@MikeFritzell Michael Fritzell (Asian Century Stocks)

Michael Fritzell (Asian Century Stocks) posts on X about stocks, in the, japan, ai the most. They currently have [---------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

Engagements: [-------] #

• [--] Week [-------] +28%
• [--] Month [-------] +74%
• [--] Months [---------] +43%
• [--] Year [---------] -19%

Mentions: [--] #

• [--] Week [---] -21%
• [--] Month [---] +63%
• [--] Months [-----] +52%
• [--] Year [-----] -37%

Followers: [---------] #

• [--] Week [------] +0.38%
• [--] Month [------] +1.40%
• [--] Months [------] +8.10%
• [--] Year [------] +17%

CreatorRank: [-------] #

Social Influence

Social category influence finance 87.73% countries 14.55% stocks 11.82% technology brands 9.55% fashion brands 5.91% currencies 5.91% luxury brands 5.45% travel destinations 3.64% automotive brands 2.27% gaming 2.27%

Social topic influence stocks #543, in the 7.27%, japan #3670, ai 5%, rolex 4.09%, list #2726, china 3.64%, $googl 3.18%, pop mart 3.18%, search 3.18%

Top accounts mentioned or mentioned by @govro12 @orrdavid @dabao_ @finphysnerd @valuedrift @cronosbro @adcha91 @wewantyau @smartkarma @atc6955 @the_pro_invest @rouleurcapital @initishshukla @joinyellowbrick @phil_hk @lowalphahighvol @noahpinion @gezzogero @astutexai @jonahckhuang

Top assets mentioned Alphabet Inc Class A (GOOGL) POP MART (PMRTY)

Top Social Posts

Top posts by engagements in the last [--] hours

"This is exactly the question: is Prabowo the new Suharto or the new Sukarno (h/t: Greed & Fear)"
X Link 2026-02-13T01:35Z 30.2K followers, 30.7K engagements

"@Noahpinion The people buying EVs either 1) enjoy significant subsidies 2) can afford to pay up because they like the idea of owning an EV. That could change of course but batteries remain significantly more expensive than engines"
X Link 2026-02-15T02:46Z 30.2K followers, [---] engagements

"I dug into Prada - an Italian fashion brand that happens to be listed in Hong Kong under ticker [----] HK. Here's what I found:"
X Link 2024-11-24T06:28Z 30.2K followers, 102.1K engagements

"Samsonite [----] HK. Compounder may be stretching it but the brand name is strong. Buying back shares consistently. Planned US listing soon. 8x forward P/E"
X Link 2025-04-04T09:15Z 30.2K followers, [----] engagements

"Giant Manufacturing [----] TT close to a ten-year low"
X Link 2025-04-10T04:48Z 30.2K followers, 15.1K engagements

"Yearly prices of the top Finance publications. If a person has professional experience no way he or she is going to sell that at $100 per year. that's just the reality"
X Link 2025-05-26T04:37Z 30.2K followers, 1.2M engagements

"Alternative data: Google Trends (free) Social Blade for social media (free) StockX for second-hand goods prices (free) Pageviews (Toolforge) for Wikipedia (free) TickerTrends multi-purpose ($100/month)"
X Link 2025-09-24T03:14Z 30.2K followers, [----] engagements

"Telecom towers: US: American Tower @ 28x P/E w 3% growth Southeast Asia: Sarana Menara @ 8x P/E w 14% growth"
X Link 2025-10-13T06:08Z 30.2K followers, [----] engagements

"Harris Oakmark on Kansai Paint the paint company with large Indian exposure"
X Link 2025-11-18T03:09Z 30.2K followers, [----] engagements

""The majority of research houses are cautious on Hartalega. Out of [--] recommendations compiled by Bloomberg two are buy [--] are hold and five are sell calls.""
X Link 2025-11-28T11:37Z 30.2K followers, [----] engagements

"Top [--] market caps: Japan [--]. Toyota Motor [--]. Sony [--]. Mitsubishi UFJ [--]. SoftBank [--]. Hitachi [--]. Sumitomo Mitsui [--]. Fast Retailing [--]. Nintendo [--]. Advantest [--]. Tokyo Electron Just realizing that these stocks are all quite expensive"
X Link 2025-12-01T14:24Z 30.2K followers, [----] engagements

"@Investor_NICK_ @WaterworldCapi1 Thats why its such a surprise that Prada has gone nowhere. At least until now. https://www.asiancenturystocks.com/prada-1913-hk/ https://www.asiancenturystocks.com/prada-1913-hk/"
X Link 2025-12-08T05:39Z 30.2K followers, [---] engagements

"Has the Labubu bubble popped Creator Pop Mart (9992 HK) now has a US$33 billion market cap. Will we continue buying Labubu plush toys in similar amounts over the next few years That's what I've been trying to figure out with plenty of alternative data as evidence"
X Link 2025-12-14T04:06Z 30.2K followers, 10.6K engagements

"An almost universal bullishness about Pop Mart (9992 HK)"
X Link 2025-12-16T11:07Z 30.1K followers, [----] engagements

"Merry Christmas all I predict [----] will be the year of Southeast Asia. Powell will step down in May with lower interest rates causing a flow to EMs. With low liquidity it wont take much for P/Es to expand materially. It will have looked obvious in hindsight. All the best"
X Link 2025-12-24T07:40Z 30.2K followers, [----] engagements

"Might be great research but writing [---] page reports feels very late stage ()"
X Link 2025-12-25T12:32Z 30.2K followers, [----] engagements

"This is the problem with many professionals managing their own portfolios. they're afraid of concentration. Myself included. Anyone who treats their PA like a fund is leaving massive gains on the table for no benefit at all Anyone who treats their PA like a fund is leaving massive gains on the table for no benefit at all"
X Link 2026-01-02T07:55Z 30.2K followers, 18.2K engagements

"Perhaps Prosus deserves a certain discount StackOverflow graph of questions asked per month. Holy shit. https://t.co/Iver1tyOKH StackOverflow graph of questions asked per month. Holy shit. https://t.co/Iver1tyOKH"
X Link 2026-01-04T05:17Z 30.1K followers, 10.1K engagements

"Sold my remaining shares in AeroEdge after an epic run. Thanks @gezzogero Now looks like a 5-year zero-IRR proposition even if you're as bullish as that Goldman analyst. I could be wrong selling here so DYOR"
X Link 2026-01-19T03:57Z 30.1K followers, [----] engagements

"@LTrades7 @gezzogero I don't know. I'm bullish Malaysia's Bermaz Auto might add to that position. I want to find something new in Japan. Logizard is fine but earnings will decline for a few more quarters. Same with Poper. I'm curious about @DaBao_'s pick Fuji Seal"
X Link 2026-01-19T04:33Z 30.1K followers, [---] engagements

"To say that China is uninvestable is going too far but these stories keep recurring 🤮 https://t.co/2ORuqn4z50 https://t.co/2ORuqn4z50"
X Link 2026-01-20T03:16Z 30.2K followers, [----] engagements

