3393.HK Wasion Group. Not bad results with revenues up 16% and profit up 33% on 10x PE. Tailwinds of the increasing electrification of the Chinese Economy but you'll only make as much money as the government allows you to make.
Bought some Desay S.V. 002920.SZ. Quite expensive at 27x Earnings compared to what I usually like to buy. Main thesis is that they're currently No 1 in market share in ADAS Domain Controller and BYD including God's Eye in so many models means competitors will copy
1931.HK Getting inspired from $MSTR strategies. Didn't seem to cut it as a medical devices company so trying to be a crypto treasury instead and seems to be working so far...
2K Followers 135 FollowingTurning over the Rocks to find discounted stocks of (potential) quality companies, or absurd-cheap stocks with high-dividend yields
10K Followers 3K FollowingValue investor in Emerging Markets and Europe.
Payment industry professional.
1-https://t.co/Bju6N5dgYF
2-https://t.co/WWmkdFO7Tu
2K Followers 185 FollowingGenerally only invest in equities. Small caps, special sits.
Link below is my s0bstuck - don't want X to shadow ban it so I changed it
856 Followers 402 FollowingContextualizing EM investment opportunities with geopolitical and macroeconomic thematic analysis
Blog by Altraman (@theAltraman) and Desertfox (@decipherintl)
11K Followers 1K FollowingProf @ BBU, PhD Wumbology from the University of Rock Bottom, Bikini Bottom City Councillor for Jellyfish Fields, #StopShellCity
5K Followers 435 FollowingConcentrated Investor in UK markets.
Looking for management who under-promise and over-deliver.
DM to discuss shares. Family office
15K Followers 490 FollowingHusband, Father, Life-time Learner, Creator and Innovator. AI and HPC Computing Guru in Decentralized Manner. Supported by Extreme AI Labs. ** X为本人唯一平台,请勿转发.
6K Followers 520 Following60% of all listed stocks in Japan trade below book value. Follow me on a journey to explore. *hint* governance matters. Not giving investment advice.
273 Followers 697 Following"Only when the tide goes out do you know who is swimming like capy"
Tweets are not investment advice, remember this is a capybara drowned in cash
499 Followers 1K FollowingI am pursuing a lifelong journey of studying business and value investing. I write to share my learnings on this expedition.
Founder @TinyTaikun
745 Followers 737 FollowingRuhrpott native in Finland's oldest city. Täl pual jokke. Machine guy, wannabe industrialist. Brrrr! 🏭🏗🚛 I write Observing Finland & Dusk X Europe X Dawn
468 Followers 2K FollowingInvestor in Businesses - Long term stock investor - Value-Oriented (Canada, US, China, India, Indonesia); Compound Everything - ex CFO, CEO. Views are my own.
21K Followers 556 FollowingEquities. Sharing sometimes flawed ideas. Looking for low-bars to step over. I prefer no-brainers. Think for yourself. I am not your adviser.
14K Followers 4K FollowingFormerly many things. 1st to rhyme Duce & Juche. Neoliberal Peacenik. Macro Expat. Lunch Special seeker. 1/3 each phlegm, spleen, and dad humors.
3K Followers 872 FollowingSharing unique value stock pitches. Occasional special situations. Not investment advice. DYODD. Entertainment Purposes Only.
450 Followers 364 Followinginvesting in stocks - passive investing since 2008, active investing since 2017 salesperson for medical supplies, former electrician
7K Followers 2K FollowingSOTP value equity investing, SydneyRoosters, Scunthorpe United, Man United, SpeedwayGP, travel, repurposed buildings. Investment views are NOT advice so DYOR!!
24K Followers 6K Following残り物には福がある. Trafiquant de l’ésotérique. Int'l Man of Mycterism. Usually couth, sometimes kempt, often gruntled. Strong convictions, held weekly (or more often).
1K Followers 670 FollowingIndustrial Engineer, Quality-Value Investor, father and husband, and author of the blog GUYQUITY A pirate's journal to financial freedom
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