@TheLongHappy Value Trapped 🇸🇬

Value Trapped 🇸🇬 posts on X about $9435t, japan, in the, business the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

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[--] Month [------] -12%
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[--] Year [---------] -50%

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[--] Week [--] -5.60%
[--] Month [---] +6.30%
[--] Months [---] +35%
[--] Year [---] +25%

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[--] Week [-----] +1.20%
[--] Month [-----] +3%
[--] Months [-----] +23%
[--] Year [-----] +73%

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Social Influence

Social category influence countries 31.25% finance 26.39% stocks 19.44% technology brands 7.64% cryptocurrencies 6.94% travel destinations 4.17% financial services 2.78% currencies 2.08% automotive brands 1.39% social networks 0.69%

Social topic influence $9435t #2, japan 18.75%, in the 12.5%, business 11.11%, company 9.03%, china 8.33%, buying 8.33%, $tcom 5.56%, stocks 4.86%, if you 4.86%

Top accounts mentioned or mentioned by @mikefritzell @grq88 @newshibiki @avijapan @japandeepvalue1 @adcha91 @thelonghappy @macrovoltrader @orrdavid @karolpioapac @clarksquarecap @buddyandcurry @junkbondinvest @davidbcollum @mattlevine @rocksover @dabao @puppyeh1 @japancap @jcvpartners

Top assets mentioned Interlay (INTR) NuCypher (NU) Alphabet Inc Class A (GOOGL) Atour Lifestyle Holdings Limited (ATAT) Booking Holdings Inc (BKNG) Alibaba Group (BABA) Blackstone, Inc. (BX) Parex (PRX) KKR & Co, Inc. (KKR) Expedia Group Inc (EXPE)

Top Social Posts

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

"Was just FOMO-ing on whether i should have bought Chinese tech names in size individually or whether I was right to buy a basket. Obviously it would have been amazing to own $1810.HK Xiaomi in size or $BABA in the last [--] month but realistically I would never have size it up the way I did vs the tech basket or have gotten the timing so perfectly. I'm good with my $KWEB and $3067.HK if you're curious what else is in my portfolio: https://www.longhappy.co/publish/posts/detail/153857166 https://twitter.com/i/web/status/1892831644614349088 https://www.longhappy.co/publish/posts/detail/153857166"
X Link 2025-02-21T07:00Z [----] followers, [----] engagements

"Oasis Management Company Ltd. increasing Ferrotec Corporation (TSE:6890) from 0.00% 8.50% Asset Value Investors Limited increasing Atsugi Co. Ltd. (TSE:3529) from 26.35% 27.44% Hikari Tsushin K.K. (associates) increasing F&M Co. Ltd. (TSE:4771) from 11.53% 12.59% Hikari Tsushin K.K. (associates) increasing Broadleaf Co. Ltd. (TSE:3673) from 30.34% 31.36% Hikari Tsushin K.K. (associates) increasing Toumei Co. Ltd. (TSE:4439) from 31.80% 32.16% MIRI Capital Management LLC decreasing Aoyama Zaisan Networks Company Limited (TSE:8929) from 6.17% 5.17%"
X Link 2025-12-17T11:00Z [----] followers, [---] engagements

"Is $NU simply brazilian market beta ($EWZ) $INTR has had a great year though. 🤞"
X Link 2026-01-28T03:53Z [----] followers, [----] engagements

"Heineken Indonesia aka Multi #Bintang $MLBI.JK in a two charts Wondering if its worth just coffee canning $xx000 in this and clipping a 9.5+% coupon until markets decide Indonesia consumer companies are worth a 30x multiple again. Thoughts"
X Link 2024-12-05T07:55Z [----] followers, [----] engagements

"For once this aged nicely. Fingers crossed. $INTR still cheap at 12x NTM P/E $INTR is fascinating. Is there any reason we shouldn't be buying. $INTR is fascinating. Is there any reason we shouldn't be buying"
X Link 2025-08-13T16:06Z [----] followers, [----] engagements

"Hikari Tsushin $9435.T increasing Cocorport Inc. $9346.T from 0% 5.04%"
X Link 2025-09-03T15:46Z [----] followers, [---] engagements

"Hikari Tsushin K.K. (associates) increasing MEDIA DO Co. Ltd. (TSE:3678) from 16.26% 17.44% Ariake Capital Inc. increasing Senshu Ikeda Holdings Inc. (TSE:8714) from 7.52% 8.61% Effissimo Capital Management Pte. Ltd. increasing Tamron Co. Ltd. (TSE:7740) from 12.04% 13.06% https://twitter.com/i/web/status/1981343684034768951 https://twitter.com/i/web/status/1981343684034768951"
X Link 2025-10-23T12:55Z [----] followers, [----] engagements

"Be Brave Inc. increasing Tomoe Corporation (TSE:1921) from 0.00% 5.31% Hikari Tsushin K.K. (associates) increasing Ryomo Systems Co. Ltd. (TSE:9691) from 0.00% 5.01% Murakami increasing Wavelock Holdings Co. Ltd. (TSE:7940) from 22.24% 24.06% NIPPON ACTIVE VALUE FUND PLC increasing MEISEI INDUSTRIAL Co. Ltd. (TSE:1976) from 10.36% 11.38% MIRI Capital Management LLC increasing Ichiyoshi Securities Co. Ltd. (TSE:8624) from 7.46% 8.47% Hikari Tsushin K.K. (associates) increasing Nihon Trim Co. Ltd. (TSE:6788) from 11.59% 12.60% Hikari Tsushin K.K. (associates) increasing Cosmo Bio Company"
X Link 2025-11-18T10:32Z [----] followers, [----] engagements

"This is also the long thesis for $TCOM. dominant OTA for both into / out of China. @adcha91 Yeah honestly I'm not a policy maker and don't really care. Just saying that you do not want Japan tourism long exposure right now and might even want to short @adcha91 Yeah honestly I'm not a policy maker and don't really care. Just saying that you do not want Japan tourism long exposure right now and might even want to short"
X Link 2025-11-27T09:19Z [----] followers, [----] engagements

"Be Brave Inc. increasing Pegasus Co. Ltd. (TSE:6262) from 8.29% 9.57% Asset Value Investors Limited increasing Sharingtechnology Inc. (TSE:3989) from 19.02% 20.11% Asset Value Investors Limited increasing Sanyo Shokai Ltd. (TSE:8011) from 5.36% 6.38% Hikari Tsushin K.K. (associates) increasing Nihon Office Automation Research Co. Ltd. (NSE:5241) from 8.31% 9.32% https://twitter.com/i/web/status/2001051600207626592 https://twitter.com/i/web/status/2001051600207626592"
X Link 2025-12-16T22:07Z [----] followers, [----] engagements

"UK has a 0.5% stamp duty to buy stock No wonder $WISE is trying to move to the US"
X Link 2025-12-18T11:08Z [----] followers, [----] engagements

"$ATAT sells their pillows to anyone who wants one Why are the beds at hotels so much more comfortable than the rumpled lumpy things we settle for at home For our writer its usually about the pillows. What she discovered: Tracking down five-star comforts isnt simple but it can be done. 🔗: https://t.co/xmMe58rSnt https://t.co/MSOAAJAUW8 Why are the beds at hotels so much more comfortable than the rumpled lumpy things we settle for at home For our writer its usually about the pillows. What she discovered: Tracking down five-star comforts isnt simple but it can be done. 🔗:"
X Link 2025-12-21T09:17Z [----] followers, [----] engagements