"4/ Vision correction is a great recurring revenue business. Once you need glasses or contacts you rarely stop. And the industry tailwinds will last for decades while being recession resistent"
X Link 2026-01-20T04:06Z 30.2K followers, [---] engagements

"9/ In summary. Myopia is here to stay especially as we spend more time in front of smartphone. This is a megatrend that's definitely worth paying attention to"
X Link 2026-01-20T04:06Z 30.2K followers, [---] engagements

"A spike in website traffic to Prada dot com in the past three months cc: @AstutexAi"
X Link 2026-01-24T00:33Z 30.2K followers, [----] engagements

"@Breadcrumb_Cap @AstutexAi I spent days trying to predict where fashion cycles were going and concluded I didnt have much of an edge. The data looks constructive now though https://www.asiancenturystocks.com/prada-1913-hk/ https://www.asiancenturystocks.com/prada-1913-hk/"
X Link 2026-01-24T08:04Z 30.2K followers, [--] engagements

""Oil futures positioning recorded extreme bearishness this month; in fact there is only one other time in history it was more bearish: right after the Tariff Liberation Day" - Massif Capital"
X Link 2026-01-25T09:20Z 30.2K followers, [----] engagements

"Claire Barnes' Apollo Asia Fund vs Berkshire Hathaway"
X Link 2026-01-26T03:35Z 30.1K followers, 10.6K engagements

"The E Ink (8069 TT) deep dive now available on the website"
X Link 2026-01-26T13:59Z 30.2K followers, [----] engagements

"Perfect computer set-up (for the money imo): - Mac Mini M4 base model - Keychron Q5 Max with Matcha keycaps - Dell U3225QE with 120Hz refresh rate - Logitech MX Master 3S mouse - 3M Gel Wrist - IKEA Mittzon standing desk - Herman Miller Aeron chair (second-hand) About $3k"
X Link 2026-01-27T04:39Z 30.1K followers, [----] engagements

"Two rules: you dont own Indonesian Rupiah and you dont own US Dollar. East Asian currencies look cheap in comparison. This guy is favored to be the next Fed Chair. Hes going to cut rates [--] bps for every shirt button he has unbuttoned https://t.co/mZEch5Jk23 This guy is favored to be the next Fed Chair. Hes going to cut rates [--] bps for every shirt button he has unbuttoned https://t.co/mZEch5Jk23"
X Link 2026-01-27T22:09Z 30.1K followers, [----] engagements

"Heavy insider buying in Top Glove. They must be seeing something that the market doesn't. Source: Smart Insider"
X Link 2026-01-28T03:34Z 30.1K followers, [----] engagements

"@jonahckhuang Hartalega's guidance was also positive. underlying demand is growing close to 10% I think"
X Link 2026-01-28T05:18Z 30.2K followers, [---] engagements

"@stfbutnou I don't have a crystal ball. I see the website traffic down 65% and search queries down 93%. These are current numbers - not future. Read Bernstein's report"
X Link 2026-01-28T05:57Z 30.1K followers, [--] engagements

"@ideascacophony Cool ok. I'm surprised by the weakness in Hartalega. perhaps because of the nitrile exposure. Not sure which stock to buy"
X Link 2026-01-28T07:33Z 30.2K followers, [---] engagements

"@vebcap Many Malaysian glove makers shut capacity including Top Glove. Less so in China"
X Link 2026-01-28T14:02Z 30.1K followers, [--] engagements

"This is what happened in Pop Mart [----] HK: - On [--] January it announced an aggressive S$45m stock buyback executed through [--] January - On [--] January Pop Mart released its first-ever Valentine's Day collection and it announced that it sold out within minutes"
X Link 2026-01-30T04:20Z 30.2K followers, [----] engagements

"@Premski_SGP @finphysnerd @DeepSailCapital No original ideas in investing read another short report on Pop Mart last summer actually"
X Link 2026-01-31T06:36Z 30.1K followers, [--] engagements

"My personal broadband uses a Huawei modem. On Wi-Fi I cannot access this article. On my Singtel phone I can. 🔴 Beijing is accused of failing to stem the flow of raw materials for ecstasy and meth to criminal gangs Read more https://t.co/8eevmYuBDr https://t.co/yHItzYpTP1 🔴 Beijing is accused of failing to stem the flow of raw materials for ecstasy and meth to criminal gangs Read more https://t.co/8eevmYuBDr https://t.co/yHItzYpTP1"
X Link 2026-02-01T02:19Z 30.2K followers, 16.6K engagements

"Japan's M2 money supply is growing 1.6% per year close to Switzerland's. The difference is that the Japanese Yen is super cheap. If you're a monetarist then why not take on some exposure"
X Link 2026-02-01T05:17Z 30.2K followers, [----] engagements

"Funny how Russell Napier said that "you want to follow the guys who were talking about shipbuilding a few years ago not the ones discussing AI". Well here you go: https://www.asiancenturystocks.com/shipyards/ https://www.asiancenturystocks.com/shipyards/"
X Link 2026-02-01T08:56Z 30.2K followers, [----] engagements

"Now I know why this Baiguan guy and Moatless Capital went berserk last week: they didn't like that I'm bearish Pop Mart. Alright stay long then Lets time stamp this https://t.co/MhX3j7jtBS Lets time stamp this https://t.co/MhX3j7jtBS"
X Link 2026-02-02T02:48Z 30.2K followers, [----] engagements

""BYD's vehicle sales dropped by 30.1% in January year-on-year as the Chinese electric vehicle maker navigates external uncertainties and tough competition at home." Not saying I'm bearish BYD. just thinks the story is more complex than just up-up-up to the right"
X Link 2026-02-02T03:22Z 30.2K followers, [----] engagements

"6. The Chinese stock market has returned zero since the early 1990s. There's just too much dilution due to equity issuance at the top. Some clever guys have obviously outperformed but it's still remarkable. Even Cederberg is struggling"
X Link 2026-02-02T06:37Z 30.2K followers, [---] engagements

"7. Ask yourself why you need to have China exposure or even emerging markets exposure for that matter. In the very long run developed markets have performed the best and I expect that continue. I'm biased towards EMs but this is just the reality"
X Link 2026-02-02T06:37Z 30.2K followers, [---] engagements

"@EquityBrian I am NOT saying that. Im saying that its illogical to be bullish across the board as Baiguan is. Check out their website. I own Chinese equities and just wrote up Midea. You just have to own stocks that treat minorities well like Tencent or NetEase"
X Link 2026-02-02T23:21Z 30.1K followers, [---] engagements

"The Sep [----] SSS was only -3.6% YoY so not a huge deal. The reason for the profit decline is due to sales & marketing expenses to educate customer about the change in brand name to the new "AZKO". Seems like short-term pain for long-term gain to me"
X Link 2026-02-03T04:36Z 30.1K followers, [---] engagements

