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@alexeliasson "2) The translator faced no easy task in converting all these large figures from the latest earnings call. Regardless of Ripple Labs final valuation an IPO would help underscore its worth in the context of todays m/cap"
X Link @alexeliasson 2025-07-16T09:21Z 29K followers, 5997 engagements

"SBI $8473.jp m/cap $11.3b #1 Retail Broker ($FTK/$HOOD) in Japan Vertical integrated offering its own ETFs Mutual Funds and Wealth Management products. FY2024: Net Profit: +85% (ROE XXXX% +5.1 p.p.) +$1.2b Net profit NTM (10 p/e) X major catalysts in H2👇"
X Link @alexeliasson 2025-07-16T09:21Z 29K followers, 40K engagements

"Tiger Brokers $TIGR Hong Kong Stock Exchange Q3 KPIs: Trading Volume YoY: +340% 🚀 Trading Volume QoQ: +45% Market Share YoY: Doubled ✅ Data is a couple of hours fresh. All its other markets are up YoY but I have no specific Tiger data to offer there"
X Link @alexeliasson 2025-09-30T15:47Z 29K followers, 28.1K engagements

"I made Evolution $EVO a sizeable position the other week. Timing is always difficult. Valuation near or at IPO-lows SEK/USD at 3y lows insider are buying and most of the risks are now on the table"
X Link @alexeliasson 2025-01-02T11:37Z 29K followers, 314.8K engagements

"@FriendlyCapMgmt $X Your timing skill is 🤌 I got too eager at $XXX :D Haha Btw last week China's largest mainland brokerage firm Haitong initiated coverage. Sharing some few excerpts below 👇 FYI: I'm down -XX% on my entry and you should expect some volatility ahead. Holding/Buying. Bless"
X Link @alexeliasson 2025-10-12T16:36Z 29K followers, 5858 engagements

"Timing is always challenging. Most operational KPIs are at all-time highs while valuation metrics sit at or near 10-year lows. Moreover Hikari Tsushin has entered the shareholder register alongside an active share buyback program. Long since last week"
X Link @alexeliasson 2025-04-20T13:17Z 29K followers, 7299 engagements

"Hikari Tsushin identified Broadleaf at the start of its SaaS transition and has been consistently buying ever since - without interruption. They now own nearly XX% of the outstanding shares. Seems like they like it"
X Link @alexeliasson 2025-02-15T16:32Z 29K followers, 13.3K engagements

"Some of the most renowned growth accounts on FinTwit frequently highlight Hikari Tsushin's stock-picking: "Berkshire of Japan" 🎎"
X Link @alexeliasson 2025-02-15T16:32Z 29K followers, 9400 engagements

"We have the opportunity to buy a dominant software market leaderone thats gaining market share and generating over XX% recurring revenueat just 6x EBIT two years out. I think I see what Hikari Tsushin sees here and Ive scooped up some shares myself. Long. 👇"
X Link @alexeliasson 2025-02-15T16:32Z 29K followers, 7071 engagements

"TL;DR I'm buying a market leading financial conglomerate with growing revenue profits and improving efficiency at single digit multiples. IPO of Shinsei Bank in H2 perhaps followed by Ripple Labs might unlock further value. Decent enough R/R for my stunts in Japan-land"
X Link @alexeliasson 2025-07-16T09:21Z 29K followers, 13.4K engagements

"CIMB new SOTP on $BABA's in light of the escalating investments needed to fight the "new" instant commerce war between Meituan and $JD. Back to pre-DeepSeek valuation again"
X Link @alexeliasson 2025-07-11T09:18Z 29K followers, 13.9K engagements

"Tiger Brokers $TIGR 🐯 Q1: Revenue: +68% Operating Profit: +203% Operating Margin: XX% (17 p.p.) OPEX-to-Revenue: ATL (and declining) ARPU: +35% 📊Trading Volume: +155% 👪Customers: +24% 💷Customer Assets: XX% P/E 12x NTM is probably too cheap. A short 🧵👇"
X Link @alexeliasson 2025-07-20T12:02Z 29K followers, 129.8K engagements

"The company has been on my radar for almost X years now. 👇"
X Link @alexeliasson 2025-04-20T13:17Z 29K followers, 2854 engagements

"Last week Hikari Tsushin $9435 entered the game and announced that they had acquired XXXX% of shares outstanding. Fairly confident they are not staying around that level.🙃"
X Link @alexeliasson 2025-04-20T13:17Z 29K followers, 2734 engagements

"In the last fiscal year Anicom initiated a share repurchase program targeting XX% of its market cap of which approximately half has been executed to date"
X Link @alexeliasson 2025-04-20T13:17Z 29K followers, 7937 engagements

"LVMH $mc.pa har nu en totalavkastning p ca. X% under X r. ev/ebit 35x - 15x ev/s 6x - 3.5x Nr r ni kpare"
X Link @alexeliasson 2025-04-15T08:23Z 29K followers, 40.9K engagements