[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] #  @MikeFritzell Michael Fritzell (Asian Century Stocks) Michael Fritzell (Asian Century Stocks) posts on X about stocks, $9983t, bank, pop mart the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours. ### Engagements: XXXXX [#](/creator/twitter::2471879203/interactions)  - X Week XXXXXX -XX% - X Month XXXXXXX +58% - X Months XXXXXXXXX -XX% - X Year XXXXXXXXX -XX% ### Mentions: XX [#](/creator/twitter::2471879203/posts_active)  - X Week XX -XX% - X Month XXX +12% - X Months XXXXX +12% - X Year XXXXX -XX% ### Followers: XXXXXX [#](/creator/twitter::2471879203/followers)  - X Week XXXXXX +0.29% - X Month XXXXXX +0.96% - X Months XXXXXX +7.90% - X Year XXXXXX +18% ### CreatorRank: XXXXXXX [#](/creator/twitter::2471879203/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [countries](/list/countries) XXXXX% [stocks](/list/stocks) XXXXX% [technology brands](/list/technology-brands) XXXX% [travel destinations](/list/travel-destinations) XXXX% [automotive brands](/list/automotive-brands) XXXX% [currencies](/list/currencies) XXXX% [social networks](/list/social-networks) XXXX% [musicians](/list/musicians) XXXX% [fashion brands](/list/fashion-brands) XXXX% **Social topic influence** [stocks](/topic/stocks) #1712, [$9983t](/topic/$9983t) #6, [bank](/topic/bank) 3.41%, [pop mart](/topic/pop-mart) #254, [china](/topic/china) 2.27%, [$7453t](/topic/$7453t) #1, [japan](/topic/japan) 2.27%, [$8053t](/topic/$8053t) 2.27%, [sony](/topic/sony) 2.27%, [$6758t](/topic/$6758t) XXXX% **Top accounts mentioned or mentioned by** [@smartkarma](/creator/undefined) [@adcha91](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@jam_invest](/creator/undefined) [@mbrooks87621](/creator/undefined) [@oracleofidx](/creator/undefined) [@brandolinip_arg](/creator/undefined) [@phil_hk](/creator/undefined) [@thelonghappy](/creator/undefined) [@premski_sgp](/creator/undefined) [@mystezi](/creator/undefined) [@kainyusanagi](/creator/undefined) [@rich_toad](/creator/undefined) [@dabao_](/creator/undefined) [@deepsailcapital](/creator/undefined) [@0xmerridew](/creator/undefined) [@hedgeyetech](/creator/undefined) [@astutexais](/creator/undefined) [@firstadopter](/creator/undefined) [@junkbondinvest](/creator/undefined) **Top assets mentioned** [POP MART (PMRTY)](/topic/pop-mart) [Alphabet Inc Class A (GOOGL)](/topic/$googl) ### Top Social Posts Top posts by engagements in the last XX hours "A recent dip in Pop Mart's China iOS app ranking" [X Link](https://x.com/MikeFritzell/status/1999381108539162835) 2025-12-12T07:29Z 29.4K followers, 1268 engagements "Ryohin Keikaku (Muji) 7453 JP has now more than tripled since my deep dive in May 2023. Shows you the importance of betting on exceptional management teams (Nobuo Domae previously at Fast Retailing)" [X Link](https://x.com/MikeFritzell/status/1924727797014319158) 2025-05-20T07:24Z 29.4K followers, 4858 engagements "👀 Toyota Industries Kansai Electric Power Sumitomo Realty & Development" [X Link](https://x.com/MikeFritzell/status/1988419651978883352) 2025-11-12T01:32Z 29.4K followers, 3721 engagements "Harris Oakmark on Kansai Paint the paint company with large Indian exposure" [X Link](https://x.com/MikeFritzell/status/1990618286430826626) 2025-11-18T03:09Z 29.4K followers, 2697 engagements "I wrote about the company last year here:" [X Link](https://x.com/MikeFritzell/status/1990618363194986703) 2025-11-18T03:09Z 29.4K followers, 1355 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 3600 HK - Chinese overcapacity - Xiaomi 1810 HK - Chemicals sector - China Fintech incl QFIN US - Sony Financial" [X Link](https://x.com/MikeFritzell/status/1990645323707113904) 2025-11-18T04:56Z 29.4K followers, 6115 engagements ""The majority of research houses are cautious on Hartalega. Out of XX recommendations compiled by Bloomberg two