M_Value Ⓥ @_AndyVIE_
VC & Fund Manager | 10+ years in crypto | Sharing my thoughts, deep dives & insights | No financial advice! Schweiz Joined December 2017-
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@milkroaddaily slowly, but surely ppl are waking up to China .... x.com/_AndyVIE_/stat…
🌏Why #China Tech & AI is Relatively Undervalued and Why the Long-Term Opportunity is Massive China is often viewed through a pessimistic lens, but this perspective overlooks significant long-term opportunities. Here’s why China might be undervalue🧵👇
buybacks work. most crypto projects just do not have PMF, have irresponsible treasury management, or have bad comp plans, blaming the bbs. buybacks are not new, they exist in tradFi and return revenue to shareholders. $GEOD is currently one of the few fairly valued crypto projects decoupling from overall crypto markets and growing nicely.
The biggest alpha right now is still in China imo. The market hates it. Everyone only talks about the rot: real estate, politics, demographics, slowing consumption. Funny how we ignore the similar structural drags in the US (massive debt, slowing population, rise in socialism). We praise catalysts in the West and completely discount them in the East to an extent that just isn't reasonable anymore. Tencent and others are down another -30% YTD from valuations that were already reasonable. US equities are priced for perfection. Investing is just what you get vs. what you pay. That’s why I’m overweight China right now. $TCEHY $BABA $BYD
@charliebilello Cheap is a multidimensional concept. It depends on both the quantitative and qualitative aspects of a business.
@DudeWhoInvests cheap is a multidimensional concept
@THEROARINGSIGGY x.com/_AndyVIE_/stat…
🌏Why #China Tech & AI is Relatively Undervalued and Why the Long-Term Opportunity is Massive China is often viewed through a pessimistic lens, but this perspective overlooks significant long-term opportunities. Here’s why China might be undervalue🧵👇
Love it ... lets see in 5-10 years.
Berkshire Hathaway’s longtime edge over S&P 500 shows signs of eroding cnb.cx/4tSGV3G
@LorenzoBolsa @FedexSTi @eldaminato @SzAriel @Pipo_Bpo @invertiramateur @JonahLupton @oguzerkan @StockSavvyShay Price-to-Sales is a nonsense investor metric.
@BrianTycangco x.com/_AndyVIE_/stat…
Today's #China sell-off presents an opportunity if approached wisely — some names are stupidly cheap right now. If you like a company at a certain price, why wouldn't you love it at a lower price — especially when that lower price comes from forced selling by market participants
@0xDamien x.com/_AndyVIE_/stat…
Today's #China sell-off presents an opportunity if approached wisely — some names are stupidly cheap right now. If you like a company at a certain price, why wouldn't you love it at a lower price — especially when that lower price comes from forced selling by market participants
Today's #China sell-off presents an opportunity if approached wisely — some names are stupidly cheap right now. If you like a company at a certain price, why wouldn't you love it at a lower price — especially when that lower price comes from forced selling by market participants rather than from any change in business fundamentals? We'll get back to this in a few years.
Nvidia monetizes digital intelligence. Tesla will monetize physical intelligence. Once the software is solved, the car becomes a money-printing node on a decentralized network. If you can buy a hardware node that generates $15k/year in pure cash flow, how many do you buy? As many as they can physically build.
A car is a depreciating liability. An autonomous car is a yield-generating asset. When FSD scales, #Teslas become the Nvidia GPUs of the physical world. Sophisticated capital won't just buy the stock. They will deploy fleets. Demand will outstrip production for years. The hardware is the leverage.
$HYPE is to $SOL what $ZEC is to $BTC … right? … right?
Current revenue = chapter 1. The bet is on the architecture: value accrual, competitive durability/moats, 5-10y trajectory. Pricing today's snapshot is how you stay poor in crypto.
total blockchain revenue over past year compared to their circulating market caps $HYPE: $788M | $13B $SOL: $528M | $49B $TRON: $470M | $34B $ETH: $425M | $255B always forget how crazy 2021 was, eth made nearly $2B off tx fees in one month that November
@DividendDynasty x.com/_AndyVIE_/stat…
Funny how people call #BerkshireHathaway “boring” and fixate on Warren Buffett stepping down. To me, it’s one of the few businesses I’d actually feel comfortable owning in size. Reason is simple: It’s not one company — it’s a collection of businesses people rely on every day.
@ConvexDispatch x.com/_AndyVIE_/stat…
🌏Why #China Tech & AI is Relatively Undervalued and Why the Long-Term Opportunity is Massive China is often viewed through a pessimistic lens, but this perspective overlooks significant long-term opportunities. Here’s why China might be undervalue🧵👇
The most important skill in order to make it in investing today: THINKING FOR YOURSELF!
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