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
No other city like this in Asia... high density housing is exactly what makes Hong Kong charming
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 +…
The best part about Singapore
How to know if a currency is collapsing…
Conan's humor doesn't work at all in Norway. The cultural differences are real.
Exciting! Looking forward to listening to Phil and see if there's anything new that's come out since his book was published in 2013
Exciting! Looking forward to listening to Phil and see if there's anything new that's come out since his book was published in 2013
VPNs must be a big business here...
Thanks for this graph, kind of what I tried to express recently on how my gold miners ETFs significantly lagged the spot price
Thanks for this graph, kind of what I tried to express recently on how my gold miners ETFs significantly lagged the spot price
Buy every #japan tourism related stonk.
If you read my post from Wednesday, you'll know that when people fail to answer the question directly, they might be trying to hide something.
SG Changi Airport traffic Q1 finally exceeds pre covid Bodes well for Genting Singapore
$AAK, a Swedish manufacturer of cocoa butter alternatives, loves higher cocoa prices. Chocolate makers are searching for ways to reduce the amount of cocoa in their products because of how expensive it has become.
Brandon Beylo @marketplunger1
73K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Idea Hive @ideahive
42K Followers 423 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
Frederik Christopher .. @NeckarValue
84K Followers 1K Following master money and live a meaningful life
ValueStockGeek @ValueStockGeek
69K Followers 3K Following DIY value investor. Blog & podcast: https://t.co/afz9RYcUq6 My asset allocation strategy: https://t.co/ZhLOYkiw5H
Lawrence Hamtil @lhamtil
31K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Pythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Andrew Kuhn @FocusedCompound
43K Followers 1K Following Focused Compounding / Podcast 🎙/ We spend 99% of our time focused on the 1% of stocks every other fund ignores - All with $GEOFF Gannon. Not advice. DYODD.
Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
Brad Kaellner @bkaellner
26K Followers 949 Following Compounding on the shoulders of giants 📈 Trying to be a little less stupid today than I was yesterday 📚🤯
Bill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
Alex Morris (TSOH Inv.. @TSOH_Investing
55K Followers 4K Following Founder of the TSOH Investment Research Service Long-term equity research and 100% portfolio transparency https://t.co/AVAjy2LgI1
Tristan @hurdle_rate
8K Followers 829 Following Owner of Tristax and Hurdle Rate - Not Investment Advice
Bill @wabuffo
23K Followers 2K Following 1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.
Dalius - Special Situ.. @InvestSpecial
25K Followers 219 Following Event-driven trades and special situation investments. All my picks are posted on https://t.co/YyZdX4ZhPY. Tracking portfolio: +640% since 2017.
Leandro @Invesquotes
42K Followers 725 Following Research on high-quality companies at Best Anchor Stocks and Invirtiendo en Calidad. All links below. Spanish account: @InvEnCalidad
Bread Crumbs Research @breadcrumbsre
23K Followers 530 Following I invest in unrecognized/underappreciated excellence. "Trying to spot a great manager remains a game very much worth playing". Mostly small caps
Yaron Naymark @1MainCapital
28K Followers 755 Following Tweets are informational only, never investment advice.
brijesh sawant @brij12s
79 Followers 2K Following
Hallmark Ventures (HL.. @HLLK_Stock
1 Followers 88 Following A penny stock that is ready to take off.
GustaveLaurie @4oWy8x1n4rg5uDc
0 Followers 50 Following
Barry Levy @barry_levy
89 Followers 420 Following Aerospace Engineer. Entrepreneur. Explorer. | Startup Advisor | Investor | ex-Uber
Thomas Yang @ThomasYang
5 Followers 50 Following
Thoret @Thoret16912
0 Followers 108 Following
Hassan@Ahmed @HassanAdamAbd14
353 Followers 2K Following 🇸🇩 🇧🇭 Day trader, stocks markets Analyst. Techno-tec company/ U of k . Economic & Quantitative Analysis.
