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@TheLongHappy "huge valuation difference. if anything $FUTU looks cheap and $HOOD expensive. I made good money on $IBKR but it's a bit rich for my blood now. That being said it's probably still a decent bet from here"
X Link @TheLongHappy 2025-09-19T07:32Z 2708 followers, 3935 engagements

"Is China more capitalist than the US "Recently the Shanghai Stock Exchange held a special training session on market value management for central SOEs in Beijing. Equity incentives and investor relations management are important tools for market value management." Per ASM: Last week the Shanghai Stock Exchange held classes for Chinese state-owned enterprises to teach them how to "manage" their share prices ("")"
X Link @TheLongHappy 2025-04-30T02:28Z 2711 followers, 2231 engagements

"Hikari Tsushin K.K. increasing Leopalace21 Corporation (TSE:8848) from XXXX% XXXX% ValueAct Capital Master Fund L.P. decreasing Trend Micro Incorporated (TSE:4704) from XXXX% XXXX% VARECS Partners Limited decreasing Vertex Corporation (TSE:5290) from XXXXX% 12.22%"
X Link @TheLongHappy 2025-09-29T10:57Z 2711 followers, 1513 engagements

"With the excitement around $TCEHY today I decided to check in on the thesis of $PRX buybacks driving outperformance in Prosus vs Tencent. It's still super close even though share count at $PRX is -XX% in the LTM"
X Link @TheLongHappy 2025-08-13T14:59Z 2708 followers, 3229 engagements

"Silly question. I get this type of Level II data in the Moomoo app. Does the $IBKR app offer the same thing or is it only via the trader workstation"
X Link @TheLongHappy 2025-09-19T06:05Z 2707 followers, 3030 engagements

"whoh. What happened to $IFF I remember that being considered a company with strong lock in when I was young"
X Link @TheLongHappy 2025-09-30T03:17Z 2708 followers, 5222 engagements

"Wonder if JPY is an opportunity per Jesper Koll "Both the causation and correlations between the Yen and domestic inflation are empirically verified: for every Y10 of Yen depreciation sustained by more than X months Japans CPI goes up by about 0.4%." I don't think Japan can take much more of a weaker Yen. Takaichi Sanae will have to be very creative on how to achieve her economic expansion without hitting the Yen hard but I wonder if its worth a bet. Jesper Koll article:"
X Link @TheLongHappy 2025-10-08T05:41Z 2708 followers, 4900 engagements

"Hikari Tsushin $9435.T increasing Cocorport Inc. $9346.T from X% 5.04%"
X Link @TheLongHappy 2025-09-03T15:46Z 2708 followers, XXX engagements

"JPN Activist Update XX Sep 2025 SilverCape Investments Limited increasing Digital Holdings Inc. (TSE:2389) from XXXXX% XXXXX% Hikari Tsushin K.K. increasing IFIS Japan Ltd. (TSE:7833) from XXXX% XXXX% Strategic Capital Inc. decreasing Toa Road Corporation (TSE:1882) from XXXX% XXXX% Oasis Management Company Ltd. decreasing Digital Garage Inc. (TSE:4819) from XXXXX% X% WK X LLC decreasing Toyo Construction Co. Ltd. (TSE:1890) from XXXX% 0%"
X Link @TheLongHappy 2025-09-30T10:22Z 2711 followers, XXX engagements

"I've always found it fascinating how few clients $NOAH actually has"
X Link @TheLongHappy 2025-05-29T00:45Z 2709 followers, 2522 engagements

"Hikari Tsushin K.K. increasing Yuasa Trading Co. Ltd. 8074.T from X% XXXX% Hibiki Path Advisors Pte. Ltd. increasing Tamai Steamship Co. Ltd. 9127.T from X% 5.09%"
X Link @TheLongHappy 2025-09-19T16:21Z 2708 followers, XXX engagements

"Western executives who visit China are coming back terrified. Robotics has catapulted Beijing into a dominant position in many industries"
X Link @TheLongHappy 2025-10-13T23:43Z 2705 followers, XXX engagements

"Hikari Tsushin K.K. increasing Relo Group Inc. $8876.T from XXXX% 7.94%"
X Link @TheLongHappy 2025-09-04T11:50Z 2711 followers, 11.3K engagements

"It's a moody day but this is my favorite view of Shanghai St Regis on the Bund"
X Link @TheLongHappy 2025-10-13T09:36Z 2711 followers, 1127 engagements

"Oasis Management Company Ltd. increasing Calbee Inc. 2229.T from X% XXXX% SilverCape Investments Limited increasing Yamato International Inc. 8127.T from XXXX% XXXX% Asset Value Investors Limited increasing Eiken Chemical Co. Ltd. 4549.T from XXXX% XXXX% Brandes Investment Partners L.P. decreasing Komori Corporation 6349.T from XXXXX% 11.16%"
X Link @TheLongHappy 2025-09-16T10:23Z 2711 followers, 5907 engagements

"fascinating - 1/ Daishi Hokuetsu is listed among Iwatsukas primary lenders providing working capital loans long-term debt and credit facilities. Both the companies are from Niigata Prefecture. 4/ Leading Guide Hong Kong Limited is a Hong Kong-registered trading company established in 2019 and it is a subsidiary of China Want Want Holdings. I mean why wouldn't Want Want slowly increase their stake here and eventually buy it out to essentially do a very accretive buyback"
X Link @TheLongHappy 2025-09-30T03:04Z 2711 followers, 1938 engagements

"Hikari Tsushin K.K. increasing Bell-Park Co. Ltd. 9441.T from XXXX% 2.79%"
X Link @TheLongHappy 2025-09-10T20:35Z 2708 followers, 18.6K engagements

"Japan Activist Activity. ValueAct Capital Management increasing Takara Holdings Inc. 2531.T from X% XXXX% 🔥🔥🔥 BUYING THEIR ENTIRE STAKE IN X DAYS SINGEST LARGEST SHAREHOLDER SilverCape Investments Limited increasing Digital Holdings Inc. 2389.T from XXXX% XXXXX% Strategic Capital Inc. increasing Orient Corporation 8585.T from XXXX% 7.28%"
X Link @TheLongHappy 2025-08-20T14:34Z 2705 followers, 9557 engagements

"Asset Value Investors Limited increasing Synchro Food Co. Ltd. 3963.T from XXXXX% XXXXX% UH Partners X (Hikari Tsushins affiliated investment vehicle) increasing Anicom Holdings Inc. 8715.T from XXXX% 7.45%"
X Link @TheLongHappy 2025-09-27T12:08Z 2711 followers, 1003 engagements

"Interesting net-net with growth tailwind piggybacking on Muji's growth. @hiroki1379 would you short Muji $7453.T as a hedge"
X Link @TheLongHappy 2025-09-19T17:13Z 2708 followers, 5065 engagements