"Hikari Tsushin K.K. (associates) increasing Sugimura Warehouse Co. Ltd. (TSE:9307) from 0.00% 6.00% Ariake Capital Inc. increasing The Ogaki Kyoritsu Bank Ltd. (TSE:8361) from 0.00% 5.65% Simplex Asset Management Co. Ltd. increasing Kasumigaseki Hotel REIT Investment Corporation (TSE:401A) from 5.03% 6.88% Asset Value Investors Limited increasing ASIRO Inc. (TSE:7378) from 6.78% 8.45% Asset Value Investors Limited increasing Synchro Food Co. Ltd. (TSE:3963) from 25.67% 26.68% Hikari Tsushin K.K. (associates) increasing LEOCLAN Co. Ltd. (TSE:7681) from 18.55% 19.56% Hikari Tsushin K.K."
X Link 2025-12-22T11:50Z [----] followers, [----] engagements

"Zennor Asset Management LLP increasing GENDA Inc. (TSE:9166) from 0.00% 5.62% Hikari Tsushin K.K. (associates) increasing Photosynth Inc. (TSE:4379) from 4.48% 5.60% 3D Investment Partners Pte. Ltd. increasing Square Enix Holdings Co. Ltd. (TSE:9684) from 15.40% 16.48% Brandes Investment Partners L.P. decreasing Komori Corporation (TSE:6349) from 11.16% 10.14% https://twitter.com/i/web/status/2003791125140910177 https://twitter.com/i/web/status/2003791125140910177"
X Link 2025-12-24T11:33Z [----] followers, [---] engagements

"It doesn't matter where you end up it's the journey that matters. $ATAT $HTHT🤨"
X Link 2026-01-07T01:37Z [----] followers, [---] engagements

"$TOST looks interesting At Avenir weve followed the emerging bear cases on SaaS closely. This 46-page deck contains our reflections and research on the path ahead. We see opportunity and risk as SaaS companies vie with AI natives to be "systems of context." Link in replies excited to discuss https://t.co/hkdruD6QRl At Avenir weve followed the emerging bear cases on SaaS closely. This 46-page deck contains our reflections and research on the path ahead. We see opportunity and risk as SaaS companies vie with AI natives to be "systems of context." Link in replies excited to discuss"
X Link 2026-01-22T02:54Z [----] followers, [----] engagements

"Fun little situation that brings back memories of Rocket Internet https://valueandopportunity.substack.com/p/otc-adventures-rocket-internet-ag https://valueandopportunity.substack.com/p/otc-adventures-rocket-internet-ag"
X Link 2026-01-27T09:14Z [----] followers, [----] engagements

"Rohm $6963.T is a nice way to play this Kioxia the memory firm Toshiba spun out in the 2010s to save itself from bankruptcy is now worth [--] trillion yen -- or about twice Toshiba's value at its peak. Depending on your perspective either a tremendous fumble for Toshiba or a victory for PE. https://t.co/c4WHGW6eOe Kioxia the memory firm Toshiba spun out in the 2010s to save itself from bankruptcy is now worth [--] trillion yen -- or about twice Toshiba's value at its peak. Depending on your perspective either a tremendous fumble for Toshiba or a victory for PE. https://t.co/c4WHGW6eOe"
X Link 2026-01-28T05:07Z [----] followers, [----] engagements

"$AAPL puts are a good one $QCOM too I guess but implied vol is high. Maybe $EWT or $SMH Free optionality on any pullback on the AI trade @TheLongHappy @macrovoltrader @orrdavid $AAPL put leaps @TheLongHappy @macrovoltrader @orrdavid $AAPL put leaps"
X Link 2026-01-28T06:58Z [----] followers, [---] engagements

"Incredible. $BX to control New World $17.HK "Relinquishing control of New World would be notable in Hong Kongs tycoon world where family legacy is honored future generations are responsible for protecting and carrying on the family business. All of the largest developers in the city are still tightly controlled by the founding families including Li Ka-shings CK Asset Holdings Ltd. and the Kwoks Sun Hung Kai Properties Ltd. Even though the Chengs initially made their fortune with their jewelry business it was New World that elevated the family as one of the citys most influential clans.""
X Link 2026-01-29T10:03Z [----] followers, [----] engagements

"I know absolutely nothing about this. But BRL govt bonds at 13% with USD devaluation and metals going nuts sounds interesting to me. please educate me if I'm absolutel crazy"
X Link 2026-01-30T04:29Z [----] followers, [----] engagements

"@GRQ88 @KarolPioAPAC As in stocks or hard assets Rio is amazing And $INTR is interesting if that answers your question"
X Link 2026-01-30T05:06Z [----] followers, [--] engagements

"Gold Price's biggest beneficiary at the country / macro level: Peru Why Peru wins on macro impact Peru is the country where a gold & silver doubling most cleanly translates into: Trade balance Currency strength Fiscal improvement Lower risk premium Mechanically: Gold + silver 2530% of exports Mining 60% of total exports Current account often near balance shocks matter a lot FX regime allows appreciation Fiscal take is meaningfully price-linked A sustained doubling in gold & silver prices plausibly delivers: +56% of GDP to the trade balance 1020% real currency appreciation 1.52.5% of GDP"
X Link 2026-01-30T05:26Z [----] followers, [----] engagements

"If you really want SpaceX stock. Baron Partners Fund ($BPTRX) has 29% of its portfolio in it. With another 27% in Tesla just in case you're an Musk-head"
X Link 2026-02-05T01:23Z [----] followers, [----] engagements

"Amazing how much cash all these companies used to have"
X Link 2026-02-06T12:16Z [----] followers, [----] engagements

"This is basically the story of Not A Hotel in Japan. Amazing renders + ads in taxis craziest crowdfunding story Ive ever heard: another couple I know found a property on google earth got it under contract (with no money to their name) and then posted renderings to their IG (150k) [--] weeks later they had over $1000000 in their bank acct (true story) craziest crowdfunding story Ive ever heard: another couple I know found a property on google earth got it under contract (with no money to their name) and then posted renderings to their IG (150k) [--] weeks later they had over $1000000 in their bank"
X Link 2026-02-11T07:24Z [----] followers, [---] engagements

"Buying : Oasis Management Company Ltd. AEON Financial Service Co. Ltd. (TSE:8570) from 5.10% 6.42% Oasis Management Company Ltd. SMS Co. Ltd. (TSE:2175) from 11.46% 17.58% Oasis Management Company Ltd. NIKKON Holdings Co.Ltd. (TSE:9072) from 0.00% 7.10% City Index Eleventh DeNA Co. Ltd. (TSE:2432) from 7.25% 8.28% Maki Hiroyuki Punch Industry Co. Ltd. (TSE:6165) from 0.00% 5.11% Selling 🔻🔻: City Index First Fuji Media Holdings Inc. (TSE:4676) from 17.95% 4.34% https://twitter.com/i/web/status/2021521236195737855 https://twitter.com/i/web/status/2021521236195737855"
X Link 2026-02-11T09:46Z [----] followers, [---] engagements

"Japan has basically the same number of listed companies as US which are on average 1/10 the size. 🤯 from @news_hibiki 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 2026-02-11T14:17Z [----] followers, [----] engagements

"Software ain't cheap till it starts trading on P/E multiples vs this Revenue multiple nonsense"
X Link 2026-02-11T15:04Z [----] followers, [----] 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 -10% in the LTM"
X Link 2025-08-13T14:59Z [----] followers, [----] engagements

"Hikari Tsushin K.K. increasing Bell-Park Co. Ltd. 9441.T from 1.69% 2.79%"
X Link 2025-09-10T20:35Z [----] followers, 19.1K engagements