are buy XX are hold and five are sell calls."" [X Link](https://x.com/MikeFritzell/status/1994370167951032483) 2025-11-28T11:37Z 29.4K followers, 1640 engagements "I asked ChatGPT XXX Thinking & Gemini X Pro Thinking to estimate freee's 10-year earnings per share. ChatGPT's answer was shockingly poor" [X Link](https://x.com/MikeFritzell/status/1995492357240951289) 2025-12-01T13:57Z 29.4K followers, 6603 engagements "Top Philippines companies by market cap: - ICTSI - SM Investments - BDO Unibank - Manila Electric - SM Prime - Bank of the Philippine Islands - Aboitiz Power - San Miguel Food and Beverage - Metropolitan Bank & Trust Company - Ayala Corp Many quite attractive" [X Link](https://x.com/MikeFritzell/status/1995781622181056783) 2025-12-02T09:06Z 29.4K followers, 3448 engagements "The company has done amazingly well serving the needs of Japanese corporates especially government's ban on the PPAP file transfer protocol which is now outdated and replaced with Hennge's solution. 3-year revenue CAGR of +25% and gross margins of 87%" [X Link](https://x.com/MikeFritzell/status/1996089356831129974) 2025-12-03T05:29Z 29.4K followers, XXX engagements "Which part of the cycle #2" [X Link](https://x.com/MikeFritzell/status/1996871603347771469) 2025-12-05T09:17Z 29.4K followers, 2925 engagements "ACS now ranked #15 on Ghost's finance publication leaderboard" [X Link](https://x.com/MikeFritzell/status/1997492059792642207) 2025-12-07T02:23Z 29.4K followers, 3964 engagements "Is 3.7x EV/Sales okay to pay for a cloud accounting platform growing XX% per year" [X Link](https://x.com/MikeFritzell/status/1997533479429656871) 2025-12-07T05:07Z 29.4K followers, 6195 engagements "@smartkarma So Money Forward is doing well right now because the software is advanced enough for medium sized enterprises to adopt it. It owns the accountant referral channel partly for that reason. But I think freee will eventually catch up feature-wise" [X Link](https://x.com/MikeFritzell/status/1997659436203102492) 2025-12-07T13:28Z 29.4K followers, XXX engagements "@adcha91 @retailLNG Asia itself a Western / Greek concept" [X Link](https://x.com/MikeFritzell/status/1997678191759208609) 2025-12-07T14:42Z 29.4K followers, XX engagements "United Arab Emirates equities now available on Interactive Brokers" [X Link](https://x.com/MikeFritzell/status/1998565946856976673) 2025-12-10T01:30Z 29.4K followers, 5267 engagements "This is how Substacks should have been designed. A massive "ACCOUNT" button that enables you to see what subscription tier you're on and which emails you want to receive" [X Link](https://x.com/MikeFritzell/status/1998594515159101800) 2025-12-10T03:23Z 29.4K followers, 5141 engagements "Tycooons that have provided funding so far (as per FT): - Prajogo Pangestu (Barito group) - Robert Budi Hartono (Djarum) - Anthoni Salim (Salim Group) - Franky Widjaja (Sinar Mas)" [X Link](https://x.com/MikeFritzell/status/1998636909661499549) 2025-12-10T06:12Z 29.4K followers, 1269 engagements "The question is what do they get in return And what happens to the tycoons who do not send money to Danantara X% is a low interest rate" [X Link](https://x.com/MikeFritzell/status/1998637302118281350) 2025-12-10T06:14Z 29.4K followers, 1219 engagements "@rich_toad It's okay if you run your own business. Capital gains tax is low if you use ISK accounts for stock investing. Just make sure to never be a salaried employee in Sweden" [X Link](https://x.com/MikeFritzell/status/1998666944598388816) 2025-12-10T08:11Z 29.4K followers, XXX engagements "Increased the short yet again based solely on technicals. Now at a position Im comfortable with" [X Link](https://x.com/MikeFritzell/status/1999004376212611329) 2025-12-11T06:32Z 29.4K followers, 1608 engagements "@JohnHuber72 Doesnt GM benefit from tariffs being imposed on Japanese imports" [X