# ![@RecoveryTrade Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1407791097812709377.png) @RecoveryTrade Another value investor

Another value investor posts on X about china, dividend, $cold, business the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1407791097812709377/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1407791097812709377/c:line/m:interactions.svg)

- [--] Week [-----] -15%
- [--] Month [------] -1.80%
- [--] Months [-------] +180%
- [--] Year [-------] +69%

### Mentions: [--] [#](/creator/twitter::1407791097812709377/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1407791097812709377/c:line/m:posts_active.svg)

- [--] Week [--] -67%
- [--] Month [---] +27%
- [--] Months [---] +138%
- [--] Year [---] +24%

### Followers: [-----] [#](/creator/twitter::1407791097812709377/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1407791097812709377/c:line/m:followers.svg)

- [--] Week [-----] +0.13%
- [--] Month [-----] +0.71%
- [--] Months [-----] +24%
- [--] Year [-----] +45%

### CreatorRank: [---------] [#](/creator/twitter::1407791097812709377/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1407791097812709377/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  67.77% [stocks](/list/stocks)  15.7% [countries](/list/countries)  9.92% [cryptocurrencies](/list/cryptocurrencies)  4.13% [travel destinations](/list/travel-destinations)  3.31% [social networks](/list/social-networks)  0.83% [technology brands](/list/technology-brands)  0.83% [currencies](/list/currencies)  0.83% [financial services](/list/financial-services)  0.83%

**Social topic influence**
[china](/topic/china) 7.44%, [dividend](/topic/dividend) 6.61%, [$cold](/topic/$cold) 4.96%, [business](/topic/business) 4.13%, [debt](/topic/debt) 3.31%, [hong kong](/topic/hong-kong) 3.31%, [$udr](/topic/$udr) 3.31%, [$0019hk](/topic/$0019hk) #1, [$ess](/topic/$ess) 2.48%, [$eqr](/topic/$eqr) 2.48%

**Top accounts mentioned or mentioned by**
[@tsxman](/creator/undefined) [@mrneutralman](/creator/undefined) [@thebenschmark](/creator/undefined) [@tripperhead](/creator/undefined) [@dailyreitbeat](/creator/undefined) [@taobanker](/creator/undefined) [@ubs](/creator/undefined) [@kjoules](/creator/undefined) [@ianbremmer](/creator/undefined) [@realestatetrent](/creator/undefined) [@dieworkwear](/creator/undefined) [@arenamancapital](/creator/undefined) [@mikefritzell](/creator/undefined) [@fluctuscapital](/creator/undefined) [@robbiehendricks](/creator/undefined) [@theweezguy](/creator/undefined) [@stockcompil](/creator/undefined) [@philhk](/creator/undefined) [@fcnightingale](/creator/undefined) [@grok](/creator/undefined)

**Top assets mentioned**
[Americold Realty Trust, Inc. (COLD)](/topic/$cold) [UDR, Inc. (UDR)](/topic/$udr) [Earth [--] Essence (ESS)](/topic/$ess) [Equity Residential (EQR)](/topic/$eqr) [Autonomous Virtual Beings (AVB)](/topic/$avb) [BRT Apartments Corp (BRT)](/topic/$brt) [Park Hotels & Resorts Inc. Common Stock (PK)](/topic/$pk) [Lineage, Inc. (LINE)](/topic/$line) [EPR Properties (EPR)](/topic/$epr) [CBRE Group Inc (CBRE)](/topic/$cbre) [Elme Communities (ELME)](/topic/$elme) [FAME AI (FMC)](/topic/$fmc) [McDonald's Corp (MCD)](/topic/$mcd) [Simon Property Group Inc (SPG)](/topic/$spg) [Cinemark Holdings, Inc. (CNK)](/topic/$cnk) [LXP Industrial Trust (LXP)](/topic/$lxp) [ALEX Lab (ALEX)](/topic/$alex) [Bumble Inc. (BMBL)](/topic/$bmbl) [Colliers International Group Inc. Subordinate Voting Shares (CIGI)](/topic/$cigi)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Wuxi Biologics is a CRO/CDMO trading at 10x fwd earnings 7x fwd EBITDA has grown revenue by 4x since [----]. Shares are down 97% from ATH. Anyone look at this one http://2269.HK http://2269.HK"  
[X Link](https://x.com/RecoveryTrade/status/1813147912689578301)  2024-07-16T09:45Z [----] followers, 18.5K engagements