"Search query volumes for AZKO are now close to equal those of Ace Hardware before the rebranding"
X Link 2026-02-03T04:47Z 30.1K followers, [----] engagements

"Casio has epic quality control. If only they could improve their design / software. A $5 Casio watch goes hundreds of feet underwater and works fine. A $2000 iPhone touches a drop of water and gets completely fried. A $5 Casio watch goes hundreds of feet underwater and works fine. A $2000 iPhone touches a drop of water and gets completely fried"
X Link 2026-02-03T04:51Z 30.2K followers, [----] engagements

"The big challenge will be the plan for Mitra Adiperkasa to bring back Ace Hardware to Indonesia in [----]. AZKO has amazing reviews on Google Maps but Mitra has a great reputation. At least historically. https://www.kbvalbury.com/id/article/mapi-to-bring-ace-hardware-back-to-indonesia-in-2026 https://www.kbvalbury.com/id/article/mapi-to-bring-ace-hardware-back-to-indonesia-in-2026"
X Link 2026-02-03T04:54Z 30.1K followers, [---] engagements

"Website traffic to Heineken's dot com website"
X Link 2026-02-03T05:51Z 30.2K followers, [----] engagements

"Google search queries for "Pocari Sweat" (Otsuka Holdings [----] JP)"
X Link 2026-02-03T07:05Z 30.2K followers, [----] engagements

"China: "Speculation circulated that the VAT for gaming could jump from 6% to as high as 32%" https://www.thestandard.com.hk/market/article/323457/Internet-services-VAT-hike-rumoured-Tencent-falls-6pc https://www.thestandard.com.hk/market/article/323457/Internet-services-VAT-hike-rumoured-Tencent-falls-6pc"
X Link 2026-02-03T09:28Z 30.2K followers, [----] engagements

"Nintendo and Sony both down due to high DRAM prices. There will be a trade here only question is when"
X Link 2026-02-04T02:53Z 30.1K followers, [----] engagements

"@QuahogCapital Lol yes I guess the A-share investors might not be irrational spending so much time reading the tea leaves. TickerTrends has website traffic data but that's pretty much it now that Baidu WeChat and others have closed off foreign users. Now I operate at a disadvantage"
X Link 2026-02-04T06:40Z 30.2K followers, [--] engagements

"@orrdavid This is all political propaganda. What theyre saying is that Americas wealth is not due to capitalism but an unfair advantage. Which is nonsense of course. The reason its a reserve currency in the first place is that East Asia accumulated USD to keep their FX rates low"
X Link 2026-02-04T14:45Z 30.1K followers, [---] engagements

"@orrdavid A lower FX rate is bullish for export oriented countries like Japan or Sweden. But the very reason the USD is expensive today is a massive flow of capital into the United States. So when the market eventually heads south Im guessing the dollar will decline too"
X Link 2026-02-04T14:47Z 30.1K followers, [---] engagements

"Great advice from @firstadopter's farewell letter: - Take the long-term view on EPS - Do you own work to build conviction - Micro over macro: fundamentals matter most - Sit and hold don't trade in and out too much https://www.barrons.com/articles/software-stocks-ai-panic-anthropic-selloff-68b65e71 https://www.barrons.com/articles/software-stocks-ai-panic-anthropic-selloff-68b65e71"
X Link 2026-02-05T01:09Z 30.2K followers, [----] engagements

"Probabilistic point solutions (most affected by AI): - Project management - Marketing automation - Workflow tools - Content generation - Seat-based models Deterministic systems of record (least affected): - Accounting software - Vertical SaaS eg logistics insurance systems"
X Link 2026-02-05T02:32Z 30.2K followers, [----] engagements

"Asked Gemini which the top warehouse management software products in Japan were: [--]. Logizard Zero [--]. Cloud Thomas (Kantsu) [--]. SLIMS (Seino) [--]. ONEsLOGI (Hitachi) Bear in mind Logizard is a US$15 million enterprise value company"
X Link 2026-02-05T03:50Z 30.1K followers, [----] engagements

"The Substack data leak happened right after Coupang had an ex-employee steal millions of customer details. Something was broken in both instances"
X Link 2026-02-05T05:06Z 30.2K followers, [----] engagements

"What's missing: - A press release - How many contact details were leaked (700000) - What else was leaked other than emails/phone numbers: specifically: 1) full names 2) user ID 3) Stripe ID 4) profile pictures 5) account creation dates 6) social media handles - Why it happened FYI substack email and phone number data has been leaked. https://t.co/xdaE9MHxZs FYI substack email and phone number data has been leaked. https://t.co/xdaE9MHxZs"
X Link 2026-02-05T08:18Z 30.2K followers, 16.4K engagements

"@Tintincapital Haichang Ocean Park too. Some people say its Shanghai aquarium is better than Straco's"
X Link 2026-02-05T12:40Z 30.2K followers, [---] engagements

"@MrtnzAlvrz Chris Hohn has a point there"
X Link 2026-02-06T02:19Z 30.2K followers, [----] engagements

"Now well under retail. The problem with Pop Mart is that the revenues aren't recurring. Eventually you'll run out of space. And run out of interest buying newer shinier version"
X Link 2026-02-06T02:44Z 30.2K followers, [----] engagements

"@Birdyword Are the GDP growth numbers reliable Big assumption"
X Link 2026-02-07T04:37Z 30.1K followers, [---] engagements

"An Apple e-reader would be the easiest innovation ever. Just create an App Store that would allow newspapers and Substack to deliver posts to it. They already sell e-books through Apple Books"
X Link 2026-02-08T01:45Z 30.2K followers, [----] engagements

"This thing is so damn sweet. Lol"
X Link 2026-02-08T04:23Z 30.1K followers, [----] engagements

"https://www.asiancenturystocks.com/deep-dive-carabao-cbg-tb/ https://www.asiancenturystocks.com/deep-dive-carabao-cbg-tb/"
X Link 2026-02-08T05:10Z 30.2K followers, [----] engagements

"Chanos: Bitcoin is a barometer of speculative activity among retail investors https://pca.st/episode/978f9cfd-ff9a-49b2-947c-b584e1c1777b https://pca.st/episode/978f9cfd-ff9a-49b2-947c-b584e1c1777b"
X Link 2026-02-08T05:22Z 30.2K followers, [----] engagements

"What is going on"
X Link 2026-02-08T09:01Z 30.1K followers, [----] engagements

"Surprising to see that this year's earnings estimate hasn't come down despite the DRAM issue. From Smartkarma"
X Link 2026-02-08T14:16Z 30.1K followers, [----] engagements

"Now that SaaS is out of fashion perhaps I'll finally be able to buy Smaregi [----] JP at a reasonable price"
X Link 2026-02-09T00:32Z 30.2K followers, [----] engagements

"If you dont have trading access to Thai stocks I suggest you get that fixed ASAP. Southeast Asia offers the best value in the region without a doubt. And IBKR still doesnt offer any access to it"
X Link 2026-02-09T01:10Z 30.1K followers, [----] engagements

