Value Praya @ValuePraya
Biting off more than I can chew prayavalue.substack.com Joined September 2015-
Tweets2K
-
Followers1K
-
Following455
-
Likes2K
@pandawatch88 This card was how Joe Tsai hooked his new girlfriend
@pandawatch88 But with everyone going bankrupt from losing money on semis the uncles can only afford PDD
@pandawatch88 @TheLongHappy Li ka shing having 3 of the top 5 last century is nuts as well
@pandawatch88 Will probably be byd again, they must be cooking something with all the r&d spend
@pandawatch88 Its all interest on the cash 😂They had deployed <20% of capital in the 2024 AR and removed capital deployed numbers this year. + interest income comes before unrealised gains in the investment income so interest should be higher.
@MikeFritzell @CompaCompu Says % of web visits so i guess apps wouldnt count. And chinese model api prices cant be subsidised when random neoclouds (or even consumers) can profitably run the same open source models at the price the creators do.
Fresh off the press: a whopping 75% special div coming out of Left Field (and stub is still cheap)
As promised, the full writeup on Left Field Printing ($1540.hk) is now live on my new substack, link in bio. More writeups to come!
Preserved Plum snack seller LiuLiu Orchard's IPO application was rejected by the exchange three times. They then changed their name to LiuLiuMei (LLM), reapplied and tripled on listing because theyre an 'AI stock'. Very healthy market.
@CatNyanpital x.com/i/status/18747…
@MikeFritzell I think the two dish rice stores are a bigger concern than labour shortages and the like that management have been focused on. Much smaller real estate footprint more than compensates for fairwoods scale advantages; lunch rush crowd doesnt care about being able to sit at fairwood
Good to see Cafe de Coral management has their priorities in order $0341.HK
@CompaCompu Well nobody can accuse them of profiteering like the other intangible culture places do
@MikeFritzell @grok Beijing subsidises lossmaking companies -> Leads to excess competition. But everyone else also subsidises lossmaking companies, many to greater extents. And involution doesnt occur there. So I dont think floating shit companies are the root cause of involution.
@MikeFritzell @grok Sample size is the most fundamental part of stats/econ and proving causality,you cant just ignore all countries that contradict your hypothesis and call it whataboutism
@MikeFritzell @grok 5 messages ago - "Fully agree socialism doesnt work" Does that sound like I'm saying socialism is good lol. I'm just disagreeing with your view on whats causing involution
@MikeFritzell @grok Indonesian monopsonies are created by X, resulting in Y unique consequence. - Y is not unique to Indonesia - X happens all over the place and in most cases Y doesn't then occur. So maybe theres a different root cause for Y than X?
@MikeFritzell @grok Look into Japanese window guidance policies and how >60% of japanese companies were lossmaking in the 80s/90s. Its not whataboutism if youre claiming something is unique and I'm showing examples that make it not unique
@MikeFritzell Imo involution isnt unique to china, its a common pitfall for middle income countries that Japan/Korea also went through. IP protections arent built up, so game theory better to copy, fast follow and deploy limited capital into vertical integration/lower costs rather than R&D
@MikeFritzell Fully agree socialism doesnt work. Its an extremely worrying path the West are going down. All of the 'national security' market interventions are imo attempts to copy China while pretending its still a free market.
Richard @Richard97148317
5 Followers 117 Following
Maple @mapledong32
1 Followers 119 Following
Andrei Andrei @A48976661
39 Followers 996 Following
Sami @SamiBelhareth
192 Followers 1K Following Helping you sell your data to AI labs. Feel free to DM 帮助你将数据出售给 AI 实验室。欢迎随时私信。 AIラボへのデータ販売をお手伝いします。お気軽にDMしてください。 AI 연구소에 데이터를 판매할 수 있도록 도와드립니다. 편하게 DM 주세요.
→ @goodskooma
385 Followers 671 Following
nathan L.~ @Ranicket
642 Followers 5K Following
Your Local Antiestabl... @oppressionsucks
257 Followers 4K Following
Mr. Struggs @soc_onX
37 Followers 524 Following
K @nyc_interpol
22 Followers 7K Following
Emil Magnusson @aktiermmmmmm
5 Followers 112 Following
Leif Kristerz @LeifKristerz
0 Followers 44 Following
超人理查德 @richard880121
5 Followers 168 Following
Cristià Calle Mercad... @CCalleInvesting
1K Followers 281 Following Ex CFO, hablo de inversiones y muestro cómo se hace. Nada es consejo de inversión +6M USD copian mi cartera Retorno anual compuesto +20%. +200% desde origen
Paladin Magnus @magnus_paladin
19 Followers 355 Following
hjunghanns @hjunghanns
52 Followers 542 Following
MirrorD21 @Phillip57216941
36 Followers 221 Following Following great value investors for fun and profit.
Happy Camper @HappyCa94617381
14 Followers 358 Following
blackhole @888_7th
326 Followers 434 Following Former quant. Now investor. Always try to be rational. Opinions my own and not financial advice.