"Hikari Tsushin K.K. increasing Leopalace21 Corporation (TSE:8848) from 2.03% 2.57% ValueAct Capital Master Fund L.P. decreasing Trend Micro Incorporated (TSE:4704) from 6.76% 3.68% VARECS Partners Limited decreasing Vertex Corporation (TSE:5290) from 13.43% 12.22%"
X Link 2025-09-29T10:57Z [----] followers, [----] engagements

"Symphony Financial Partners (Singapore) Pte. Ltd. increasing Nitto Kohki Co. Ltd. (TSE:6151) from 11.00% 12.26% Simplex Asset Management Co. Ltd. increasing Mitsubishi Logisnext Co. Ltd. (TSE:7105) from 5.57% 6.85% Hikari Tsushin K.K. (associates) increasing Broadleaf Co. Ltd. (TSE:3673) from 30.34% 31.37% https://twitter.com/i/web/status/1995438495675126064 https://twitter.com/i/web/status/1995438495675126064"
X Link 2025-12-01T10:23Z [----] followers, [----] engagements

"Hikari Tsushin K.K. (associates) increasing Amuse Inc. (TSE:4301) from 0.00% 5.01% Be Brave Inc. increasing Nippon Beet Sugar Manufacturing Co. Ltd. (TSE:2108) from 5.02% 7.26% Strategic Capital Inc. increasing Keihanshin Building Co. Ltd. (TSE:8818) from 8.28% 9.29% Hikari Tsushin K.K. (associates) increasing Dawn Corp. (TSE:2303) from 6.99% 7.99% https://twitter.com/i/web/status/1997984905083412903 https://twitter.com/i/web/status/1997984905083412903"
X Link 2025-12-08T11:01Z [----] followers, [----] engagements

"ValueAct Capital Management L.P. increasing Money Forward Inc. (TSE:3994) from 5.62% 9.53% Oasis Management Company Ltd. increasing Kobayashi Pharmaceutical Co. Ltd. (TSE:4967) from 10.10% 13.06% Zennor Asset Management LLP increasing Yamami Company (TSE:2820) from 5.35% 6.46% Be Brave Inc. increasing Pegasus Co. Ltd. (TSE:6262) from 9.57% 10.57% https://twitter.com/i/web/status/2004905947697934431 https://twitter.com/i/web/status/2004905947697934431"
X Link 2025-12-27T13:23Z [----] followers, [----] engagements

"Solsticia Corporation increasing Star Micronics Co. Ltd. (TSE:7718) from 0.00% 51.00% DOE5% Co. Ltd. increasing Hodogaya Chemical Co. Ltd. (TSE:4112) from 6.54% 7.97% Hikari Tsushin K.K. (associates) increasing bBreak Systems Company Limited (TSE:3986) from 9.17% 10.27% Hikari Tsushin K.K. (associates) increasing S-Pool Inc. (TSE:2471) from 20.04% 21.06% https://twitter.com/i/web/status/2009198544935375040 https://twitter.com/i/web/status/2009198544935375040"
X Link 2026-01-08T09:40Z [----] followers, [----] engagements

"I am getting destroyed in $TCOM. What a way to start the year. 💸 💸💸 Money is flying out of my pocket so I guess it's an apt emoji"
X Link 2026-01-14T14:38Z [----] followers, [----] engagements

"Buying : Ariake Capital Aichi Financial Group Inc. (TSE:7389) from 7.29% 8.36% DOE5% Hodogaya Chemical Co. Ltd. (TSE:4112) from 7.97% 9.16% Selling 🔻🔻: Hikari Tsushin Tokyo Energy & Systems Inc. (TSE:1945) from 13.78% 12.74%"
X Link 2026-01-15T09:28Z [----] followers, [----] engagements

"Buying : Ariake Capital The Hyakugo Bank Ltd. (TSE:8368) from 0.00% 5.06% Hikari Tsushin (associates) Taihei Machinery Works Ltd. (TSE:6342) from 0.00% 5.01% Hikari Tsushin (associates) MERCURY Inc. (TSE:5025) from 0.00% 5.03% VARECS Partners Syuppin Co. Ltd. (TSE:3179) from 8.63% 9.86% Hikari Tsushin (associates) Arbeit-Times Co. Ltd. (TSE:2341) from 13.59% 14.63% Selling 🔻🔻: DOE5% Rhythm Co. Ltd. (TSE:7769) from 8.05% 7.02% https://twitter.com/i/web/status/2013192167368655154 https://twitter.com/i/web/status/2013192167368655154"
X Link 2026-01-19T10:09Z [----] followers, [----] engagements

"Buying : Oasis Management SMS Co. Ltd. (TSE:2175) from 0.00% 7.76% Selling 🔻🔻: Hikari Tsushin (associates) Computer Institute of Japan Ltd. (TSE:4826) from 6.76% 5.72%"
X Link 2026-01-21T09:29Z [----] followers, [----] engagements

"Buying : Asset Value Investors Sanyo Shokai Ltd. (TSE:8011) from 8.44% 9.60% Symphony Financial Partners Nitto Kohki Co. Ltd. (TSE:6151) from 12.26% 13.26% Asset Value Investors INES Corporation (TSE:9742) from 5.02% 6.02% Hikari Tsushin (associates) Toukei Computer Co. Ltd. (TSE:4746) from 5.22% 6.23% Selling 🔻🔻: Brandes Investment Partners Komori Corporation (TSE:6349) from 10.14% 9.03% Hikari Tsushin (associates) Aplix Corporation (TSE:3727) from 10.02% 9.99% https://twitter.com/i/web/status/2014663507942477833 https://twitter.com/i/web/status/2014663507942477833"
X Link 2026-01-23T11:36Z [----] followers, [---] engagements

"Buying : Asset Value Investors Sanyo Shokai Ltd. (TSE:8011) from 8.44% 9.60% Symphony Financial Partners Nitto Kohki Co. Ltd. (TSE:6151) from 12.26% 13.26% Asset Value Investors INES Corporation (TSE:9742) from 5.02% 6.02% Hikari Tsushin (associates) Toukei Computer Co. Ltd. (TSE:4746) from 5.22% 6.23% Selling 🔻🔻: Brandes Investment Partners Komori Corporation (TSE:6349) from 10.14% 9.03% Hikari Tsushin (associates) Aplix Corporation (TSE:3727) from 10.02% 9.99% https://twitter.com/i/web/status/2016142981141586371 https://twitter.com/i/web/status/2016142981141586371"
X Link 2026-01-27T13:35Z [----] followers, [---] engagements

"can someone help me understand why AI crushes $BX $TPG $KKR $BAM stock price I don't get it"
X Link 2026-02-04T01:43Z [----] followers, [----] engagements

"Buying : Orbis Investment Management Limited GMO Payment Gateway Inc. (TSE:3769) from 0.00% 5.55% fundnote SMK Corporation (TSE:6798) from 0.00% 5.26% City Index Eleventh Japan Pulp and Paper Company Limited (TSE:8032) from 0.00% 5.05% Axium Capital Pte. Ltd. CE Holdings Co.Ltd. (TSE:4320) from 8.44% 10.54% Oasis Management Company Ltd. Kao Corporation (TSE:4452) from 5.23% 6.64% Axium Capital Pte. Ltd. Foster Electric Company Limited (TSE:6794) from 16.20% 17.62% Asset Value Investors Limited Sanyo Shokai Ltd. (TSE:8011) from 9.60% 10.77% MIRI Capital Management LLC Ichiyoshi Securities Co."
X Link 2026-02-06T11:56Z [----] followers, [---] engagements