"@RouleurCapital No I think it's because they need local licenses in each market. In some cases also restrictions on currency trading (Philippines & South Korea). My broker uses sub-custodians and farms out execution to local partners but I don't think IBKR would go that far"
X Link 2026-02-09T01:49Z 30.1K followers, [---] engagements

"What's up with [--] HK"
X Link 2026-02-09T02:02Z 30.2K followers, [----] engagements

"@SMalikjo @phil_hk Ill buy once they get rid of this chart on the website"
X Link 2026-02-09T05:45Z 30.2K followers, [--] engagements

"How can I bet Kyrgyzstan or Kazakhstan ski tourism Air Astana"
X Link 2026-02-09T15:20Z 30.2K followers, [----] engagements

"@ClarkSquareCap FnGuide [------] KS. The Reuters of South Korea also the second-largest index provider. Index AUM has gone from KRW [--] trillion to [--] in a year with fee income at high incremental margins. Recent change in mgmt has led to strong corp gov. P/E 14.4x on my estimate"
X Link 2026-02-10T01:43Z 30.2K followers, [----] engagements

"DaBao is a very talented investor. You've got to follow him #FF @ClarkSquareCap [----] MSI. the annual shipment for PC is 280M and MSI only contributed 2.5M. still plenty of white space and PC gaming hardware is growing long-term @ClarkSquareCap [----] MSI. the annual shipment for PC is 280M and MSI only contributed 2.5M. still plenty of white space and PC gaming hardware is growing long-term"
X Link 2026-02-10T01:47Z 30.2K followers, 22K engagements

"Okay so - You get [--] years if you criticize the government. So presumably media is biased. - Outsiders don't have access to high-quality data operating at a disadvantage - Insiders are selling en masse . I feel more comfortable investing Taiwan/Japan/South Korea than the PRC Effectively a life sentence for Jimmy Lai. For peacefully criticising the Chinese government. Let that sink in. The world needs to wake up. This is what your a dealing with - not a rational player on the world stage. A vindictive regime of unchallengeable power Effectively a life sentence for Jimmy Lai. For peacefully"
X Link 2026-02-10T01:52Z 30.2K followers, [----] engagements

"AeroEdge just hit JPY 4000/share making it an 8-bagger within a year. I no longer own shares. But water your flowers and cut your weeds is my take-away"
X Link 2026-02-10T01:53Z 30.2K followers, [----] engagements

"Google Trends seems to be broken presumably due to traffic from generative AI bots. Any fix"
X Link 2026-02-10T02:03Z 30.2K followers, [----] engagements

"@adcha91 What I love about the haters is that none of them discuss facts. And the facts are undeniable"
X Link 2026-02-10T02:06Z 30.2K followers, [--] engagements

"@TheRayMyers E Ink MSI Sporton AddCN"
X Link 2026-02-10T02:11Z 30.2K followers, [---] engagements

"@adcha91 I think there's nuance too. This is not about politics. Look at the success of all these Chinese companies: Midea Anta Xiaomi BYD etc etc. They are incredibly strong. I'm just saying it's hard to invest in the market as a foreign minority investor. https://x.com/MikeFritzell/status/2019674326178611369s=20 Carson Block: "Are the financials honest No. I've said for years that you should assume that some portion of a China-based company's financials are fraudulent." https://t.co/JYxfkTjNO9 https://x.com/MikeFritzell/status/2019674326178611369s=20 Carson Block: "Are the financials honest"
X Link 2026-02-10T02:13Z 30.2K followers, [--] engagements

"As much as I love Nintendo the momentum is not showing up in Google search query data. More of a margin story once the DRAM issue is over plus the second movie in April and Super Mario Odyssey [--] in October"
X Link 2026-02-10T03:26Z 30.2K followers, [----] engagements

"Yeah but growth and the starting P/E matters just as much. Coca-Cola has not had a great 30-year IRR. Ultimately the quality of the business trumps everything. - Chris Hohn https://t.co/gWNwbPyCD0 Ultimately the quality of the business trumps everything. - Chris Hohn https://t.co/gWNwbPyCD0"
X Link 2026-02-10T03:30Z 30.2K followers, [----] engagements

"@WeWantYau I was referring to the weak Yen as well as the fact that the Switch [--] is quite expensive with much higher ASP. But the console hardware cycle is another confounding factor. In Sony's case the margins on its hardware were negative for a while. Shift to software will be positive"
X Link 2026-02-10T04:00Z 30.2K followers, [---] engagements

"@aceboy8844 Mario Kart World is great. But itll be October befoe get Mario Odyssey 2"
X Link 2026-02-10T04:12Z 30.2K followers, [---] engagements

"@WeWantYau Too kind. So Nintendo is mostly a DRAM casualty the question is timing. SK Hynix M15X and SEC P4 fabs both started ramping up this month but mass production only later this year. No sign of weakness yet. Also other options eg MSI & Lenovo as mentioned by @DaBao_"
X Link 2026-02-10T04:23Z 30.2K followers, [---] engagements

"1/ The slump in the luxury watch market is over. After a 4-year downturn the Rolex brand is leading the sector back to growth. Here's why the mechanical watch watch market has turned and the stocks that could potentially benefit"
X Link 2026-02-10T08:49Z 30.2K followers, [----] engagements

"2/ The recovery can be seen in the secondary market. Prices for second-hand Rolex models bottomed in March [----] and have since then been on an upwards trajectory. The buying is not tariff related this is more driven by the trend of watch collecting across all regions"
X Link 2026-02-10T08:49Z 30.2K followers, [---] engagements

"3/ Swiss watch exports to Hong Kong China Japan and Singapore are finally turning positive too. Singapore is the standout performer but the broader trend is towards stabilization"
X Link 2026-02-10T08:49Z 30.2K followers, [---] engagements

"5/ Watches are typical Veblen goods. In other words higher prices lead to higher demand. High price means that they're naturally scarce. And scarcity creates demand. A [----] survey showed 30% of Gen Z already own or plan to buy a mechanical watch"
X Link 2026-02-10T08:49Z 30.2K followers, [---] engagements

"6/ Alt-data are all pointing in the same direction. now sees [------] daily visitors. And Amazon searches for "mechanical watch" continue to hit new highs every year. http://Rolex.com http://Rolex.com"
X Link 2026-02-10T08:49Z 30.2K followers, [---] engagements

"7/ Its not just Rolex. The Japanese giants are also doing well dominating the mid-tier. Seiko Casio and Citizen have seen their share prices hit multi-year highs. Casio just reported massive +28% YoY sales growth fueled by a weak yen and clever marketing"
X Link 2026-02-10T08:49Z 30.2K followers, [---] engagements

"7/ The investable universe of stocks. Rolex-affiliated dealers like Watches of Switzerland were crushed during the downturn. It declined 80% top-to-bottom. Many now trade at single-digit P/E despite volumes and prices heading in the right direction"
X Link 2026-02-10T08:49Z 30.2K followers, [---] engagements