Alessandro Gambarotta @a_gambarotta
69 Followers 959 Following VC @AdaraVentures. Formerly @Insead, @ETH_en
Norm Waite @nwaite3
122 Followers 745 Following American in and out of Asia since 1986, HK resident since 1997.
Sandra Willson @curatedluxgifts
443 Followers 4K Following Community Builder 💫 ! Retweets don't mean I Concur !!!
Adrian de Fay @AdriandeFay
55 Followers 389 Following
∞ pancakeface.sol �.. @pancakeface_vc
739 Followers 1K Following just another solana nft degen. bullish af on: @TurtlesNFT @Lifinity_io
S K Stewart @YoureSoJaded
513 Followers 987 Following Global Leadership PhD Student * Professional Nerd, liker of things sciencey * I work at a place that makes cars
Dividend Growth @Ranked90
138 Followers 625 Following 🇬🇧UK investor focused on stocks, ETF’s & dividend growth companies. Learning & earning for future financial freedom📈💰@NUFC Fan⚫️⚪️
Singin'intheRain @sa70176927
41 Followers 369 Following
Crystal Ship Research @CrystalShipRes
42 Followers 409 Following
Jester Finance @JesterFinance
353 Followers 2K Following 📈🤡 Clowning around the stock & crypto markets. Wisdom and whimsy in one chaotic feed. Join the financial circus! 🎪🚀 - Long term growth, Not financial advice
Dylan @d0odlebug
804 Followers 1K Following American living in Shanghai. Retweets and likes are explicit endorsements of the tweet’s content and all of the author’s views
SRB @123SRB
122 Followers 1K Following
Richard Sutcliffe @Rich_Sutcliffe
43 Followers 257 Following
Allen Chambers @GAllenChambers
386 Followers 622 Following Technologist, entrepreneur, investor, inventor, idealist; Citizen of the USA and New Zealand.
Thear @Thear767955
0 Followers 90 Following
Nesja @Nesjamag
198 Followers 165 Following Not born into money, but I'm very frugal and invest to make up. Buy and hold. Mostly searching for deep value. Fundamentals only. Non-standard background. Gl hf
Teighl @teighl84245
41 Followers 2K Following
Veer Sethi @veerrsethi
25 Followers 188 Following
Posmood @Posmood160381
137 Followers 3K Following
Ray B. @rbustami
60 Followers 249 Following
James @JPL_66
49 Followers 451 Following
andrew.jones8564 @andyjones8564
40 Followers 170 Following
Zarina Ivanova @zzzzzarooo
0 Followers 13 Following
Shashank @shashankbajoria
119 Followers 3K Following I have no special talent. I'm just passionately curious.
muser 🕊️ @mirdad_
235 Followers 6K Following
Chuck Petras @Chuck_Petras
2K Followers 4K Following Electrical engineer interested in the smart grid, making, and the Internet of farming. https://t.co/uxhYdwThB5
Nipun Sharma @mistanipsta
13 Followers 34 Following
Sukhi @_SC_CR
0 Followers 261 Following
Jorge @jorge_tomas8
730 Followers 5K Following Glory to Ukraine I Catalunya lliure !!! 🇺🇦🇺🇸🇪🇺🇬🇧🇫🇷🇱🇻🇫🇮🇨🇦🇵🇱🇨🇭🇧🇻🇦🇹🇭🇲🇹🇷🇪🇪🇹🇩🇬🇷🇮🇱🇦🇲🇦🇩🇩🇪🏳️🌈🇪🇸🏴☠️
Ava Mitchell @AngieEdmon82641
27 Followers 755 Following
Brandon Beylo @marketplunger1
73K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Idea Hive @ideahive
42K Followers 423 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
Frederik Christopher .. @NeckarValue
84K Followers 1K Following master money and live a meaningful life
ValueStockGeek @ValueStockGeek
69K Followers 3K Following DIY value investor. Blog & podcast: https://t.co/afz9RYcUq6 My asset allocation strategy: https://t.co/ZhLOYkiw5H
Lawrence Hamtil @lhamtil
31K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Andrew Kuhn @FocusedCompound
43K Followers 1K Following Focused Compounding / Podcast 🎙/ We spend 99% of our time focused on the 1% of stocks every other fund ignores - All with $GEOFF Gannon. Not advice. DYODD.
Dave Waters @alluvialcapital
26K Followers 2K Following Purveyor of fine tweets/xeets. Alluvial Capital Management, LLC since 2014. I buy weird, weird stuff. DMs open. Pittsburgh! https://t.co/2ryxQtceTv
Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
Brad Kaellner @bkaellner
26K Followers 949 Following Compounding on the shoulders of giants 📈 Trying to be a little less stupid today than I was yesterday 📚🤯
Alex Morris (TSOH Inv.. @TSOH_Investing
55K Followers 4K Following Founder of the TSOH Investment Research Service Long-term equity research and 100% portfolio transparency https://t.co/AVAjy2LgI1
Tristan @hurdle_rate
8K Followers 829 Following Owner of Tristax and Hurdle Rate - Not Investment Advice
InnocenceCapital.AI (.. @InnocenceCapit1
13K Followers 1K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
Bill @wabuffo
23K Followers 2K Following 1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.