"Buying : Strategic Capital Inc. KH Neochem Co. Ltd. (TSE:4189) from 0.00% 7.85% SilverCape Investments Limited BroadBand Tower Inc. (TSE:3776) from 0.00% 6.35% Hikari Tsushin K.K. (associates) Aplix Corporation (TSE:3727) from 9.99% 19.20% City Index Eleventh Shinko Shoji Co. Ltd. (TSE:8141) from 12.06% 13.22% Axium Capital Pte. Ltd. Soken Chemical & Engineering Co. Ltd. (TSE:4972) from 10.19% 11.21% https://twitter.com/i/web/status/2020800686699512143 https://twitter.com/i/web/status/2020800686699512143"
X Link 2026-02-09T10:03Z [----] followers, [----] engagements

"Buying : ValueAct Capital Management L.P. Niterra Co. Ltd. (TSE:5334) from 0.00% 5.27% MIRI Capital Management LLC Japan System Techniques Co. Ltd. (TSE:4323) from 28.28% 29.31% Hikari Tsushin K.K. (associates) Japan M&A Solution Incorporated (TSE:9236) from 16.78% 17.78% https://twitter.com/i/web/status/2021879259586064791 https://twitter.com/i/web/status/2021879259586064791"
X Link 2026-02-12T09:29Z [----] followers, [---] engagements

"PSA for fellow Singaporeans. if you are not already using Endowus for your OA investments you really should https://endowus.com/ https://endowus.com/"
X Link 2026-02-13T05:40Z [----] followers, [---] engagements

"Hikari Tsushin K.K. increasing Relo Group Inc. $8876.T from 7.83% 7.94%"
X Link 2025-09-04T11:50Z [----] followers, 11.7K engagements

"China has significantly eased travel rules to boost tourism and soft power by expanding its 30-day visa-free entry to most of Europe now including the UK and soon Canada. After adding over [--] countries in the past two years the new policy upgraded from the earlier 15-day limit allows ordinary passport holders to visit for tourism business family or transit without visa paperwork. More than [--] million travellers entered China visa-free in [----] alone and demand is accelerating as borders reopen travel agencies see a rebound and English-language services return making China far more accessible"
X Link 2026-02-13T07:24Z [----] followers, [----] engagements

"HK landlords are incredibly well capitalized and generally trade at a huge discount to NAV but ouch"
X Link 2024-07-16T05:43Z [----] followers, [----] engagements

"Why is #Sansan $4443.T the only company on my watchlist in the green"
X Link 2024-08-05T04:30Z [----] followers, [---] engagements

"Indonesia's setup looks pretty good doesn't it Especially going into a rate cutting cycle in the US"
X Link 2024-09-22T12:16Z [----] followers, [----] engagements

"I'm getting incrementally more bullish on China. 1/ Govt acknowledges the economic weakness is a priority 2/ Govt is putting policy support behind a sustainable recovery 3/ after the initial quick reaction and subsequent pullback we are not that far off from where the markets were trading in the lady [--] years. Thinking of going longer"
X Link 2024-10-14T01:28Z [----] followers, [----] engagements

"Found another activist fund listed on the LSE: Nippon Active Value Fund Prefer the ability to redeem at close to NAV of AJOT but performance here seems better. https://www.nipponactivevaluefund.com/ https://www.nipponactivevaluefund.com/"
X Link 2024-11-24T00:19Z [----] followers, [----] engagements

"$TCOM aka Ctrip is a fascinating business. If you peel back the layers you'll see that inside a Chinese 😮company there is a 50% stake in India's largest OTA and which is one of the fastest growing OTAs in the world crushing $BKNG and $EXPE in many markets. More here: http://tinyurl.com/4kyfhkk8 http://Trip.com http://tinyurl.com/4kyfhkk8 http://Trip.com"
X Link 2024-12-02T14:21Z [----] followers, 11.7K engagements

"Revenue multiple for Japan SaaS companies have gone from 20x 3.7x. The bifurcation of the Japanese market is pretty incredible. With Buffett & all the activists like Oasis Effissimo Elliott the large caps value have done really well. But on the small cap + growth part of the market the sense that I get from what I see is that things are very reasonably valued. I'm bullish the listed Japan activist funds like AJOT @AVIJapan and NAVF - I think its a great way to get some quick beta exposure and hopefully some alpha. h/t to @MikeFritzell for the chart:"
X Link 2024-12-19T05:49Z [----] followers, [----] engagements

"If i had never heard of $NU $INTR would seem pretty impressive to me: 1/ 25% topline growth"
X Link 2025-01-02T06:07Z [----] followers, [----] engagements

"@ClarkSquareCap Is the flip side of this to always leave limit sell orders on your illiquid micro caps and hope some idiot hits the market buy button"
X Link 2025-01-06T23:57Z [----] followers, [---] engagements

"This bodes well for the likes of Shui On Vanke Wanda Seazen etc. USD bond markets finally reopen to chinese companies. Even more important is how low the chinese government bond yields have gone - as a risk free rate reference. The government has also started to forcefully intervene and (I think) will not allow any massive default events to happen and negatively affect confidence. We should see further compression in "junk" bond yields for companies like Shui On and Wanda. https://twitter.com/i/web/status/1876461859106345053 https://twitter.com/i/web/status/1876461859106345053"
X Link 2025-01-07T02:52Z [----] followers, [---] engagements

"chinese equities is the gift that keeps giving 🤣"
X Link 2025-01-13T01:48Z [----] followers, [----] engagements

"Singapore tax is low but HK is even lower They should really raise taxes and build some public housing"
X Link 2025-01-16T03:59Z [----] followers, [----] engagements

"one place where $NU is doing much better than $INTR is operational efficiency. $NU is already doing better than $ITUB4 Itau reinforcing the advantage that digital has over legacy banks. If $INTR catches up that could be a game changer"
X Link 2025-01-21T09:31Z [----] followers, [----] engagements

"Japan activism is the single most existing theme I have seen in a long time. Was in the middle of studying / writing up Tecnos $3666.T before it got snapped up for a +40% premium. Another win for $AJOT which is up 70-80% (my estimate) in [--] months. Had a tiny direct position but no where close to enough. Fortunately $AJOT is a large portfolio position. Am convinced Japan should be 50% of the portfolio by year end. #gaijinsatthegate"
X Link 2025-02-04T15:13Z [----] followers, [----] engagements

"Selling [--] year puts on $CELH seems like a pretty decent risk-reward. At $17.5 strike you effective exercise price is $14.5. that's 3.4bn market cap / 12.7x NTM PE and perhaps Pepsi will just buy the whole thing if it's at 2x revenue. Unless there's a demand collapse issue that I am missing because I am in Singapore. And if you don't get called that's 17% return for no capital deployed"
X Link 2025-02-07T01:18Z [----] followers, [----] engagements

"Always look at the absolutely most hated places. Chinese Real Estate Junk bonds in [----] was that place. Shuion was trading at an instance 60+% yield to maturity. For literally the owner of the best commerical real estate in Shanghai with very little residential exposure (which again is best in class and always sold out). It was a 60+% IRR trade for what I still think was very limited downside. I rolled from maturity to maturity and just sold my [----] bonds at [--] cents some arb can take the last [--] cent. think the risk reward is more balanced now. @buddyandcurry hope you made out like a bandit"
X Link 2025-02-07T02:48Z [----] followers, 20.1K engagements

"Forget the [--] & 20% It's now the [--] & 20% 😳 https://www.bloomberg.com/graphics/2025-hedge-fund-investment-fees/ https://www.bloomberg.com/graphics/2025-hedge-fund-investment-fees/"
X Link 2025-02-10T22:47Z [----] followers, 49.1K engagements