Toni @Toni11443724
417 Followers 1K Following Seeking for Value Investing insights. Spanish private investor.
Ryan Albert @ryan_a_albert
1K Followers 315 Following Founder @ Terton Capital. Personal account of Ryan Albert. Everything said here represents my personal opinion. Do your own due diligence.
Shaggy Simba🦁 @ShaggySimba
121 Followers 7K Following Serial Business Collector. My MBA = Acquired & Odd Lots, Bezos & Nomad Letters, Marks Memos, Munger Speech, Berkshire Q&A, FinTwit. Saved 2 years & $200,000+.
Janice @janicezzz227
1 Followers 66 Following
Leonid Mironov @leomironov
3K Followers 6K Following PM@Gavekal. Macro, materials, China risk & reward. AS Roma obsession. Chelsea on weekends. Pittsburgh sports enjoyer. Not investment advice.
Richard Luo @luoruizhe
58 Followers 884 Following
PUNDITOOR @thepunditoor
254 Followers 3K Following Polymathic Capital Allocator Turning Situations Into Proceeds
Marne Capital 🤯�... @MarneCapital
55 Followers 432 Following investisseur autodidacte self taught investor Without a lifelong learning mindset, you’re like a one-legged man in an ass-kicking contest. - Charlie Munger
Nuno Pimentel @NunoPimentel8
15 Followers 194 Following
Andrew Koch @AG_Koch
29 Followers 173 Following
Mufasa @Mufasa_Capital
2K Followers 288 Following Equity investor. Looking for great r/r non-brainers & connection with quality investors. Zero tolerance for echo chambers. Native Chinese, Mediterranean lover.
UnicornTrader @unicorn__trader
110 Followers 900 Following
Caecus @caecushk
21 Followers 265 Following
Joy H @joysiyang
15 Followers 356 Following
Wei Wen Chiu @chiuweiwen
5 Followers 681 Following
Ludditori @Ludditori
5 Followers 292 Following In the arena for the right to transact with other market participants on the basis of ideal price, value identification, and conviction in execution.
JackCap @jackefeller
253 Followers 3K Following Trying to learn from past mistakes and keep on learning
Henrik @Henrik115
7K Followers 2K Following Private Investor in Resource sector. Tweet about Energy transition and investments.
Andrew Curran @AndrewCurran_
84K Followers 19K Following 🏰 - I write about AI, mostly. Expect some strange sights.
Cycle Bottom @BULLReturns
15K Followers 262 Following Retiring Investment Manager sharing their 10x10x10=1000 methodology
Farmer @SowingAlphaSeed
12K Followers 509 Following Retail investor w/ a stretch goal of 2 Sharpe + 30% CAGR. Please DM me if you have fund recommendations. Live portfolio and track record on my website.
Timothy Ash @tashecon
118K Followers 851 Following Economist, covering Emerging Europe, Middle East and Africa. Key focus on Ukraine, Russia and Turkey, amongst others. Tweets represent my personal views. LUFC.
Dirt Cheap Europe @dirtcheapeurope
215 Followers 0 Following Eropean micro caps are ugly, illiquid and ignored. I'm into that.
Leonid Mironov @leomironov
3K Followers 6K Following PM@Gavekal. Macro, materials, China risk & reward. AS Roma obsession. Chelsea on weekends. Pittsburgh sports enjoyer. Not investment advice.
thinkror @thinkror
223 Followers 133 Following https://t.co/DxN3MZg4Yx - life/philosophy https://t.co/pxqnYiDEiG - investing https://t.co/jD2CwIYpt3 - backup
Giles Capital @GilesCapital
608 Followers 725 Following Value Investing and Trading by Giles Capital. Sign up to our free newsletter here for our analysis & recommendations: https://t.co/F1KyfcN6cI
Rory Johnston @Rory_Johnston
108K Followers 2K Following oil market researcher | founder of https://t.co/8wKzFUwRqf | former bank economist | markets, code, barbecue | subscribe to my research:
Dirtcheapstocks @dirtcheapstocks
37K Followers 236 Following Trying to find cheap stocks. Win or lose, I must enjoy the journey. Not investment advice. I don't post from any other account on X.