"8/ There are two main risks: - Rolex could move more distribution in-house via its newly acquired subsidiary Bucherer - The "premium over MSRP" could narrow reducing the bargaining power of ADs. But for now the fundamentals are moving in the positive direction"
X Link 2026-02-10T08:49Z 30.2K followers, [---] engagements

"@whatsgoingoninm The WatchCharts data comes from Chrono24 and similar platform. Secondary prices for Rolex are up +7% vs the Jan [----] MSRP hike of 5-7% and since then the secondary market prices keep going higher. The volume recovery also suggests a stabilization if not recovery"
X Link 2026-02-10T09:22Z 30.2K followers, [--] engagements

"Here are the LTM EPS for The Hour Glass. The turn came in March [----] just when the WatchCharts Rolex index bottomed. Coincidence"
X Link 2026-02-10T09:26Z 30.2K followers, [----] engagements

"@finphysnerd The big question is whether Rolex will continue to trade above MSRP. Because that leads to a transfer of bargaining power away from consumers to the authorized dealers who sit on the waitlists. Right now it looks like the premium will continue to exist"
X Link 2026-02-10T09:42Z 30.2K followers, [---] engagements

"@finphysnerd Well obviously you'd want to own Rolex. But these retailers are printing money. I like Oriental Watch because they have tons of cash which is finally being returned to shareholders under Dennis Yeung"
X Link 2026-02-10T09:55Z 30.2K followers, [---] engagements

"@plasticnewt3 Im mostly mentioning it because Im long the stock. Beware this drink is super sweet. Its what Thai truck drivers consume to get through the night. The taste is similar to Red Bull. So not sure whether youd like it"
X Link 2026-02-10T13:12Z 30.2K followers, [--] engagements

"@smartkarma Tbh FnGuide has some of the characteristics of AeroEdge. High incremental margins fast growth very solid franchise and low teens P/E. With decent corporate governance. Why cant this stock trade at P/E 30x"
X Link 2026-02-10T13:26Z 30.2K followers, [---] engagements

"@Fred_Abyss @CCM_Brett What If you had any idea how much money I've made off identifying shifts in Google search trends. The only problem now is that gen AI tools have muddled up the data from 3Q2025. But in Nintendo's case I don't see the same spike as many other search query charts"
X Link 2026-02-10T23:31Z 30.2K followers, [--] engagements

"@atc6955 That's fair enough. But you'd be surprised. more about the change in search behavior"
X Link 2026-02-10T23:51Z 30.2K followers, [--] engagements

"@atc6955 Here's the website traffic. Anyway all I'm trying to say is that this will be a slow ramp just like Switch [--] was. A new 3D Mario game by October will probably be necessary to drive another upgrade cycle. Will probably happen though"
X Link 2026-02-10T23:54Z 30.2K followers, [--] engagements

""The Japan Financial Service Agency is currently conducting a review of the Corporate Governance Code with a desire to see improved capital efficiency through companies both reinvesting excess cash into their core business and increasing shareholder returns" - AVI"
X Link 2026-02-11T00:33Z 30.2K followers, [----] engagements

"@NewmoonCap @govro12 The big question. Consumer surplus"
X Link 2026-02-11T08:56Z 30.2K followers, [---] engagements

"Marc Andreessen on SaaS: Youll want to look at systems of records differently than productivity applications. Also everybody doesnt change their behaviour overnight moving fast enough Leadership matters a lot https://pca.st/episode/ea813bf9-5eab-43bb-a15d-baecac2d5b28 https://pca.st/episode/ea813bf9-5eab-43bb-a15d-baecac2d5b28"
X Link 2026-02-11T12:38Z 30.2K followers, [----] engagements

"Everyone looks like a genius in a bull market. I fear that Japanese equities will eventually suffer the same fate. For my international followers. Swedish small/micro-caps is going through a Hong Kong bear moment would say it's worse than the SaaS meltdown. Decent reports sell-off 10% slightly weak reports -30%. Brutal but opportunities abound go for sure things profitable low leverage. https://t.co/yHftIVSgZu For my international followers. Swedish small/micro-caps is going through a Hong Kong bear moment would say it's worse than the SaaS meltdown. Decent reports sell-off 10% slightly weak"
X Link 2026-02-11T21:54Z 30.2K followers, [----] engagements

"@BuffaloBillCo Serial acquirers yes. Lifco still at 40x P/E"
X Link 2026-02-11T22:11Z 30.2K followers, [---] engagements

"FnGuide total AUM managed based on its indices now KRW [--] trillion. It was just KRW [--] trillion in early [----]. h/t: @smartkarma https://www.etoday.co.kr/news/view/2556118trc=main_list_news https://www.etoday.co.kr/news/view/2556118trc=main_list_news"
X Link 2026-02-12T02:41Z 30.2K followers, [----] engagements

"The Nikkei 225's forward P/E ratio is now 24.9x above the [----] peak"
X Link 2026-02-12T03:07Z 30.2K followers, [----] engagements

"@niubi_analyst @pettyurbanite The corporate governance isn't perfect. But there are exceptions: companies like Tencent and NetEase that do treat minorities well. https://www.asiancenturystocks.com/guide-to-corporate-governance/ https://www.asiancenturystocks.com/guide-to-corporate-governance/"
X Link 2026-02-12T03:09Z 30.2K followers, [--] engagements

"Moatless Capital is bullish Pop Mart [----] HK. Let's see how that works out for him"
X Link 2026-02-12T04:21Z 30.2K followers, [----] engagements

"@RealHerbHoover @orrdavid @grok explain what the Extinction Rebellion is all about"
X Link 2026-02-12T04:57Z 30.2K followers, [----] engagements

"@konichivalue @10_ch_10 I feel the same way. 15x EV/EBIT on [----]. But using EV numbers in Japan is a bit questionable. There are other options when it comes to consumer companies hurt by the memory cycle: MSI Lenovo Logitech"
X Link 2026-02-12T05:07Z 30.2K followers, [--] engagements

""Fixed-asset investment in Singapore from Chinese companies surged more than eightfold in [----]. exceeding the US for the first time" https://www.caixinglobal.com/2026-02-10/chinas-fixed-asset-investment-in-singapore-jumps-more-than-eightfold-102413373.html https://www.caixinglobal.com/2026-02-10/chinas-fixed-asset-investment-in-singapore-jumps-more-than-eightfold-102413373.html"
X Link 2026-02-12T05:10Z 30.2K followers, [----] engagements

"@valuedrift @orrdavid I don't think that's David's style. quite the opposite"
X Link 2026-02-12T05:11Z 30.2K followers, [--] engagements

"@initishshukla @RealHerbHoover @orrdavid What is Chris Hohn thinking. Could he possibly be this stupid"
X Link 2026-02-12T06:10Z 30.2K followers, [--] engagements