Link](https://x.com/MikeFritzell/status/1999125063308911096) 2025-12-11T14:32Z 29.4K followers, XXX engagements "@adcha91 The DRAM sector is worth watching" [X Link](https://x.com/MikeFritzell/status/1999322285103345741) 2025-12-12T03:35Z 29.4K followers, XXX engagements "@The_Alpha_Eng Is there any real world example of company getting hurt directly by generative AI tools in terms of its earnings" [X Link](https://x.com/MikeFritzell/status/1999394947351634430) 2025-12-12T08:24Z 29.4K followers, XX engagements "Some of the stocks that come to mind: - Pan Pacific 7532 JP - Ryohin Keikaku 7453 JP - BIC Camera 3048 JP - Okamoto 5122 JP - Shiseido 4911 JP - Fast Retailing 9983 JP - ASICS 7936 JP - Yakult 2267 JP - Oriental Land 4661 JP" [X Link](https://x.com/MikeFritzell/status/1991032651801907476) 2025-11-19T06:35Z 29.4K followers, 2026 engagements "@BillAckman @Bremont The designs feel a bit derivative sorry" [X Link](https://x.com/MikeFritzell/status/1994898113564479776) 2025-11-29T22:35Z 29.4K followers, 1000 engagements ""JD is launching another IPO with its industrial-supply chain arm JingDong Industrials raising US$420 million in Hong Kong after having already listed JD Health and JD Logistics" Sounds like they're just soaking up as much capital as humanly possible" [X Link](https://x.com/MikeFritzell/status/1997846312302379313) 2025-12-08T01:50Z 29.4K followers, 2198 engagements "All those Americans complaining about high living expenses should watch this. By the way Stockholm is one of the wealthiest areas in Europe and software engineers are well-paid" [X Link](https://x.com/MikeFritzell/status/1998662301403271287) 2025-12-10T07:53Z 29.4K followers, 4986 engagements "@phil_hk @RonStoeferle Wow. We need inflation hedges I suppose the real question is whether to own platinum silver gold low inflation fiat currencies like the CHF or equities" [X Link](https://x.com/MikeFritzell/status/1998769123434840463) 2025-12-10T14:57Z 29.4K followers, XXX engagements "Giant Manufacturing 9921 TT close to a ten-year low" [X Link](https://x.com/MikeFritzell/status/1910193177577087050) 2025-04-10T04:48Z 29.4K followers, 14.9K engagements "Giant Manufacturing's stock price has come back to its 2020 lows. But I think it will benefit from Trump's tariffs on Chinese bicycles. And XX% of revenues are now from the fast-growing e-bike industry" [X Link](https://x.com/MikeFritzell/status/1921425435474235606) 2025-05-11T04:41Z 29.4K followers, 16.5K 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](https://x.com/MikeFritzell/status/1979768579966050310) 2025-10-19T04:36Z 29.4K followers, 12.1K engagements "The insider buying in Nagacorp didn't do much good The signal has to be combined with value" [X Link](https://x.com/MikeFritzell/status/1988885983396278607) 2025-11-13T08:25Z 29.4K followers, 1889 engagements "Universal Robina's (URC PM) has now come down to 10x P/E. While revenues / earnings remain flattish" [X Link](https://x.com/MikeFritzell/status/1993273660308898014) 2025-11-25T11:00Z 29.4K followers, 1535 engagements "Top XX market caps: Japan X. Toyota Motor X. Sony X. Mitsubishi UFJ X. SoftBank X. Hitachi X. Sumitomo Mitsui X. Fast Retailing X. Nintendo X. Advantest XX. Tokyo Electron Just realizing that these stocks are all quite expensive" [X Link](https://x.com/MikeFritzell/status/1995499272360657349) 2025-12-01T14:24Z 29.4K followers, 4266 engagements "Lion Rock 👇 Beware of Hysan it has a great deal of debt. Swire Pacific's assets are solid. Surprised to see Skyworth there that company has a complex corporate structure" [X Link](https://x.com/MikeFritzell/status/1996076559397257532) 2025-12-03T04:38Z 29.4K followers, 6007 engagements "Good discussion of alcohol stocks here. Andrew Brown remains skeptical doesnt seem positive about Treasury Wine Estates" [X Link](https://x.com/MikeFritzell/status/1996418845964423549) 