"Jardine Matheson $JM.SP finally catches a bid. Sell-side does not seem to understand the leverage created by its subcos trading at significant NAV discounts. If all of those discounts are unlocked upside is 3-4x from here"  
[X Link](https://x.com/RecoveryTrade/status/1945717844655968572)  2025-07-17T05:30Z [----] followers, [----] engagements


"Controversial opinion but I believe that Swire Pacific (46% NAV disc) is way better value vs. Jardine Matheson (20% NAV disc). http://J36.SG http://0087.HK http://J36.SG http://0087.HK"  
[X Link](https://x.com/RecoveryTrade/status/1976205400350609575)  2025-10-09T08:37Z [----] followers, [----] engagements


"Swire Pacific / subsidiary Cathay Pacific announces substantial 9.6% share repurchase of Qatar Airlines stake. Possibly a precursor to takeover by Air China which would be a game changer for Swire. http://0293.HK http://0087.HK http://0019.HK http://0293.HK http://0087.HK http://0019.HK"  
[X Link](https://x.com/RecoveryTrade/status/1986397907990516199)  2025-11-06T11:39Z [----] followers, [---] engagements


"My favorite energy stock 1662.T is up 1.5x during a weak oil price environment and still trades below net cash and securities"  
[X Link](https://x.com/RecoveryTrade/status/2001866846417621405)  2025-12-19T04:07Z [----] followers, [----] engagements


"https://energynewsbeat.co/japex-buys-u-s-owned-verdad-resources-intermediate-holdings-for-1-3-billion/ https://energynewsbeat.co/japex-buys-u-s-owned-verdad-resources-intermediate-holdings-for-1-3-billion/"  
[X Link](https://x.com/RecoveryTrade/status/2011415767695397057)  2026-01-14T12:31Z [----] followers, [---] engagements


"JAPEX 1662.T could double again from here and would be valued at around 6x EBITDA great balance sheet with zero debt"  
[X Link](https://x.com/RecoveryTrade/status/2011416069895029021)  2026-01-14T12:32Z [----] followers, [---] engagements


"Catalyst for and is the replacement of geriatric board members. https://www.mingtiandi.com/real-estate/people/henderson-land-founder-lee-shau-kee-dies-at-97/ http://71.HK http://50.HK https://www.mingtiandi.com/real-estate/people/henderson-land-founder-lee-shau-kee-dies-at-97/ http://71.HK http://50.HK"  
[X Link](https://x.com/RecoveryTrade/status/1901857147983417644)  2025-03-18T04:44Z [----] followers, [----] engagements


""Kerry Logistics Network" name change to "KLN Logistics Group" removes Kwok family linkage signaling intentions of its parent SF Holdings to consolidate ownership. http://6936.HK http://636.HK http://6936.HK http://636.HK"  
[X Link](https://x.com/RecoveryTrade/status/1915010769999331487)  2025-04-23T11:52Z [----] followers, [---] engagements


"Shares of (Hong Kong Ferry) are finally trading higher. Stock is net/net with cash equal to 1.2x mcap available for sale properties of 1.1x mcap and other properties equal to 2x mcap. http://50.HK http://50.HK"  
[X Link](https://x.com/RecoveryTrade/status/1937767008780869912)  2025-06-25T06:57Z [----] followers, 10.2K engagements


"Hong Kong Ferry outperforming its parent Henderson Land which is issuing HK$8bn of CBs. Win/win would be asking its subs to pay a special dividend http://12.HK http://12.HK http://50.HK http://12.HK http://12.HK http://50.HK"  
[X Link](https://x.com/RecoveryTrade/status/1943581746060235131)  2025-07-11T08:02Z [----] followers, [---] engagements


"Anyone here own Tingyi Holding Corp Stock has undergone a major correction not clear if there is any fundamental basis for this. Attractive valuation (6x EBITDA 12x PE 7% dividend yield) and decent historical compounding. http://0322.HK http://0322.HK"  
[X Link](https://x.com/RecoveryTrade/status/1974460400105361810)  2025-10-04T13:03Z [----] followers, [----] engagements