"I've been through the decision process some friends who join pod shops. It's a no brainer 1/ you get more capital you could ever raise yourself 2/ the net to you is much higher than if you were to try to start yourself 3/ no need to worth about building infrastructure risk control compliance IR HR trading etc etc. plug and plug. Just rock up and start trading 4/ the guarantees being throw around de-risk leaving your current seat On the other hand the pod shops are building franchises. In the Tiger model you could have 2-3 of your key moneymakers walk out the door open up next door with a"
X Link 2025-02-11T03:16Z [----] followers, [----] engagements

"Epic. Congrats @MikeFritzell I'm selling today - since the two largest shareholders have undertaken to tender arb spread is a bit small"
X Link 2025-02-18T03:39Z [----] followers, [----] engagements

"Taxing shipping companies via "temporary exceptional contribution" and imposing a buyback tax of 8%. Makes me worried about $AC.PA $RI.PA $RMS.PA $MC.PA Might be the right thing to do for the country but just makes it a less attractive place to list / do business I think If #Accor were relist in the US that would be an automatic 40-50% bump https://globaltaxnews.ey.com/news/2025-0477-french-parliament-approves-finance-bill-for-2025 https://twitter.com/i/web/status/1892992514032095672 https://globaltaxnews.ey.com/news/2025-0477-french-parliament-approves-finance-bill-for-2025"
X Link 2025-02-21T17:39Z [----] followers, [---] engagements

"Kathy is the best VC I know in China with multiple massive home runs (she owned 40% of JD). Her take on why the Chinese government's intervention in the tech market was required - basically $BABA was abusing their market position by forcing merchats to work exclusively with them or preventing negative gross margin business - we've seen this play out in softbank / $UBER where they stuff sharing economy companies to the gill with capital and then once it's a winner take all shit gets expensive fast. Besides that it's definitely worth a listen"
X Link 2025-02-26T09:30Z [----] followers, [----] engagements

"This is amazing "We are [--] French people." sounds like a movie Game changer when even regular shareholders with gmail accounts are going activist on companies. Japan should be a huge allocation of anyone's portfolio today Big fan of Keihin. It is currently the largest position in my basket though no single position is that big. Plays on cheap logistics theme. There have been several buyouts here. They're consistently profitable and very cheap. Big fan of Keihin. It is currently the largest position in my basket though no single position is that big. Plays on cheap logistics theme. There have"
X Link 2025-02-28T01:33Z [----] followers, [----] engagements

"I love Hotel management companies and Online travel agencies because of their asset light network business nature. the tremendous return of capital to shareholders is a huge plus too $ABNB $TCOM $BKNG $AC.PA $IHG $MAR $HLT"
X Link 2025-03-05T07:15Z [----] followers, [----] engagements

"Is #Fanuc cheap or expensive. Given the pace of advancement with robotics in the US + China $6954.T"
X Link 2025-03-24T02:08Z [----] followers, [---] engagements

"Feels like Japan will be a short term winner from all that is happening. 1/ Japan cannot afford to be apart from the US economically or militarily so will roll over quickly. Japanese PM doesn't have the political mandate to do anything other than rollover 2/ EU (proud indignant at how they are treated and frankly poorly organized) and the Chinese will fight. 3/ Once Japan reaches a deal market should react positively 4/ While EU + China fight back Japanese products will have a huge price advantage in the world's largest market against the EU / Chinese equivalent Increased my Japan exposure"
X Link 2025-04-08T01:30Z [----] followers, 13.2K engagements

"Trading like a EM currency. Your hotel room could be 3.5% more expensive / cheaper depending when you swiped your card"
X Link 2025-04-14T03:20Z [----] followers, [----] engagements

"WTFQQQ at 90x Am I the only one who didn't know this Index ETF P/E ratios are "fudged" and the QQQ was trading at a 90x P/E $QQQ $SPY $IWM h/t Kopernik Global & @DavidBCollum https://t.co/1LXpcIoHzS Am I the only one who didn't know this Index ETF P/E ratios are "fudged" and the QQQ was trading at a 90x P/E $QQQ $SPY $IWM h/t Kopernik Global & @DavidBCollum https://t.co/1LXpcIoHzS"
X Link 2025-04-18T07:29Z [----] followers, [----] engagements

"I've never programed in my life. But ChatGPT coached me step by step to built a bot to scrape news from a Japanese website (Kabutan) on all my watchlist tickers convert the headline to english (via API to google translate) and email a summary to myself. We all kinda knew this already. But AI is nuts and it's going to change the world"
X Link 2025-04-22T14:29Z [----] followers, 14.9K engagements

"Got some questions around how I built a news scraping bot via ChatGPT so thought I would share in case it's helpful. the goal: Daily email translated into english with a summary of key news / filings from the companies in my watch list. To start - I have a ChatGPT plus account + on Windows I initially started wanting to scrape EDINET but it just did not seem to work. I think they might have some functionally blocking that I've never programed in my life. But ChatGPT coached me step by step to built a bot to scrape news from a Japanese website (Kabutan) on all my watchlist tickers convert the"
X Link 2025-04-24T07:17Z [----] followers, [----] engagements

"0% tax for dividends + 0% for capital gains is such a life hack. Thinking about investing in a different country where WHT apply and it is so much brain damage. God its amazing being Singaporean"
X Link 2025-04-27T17:05Z [----] followers, 11.1K engagements

"Worth a watch on downside scenario / reminder of how amazing LKY was. A freak election (in Singapore) scares me a lot and unfortunately I think 90% chance it will happen within the next 2-3 elections. This was a great video. Amazing that #LKY is still taking care of us from the beyond. Thank you for sharing. Singapore General Election What if [--] May we got a freak election result where PAP lost the majority and fail to form government Dont worry. Ah Gong already figured it out and had measures in place to safeguard Singapore. Thank you Mr Lee Kuan Yew. You are missed. https://t.co/7iylaZPjzV"
X Link 2025-04-30T07:41Z [----] followers, [----] engagements

"Jardine Matterson $J36.SI seems to really get it. Not a company I track closely but all the commentary around the focus and direction of the company is impressive. Laser focuse on TSR. Deals / buybacks at $HKL etc definitely on the right track. I wonder if it's a LT buy and hold on re-rating Adding Private Equity guy to the board from $KKR. All good signs from the Taipan"
X Link 2025-04-30T08:08Z [----] followers, [----] engagements

"I'm all in on Japan. 30% exposure now am targeting 50% by year end there's convergence of Activist money PE money Strategic money and even Bank credit in Japanese stock mkt in ways never seen b4 1/n there's convergence of Activist money PE money Strategic money and even Bank credit in Japanese stock mkt in ways never seen b4 1/n"
X Link 2025-05-02T02:47Z [----] followers, 15.2K engagements

"Buffett says he is typically not drawn to real estate deals because theres a lot more friction with those bets compared to stocks. Negotiations take a long time youre often dealing with single owners for whom selling is a major decision etc"
X Link 2025-05-03T13:55Z [----] followers, [----] engagements

""Buffett is by consensus the best investor ever but he is a particular kind of investor: the normal kind. He read a lot of companies annual reports on Form 10-K identified the companies that he thought were good and then bought their stocks. He made his money by being right a lot by buying stocks that would go up and then holding them as they went up. You could do that. I mean it would be weird if you could do it as well as Buffett hes abnormally good at it and he has had a lot of practice but whats stopping you You could read a lot of 10-Ks. He bought stocks like Apple and Coke. You probably"
X Link 2025-05-06T06:37Z [----] followers, [----] engagements

"$TCOM global MAUs have steadily climbed from 6+ mn in Jan [----] to [----] mn as of March [----]. FYI it's awesome and I use it regularly. Best OTA app out there. I get customer service in 1min http://Trip.com http://Trip.com"
X Link 2025-05-16T04:18Z [----] followers, [----] engagements