"In Japan we're in the part of the cycle where I see my friends get rich"
X Link 2026-02-12T06:32Z 30.2K followers, [----] engagements

"@paulg If serviced mechanical watches can last for a century if not more. Cant say the same about an Apple Watch or even a quartz watch"
X Link 2026-02-12T13:45Z 30.2K followers, [----] engagements

"When I read this I feel strong disgust. Probably reflects market sentiment"
X Link 2026-02-12T16:01Z 30.2K followers, [----] engagements

"@shortbus_ace Well over [--] years ago I was advised by investment banks to avoid equity research because the industry was dying"
X Link 2026-02-13T00:09Z 30.2K followers, [---] engagements

"Yuya Shimizu: "The underlying mindset of many executives has changed only slightly. antagonism toward new-wave of capitalism is carefully managed through euphemistic language emotional resistance to the capital market itself may in fact be deepening." https://hibiki-investment-news.com/wp-content/uploads/2026/02/2026-General-White-Paper_EN.pdf https://hibiki-investment-news.com/wp-content/uploads/2026/02/2026-General-White-Paper_EN.pdf"
X Link 2026-02-13T01:19Z 30.2K followers, [----] engagements

"@Mystezi Great data point. Doesnt bode well. They should know"
X Link 2026-02-13T01:54Z 30.2K followers, [---] engagements

"@RyangZhuang I dont even know what that means. Military support FAI because American companies dont invest I dont see any evidence of that"
X Link 2026-02-13T03:47Z 30.2K followers, [--] engagements

"The Mazda Malaysia January numbers were lower MoM but Bermaz Auto was still up on the news"
X Link 2026-02-13T03:56Z 30.2K followers, [----] engagements

"@Quantum_Sport Similar trade I think If US long bonds rally JGBs will too"
X Link 2026-02-13T06:35Z 30.2K followers, [--] engagements

"Barry Callebaut Daikin and Olympus pitched here https://pca.st/episode/c4cb5276-cfcd-42c5-a1a4-0ce9998e63f6 https://pca.st/episode/c4cb5276-cfcd-42c5-a1a4-0ce9998e63f6"
X Link 2026-02-13T10:14Z 30.2K followers, [----] engagements

"@The_Pro_Invest Very GARPy. I think all three are mid to high teens P/E forward. I own Barry Callebaut but bought at an earlier level"
X Link 2026-02-13T10:21Z 30.2K followers, [--] engagements

"Here's attempt to identify hidden champions for each market this time in Australia. There's a huge number of innovative companies to choose from e.g. ResMed for sleep apnea devices Cochlear for hearing implants and Pro Medicus for medical imaging software"
X Link 2025-10-19T04:36Z 30.2K followers, 12.3K engagements

"I use TickerTrends for website traffic. Social media analytics might be helpful too. Google Trends can be accessed for free on the website and is becoming less reliable these days. I wrote up a review of the alt-data software @tickerplus TickerTrends. You can check it out here: https://t.co/NAy15kcBSD I wrote up a review of the alt-data software @tickerplus TickerTrends. You can check it out here: https://t.co/NAy15kcBSD"
X Link 2025-12-04T23:50Z 30.2K followers, [----] engagements

"Narrative violation 🚨🚨🚨 Gen Alpha preferring movie theaters more than any other generation is really interesting. h/t @kylascan https://t.co/ePYAN20dSY Gen Alpha preferring movie theaters more than any other generation is really interesting. h/t @kylascan https://t.co/ePYAN20dSY"
X Link 2026-02-13T08:07Z 30.2K followers, [----] engagements

"Founder is ultra-rich yet his stock has gone nowhere since the IPO. Always worth investigating"
X Link 2026-02-15T06:44Z 30.2K followers, [----] engagements

"@Noahpinion Did something else happen in April last year perhaps"
X Link 2026-02-16T03:25Z 30.2K followers, [----] engagements

"3/ The overall picture hasn't been great: in the Asia-Pacific 30% of people report drinking less while only 15% are drinking more. India being the only exception"
X Link 2026-02-16T09:49Z 30.2K followers, [---] engagements

"What do you think about Casio / G-Shock watches Love them They're okay Not great Love them They're okay Not great"
X Link 2026-02-15T01:36Z 30.2K followers, [----] engagements

"From @firstadopters The Nvidia Way: The Finns everything they touch turns to gold So why do we never hear about Finnish tech companies (outside of Linux of course)"
X Link 2026-02-15T04:50Z 30.2K followers, [----] engagements

""In Singapore the estimated monthly cost of ownership for a new Toyota Harrier Hybrid (2.5L Premium) in February [----] is approximately SG$3600to SG$4300. This varies based on your loan tenure down payment and driving mileage.""
X Link 2026-02-16T07:35Z 30.2K followers, [----] engagements

"1/ Are alcohol stocks finally bottoming"
X Link 2026-02-16T09:49Z 30.2K followers, 10.4K engagements

"8/ There's also been a shift by category. People consider wine and cocktails to be healthier than beer. There's also been a premiumization trend: we drink less alcohol but spend more per drink. So spirits might be a long-term winner in terms of market share"
X Link 2026-02-16T09:49Z 30.2K followers, [---] engagements

"TickerTrends is innovating fast. Will have to backtest the ChatGPT trends data but looks promising"
X Link 2025-10-11T03:28Z 30.2K followers, [----] engagements

"New post just out: Oriental Watch (398 HK): Blue chip Chinese Rolex dealer at 8x P/E and 50% net cash/market cap"
X Link 2025-10-12T04:09Z 30.2K followers, 38.8K engagements

"The economy is on the brink of utter collapse - you may be right that Thailand has issues but it reminds me of the talk about US stocks in [----] around the time of the double dip recession. @TraumCap @Peregrino1708 @MikeFritzell Sick man of Asia. Anybody who invests in Thailand or keeps large amounts of capital here is an utter fool. Nice to live but the workforce is utterly incompetent and the education system produces no talent of any kind. The economy is on the brink of utter collapse. @TraumCap @Peregrino1708 @MikeFritzell Sick man of Asia. Anybody who invests in Thailand or keeps large"
X Link 2025-11-05T07:12Z 30.2K followers, 14K engagements

"An interview with London-based hedge fund manager Yilun Chen who I know from Value Investors Club / Twitter. He discusses: - His background - Modern Dental [----] HK - Chinese overcapacity - Xiaomi [----] HK - Chemicals sector - China Fintech incl QFIN US - Sony Financial"
X Link 2025-11-18T04:56Z 30.2K followers, [----] engagements

"1/ 80% to 90% of high school graduates in East Asia now suffer from myopia (nearsightedness). It's an epidemic. And there are dozens of companies benefitting from the shift"
X Link 2026-01-20T04:06Z 30.2K followers, [----] engagements