"For past 3-yrs most largecap multi-family REIT returns have equaled TLT +/- 5% not a surprise given low FFOPS growth. $AVB / $ESS (not shown) outperformed TLT significantly. Interestingly with only 25% sunbelt exposure $UDR trades like a sunbelt REIT $EQR modestly outperformed"  
[X Link](https://x.com/RecoveryTrade/status/2000289618760282412)  2025-12-14T19:39Z [----] followers, [----] engagements


"@tsxman @Mr_Neutral_Man @FluctusCapital @robbiehendricks Controversial subject on highly leveraged NYC REITs such as $GO.UN setting aside the high leverage I cannot get comfortable with cost inflation rental inflation which seems to explain why coastal multi-family REITs with NYC exposure $EQR $UDR $VRE have underperformed $ESS"  
[X Link](https://x.com/RecoveryTrade/status/2000673470318043344)  2025-12-15T21:05Z [----] followers, [---] engagements


"@TheWeezGuy From this point unless there is a recession which materially hits occupancy I think both $BRT and $NXRT can manage without cutting the dividend. Gould entrenchment is priced into the stock"  
[X Link](https://x.com/RecoveryTrade/status/2003323895903092949)  2025-12-23T04:36Z [----] followers, [---] engagements


"@StockCompil Anyone on Twitter interested to exchange notes on $LLC.AU $LLC.AX"  
[X Link](https://x.com/RecoveryTrade/status/2005005035818942928)  2025-12-27T19:57Z [----] followers, [--] engagements


"@DailyREITBeat Time for some $EQR buybacks"  
[X Link](https://x.com/RecoveryTrade/status/2010475914635903311)  2026-01-11T22:16Z [----] followers, [---] engagements


"@phil_hk Amazing relative value in Swire Pacific vs Jardine right now"  
[X Link](https://x.com/RecoveryTrade/status/2012139140566126615)  2026-01-16T12:25Z [----] followers, [---] engagements


"@FCNightingale @grok where is 4Q [----] office vacancy increasing vs decreasing"  
[X Link](https://x.com/RecoveryTrade/status/2012714899928195544)  2026-01-18T02:33Z [----] followers, [---] engagements


"@TSXDivStock Much better outcome so far vs $ELME"  
[X Link](https://x.com/RecoveryTrade/status/2017229542809850315)  2026-01-30T13:32Z [----] followers, [---] engagements


"@Barchart European passive index fund manager pretends to play global macro for the headlines"  
[X Link](https://x.com/RecoveryTrade/status/2019409706696282615)  2026-02-05T13:56Z [----] followers, [--] engagements


"@DailyREITBeat Its biggest tenant $FMC not looking good"  
[X Link](https://x.com/RecoveryTrade/status/2019418107010511129)  2026-02-05T14:29Z [----] followers, [---] engagements


"@Mr_Neutral_Man Maybe NOI growth"  
[X Link](https://x.com/RecoveryTrade/status/2019496383817085159)  2026-02-05T19:40Z [----] followers, [---] engagements


"@Mr_Neutral_Man Could be realization that $VRE is going to deliver sector leading FFO growth for FY26 $AVB and $ESS FFO guidance was disappointing"  
[X Link](https://x.com/RecoveryTrade/status/2019517267793592370)  2026-02-05T21:03Z [----] followers, [---] engagements


"Maybe this will be the year for $VRE liquidation hard to believe that activism started in [----] when $CLI traded at $18-20/sh. Nearly [--] years later a realistic exit value is $18-24/sh. 🚨Erez Asset Management Encouraging $VRE Veris Residential to Explore Options 🚨 Reuters out with a story that Bruce Schanzer is urging the company to put itself up for sale arguing a transaction could reward shareholders with a 70% premium to the real estate investment 🚨Erez Asset Management Encouraging $VRE Veris Residential to Explore Options 🚨 Reuters out with a story that Bruce Schanzer is urging the"  
[X Link](https://x.com/RecoveryTrade/status/2019526054671679961)  2026-02-05T21:38Z [----] followers, [---] engagements