Dalius - Special Situ.. @InvestSpecial
25K Followers 219 Following Event-driven trades and special situation investments. All my picks are posted on https://t.co/YyZdX4ZhPY. Tracking portfolio: +640% since 2017.
Bread Crumbs Research @breadcrumbsre
23K Followers 530 Following I invest in unrecognized/underappreciated excellence. "Trying to spot a great manager remains a game very much worth playing". Mostly small caps
Yaron Naymark @1MainCapital
28K Followers 755 Following Tweets are informational only, never investment advice.
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
KirkCrunch - fav toke.. @KirkCrunch
492 Followers 984 Following meme token expertoor, certified Voight-Kampff instructor
George Hadjia @GHadjia
8K Followers 1K Following Founder - Bristlemoon Capital Writing about companies to help you understand them Subscribe https://t.co/qMdR4HXhka Views not investment advice
Christian Schmidt @finance_schmidt
10K Followers 143 Following 34 - Full-time investor - Deep Value and Special Situations
Börsmagasinet @borsmagasinet
665 Followers 0 Following Aktier, byggning och stora köttbitar. [email protected]
Valued Rug @ValuedRug1
44 Followers 170 Following
Alpha Exponent @AlphaExponent
105 Followers 219 Following Assessing businesses for investment https://t.co/Qc02kllZV7 Tweets are not investment advice.
DTF Capital (Sleep We.. @DTF_Capital
3K Followers 676 Following Author of Sleep Well Investments newsletter | Deep dives into time-tested businesses with long reinvestment runway https://t.co/vff3qimIza
Edward O. Thorp @EdwardOThorp
20K Followers 2 Following Math professor, inventor, best-selling author, hedge-fund manager, gambler.
Martin Shkreli (e/acc.. @MartinShkreli
168K Followers 3K Following https://t.co/lzin5ByH0t [email protected] https://t.co/oMIiyJcIzk https://t.co/DuU6MMqcgQ
Hedge Fund Intern @hedgefundintern
124 Followers 658 Following not really an intern but still feel like one. Many years finance industry experience. semi-retired. no advice here.
edouard mercier @edascender
69 Followers 276 Following Former telecoms entrepreneur and current investor in Asia.
Idiosync Capital @Idiosync_Cap
130 Followers 285 Following Esoteric alternatives, structured credit, leveraged loans, some public/private equity, some geopolitics. Not investment advice.
Uncia Capital Managem.. @unciacapital
3K Followers 504 Following HF PM (not a cub) / Anon to protect the not so innocent. Price is what you pay, value is what you get. Not investment advice. Read at your own risk
Pieter Slegers @slegers_pieter
2K Followers 414 Following
Tintin Capital @Tintincapital
1K Followers 432 Following Adventures in Value Investing. Never seek investment ideas from a cartoon. DMs always open.
Paul Cerro @paulcerro
3K Followers 315 Following CEO @cedargrovech 1x exit // CIO @cedargrovecm multi-strategy // Author of @weeklysnacks (equity idea generation) & @sowresearch (cannabis research)
Stocktipster @ArbStocktipster
2K Followers 86 Following “I don’t want to loose money, ever, no excuses”. Consistency over heroism. Risk Arb Investor (~80%), Biotech investor (~20%). Diligence is the mother of luck.
marginofdanger @marginofdanger
3K Followers 113 Following Sharing my personal views, not investment advice. Please do your own work.
Wild West Capital @BuffaloBillCo
4K Followers 894 Following In the long run - we’re all dead. Do you see the cat?
Jake LaMotta @ragingbullcap
3K Followers 247 Following “The largest cohort systematically ends up doing the wrong thing.” ex-big law. mostly value w/ a catalyst. https://t.co/xK2tMjcHTo
Jeff Moore @ragnarisapirate
6K Followers 1K Following Proud TSA prechecker since ~2016… I talk gooder than I tweet. #ESG is stupid. Here mostly for for real estate and stonks.
Moonpaddock @moonpaddock
28 Followers 44 Following
Shanghai Macro Strate.. @ShanghaiMacro_
317 Followers 1K Following China strategist. Author of bi-weekly China Macro Watch. Mission: bridge the information gap between the East and the West. Contact:
Xi Van Fleet @XVanFleet
137K Followers 447 Following Chinese by birth; American by choice. Survivor of Mao’s Cultural Revolution. Defender of liberty. Order my book here: https://t.co/otzTu80QHa
Opulent Vocation @OpulentVocation
3K Followers 478 Following I heard this is where all the cool kids hangout! ex JPM, BlackRock, and Macro L/S HF trader. #NFA
ARENA MAN CAPITAL @ArenaManCapital
148 Followers 432 Following Canadian, engineer, investor imposter. Formerly spent time at AMZN, MSFT, NVDA, started 3 companies, now I pretend to know how to invest. Not investing advice.