2025-12-04T03:18Z 29.4K followers, 4047 engagements "Michael Burry @michaeljburry has come out of nowhere and now ranks as #3 of all finance Substacks on the platform" [X Link](https://x.com/MikeFritzell/status/1997158221694513189) 2025-12-06T04:16Z 29.4K followers, 128.1K engagements "When he drops the Labubu Ill short Pop Mart even more" [X Link](https://x.com/MikeFritzell/status/1997606073218527326) 2025-12-07T09:56Z 29.4K followers, 9541 engagements "I really do not understand the optimism about net-nets that are stingy with their dividends. Wait for a hundred years and your IRR ends up at 3-4%. Is that what we're aiming for" [X Link](https://x.com/MikeFritzell/status/1998931582032453791) 2025-12-11T01:43Z 29.4K followers, 10.5K engagements "Top XX companies in the United Arab Emirates ranked by market cap: International Holding Co Abu Dhabi National Energy Company ADNOC Gas First Abu Dhabi Bank Emirates NBD Bank Emirates Telecom Dubai Electricity and Water Authority Emaar Properties Abu Dhabi Commercial Bank Alpha Dhabi Holding" [X Link](https://x.com/MikeFritzell/status/1998973190480212356) 2025-12-11T04:28Z 29.4K followers, 2581 engagements "In my personal (very biased) view the higher quality of Japan's SaaS companies include freee Smaregi Rakus and Broadleaf. They're not all cheap however" [X Link](https://x.com/MikeFritzell/status/1999271141563859374) 2025-12-12T00:12Z 29.4K followers, 1924 engagements "Many similarities" [X Link](https://x.com/MikeFritzell/status/1999361332928483480) 2025-12-12T06:11Z 29.4K followers, 2043 engagements "The new split screen mode in Google Chrome is pretty cool" [X Link](https://x.com/MikeFritzell/status/1999383504724066465) 2025-12-12T07:39Z 29.4K followers, 6402 engagements "Pop Mart collab. Just saying" [X Link](https://x.com/MikeFritzell/status/1999788163280322860) 2025-12-13T10:27Z 29.4K followers, 2097 engagements "However labor laws remained restrictive making it hard to fire employees and causing a massive informal sector. It remained difficult to start a new business. And bankruptcy laws were outdated. Acquiring land remained difficult. So manufacturing never took off in earnest" [X Link](https://x.com/MikeFritzell/status/1999857856762536220) 2025-12-13T15:04Z 29.4K followers, XX engagements "After the global financial crisis India's export growth slowed and NPLs built up within India's banks. It was around this time that Narendra Modi became elected prime minister. He belongs to the BJP a Hindu party that's generally seen as pro-business" [X Link](https://x.com/MikeFritzell/status/1999857860382195782) 2025-12-13T15:04Z 29.4K followers, XX engagements "His reform agenda has included: - A new bankruptcy code - Harmonized GST - Lower taxes - Privatization - Biometric identity cards - Ease of opening bank accounts - Digital payments infrastructure - Labor market flexibility - Heavy investments in infrastructure incl roads" [X Link](https://x.com/MikeFritzell/status/1999857863033037269) 2025-12-13T15:04Z 29.4K followers, XX engagements "Pop Mart has an ADV of US$414 million. incredible" [X Link](https://x.com/MikeFritzell/status/1999308472811421886) 2025-12-12T02:40Z 29.4K followers, 2781 engagements "Have the reforms worked Yes. Startups are now common. GDP growth has remained strong. Exports continue to grind higher. FDI has come up though down during COVID. The formalization of India's economy and lower corruption has helped fund massive infrastructure investments" [X Link](https://x.com/MikeFritzell/status/1999857866656891263) 2025-12-13T15:04Z 29.4K followers, XX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@MikeFritzell Michael Fritzell (Asian Century Stocks)
Michael Fritzell (Asian Century Stocks) posts on X about stocks, $9983t, bank, pop mart the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXX engagements in the last XX hours.