"@shortmagsmle I bought $MCD shares in March [----] because it was the only restaurant that was still open"  
[X Link](https://x.com/RecoveryTrade/status/2019527555246903573)  2026-02-05T21:44Z [----] followers, [---] engagements


"@taobanker HKD 67k psf is probably right for large layout around The Peak much lower than Repulse Bay"  
[X Link](https://x.com/RecoveryTrade/status/2020610319119519866)  2026-02-08T21:26Z [----] followers, [---] engagements


"@YetAnotherValue Great podcast. I would add that $SPG is a much better case study of share buybacks in REITs vs. $PK which is caught in a debate around hotel reits being value traps with questionable FCF conversion as a result of endless opex inflation maint capex low single digit ROIC etc"  
[X Link](https://x.com/RecoveryTrade/status/2020766600773960097)  2026-02-09T07:47Z [----] followers, [--] engagements


"It turns out that Airports of Thailand $AOT.TB is still the monopoly airport of Thailand and Mr. Market was wrong last year"  
[X Link](https://x.com/RecoveryTrade/status/2020777140430766516)  2026-02-09T08:29Z [----] followers, [---] engagements


"@UBS Asia Cement trades at less than 50% of net cash. Stock is slowly recovering in this buy everything China moment. is still 80% below its all time high of $12.5/sh. http://743.HK http://743.HK"  
[X Link](https://x.com/RecoveryTrade/status/1840622185368752596)  2024-09-30T05:18Z [----] followers, [----] engagements


"Anyone have views on $COLD Trading at sub 10x AFFO 6.6% divvy yield 65% payout. ND is 6x Adj. EBITDA cap rate is [--]. I've been lucky enough to stay clear. At these levels can't deny that it looks attractive"  
[X Link](https://x.com/RecoveryTrade/status/1964344325619540049)  2025-09-06T15:05Z [----] followers, 49.8K engagements


"Multi-family REIT $UDR trading back to covd-19 and [----] lows. Markets are totally efficient"  
[X Link](https://x.com/RecoveryTrade/status/1983605783054221692)  2025-10-29T18:44Z [----] followers, [----] engagements


"$COLD exploring PE interest. I built a small position as a low conviction trade. While contentious among public investors its seems intuitive that infra fund investors could gravitate to this situation. https://www.semafor.com/article/12/29/2025/cold-storage-giant-americold-fields-private-equity-interest https://www.semafor.com/article/12/29/2025/cold-storage-giant-americold-fields-private-equity-interest"  
[X Link](https://x.com/RecoveryTrade/status/2006052151450386475)  2025-12-30T17:17Z [----] followers, [---] engagements


"Attractive set-up for $COLD with a reasonably well covered 7% dividend and catalysts including PE interest and short-covering. Not a large position but wouldn't want to be short"  
[X Link](https://x.com/RecoveryTrade/status/2010774616399364391)  2026-01-12T18:03Z [----] followers, [---] engagements


"@tsxman @TheBenSchmark Long Pond is also an investor in $COLD based on its 13-F John Khoury (Long Pond's CIO) also spoke about investing in $LINE in his Capital Allocators interview. https://www.capitalallocators.com/podcast/asymmetry-and-opportunity-in-public-real-estate-at-long-pond/ https://www.capitalallocators.com/podcast/asymmetry-and-opportunity-in-public-real-estate-at-long-pond/"  
[X Link](https://x.com/RecoveryTrade/status/2011189321769107690)  2026-01-13T21:31Z [----] followers, [----] engagements


"@valuedontlie Prefer $MCS vs $CNK better up/down buybacks vs. empire building but lots of disappointments in this sector [----] was supposed to be the inflection"  
[X Link](https://x.com/RecoveryTrade/status/2011199855646163081)  2026-01-13T22:13Z [----] followers, [---] engagements


"Swire Pacific trades at a crazy 55% market NAV discount. Class B share price for Swire Pacific is equivalent to buying [--] share of Swire Properties (54% of TEV) and getting all remaining subs for free"  
[X Link](https://x.com/RecoveryTrade/status/1986398452256022991)  2025-11-06T11:41Z [----] followers, [---] engagements