"5/ The "Big Four" contact lens companies are Johnson & Johnson (Acuvue) Alcon Cooper Vision and Bausch + Lomb. Then you have eyeglass lens makers like EssilorLuxottica. Their "Stellest" lenses designed specifically to slow myopia progression in children"
X Link 2026-01-20T04:06Z 30.2K followers, [---] engagements

"I'm spotting restaurant chains Ootaya and Saizeria Doutor Nichires drug store Cocokara Daiso Ryohin Keikaku's Muji and Fast Retailing's Uniqlo Our consumer life https://t.co/fMgDIjJc3G Our consumer life https://t.co/fMgDIjJc3G"
X Link 2026-01-22T01:55Z 30.2K followers, [----] engagements

"Emerging market economies now account for more than 40% of global GDP double its share [--] years ago yet they only account for barely 10% of global equity indices - Chris Wood"
X Link 2026-01-31T23:57Z 30.2K followers, [----] engagements

"David Hay of Evergreen GaveKal once said in an interview: "if you're going to panic panic FAST". That said it feels like we're more half-way through than day [--]. I remember like [--] decades ago when every PM suddenly had to review each CUSIP for asbestos risk and dump any offenders. Today is day [--] of big funds seriously asking about AI risk. The selling is gonna get much worse before we bottom. No sense even thinking about bottom fishing https://t.co/jgblw6vBRL I remember like [--] decades ago when every PM suddenly had to review each CUSIP for asbestos risk and dump any offenders. Today is day 1"
X Link 2026-02-04T01:17Z 30.2K followers, 20.9K engagements

"Just shows you: being both contrarian AND right is extremely hard. Michael Burry is no dummy. People are paying Burry $3M/year to get slaughtered in $MOH and buy $GME as the next Berkshire lmao People are paying Burry $3M/year to get slaughtered in $MOH and buy $GME as the next Berkshire lmao"
X Link 2026-02-06T02:16Z 30.2K followers, [----] engagements

"The Pangolin Asia Fund's track record. Smart guys. This is just how tough Southeast Asia has been over the past five years"
X Link 2026-02-07T00:53Z 30.2K followers, [----] engagements

"New deep-dive on the website: on energy drink maker Carabao (CBG TB): - Forward P/E 12x - 70% decline in the share price since [----] - Founder bought [----] million shares in June 2025"
X Link 2026-02-08T05:09Z 30.2K followers, 11K engagements

"For SaaS businesses I honestly dont think much has changed. If a company has a real edge it still has an edge. Good reality check 👇👇👇 I spoke to several ASX listed software companies CEOs last week and they all said similar things to this article. Good reality check 👇👇👇 I spoke to several ASX listed software companies CEOs last week and they all said similar things to this article"
X Link 2026-02-08T06:44Z 30.2K followers, [----] engagements

"After Coupang's leak the entire company is on the verge of breaking down. In Substack's case no-one is batting an eye Very strange - it's as if everyone's just taking cues from others on when and why they should become outraged What's missing: - A press release - How many contact details were leaked (700000) - What else was leaked other than emails/phone numbers: specifically: 1) full names 2) user ID 3) Stripe ID 4) profile pictures 5) account creation dates 6) social media handles - Why it happened What's missing: - A press release - How many contact details were leaked (700000) - What else"
X Link 2026-02-09T01:45Z 30.2K followers, 12.6K engagements

"A contrarian take on AI capex by @govro12"
X Link 2026-02-11T06:59Z 30.2K followers, [----] engagements

"Pop Mart's China website traffic took another turn lower after the Valentine's Day collection and the Xinhua appearance put a spotlight on the brand"
X Link 2026-02-12T05:31Z 30.2K followers, [----] engagements

"Want to be contrarian - Short gold and silver - Short the S&P [---] - Short semicaps - Short memory stocks - Buy long-term US Treasuries - Hold Japanese yen - Buy Southeast Asian small caps - Buy offshore oil & gas services stocks - Buy alcohol stocks"
X Link 2026-02-12T15:12Z 30.2K followers, [----] engagements

"This is the moment where everyone's convinced that we'll lose our jobs to AI tools: "In their calmer moments investors recognize their inability to know what the future holds. In moments of extreme panic or enthusiasm however they become remarkably bold in their predictions; they act as though uncertainty has vanished and the outcome is beyond doubt. Reality is abruptly transformed into that hypothetical future where the outcome is known. These are rare occasions but they are also unforgettable: major tops and bottoms in markets are defined by this switch from doubt to certainty." - Peter"
X Link 2026-02-13T01:44Z 30.2K followers, [----] engagements

"The irony of SaaS bears setting up Substacks giving away 10% of the economics while open source alternatives like Ghost are readily available"
X Link 2026-02-13T02:14Z 30.2K followers, [----] engagements

"@janeo1934 The result of using the Excel goal seek feature"
X Link 2026-02-13T02:18Z 30.2K followers, [---] engagements

"@John_Chungus_5 Yeah I think they're transitioning to become tech-inspired low-maintenance fashion watches. Feature-wise they can't compete"
X Link 2026-02-15T01:48Z 30.2K followers, [--] engagements

"@newsreader1314 Yeah I share that sentiment. Some exceptions thankfully notably in Japan"
X Link 2026-02-15T01:50Z 30.2K followers, [--] engagements

"@firstadopter True. Rovio. Forgot about Supercell. And didn't know about Remedy"
X Link 2026-02-15T05:15Z 30.2K followers, [---] engagements

"@ArenaManCapital #Parenting"
X Link 2026-02-15T11:39Z 30.2K followers, [---] engagements

"This is fascinating. Substack wants to be a brand name but doesn't solve for quality. Perhaps the algo does. But now Andy says that he's stopped reading them altogether. Feels safer to control your own destiny off-platform. I have a substack. I write a few things. I've stopped reading substack lately. They are mostly awful and some combination of too wordy and too AI "enhanced". Can't we just be succinct and real I have a substack. I write a few things. I've stopped reading substack lately. They are mostly awful and some combination of too wordy and too AI "enhanced". Can't we just be"
X Link 2026-02-16T02:40Z 30.2K followers, [----] engagements

"What are the highest quality software within the Japanese SaaS industry Not convinced that CYND and Property Data Bank are up there. Freee Hennge"
X Link 2025-04-24T02:54Z 30.2K followers, 18.9K engagements

"Who are the best fundamental investors in Chinese stocks A friend of friend couldnt answer that question. Fenghe Value Partners Theres got to be someone out there with skills"
X Link 2026-02-11T06:27Z 30.2K followers, [----] engagements

"@TacticzH @grok what stocks are in this long / short basket"
X Link 2026-02-15T13:40Z 30.2K followers, [----] engagements

"10/ During COVID-19 the spirits brands ramped up their production leading to excess inventory and higher debt levels. However they now sit on monetizable asset and inventories are showing signs of peaking. Supply is being curtailed e.g. by Suntory and Diageo"
X Link 2026-02-16T09:49Z 30.2K followers, [---] engagements