Engagements: XXXXX #
- X Week XXXXXX -XX%
- X Month XXXXXXX +58%
- X Months XXXXXXXXX -XX%
- X Year XXXXXXXXX -XX%
Mentions: XX #
- X Week XX -XX%
- X Month XXX +12%
- X Months XXXXX +12%
- X Year XXXXX -XX%
Followers: XXXXXX #
- X Week XXXXXX +0.29%
- X Month XXXXXX +0.96%
- X Months XXXXXX +7.90%
- X Year XXXXXX +18%
CreatorRank: XXXXXXX #
Social Influence
Social category influence finance XXXXX% countries XXXXX% stocks XXXXX% technology brands XXXX% travel destinations XXXX% automotive brands XXXX% currencies XXXX% social networks XXXX% musicians XXXX% fashion brands XXXX%
Social topic influence stocks #1712, $9983t #6, bank 3.41%, pop mart #254, china 2.27%, $7453t #1, japan 2.27%, $8053t 2.27%, sony 2.27%, $6758t XXXX%
Top accounts mentioned or mentioned by @smartkarma @adcha91 @joinyellowbrick @jam_invest @mbrooks87621 @oracleofidx @brandolinip_arg @phil_hk @thelonghappy @premski_sgp @mystezi @kainyusanagi @rich_toad @dabao_ @deepsailcapital @0xmerridew @hedgeyetech @astutexais @firstadopter @junkbondinvest
Top assets mentioned POP MART (PMRTY) Alphabet Inc Class A (GOOGL)
Top Social Posts
Top posts by engagements in the last XX hours
"A recent dip in Pop Mart's China iOS app ranking"
X Link 2025-12-12T07:29Z 29.4K followers, 1268 engagements
"Ryohin Keikaku (Muji) 7453 JP has now more than tripled since my deep dive in May 2023. Shows you the importance of betting on exceptional management teams (Nobuo Domae previously at Fast Retailing)"
X Link 2025-05-20T07:24Z 29.4K followers, 4858 engagements
"👀 Toyota Industries Kansai Electric Power Sumitomo Realty & Development"
X Link 2025-11-12T01:32Z 29.4K followers, 3721 engagements
"Harris Oakmark on Kansai Paint the paint company with large Indian exposure"
X Link 2025-11-18T03:09Z 29.4K followers, 2697 engagements
"I wrote about the company last year here:"
X Link 2025-11-18T03:09Z 29.4K followers, 1355 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 3600 HK - Chinese overcapacity - Xiaomi 1810 HK - Chemicals sector - China Fintech incl QFIN US - Sony Financial"
X Link 2025-11-18T04:56Z 29.4K followers, 6115 engagements
""The majority of research houses are cautious on Hartalega. Out of XX recommendations compiled by Bloomberg two are buy XX are hold and five are sell calls.""