"Next question is whether there are any other similarly investable mid-cap REITs offering a similar yield and event driven upside $HOM.UN $NRR.UN $MRG.UN $LXP $EPR $ALEX $AHH $BRT $NEN"  
[X Link](https://x.com/RecoveryTrade/status/1988378547036319794)  2025-11-11T22:49Z [----] followers, [----] engagements


"$UDR shares modestly re-rating with management announcing $700m of asset sales to fund share repurchases"  
[X Link](https://x.com/RecoveryTrade/status/2021475922201936225)  2026-02-11T06:46Z [----] followers, [---] engagements


"@BuysideAIreview @JerryCap It is only a matter of time before debt pricing migrates to an open platform makes no sense for security pricing to be monopolized. Bloomberg offers a lot of great functionality but the pricing is 10x higher than where it should be"  
[X Link](https://x.com/RecoveryTrade/status/2021975477091725744)  2026-02-12T15:51Z [----] followers, [---] engagements


"Mr Market is offering a rare opportunity to buy Airports of Thailand $AOT.TB at a 50% discount"  
[X Link](https://x.com/RecoveryTrade/status/1937867763638571444)  2025-06-25T13:37Z [----] followers, 39.6K engagements


"Amazed at the continued outperformance in I sold around $4/sh (below my $5/sh upside target) and never expected this. Seeing much better relative value in another net-net situation with fair value in the $7-9/sh range. http://0050.HK http://0517.HK http://0050.HK http://0517.HK"  
[X Link](https://x.com/RecoveryTrade/status/1968053107306508713)  2025-09-16T20:43Z [----] followers, [----] engagements


"@negligible_cap @J264B $CBRE hasnt been this cheap since July [----] I bought during covid and regret selling it"  
[X Link](https://x.com/RecoveryTrade/status/2021962107282178101)  2026-02-12T14:58Z [----] followers, [---] engagements


"@credealjunkie @EllliotttB Chapter [--] filing any time"  
[X Link](https://x.com/RecoveryTrade/status/2021979433448694019)  2026-02-12T16:07Z [----] followers, [---] engagements


"@mario_cibelli @DieHardCapital Very similar situation with $GQG.AX but its much cheaper"  
[X Link](https://x.com/RecoveryTrade/status/2007902452121731468)  2026-01-04T19:50Z [----] followers, [---] engagements


"Air China owns 26.6% of Cathay Pacific while Cathay Pacific owns 15.1% of Air China. http://0293.HK http://0753.HK http://0293.HK http://0753.HK"  
[X Link](https://x.com/RecoveryTrade/status/1986798544842571866)  2025-11-07T14:11Z [----] followers, [---] engagements


"@anidesh7 Seems plausible but I wonder in 2-3 years how much my $BMBL shares will be diluted by staff options"  
[X Link](https://x.com/RecoveryTrade/status/2022297859052404938)  2026-02-13T13:12Z [----] followers, [---] engagements


"Just bought some $CIGI and $CBRE . I have not heard a cogent AI short thesis for CRE services only notice meme accounts pumping a long assets / short asset-light idea"  
[X Link](https://x.com/RecoveryTrade/status/2022368439781007620)  2026-02-13T17:53Z [----] followers, [---] engagements


"@michaelxpettis @ChinaBeigeBook If manufacturing is down consumer spending is down real estate is down how on earth was GDP still positive"  
[X Link](https://x.com/anyuser/status/1553739551436222464)  2022-07-31T13:49Z [----] followers, [--] engagements


"@kjoules Govt continues to push out the timeline for this nonsense two day reduction shows that we will never get to zero quarantine"  
[X Link](https://x.com/anyuser/status/1555038285222752257)  2022-08-04T03:49Z [----] followers, [--] engagements


"@MichaelSchuman China waaay more frightening than Russia. Every supply chain should be moved to ASEAN South Asia and LATAM"  
[X Link](https://x.com/anyuser/status/1555573082705629189)  2022-08-05T15:14Z [----] followers, [--] engagements


