absolutely packed at off-lunch hour 14.15. Not much MSG taste, seemed alright. P/E 7x normalized on my numbers.
Nanocap ($26m usd) net-net Tokyo Automatic Machinery (TYO 6360) ups EPS forecast from ¥507 to ¥797 per share. Dividend inc from ¥60 to ¥80 and declares ¥40 special dividend for ¥120 total. 4.1% yield not bad. P/E of 3.6. NCAV of ~$27m (counting inv sec) I own a v small position.
See the most expensive domain names ever sold? And then check the most visited websites. Conclusion: expensive domain names are total cope, and all the most popular websites have weird nonsensical names like “google” or “wikipedia”, yet people still visit them daily.
Sharing a list of 40 funds with excellent quarterly letters for idea generation. 1) @alluvialcapital (Value + Special sits) 2) @eriksen_tim (Value + Special sits) 3) @LaughingH20Cap (Value + Special sits) 4) @CapitalVoss (Value + Special sits) 5) @LuisVSanchez777 (Value +…
How to know if a currency is collapsing…
Conan's humor doesn't work at all in Norway. The cultural differences are real.
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On the other end is this guy
Looks like a pod shop is blowing up that has my exact portfolio. Can’t be because my names are overextend. Anyone hearing anything?
Where are Chinese migrating to? I caught up w a long time friend. We met in the 90s when we both were starting our careers in HK. He gave an observation on Chinese migration, as Chinese economy deteriorates: “Wealth Chinese move to Japan. Rich and ambitious ones move to…
@CoolMaster312 @MikeFritzell A huge proportion of the lunch service is baked pork chop. Guilty as charged here too. Try it before you leave!
@MikeFritzell These two are just staples. The dish dish rice restaurants havent eaten into the breakfast service yet I think.
@MikeFritzell And nothing wrong with these at their price points!
@MikeFritzell Enjoying the Kowloon side. SG is great, but almost impossible to beat the views in HK.
@MikeFritzell A lot of skepticism is usually a good sign. A couple of weeks ago you and others were saying it's ridiculously cheap; another plus. I noticed it popped up on my breakout monitor yesterday.
@MikeFritzell I started buying HK stocks aggressively last week. Hope it'll work out fine eventually.
@valuehurts @MikeFritzell HK$34 a share looks fair to me. Where's the extra value I'm missing? Yes, some of their brands are growing explosively, and my estimates consider that.
@MikeFritzell 5 mao has been deposited into your account, keep up the good work comrade!
@MikeFritzell Any very high net worth haha. Ask for their average sales per customer, excluding one time or trials customer.
@MikeFritzell I was quite sure nothing good gonna come out after so many days not trading. Disappointing.
@MikeFritzell @FredericoFelli1 I was just asking because over here we call this a breakfast.
@MikeFritzell It sure is. But HK$34 a share is what I reckon the shares are worth, so I'm indifferent. I don't see much stopping the deal from closing at that price either. Just my two cents.
@MikeFritzell Maybe, not so expansive. But not sure! 😆