Quest for Yield @QuestforYield
723 Followers 2K Following Passionate about investing. All tweets are just opinions, not investment advice.
Dylan Marrello @ragingbullcap
11K Followers 526 Following Portfolio Manager. https://t.co/xK2tMjcHTo
Fairlight Capital @Fairlight_Cap
12K Followers 898 Following Alternative investment management company. Not investment advice. https://t.co/ZK73x3Qe47 [email protected]
Barely Investible Cap... @LowAlphaHighVol
5K Followers 2K Following Hedge fund allocator on an island. Got 99 problems but backtested returns ain’t one.
Minority Report @MichaelMcGaughy
3K Followers 393 Following I look globally for undervalued quality companies. #ResearchAlpha #PeopleStructureValue
Andrew Brown Dynastic... @abroninvestor
8K Followers 2K Following SOTP value equity investing, Dynasty Trust. Manchester United, Scunthorpe United, Sydney Roosters NRL, travel. Investment views are NOT advice so DYOR!!
R @AKL_019
384 Followers 23 Following
Poppa Meadows @MeadowsPoppa
146 Followers 207 Following L/S investor with a quality long-term focus and an eye for spotting scams and frauds. I trade mostly shorts, and try to keep the broker unhappy.
RB @rbecon223
153 Followers 246 Following Family office macro guy. No-jargon-still-trying-to-simplify quantanomics.
Skeletor 💹 (anime ... @SkeleCap
16K Followers 2K Following Credit, equities. somehow private VC, Final Fantasy. TMT, semiconductors, HC, A&D, japan, video games, generalist deathtraps. https://t.co/KEEHmhsJet at gmail.
w @wlep
757 Followers 968 Following
Capytal Management @capytalmgmt
2K Followers 817 Following "Only when the tide goes out do you know who is swimming like capy" 2025: 62%; 2024: 35%; Aug/23 YTD: 30% Tweets are not investment advice
JB @DomumCapital
1K Followers 91 Following Not investment advice. Personal opinions only. I may hold positions I discuss.
icemancapital @icemancapital
2K Followers 1K Following
Dan R @0drxzy
509 Followers 1K Following gm @wirexapp @wirex_business @wirexdevelopers | stablecoin banking | tradfi x fintech x web3
Keith D. Smith, CFA @Bonhoeffer_KDS
7K Followers 370 Following Portfolio manager, Bonhoeffer Capital Management; Advisor, Willow Oak Asset Management. Manager’s thoughts are his own. Disclosure: https://t.co/S9VuDUJP6B.
Structify @StructifyAI
692 Followers 13 Following Finally, getting good data doesn't have to be a headache.
Alex Reichenbach @A_Reichenbach_
1K Followers 819 Following CEO @structifyai. ex-@MaticRobots. Yale. 🦀 Just a dude who likes ML
Lewis Robinson @ExpectingValue
7K Followers 121 Following Small and micro cap investor. I try to know every investible company in the nether regions of the UK market. Manage and consult on investments
Manatee Research @Manateeres
7K Followers 0 Following Investigative research. Not investment advice. Please see the full disclaimer on our website.
Yi Lu @YiLu922645
2 Followers 37 Following
Harvey Sawikin @HarveySawikin
3K Followers 349 Following Co-Founder/Principal, Firebird Management (first former Soviet Union portfolio equity fund). My funds may own shares in companies I discuss. Opinions my own.
Andrew Hart @AndrewHart
28K Followers 790 Following Building a robot intelligence research lab 🤖🧠. Prev. Founder @ Hyper “Indoor Google Maps”, rolled out with IKEA. Pioneered AR navigation 🏳️🌈
Hunterbrook @hntrbrkmedia
46K Followers 0 Following Accountability. News & Investigations. [email protected] Disclosures: https://t.co/Uerwg8uiIF
Herman Sanne @MoneyM3chanisms
93 Followers 149 Following Liquidity | Global Monetary System | Funding markets | Author of Money Mechanisms. https://t.co/LsDMCPR2pc Views my own. Not financial advice.
Turning over rocks @RocksOver
5K Followers 1K Following He who turns over the most rocks wins. Private investor.
FirstDraftResearch @onedeearr
388 Followers 0 Following We will look back at the past and wonder why we wasted so much time doing basic work that a bot can do.
Lauri Myllyvirta @laurimyllyvirta
21K Followers 3K Following co-founder @CREACleanAir; senior fellow @AsiaPolicy: tracking and advancing the clean energy transition, with data and evidence.
Smartkarma @smartkarma
8K Followers 2K FollowingYou might like