"11/ Moutai is still growing its top-line and EPS and now trades at 19.0x P/E. But the best value is probably in EMs eg Ginebra San Miguel with double digit growth at 10.0x P/E. The Vietnamese beer producers look relatively cheap too"
X Link 2026-02-16T09:49Z 30.2K followers, [----] engagements

"Would love to see the same list for Japan Hot companies to work for according to candidates (src: Reddit) https://t.co/IZ7S7rPaFf Hot companies to work for according to candidates (src: Reddit) https://t.co/IZ7S7rPaFf"
X Link 2026-02-16T13:40Z 30.2K followers, [----] engagements

"@RepoTactics @SowingAlphaSeed I don't think his positions are that illiquid. Alphabet TSMC Hikari Tsushin. Would be a problem otherwise with inflows leading to a boom-bust cycle with great Sharpe as long as the flows continue"
X Link 2026-01-16T14:45Z 30.2K followers, [---] engagements

"@valuedrift Because it takes the average advice from the most number of publications Bots never give you variant views unless you specifically ask for them"
X Link 2026-02-16T02:33Z 30.2K followers, [--] engagements

"I don't like Joel Greenblatt's claim that if you value something correctly the market will agree with you eventually"
X Link 2025-09-12T06:39Z 30.2K followers, 11.3K engagements

"New book on Fairfax Financial. Would love to get short-sellers' take on it"
X Link 2026-01-01T06:51Z 30.2K followers, [----] engagements

"Recent write-ups on Asian Century Stocks Click to see the full list: https://asiancenturystocks.com/library/ https://asiancenturystocks.com/library/"
X Link 2026-02-05T01:44Z 30.2K followers, [----] engagements

"New post just published: on Casio (6952 JP) - New CEO Shin Takano has revamped the organization - Latest quarter timepieces revenues +34.5% YoY - EV/Sales of 1.0x"
X Link 2026-02-15T04:22Z 30.2K followers, [----] engagements

"@jszhang0912 @jxxxxx_t Great to hear - thank you I also have a good impression of Hongbo Fang"
X Link 2026-02-16T00:10Z 30.2K followers, [---] engagements

"My publication Asian Century Stocks has just moved from Substack to the newsletter platform Ghost (1/x)"
X Link 2025-10-01T13:10Z 30.2K followers, 75.4K engagements

"@econ_inclined Referring to the ROE"
X Link 2026-02-14T14:11Z 30.2K followers, [--] engagements

"https://www.asiancenturystocks.com/update-casio-6952-jp/ https://www.asiancenturystocks.com/update-casio-6952-jp/"
X Link 2026-02-15T04:22Z 30.2K followers, [---] engagements

"2/ High-profile names like Diageo Pernod Ricard and Brown Forman are finally starting to show signs of life. It could be due to hedge funds degrossing but also signs of industry inventories peaking"
X Link 2026-02-16T09:49Z 30.2K followers, [---] engagements

"4/ Possible explanations: - Influencers like Bryan Johnson are inspiring us to take better care of our health - Generative AI tools are making us better-informed - Inflation is hurting our wallets"
X Link 2026-02-16T09:49Z 30.2K followers, [---] engagements

"9/ Non-alcoholic beers are also becoming more popular as evidenced by the popularity of Heineken Zero and Guinness Zero"
X Link 2026-02-16T09:49Z 30.2K followers, [---] engagements

"To get my weekly updates sign up to the free email list here. You'll get information on new share buybacks insider transactions earnings beats as well as my top [--] links each week. https://www.asiancenturystocks.com/#/portal/signup/free https://www.asiancenturystocks.com/#/portal/signup/free"
X Link 2026-02-16T09:49Z 30.2K followers, [---] engagements

"@govro12 Yeah I should have included numbers on volumes and pricing. The problem is that they differ from country to country. In the US volumes are down 1-2% pa but made up for by higher prices. I dont like to extrapolate from the US however due to the cannabis/GLP-1 headwinds"
X Link 2026-02-16T15:13Z 30.2K followers, [---] engagements

"Recent write-ups on Asian Century Stocks Click to see the full list: https://asiancenturystocks.com/library/ https://asiancenturystocks.com/library/"
X Link 2026-02-05T01:44Z 30.2K followers, [----] engagements

"@adam_tooze my feed 's full of this Amazing China stuff--AI drives down the cost of propaganda"
X Link 2026-02-16T16:13Z [----] followers, [----] engagements

"The Golden Age of Software Unless youve been living under a rock you know theres a SaaSmageddon going on right now. The narrative around software is getting hyperbolic. Every day another essay comes out claiming that we http://x.com/i/article/2023416508735774720 http://x.com/i/article/2023416508735774720"
X Link 2026-02-16T15:23Z 18.4K followers, 45.7K engagements

"RT @david_katunaric: Every single SaaS name on this list got destroyed lol. And its [----] not [----]. Nailed it with: Investors who are cur"
X Link 2026-02-16T16:26Z 30.2K followers, [--] engagements

"Every single SaaS name on this list got destroyed lol. And its [----] not [----]. Nailed it with: Investors who are currently paying 20xP/S multiples for SaaS will be abandoning these same businesses at 10xP/E due to "uncertain terminal value." In no time. The year is [----] With AI is $ADBE's offering now even more indispensable to its corporate clients or did most of them move to Canva Figma etc. which are now not only more affordable but also as effective With AI is Google's search still the default for finding The year is [----] With AI is $ADBE's offering now even more indispensable to its"
X Link 2026-02-16T16:20Z 14.3K followers, 10.1K engagements

"The year is [----] With AI is $ADBE's offering now even more indispensable to its corporate clients or did most of them move to Canva Figma etc. which are now not only more affordable but also as effective With AI is Google's search still the default for finding information or has a ChatGPT-style product managed to break the widest tech moat of the 21st century and the search market has become a fragmented commodity market With AI Is $CRM $HUBS type of CRM still sticky or is everyone using Excel and a dash of that AI spice (think $MNDY) for a fraction of the price Of course AI can make your"
X Link 2024-02-26T18:41Z 14.3K followers, 23.9K engagements

"The volume numbers actually look okay (ex-wine) https://t.co/eUAs6yiFC3 https://t.co/eUAs6yiFC3"
X Link 2026-02-16T16:25Z 30.2K followers, [----] engagements

"RT @govro12: Great post Spirits have grown single digits in the last 30years. so i am not ready to declare a structural change but i see"
X Link 2026-02-16T15:11Z 30.2K followers, [--] engagements

"Great post Spirits have grown single digits in the last 30years. so i am not ready to declare a structural change but i see your pts :) my main exposure is $RI and $Cuervo. due to strong mgt disclosure and skin in the game. Pernod should publishFeb19 🧐 1/ Are alcohol stocks finally bottoming https://t.co/ZtD5h2Sox9 1/ Are alcohol stocks finally bottoming https://t.co/ZtD5h2Sox9"
X Link 2026-02-16T15:10Z [----] followers, [----] engagements

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