"Absolutely insane how they managed to compound at 60+% over multiple decades. MBAs are way overrated. Go find me some Physics PHDs. I've always wondered how they allocate the 10bn in capacity (it's all internal obviously). I mean why would you ever give up some capacity in the money printing machine to a new guy. Jim Simons year by year returns https://t.co/dMvLAChUKg Jim Simons year by year returns https://t.co/dMvLAChUKg"
X Link 2025-05-16T07:07Z [----] followers, [----] engagements

"Long Singapore I just renewed my Singapore visa for [--] years. Its a paradise here. - 5-15% income tax for high income (100k to 500k). No capital gain tax 9% sales tax no-tipping culture. - English speaking and top schools for our kids. Best medical system I've experienced. - 26-32 all-year https://t.co/BM8pQhVd6S I just renewed my Singapore visa for [--] years. Its a paradise here. - 5-15% income tax for high income (100k to 500k). No capital gain tax 9% sales tax no-tipping culture. - English speaking and top schools for our kids. Best medical system I've experienced. - 26-32 all-year"
X Link 2025-07-05T02:29Z [----] followers, [----] engagements

"always blows my mind that $ADBE wants you to pay for a subscription in order to rotate a PDF page"
X Link 2025-07-10T04:38Z [----] followers, 12.6K engagements

"$TCOM introducing a black diamond tier. I am actually excited. The platform is already phenomenal (customer service in [--] seconds) can't imagine how much better it gets"
X Link 2025-07-14T03:40Z [----] followers, [----] engagements

"Whoh. This must be a fellow fintwit-er. 7% of Sonocom $7902.T owned by someone using $IBKR. @RocksOver I finally got around to taking a look at Sonocom ($7902.T). Cheapest stock I have ever seen that is not an obvious fraud. Sonocom is a net-net trading at 2/3 of NCAV and just one-third of book. It has TWICE its market cap in net cash and securities holdings. Its core business I finally got around to taking a look at Sonocom ($7902.T). Cheapest stock I have ever seen that is not an obvious fraud. Sonocom is a net-net trading at 2/3 of NCAV and just one-third of book. It has TWICE its market"
X Link 2025-07-24T09:18Z [----] followers, [----] engagements

"ChinaEU tourism is booming with Chinese outbound travel to EU nations doubling in [----] and making up nearly 30% of bookings to Western Europe especially France Germany Italy and Spain. At the same time EU tourist visits to China surged with inbound orders from Italy and Spain rising by 168% and 102% respectively. I'm long $TCOM https://en.people.cn/n3/2025/0724/c90000-20344717.html https://en.people.cn/n3/2025/0724/c90000-20344717.html"
X Link 2025-07-31T04:51Z [----] followers, [----] engagements

"Sagami Rubber $5194.T Fascinating register if I ever saw one. Briarwood with 12.65%. Founder is Aalap Mahadevia who also co-founded SumZero. Investors include Winvklevoss twins of Facebook fame Oasis with 9.84%. Enough said. But what are they doing in such a small name massive fund. Fuminori Nakashima at 4.4%. A lawyer who apparently sometimes invests alongside Murakami In case you're wondering they make condoms. Nothing discretionary about their business. 😀"
X Link 2025-08-11T02:28Z [----] followers, [----] engagements

"Japan has re-rated a fair bit but this chart just shows how deep the opportunity is. In particular the Micro-cap space continues to be a treasure trove of opportunity. Rock waiting to be turned over"
X Link 2025-08-12T15:27Z [----] followers, [----] engagements

"💡 Hidden Gem in Japans IT sector $9742.T (INES) is cash-rich cheap and quietly attracting activist interest. Lets break this down in a quick 🧵"
X Link 2025-08-13T03:09Z [----] followers, [----] engagements

"Fascinating to see $NU NTM P/E multiple stay constant at 18x but $INTR re-rate from 8x 12x. $NU has done reasonably well this year (and is unfortunately my bigger position) but wow on $INTR For once this aged nicely. Fingers crossed. $INTR still cheap at 12x NTM P/E https://t.co/DRRP0Hb8P8 For once this aged nicely. Fingers crossed. $INTR still cheap at 12x NTM P/E https://t.co/DRRP0Hb8P8"
X Link 2025-08-13T16:27Z [----] followers, [----] engagements

"I often hear that "most Japan micro-caps have no analyst coverage". Forget that how about basic Capital IQ or Koyfin numbers nothing. Turning over rocks in a market like this is probably an alpha generating exercise"
X Link 2025-08-18T02:12Z [----] followers, [----] engagements

"Imagine the upside if this business were run properly. Sapporo $2501.T Or if some one did an LBO and paid you for half the expected OPM increase"
X Link 2025-08-19T01:39Z [----] followers, [----] engagements

"Japan Activist Activity. ValueAct Capital Management increasing Takara Holdings Inc. 2531.T from 0% 9.84% 🔥🔥🔥 BUYING THEIR ENTIRE STAKE IN [--] DAYS SINGEST LARGEST SHAREHOLDER SilverCape Investments Limited increasing Digital Holdings Inc. 2389.T from 9.88% 10.95% Strategic Capital Inc. increasing Orient Corporation 8585.T from 6.26% 7.28% https://twitter.com/i/web/status/1958175693323575778 https://twitter.com/i/web/status/1958175693323575778"
X Link 2025-08-20T14:34Z [----] followers, [----] engagements

"And a cool +21%. Japan Activist Activity. ValueAct Capital Management increasing Takara Holdings Inc. 2531.T from 0% 9.84% 🔥🔥🔥 BUYING THEIR ENTIRE STAKE IN [--] DAYS SINGEST LARGEST SHAREHOLDER SilverCape Investments Limited increasing Digital Holdings Inc. 2389.T from 9.88% 10.95% Japan Activist Activity. ValueAct Capital Management increasing Takara Holdings Inc. 2531.T from 0% 9.84% 🔥🔥🔥 BUYING THEIR ENTIRE STAKE IN [--] DAYS SINGEST LARGEST SHAREHOLDER SilverCape Investments Limited increasing Digital Holdings Inc. 2389.T from 9.88% 10.95%"
X Link 2025-08-21T01:27Z [----] followers, [----] engagements

"Japan Activist Activity [--] Aug [--] SilverCape Investments Limited increasing Mercuria Holdings Co. Ltd. 7347.T from 6.14% 7.53% Asset Value Investors Limited increasing Wacom Co. Ltd. 6727.T from 12.04% 13.17% MIRI Capital Management LLC increasing Inui Global Logistics Co. Ltd. 9308.T from 5.06% 6.20%"
X Link 2025-08-21T14:16Z [----] followers, [----] engagements

"George Roberts my KKR co-founder likes to say if I were [--] years old today and I could speak Japanese Id go to Japan. I think I would too - Henry Kravis me too tbh"
X Link 2025-08-22T09:35Z [----] followers, 21.3K engagements

"Chinas financial hub of Shanghai eased home-buying rules in the latest attempt by authorities to contain the nations prolonged property crisis. Eligible residents including those from outside Shanghai can now buy an unlimited number of homes in the outer suburbs according to a statement on Monday (Aug 25). Non-residents who have paid pensions for three years can now purchase new homes in urban areas instead of only being allowed to buy existing residences there. Shanghais move follows a similar easing by the capital city Beijing in early August which also allowed eligible residents to buy an"
X Link 2025-08-25T06:18Z [----] followers, [----] engagements

