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@finphysnerd "Additionally the company holds its market cap worth of publically listed shares mostly consisting of $60b market cap United Overseas Bank ($U11.si). If applying a 15x earnings multiple to the stable low growth Tiger Balm brand the company trades at a XX% discount. /2"
X Link @finphysnerd 2025-10-16T12:00Z 5069 followers, XX engagements

"It's been a rough XX hours. Woke up yesterday to see that my $500k of Survivor winnings have been liquidated. I knew that there would be risk trading fartcoin and dogecoin on 10x leverage but nobody could have seen this coming. Guess I couldn't Survive this back to square one😥"
X Link @finphysnerd 2025-10-11T15:43Z 5067 followers, 11.3K engagements

"@atelicinvest Interesting I could totally see that as we Aussies have a weird thing with realestate. Is there another company that you think is a better comparison And even if they can't raise prices aggressively they are still going to have a reasonable amount of pricing power right"
X Link @finphysnerd 2025-09-19T05:35Z 5069 followers, XXX engagements

"Another thing to add. Comparing $GRND to $BMBL and $MTCH on a valuation multiple is ridiculous. Completely different growth competition market saturation churn etc"
X Link @finphysnerd 2025-09-10T02:57Z 5069 followers, 1439 engagements

"Wing Tai Holdings $W05.si is a Singaporean stock to keep an eye on. It's a property developer at a $1b market cap with $1.8b of cash and liquid securities $1.3b of total liabilities $830m of investment properties and finally $1.b of development properties most of which are"
X Link @finphysnerd 2025-10-05T11:53Z 5069 followers, 8496 engagements

"There are some clear catalysts. The Singapore government is investing money to stimulate the Singapore stock market. With the recent death of the long term Chair it wouldn't be surprising to see his children look to simplify his business empire and unlock value. /3"
X Link @finphysnerd 2025-10-16T12:00Z 5069 followers, XXX engagements

"I've just published on Haw Par Corporation ( $H02.SI) A fascinating Singaporean company trading at a large discount to intrinsic value. The company's core business is selling Tiger Balm a painkiller you may have seen around that traces its origin back to 1870. /1"
X Link @finphysnerd 2025-10-16T12:00Z 5069 followers, XXX engagements

"@The_Pro_Invest Yeah I'm not investing in it because it's "undervalued". I'm investing in it because I want a Japanese portfolio run by smart capital allocators"
X Link @finphysnerd 2025-09-03T10:17Z 5069 followers, XXX engagements

"Wow $INT.ST A good reminder that there are a lot of attractive ideas out there and you don't have to go for the one with red flags. Who knows if it's a fraud or not but that's a crazy move"
X Link @finphysnerd 2025-10-09T10:01Z 5069 followers, 4302 engagements

"Here's another example of what I talk about in here. A strategy of XXX% $AVGO/-100% $AVL returns XXXX% annually after borrow cost. While daily rebalancing is unrealistic weekly rebalancing only adds around X% in fees but usually improves returns as you get volatility drag"
X Link @finphysnerd 2025-10-10T00:40Z 5068 followers, 2555 engagements

"One of my largest holdings Thakral $AWI.si is having another portfolio company IPO in 'Beauty Tech Group'. Thakral own a X% stake in the Co previously held at $17m on the books. The Co is IPOing at $600m valuation though there don't seem to be any details yet about how much new"
X Link @finphysnerd 2025-09-18T05:57Z 5069 followers, 13K engagements

"In the interest of resolving my dispute with Michael Frazis I have made the decision to remove my article on him from Substack. I want to note that Frazis uploads his fund performance to data providers weekly and has had extensive private communication with investors about"
X Link @finphysnerd 2025-08-28T05:12Z 5068 followers, 26.6K engagements

"Some thoughts on the $GRND short report. I think a lot of the stuff Ningi bring up are valid concerns. While Grindr users have always complained about the app as a user myself the last X months the app has become another level of painful to use. Additionally followers will"
X Link @finphysnerd 2025-09-10T02:19Z 5068 followers, 18.9K engagements

"Here's an example of what I talk about here. -50%/-50% $Yinn and $Yang rebalanced monthly has returned X% since inception essentially uncorrelated to US markets. It actually works as a hedge during flash crashes like 2020 and Liberation day as the volatility helps it. One could"
X Link @finphysnerd 2025-10-06T23:55Z 5068 followers, 3175 engagements

"Thakral $AWI.si has divested one of their Japanese properties at slightly above book value around $27m (if my math is correct). This comes after confirming that their stake in the Beauty Tech Group IPO will be around $50m SGD (which they will be selling $7m of). Still at a"
X Link @finphysnerd 2025-10-05T11:02Z 5068 followers, 8064 engagements

"Finish discount retailer Puuilo Oyj $PUUILO looks really interesting. Very strong track record of growth trading at just over 20x earnings. The company consistently opens new stores at around a XX% return on capital. Additionally same store growth has been solid low single"
X Link @finphysnerd 2025-10-08T06:11Z 5068 followers, 1507 engagements

"I had only just got into investing in 20/21 and hadn't started shorting. I've always wondered how it would have been to experience short selling during such a crazy period. Well now I've gotten to live it and I'm proud to say I'm handling it pretty well"
X Link @finphysnerd 2025-10-15T06:38Z 5069 followers, 2577 engagements

"I can't do this but for those who are able to utilize the stock yield enhancement program on IBKR and lend shares for short selling $BULL currently has a XX% cost to borrow vs it's 2x ETF $BULU at 13%. Even if you're just getting half the borrow there's still a very nice"
X Link @finphysnerd 2025-10-07T13:39Z 5068 followers, 2000 engagements

"Hemnet Group $HEM.st seems like a bit of a no brainer here. Swedish real estate listing monopoly for my Aussies imagine $REA if Domain didn't exist. Trading at 30x forward earnings under monetizing with obvious pricing power. Industry at a cyclical trough buying back boatloads"
X Link @finphysnerd 2025-09-19T04:05Z 5068 followers, 12.3K engagements

"I want to share with you all a link to a spreadsheet where I've been keeping track of 2x ETFs their borrow costs and their tracking error. This isn't comprehensive as there's so many out there but as I look at them I add them in there"
X Link @finphysnerd 2025-10-09T14:24Z 5069 followers, 3684 engagements

"Bought my first Hikari Tsushin ($9435.T) shares today. It makes sense as a way to gain diversified exposure to Japan as an outsider. Additionally my portfolio is now large enough that It's not too large a position because of round lots (minimum purchase sizes in Japan)"
X Link @finphysnerd 2025-09-03T06:14Z 5069 followers, 7997 engagements

"I really like the $WSC short thesis from @Jonathan_Keith2. The company seems like a bit of a joke. Ageing derelict storage units employees with brutal comments on Glassdoor a mountain of debt with declining revenue and utilisation rates. Seems simple and straightforward"
X Link @finphysnerd 2025-08-10T11:58Z 5067 followers, 8215 engagements