X Link 2025-11-28T11:37Z 29.4K followers, 1640 engagements
"I asked ChatGPT XXX Thinking & Gemini X Pro Thinking to estimate freee's 10-year earnings per share. ChatGPT's answer was shockingly poor"
X Link 2025-12-01T13:57Z 29.4K followers, 6603 engagements
"Top Philippines companies by market cap: - ICTSI - SM Investments - BDO Unibank - Manila Electric - SM Prime - Bank of the Philippine Islands - Aboitiz Power - San Miguel Food and Beverage - Metropolitan Bank & Trust Company - Ayala Corp Many quite attractive"
X Link 2025-12-02T09:06Z 29.4K followers, 3448 engagements
"The company has done amazingly well serving the needs of Japanese corporates especially government's ban on the PPAP file transfer protocol which is now outdated and replaced with Hennge's solution. 3-year revenue CAGR of +25% and gross margins of 87%"
X Link 2025-12-03T05:29Z 29.4K followers, XXX engagements
"Which part of the cycle #2"
X Link 2025-12-05T09:17Z 29.4K followers, 2925 engagements
"ACS now ranked #15 on Ghost's finance publication leaderboard"
X Link 2025-12-07T02:23Z 29.4K followers, 3964 engagements
"Is 3.7x EV/Sales okay to pay for a cloud accounting platform growing XX% per year"
X Link 2025-12-07T05:07Z 29.4K followers, 6195 engagements
"@smartkarma So Money Forward is doing well right now because the software is advanced enough for medium sized enterprises to adopt it. It owns the accountant referral channel partly for that reason. But I think freee will eventually catch up feature-wise"
X Link 2025-12-07T13:28Z 29.4K followers, XXX engagements
"@adcha91 @retailLNG Asia itself a Western / Greek concept"
X Link 2025-12-07T14:42Z 29.4K followers, XX engagements
"United Arab Emirates equities now available on Interactive Brokers"
X Link 2025-12-10T01:30Z 29.4K followers, 5267 engagements
"This is how Substacks should have been designed. A massive "ACCOUNT" button that enables you to see what subscription tier you're on and which emails you want to receive"
X Link 2025-12-10T03:23Z 29.4K followers, 5141 engagements
"Tycooons that have provided funding so far (as per FT): - Prajogo Pangestu (Barito group) - Robert Budi Hartono (Djarum) - Anthoni Salim (Salim Group) - Franky Widjaja (Sinar Mas)"
X Link 2025-12-10T06:12Z 29.4K followers, 1269 engagements
"The question is what do they get in return And what happens to the tycoons who do not send money to Danantara X% is a low interest rate"
X Link 2025-12-10T06:14Z 29.4K followers, 1219 engagements
"@rich_toad It's okay if you run your own business. Capital gains tax is low if you use ISK accounts for stock investing. Just make sure to never be a salaried employee in Sweden"
X Link 2025-12-10T08:11Z 29.4K followers, XXX engagements
"Increased the short yet again based solely on technicals. Now at a position Im comfortable with"
X Link 2025-12-11T06:32Z 29.4K followers, 1608 engagements
"@JohnHuber72 Doesnt GM benefit from tariffs being imposed on Japanese imports"
X Link 2025-12-11T14:32Z 29.4K followers, XXX engagements
"@adcha91 The DRAM sector is worth watching"
X Link 2025-12-12T03:35Z 29.4K followers, XXX engagements
"@The_Alpha_Eng Is there any real world example of company getting hurt directly by generative AI tools in terms of its earnings"
X Link 2025-12-12T08:24Z 29.4K followers, XX engagements
"Some of the stocks that come to mind: - Pan Pacific 7532 JP - Ryohin Keikaku 7453 JP - BIC Camera 3048 JP - Okamoto 5122 JP - Shiseido 4911 JP - Fast Retailing 9983 JP - ASICS 7936 JP - Yakult 2267 JP - Oriental Land 4661 JP"
X Link 2025-11-19T06:35Z 29.4K followers, 2026 engagements
"@BillAckman @Bremont The designs feel a bit derivative sorry"
X Link 2025-11-29T22:35Z 29.4K followers, 1000 engagements
""JD is launching another IPO with its industrial-supply chain arm JingDong Industrials raising US$420 million in Hong Kong after having already listed JD Health and JD Logistics" Sounds like they're just soaking up as much capital as humanly possible"
X Link 2025-12-08T01:50Z 29.4K followers, 2198 engagements
"All those Americans complaining about high living expenses should watch this. By the way Stockholm is one of the wealthiest areas in Europe and software engineers are well-paid"
X Link 2025-12-10T07:53Z 29.4K followers, 4986 engagements
"@phil_hk @RonStoeferle Wow. We need inflation hedges I suppose the real question is whether to own platinum silver gold low inflation fiat currencies like the CHF or equities"