"Inui Global Logistics ($9308.T 42B Mktcap) is a shipping logistics & warehouse operator trading at a massive discount. 📍 Real estate appraised at 89B carried at just 10.5B. 📍 [--] Handy/Handymax ships also on the books at cost. 📍 Adjusted NAV = stock at only 35% of fair value. Activist Miri Capital owns 6.4% I have a small punt-y long position. Japan Activist Activity [--] Aug [--] SilverCape Investments Limited increasing Mercuria Holdings Co. Ltd. 7347.T from 6.14% 7.53% Asset Value Investors Limited increasing Wacom Co. Ltd. 6727.T from 12.04% 13.17% MIRI Capital Management LLC increasing"
X Link 2025-08-26T01:22Z [----] followers, [----] engagements

"$J36.SI up a cool +4% on a day where literally everything else I own is red (and not in the China + way). thanks @MikeFritzell On the 'stack https://t.co/9bdpbYHHcU On the 'stack https://t.co/9bdpbYHHcU"
X Link 2025-08-27T07:24Z [----] followers, [----] engagements

"Interesting to see how Jardine Matheson $J36.SI is doing vs its largest holdings ytd. Interestingly ParentCo is doing better than most of its components. What is the market telling us $J36.SI up a cool +4% on a day where literally everything else I own is red (and not in the China + way). thanks @MikeFritzell $J36.SI up a cool +4% on a day where literally everything else I own is red (and not in the China + way). thanks @MikeFritzell"
X Link 2025-08-27T07:44Z [----] followers, [----] engagements

"$TCOM close to an all time high $TCOM aka Ctrip is a fascinating business. If you peel back the layers you'll see that inside a Chinese 😮company there is a 50% stake in India's largest OTA and https://t.co/K53f1b9NVR which is one of the fastest growing OTAs in the world crushing $BKNG and $EXPE in many https://t.co/5ZhaD4uZs1 $TCOM aka Ctrip is a fascinating business. If you peel back the layers you'll see that inside a Chinese 😮company there is a 50% stake in India's largest OTA and https://t.co/K53f1b9NVR which is one of the fastest growing OTAs in the world crushing $BKNG and $EXPE in"
X Link 2025-08-29T02:51Z [----] followers, [----] engagements

"Macaus casino revenue rose 12.2% in August to MOP22.15 billion ($2.76 billion) the highest monthly figure since before the pandemic driven by strong summer tourism and nearly 90% hotel occupancy. The result slightly topped Julys tally and exceeded government forecasts lifting year-to-date revenue to MOP163.05 billion ($20.36 billion) up 7.2% YoY. Analysts at JPMorgan and Morgan Stanley expect continued double-digit growth into [----] supported by robust casino activity and dividend payouts. $MGM $LVS"
X Link 2025-09-09T07:09Z [----] followers, [----] engagements

"Asset Value Investors Limited increasing Synchro Food Co. Ltd. 3963.T from 17.29% 18.42% UH Partners [--] (Hikari Tsushins affiliated investment vehicle) increasing Anicom Holdings Inc. 8715.T from 6.65% 7.45%"
X Link 2025-09-27T12:08Z [----] followers, [----] 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 [----] 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 All these fascinating diamonds in the rough in Japan. Still so much low hanging fruit for activist investors. Register seems"
X Link 2025-09-30T03:04Z [----] followers, [----] engagements

"$ATAT IPOs [--] years ago growing top line 30+% yoy and can already start returning 50% of profit to shareholders. The wonders of an asset light business"
X Link 2025-11-26T09:36Z [----] followers, [----] engagements

"Plenty of closed end trusts trade at the huge discount. $PSH anyone Let the discount run wider then pull a $PRX and sell a few bitcoin every day to buy back a few shares. This is absolutely insane: MicroStrategy's market cap is now worth $10 billion LESS than their Bitcoin holdings. MicroStrategy $MSTR is down -12% today and -57% since October 6th. This puts the company's market cap at $45 billion. Meanwhile MicroStrategy holds [------] https://t.co/1ZTvhFNSv8 This is absolutely insane: MicroStrategy's market cap is now worth $10 billion LESS than their Bitcoin holdings. MicroStrategy $MSTR is"
X Link 2025-12-02T01:09Z [----] followers, [----] engagements

"Yikes. Should I be worried about $WISE.L Most pitched non-US stocks on YB in 2025: $EVO.ST [--] $WISE.L [--] $DBO.TO [--] $GRG.L [--] $HEM.ST [--] $MC.PA [--] $INPST.AS [--] $DCC.L [--] $WOSG.L [--] $JDG.L [--] $INT.ST [--] $BME.L [--] $ZOMD.V [--] $BFIT.AS [--] $CPH.TO [--] $GTT.PA [--] $AT.L [--] $JET2.L [--] $MANO.L [--] $VLE.TO [--] $VTY.L [--] $CTT.LS [--] $IWG.L [--] $CSU.TO [--] Most pitched non-US stocks on YB in 2025: $EVO.ST [--] $WISE.L [--] $DBO.TO [--] $GRG.L [--] $HEM.ST [--] $MC.PA [--] $INPST.AS [--] $DCC.L [--] $WOSG.L [--] $JDG.L [--] $INT.ST [--] $BME.L [--] $ZOMD.V [--] $BFIT.AS [--] $CPH.TO [--] $GTT.PA [--] $AT.L [--] $JET2.L [--] $MANO.L [--] $VLE.TO [--] $VTY.L [--] $CTT.LS [--] $IWG.L [--] $CSU.TO 6"
X Link 2026-01-02T09:43Z [----] followers, [----] engagements

"Buying Zennor NS United Kaiun Kaisha Ltd. (TSE:9110) from 0.00% 5.05% Strategic Capital Yellow Hat Ltd. (TSE:9882) from 12.22% 13.83% Asset Value Investors ASIRO Inc. (TSE:7378) from 22.84% 24.20% Asset Value Investors DTS Corporation (TSE:9682) from 5.26% 6.28% Asset Value Investors Atsugi Co. Ltd. (TSE:3529) from 27.44% 28.47% Hikari Tsushin (associates) FAN Communications Inc. (TSE:2461) from 21.74% 22.75% Strategic Capital GungHo Online Entertainment Inc. (TSE:3765) from 8.51% 9.16% Strategic Capital Yodoko Ltd. (TSE:5451) from 7.29% 7.84% Strategic Capital Orient Corporation (TSE:8585)"
X Link 2026-01-20T10:27Z [----] followers, [----] engagements

"@DaBao_ On Hong Kong Land I actually disagree. They been buying back shares as much as they can which is the best move given it's P/NAV. I also hear that internally large deals are weighed against buybacks"
X Link 2023-11-15T09:20Z [----] followers, [---] engagements

"$0002.HK #CLPHoldings (ala China Light & Power) Company Overview: "One of the largest investor-owned power businesses in Asia Pacific with investments in Hong Kong Mainland China Australia India Southeast Asia and Taiwan. Its business spans every major segment of the electricity value chain ranging from power generation transmission and distribution to retail and smart energy services. It supplies supplies electricity to 80% of Hong Kong's population and has [-----] MW of Generation and Energy Storage Capacity As the name suggests its still mainly a (Greater) China game - 80% of the assets are"
X Link 2024-02-01T01:36Z [----] followers, [---] engagements

"Always interesting to look back and see if your trade made sense. It's also fun when you can take a position both on bonds / stocks. #Seazen $1030.HK obviously was under tremendous stress like all #China property developers. Bonds have been recovering since Dec but the equity continued to decline through April and only really perked up in May. Magnitude of the recovery is similar. Like they always say - bond prices tend to lead equity. https://twitter.com/i/web/status/1790930956897132992 https://twitter.com/i/web/status/1790930956897132992"
X Link 2024-05-16T02:23Z [----] followers, [---] engagements