Kristina Sandklef @KSandklef
1K Followers 565 Following Swedish China economist. Interested in Chinese politics and economics. Views expressed are my own. Twitters in Swedish and English.
Yellowbrick Investing @joinyellowbrick
6K Followers 2 Following I collect the best stock pitches from fund letters, analyst reports, twitter, blogs, etc. Sign up for the free, daily email with 3 new stock pitches
Alex Sweet @sweetstocksblog
395 Followers 3K Following Active investor, former international small cap portfolio manager. One new high quality write-up per week at link below.
FIXFAT @FIXFAT1
901 Followers 5K Following 30 years in the investment industry, newsletter writer, entrepreneur, gemologist, and elephant polo aficionado. Working with Dr Jim Walker - DM for intro, rsch
Hayewood @simptimus_prime
554 Followers 2K Following the only thing in life that matters are the broncos, the avalanche and the nuggets (closet angels fan) #ionescuhive
Danny Ocean @DannyOcean555
2K Followers 698 Following Generalist looking for a new seat | FCF per share | Slowly slipping down the quality spectrum
Amin Eftegarie (new a.. @eftegarie
132 Followers 171 Following Former business owner posting about human nature, economics, and life (in Bangkok).
Rocky Swift @swiftrocky
1K Followers 658 Following Reuters correspondent. Ex State Dept., Bloomberg News. Economics, FX and pro wrestling enthusiast. Opinions own. @[email protected] @rockyswift1 at Meta
Isaac @ValueIsaac2002
544 Followers 452 Following Student | Passionate Learner | Investing since 2018
Financial Skeptic @FinSkeptic
1K Followers 597 Following Full-time microcap investor. Tweets are not investment advice! I can change my mind at any time!
“Several tens of billions of yen”
Elliott Management is said to have built a stake worth “several tens of billions of yen” in Sumitomo Corp., one of Warren Buffett’s favorite Japanese trading houses. trib.al/YCm0LO6
USD har stärkts med över 60 procent mot SEK under de senaste tio åren.
@Geiger_Capital these university administrators are spineless
CFO of #japan roll-up company I met was so promotional I bought some stock 😂 Do I like the business... NO! Do I like acquisitions at 100% debt / 1% interest rate / 5x EBITDA... YES!! Add a promotional management team with a bunch of stock and maybe it goes to the 🌛 !!
Wait. The US is air dropping sour skittles? That seems like some sort of war crime
Biden is STILL dropping expired food on Gaza…
everyone else looks at the buildings. we indians look at the roads.
No other city like this in Asia... high density housing is exactly what makes Hong Kong charming
#japan property is more expensive that I would have thought... or maybe Japanese people make less that I thought
@nomadcapitalist breaking down his high-yield Asian portfolio. I think @MikeFritzell would find this interesting... youtu.be/W2LxpB8ef8M?si…
Germany is considering scaling back plans to step up government scrutiny of Chinese investments, the latest example of how a country deeply intertwined with — and increasingly conflicted about — China is pulling its punches as others get tougher on Beijing. Germany is bending…
Thought. If non-US listed companies are deemed to be undervalued vs Wall Street listings (see this and Ftse woes), perhaps it's US companies that are overvalued and the reason is passive index investing. Buying the index leads to less concern over component true value.
TotalEnergies envisage de déplacer sa cotation principale à Wall Street lesechos.fr/industrie-serv…
Chefen:
@MichaelAArouet Wasn't 1971. Was 1975 and multiple Oscars for One Flew Over the Cuckoo's Nest. en.wikipedia.org/wiki/One_Flew_…
This sounds like something you hear at the top. Traders seem to be mainly short the yen and the carry trade has been popular all year.
NEW: 🇯🇵 Japanese Yen crashing. Their debt to GDP is ~250%. It’s over.
Weak Yen transfers wealth from the older generation to the younger generation. BOJ policy
Whenever I see a Calvin / @MarhelmData tweet
Very good about housing and good discussion in comments after
You think housing prices will keep going up because you've seen it all your life. But this is a historic anomaly that is likely to reverse soon: Prices might start shrinking in many places. This thread is the case against investing in housing:
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.
Siam Square 1992 #Bangkok #Thailand #RetroSiam
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