X Link 2025-12-10T14:57Z 29.4K followers, XXX engagements
"Giant Manufacturing 9921 TT close to a ten-year low"
X Link 2025-04-10T04:48Z 29.4K followers, 14.9K engagements
"Giant Manufacturing's stock price has come back to its 2020 lows. But I think it will benefit from Trump's tariffs on Chinese bicycles. And XX% of revenues are now from the fast-growing e-bike industry"
X Link 2025-05-11T04:41Z 29.4K followers, 16.5K 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 29.4K followers, 12.1K engagements
"The insider buying in Nagacorp didn't do much good The signal has to be combined with value"
X Link 2025-11-13T08:25Z 29.4K followers, 1889 engagements
"Universal Robina's (URC PM) has now come down to 10x P/E. While revenues / earnings remain flattish"
X Link 2025-11-25T11:00Z 29.4K followers, 1535 engagements
"Top XX market caps: Japan X. Toyota Motor X. Sony X. Mitsubishi UFJ X. SoftBank X. Hitachi X. Sumitomo Mitsui X. Fast Retailing X. Nintendo X. Advantest XX. Tokyo Electron Just realizing that these stocks are all quite expensive"
X Link 2025-12-01T14:24Z 29.4K followers, 4266 engagements
"Lion Rock 👇 Beware of Hysan it has a great deal of debt. Swire Pacific's assets are solid. Surprised to see Skyworth there that company has a complex corporate structure"
X Link 2025-12-03T04:38Z 29.4K followers, 6007 engagements
"Good discussion of alcohol stocks here. Andrew Brown remains skeptical doesnt seem positive about Treasury Wine Estates"
X Link 2025-12-04T03:18Z 29.4K followers, 4047 engagements
"Michael Burry @michaeljburry has come out of nowhere and now ranks as #3 of all finance Substacks on the platform"
X Link 2025-12-06T04:16Z 29.4K followers, 128.1K engagements
"When he drops the Labubu Ill short Pop Mart even more"
X Link 2025-12-07T09:56Z 29.4K followers, 9541 engagements
"I really do not understand the optimism about net-nets that are stingy with their dividends. Wait for a hundred years and your IRR ends up at 3-4%. Is that what we're aiming for"
X Link 2025-12-11T01:43Z 29.4K followers, 10.5K engagements
"Top XX companies in the United Arab Emirates ranked by market cap: International Holding Co Abu Dhabi National Energy Company ADNOC Gas First Abu Dhabi Bank Emirates NBD Bank Emirates Telecom Dubai Electricity and Water Authority Emaar Properties Abu Dhabi Commercial Bank Alpha Dhabi Holding"
X Link 2025-12-11T04:28Z 29.4K followers, 2581 engagements
"In my personal (very biased) view the higher quality of Japan's SaaS companies include freee Smaregi Rakus and Broadleaf. They're not all cheap however"
X Link 2025-12-12T00:12Z 29.4K followers, 1924 engagements
"Many similarities"
X Link 2025-12-12T06:11Z 29.4K followers, 2043 engagements
"The new split screen mode in Google Chrome is pretty cool"
X Link 2025-12-12T07:39Z 29.4K followers, 6402 engagements
"Pop Mart collab. Just saying"
X Link 2025-12-13T10:27Z 29.4K followers, 2097 engagements
"However labor laws remained restrictive making it hard to fire employees and causing a massive informal sector. It remained difficult to start a new business. And bankruptcy laws were outdated. Acquiring land remained difficult. So manufacturing never took off in earnest"
X Link 2025-12-13T15:04Z 29.4K followers, XX engagements
"After the global financial crisis India's export growth slowed and NPLs built up within India's banks. It was around this time that Narendra Modi became elected prime minister. He belongs to the BJP a Hindu party that's generally seen as pro-business"
X Link 2025-12-13T15:04Z 29.4K followers, XX engagements
"His reform agenda has included: - A new bankruptcy code - Harmonized GST - Lower taxes - Privatization - Biometric identity cards - Ease of opening bank accounts - Digital payments infrastructure - Labor market flexibility - Heavy investments in infrastructure incl roads"
X Link 2025-12-13T15:04Z 29.4K followers, XX engagements
"Pop Mart has an ADV of US$414 million. incredible"
X Link 2025-12-12T02:40Z 29.4K followers, 2781 engagements
"Have the reforms worked Yes. Startups are now common. GDP growth has remained strong. Exports continue to grind higher. FDI has come up though down during COVID. The formalization of India's economy and lower corruption has helped fund massive infrastructure investments"
X Link 2025-12-13T15:04Z 29.4K followers, XX engagements