"Notes on Sapporo $2501.T (30 mins of work) -Largest position in 3D's book bx 2x. Likely 20-30% of their book. -3D is the largest shareholder at 20%. Free float is 2/3 -Company is already acting on 3D's proposal and getting interest from PE buyers. They can probably sell their restaurant business too -Core beer business has a strong brand and would probably be of interest to strategic + PE buyers -Seems to be massive upside in terms of operational improvement. EBIT margin for Sapporo Alcoholic Beverages business is 3% Kirin Japan Beer and Spirits is 11.2% Anheuser-Busch InBev overall is 25%"
X Link 2025-02-06T14:15Z [----] followers, [---] engagements

"Hikari Tsushin K.K. increasing Business Brain Showa-Ota Inc. 9658.T from 6.01% 7.12%"
X Link 2025-09-11T13:45Z [----] followers, [---] engagements

"JPN Activist Update [--] Sep [----] SilverCape Investments Limited increasing Digital Holdings Inc. (TSE:2389) from 12.26% 13.83% Hikari Tsushin K.K. increasing IFIS Japan Ltd. (TSE:7833) from 5.02% 5.19% Strategic Capital Inc. decreasing Toa Road Corporation (TSE:1882) from 7.38% 6.38% Oasis Management Company Ltd. decreasing Digital Garage Inc. (TSE:4819) from 17.88% 0% WK [--] LLC decreasing Toyo Construction Co. Ltd. (TSE:1890) from 9.75% 0% https://twitter.com/i/web/status/1972970410267553798 https://twitter.com/i/web/status/1972970410267553798"
X Link 2025-09-30T10:22Z [----] followers, [---] engagements

"From CLSA. There are some decent names on this list. Dominos Australia is -80% Did Australians stop eating pizza Vitasoy - hongkies stopped drinking soybean milk Wtf"
X Link 2025-11-02T08:58Z [----] followers, [----] engagements

"Hikari Tsushin K.K. (associates) increasing Sinanen Holdings Co. Ltd. (TSE:8132) from 37.53% 41.08% Oasis Management Company Ltd. increasing Calbee Inc. (TSE:2229) from 5.98% 7.33% Effissimo Capital Management Pte. Ltd. increasing Pacific Industrial Co. Ltd. (TSE:7250) from 13.97% 15.31% Ariake Capital Inc. increasing Aichi Financial Group Inc. (TSE:7389) from 6.19% 7.29% MIRI Capital Management LLC increasing Takara & Company Ltd. (TSE:7921) from 10.73% 11.76% https://twitter.com/i/web/status/1987856333266464956 https://twitter.com/i/web/status/1987856333266464956"
X Link 2025-11-10T12:14Z [----] followers, [----] engagements

"Be Brave Inc. increasing Nippon Beet Sugar Manufacturing Co. Ltd. (TSE:2108) from 0.00% 5.02% Hikari Tsushin K.K. increasing Tenox Corporation (TSE:1905) from 14.74% 15.75%"
X Link 2025-11-25T10:50Z [----] followers, [----] engagements

"@AVIJapan on the offensive Asset Value Investors Limited increasing Synchro Food Co. Ltd. (TSE:3963) from 20.52% 23.27% MIRI Capital Management LLC increasing Takara & Company Ltd. (TSE:7921) from 11.76% 13.24% Hikari Tsushin K.K. (associates) decreasing Virtualex Holdings Inc. (TSE:6193) from 6.50% 5.41% https://twitter.com/i/web/status/1998348684204155046 https://twitter.com/i/web/status/1998348684204155046"
X Link 2025-12-09T11:07Z [----] followers, [---] engagements

"RT @puppyeh1: Everyone in the west who is semi interested in what is happening in their countries should read up on Singaporean history. Eg"
X Link 2026-02-11T23:27Z [----] followers, [--] engagements

"Everyone in the west who is semi interested in what is happening in their countries should read up on Singaporean history. Eg Lee Kwan Yews Memoirs (Im reading currently). Not everything is applicable and certainly not easy. But they got far more right than wrong; and seem far happier richer and better prepared for the present challenges than basically all the other rich Western countries Ive lived in or observe. Japan - High trust society - Delicious food - Highly homogenous population Singapore - High trust society - Delicious food - Highly diverse population You literally get what you"
X Link 2026-02-11T21:56Z 54K followers, 61.9K engagements

"Japan - High trust society - Delicious food - Highly homogenous population Singapore - High trust society - Delicious food - Highly diverse population You literally get what you tolerate. Go hard AF on crime for a generation and your society becomes more high trust"
X Link 2026-02-11T03:09Z 11.6K followers, 550.1K engagements

"Software ain't cheap till it starts trading on P/E multiples vs this Revenue multiple nonsense"
X Link 2026-02-11T15:04Z [----] followers, [----] engagements

"Which they then levered into a multi hundred million dollar valuation"
X Link 2026-02-11T07:28Z [----] followers, [---] engagements

"Life is pretty boring when the Japanese market is closed"
X Link 2026-02-11T02:12Z [----] followers, [----] engagements

"What will be the next driver of returns for Japanese equities We already have large and increasing returns of capital via dividends and buybacks driven by the corporate governance reform. But the next cab off the rank and the major outcome the government is seeking via this reform is business restructuring. Japanese companies generally struggle with the idea of restructuring let alone its implementation. Growth via diversification for growth's sake has led to uncompetitive subs-scale unprofitable operations that drain resources from companies' core businesses. The median company in the MSCI"
X Link 2026-02-10T05:49Z [----] followers, [----] engagements

"awesome set of charts from the FT on Japan fiscal situation. 1/ Japan's debt situation is much better than most people think:"
X Link 2026-02-09T07:07Z [----] followers, [---] engagements

"3/ Plus the MOF houses the best currency traders in the world"
X Link 2026-02-09T07:07Z [----] followers, [---] engagements

"4/ rendering charts like this completely wrong because they do not account for 2+3"
X Link 2026-02-09T07:07Z [----] followers, [---] engagements

"Great accounts to follow for Japanese small cap ideas with stocks they've recently mentioned. @japan_cap 👇 - 7399.T Nanshin Downward revision but undervalued at 0.34x P/B. - 4624.T Isamu Paint Strong Q3 progress 0.44x P/B. - 3773.T Advance Media Q3 OP up 70.6% QoQ. - 4224.T Lonseal 42.1% YoY OP growth 0.47x P/B. @JapanDeepValue1 👇 - 2962.T Micro cap with advanced TGV drilling tech $30M market cap. - 4704.T Trend Micro Cheap at 8x EV/EBITDA 30% net cash potential takeout. @JCVpartners 👇 - 7732.T Topcon Privatization speculation. - 7201.T Nissan PB ratio lower than TEPCO's. - 9501.T TEPCO)"
X Link 2026-02-09T05:02Z [----] followers, [----] engagements

"Why Japan is running: Nobody expected a rout like this. The LDP didnt just win a super-majority (2/3 of seats) it won it on its own. Together with allies they now control 76% of parliament the strongest majority in post-war Japan. That means full control of committees the ability to override the Upper House andif it chosethe power to legislate almost anything"
X Link 2026-02-09T03:06Z [----] followers, 13.4K engagements

""That then raises the most obvious bear case for any software company: why pay for software when you can just ask AI to write your own application perfectly suited to your needs Is software going to be a total commodity and a non-viable business model in the future Im skeptical for a number of reasons. First companies particularly American ones are very good at focusing on their core competency and for most companies in the world that isnt software. There is a reason most companies pay other companies for software and the most fundamental reason to do so wont change with AI. Second writing"
X Link 2026-02-06T22:59Z [----] followers, [---] engagements

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