"@manyapan Looks like they were making a scene and were treated much better than an avg tourist in China"  
[X Link](https://x.com/anyuser/status/1555581414870880258)  2022-08-05T15:48Z [----] followers, [--] engagements


"@PeterHotez Would you be willing to comment about his statement NIH was actually asked at one point: give us your research program on SARS-like viruses. And you know what they did They released the cover page and redacted [---] pages"  
[X Link](https://x.com/anyuser/status/1556323128602570752)  2022-08-07T16:55Z [----] followers, [--] engagements


"@FrankaLu Too controversial to question the effectivity of zero-covid or the reliability of national statistics so check the fish. https://x.com/xinwendiaocha/status/1521478358529306624s=20&t=ArbT2dC00e83hazuEbEXsg https://t.co/n7HoQmCggU https://x.com/xinwendiaocha/status/1521478358529306624s=20&t=ArbT2dC00e83hazuEbEXsg https://t.co/n7HoQmCggU"  
[X Link](https://x.com/anyuser/status/1556585319817814017)  2022-08-08T10:17Z [----] followers, [--] engagements


"@samshanghai @macastel3 But did they really "work" if China is still closing down its cities three years later"  
[X Link](https://x.com/anyuser/status/1559234840846745600)  2022-08-15T17:45Z [----] followers, [--] engagements


"@HAOHONG_CFA We are at the moment when the absolute absurdity of Chinas economic model is becoming widely apparent"  
[X Link](https://x.com/anyuser/status/1559749973905776641)  2022-08-17T03:52Z [----] followers, [--] engagements


"@jenniferatntd Lol but must achieve zero covid to save lives"  
[X Link](https://x.com/anyuser/status/1560472346397327360)  2022-08-19T03:42Z [----] followers, [--] engagements


"@DRechts They forgot to test this thing"  
[X Link](https://x.com/anyuser/status/1560574064103550978)  2022-08-19T10:27Z [----] followers, [--] engagements


"@tripperhead We must fight the virus means implementing illiogical restrictions and never reviewing them"  
[X Link](https://x.com/anyuser/status/1567001910045192192)  2022-09-06T04:09Z [----] followers, [--] engagements


"@SonOfUhGunn Every time a button is pressed you are one step closer to a trip to the repair shop"  
[X Link](https://x.com/anyuser/status/1568618495855980544)  2022-09-10T15:12Z [----] followers, [--] engagements


"@tripperhead We have just lapsed the one year anniversary of Singapore deciding it will live with covid. happy anniversary Hong Kong"  
[X Link](https://x.com/anyuser/status/1571386673229074432)  2022-09-18T06:32Z [----] followers, [--] engagements


"@conorsen Disappointing that this is not showing up in goods prices yet"  
[X Link](https://x.com/anyuser/status/1572890249096986625)  2022-09-22T10:07Z [----] followers, [--] engagements


"@financialjuice There are no systemic risks to the banking sector Ben Bernanke 2008"  
[X Link](https://x.com/anyuser/status/1574592629634871296)  2022-09-27T02:51Z [----] followers, [--] engagements


"@JeromeTaylor @AFP How should Chinas term territorial integrity be interpreted This could mean that they support the annexations"  
[X Link](https://x.com/anyuser/status/1574963324542160896)  2022-09-28T03:24Z [----] followers, [--] engagements


"@ZhangTaisu This rumor suggests continued quarantine and therefore continued zero-covid policy into next year. Its not a reopening not a change"  
[X Link](https://x.com/anyuser/status/1577655846766379008)  2022-10-05T13:43Z [----] followers, [--] engagements


"@StuckupMark @michaeljburry Nope HK is not doing fine economy has been in decline for five years no jobs youth population has collapsed; and we now live under terror of arbitrary covid lockdowns national security police etc"  
[X Link](https://x.com/anyuser/status/1579127206068228096)  2022-10-09T15:10Z [----] followers, [--] engagements


"@tripperhead Macau isn't worth the [--] minute boat ride let alone a [--] day quarantine"  
[X Link](https://x.com/anyuser/status/1580779983269941250)  2022-10-14T04:38Z [----] followers, [--] engagements


"@HongshenZhu Zero covid is here to stay in China. There is no turning back. We are still in the early stages of seeing the economy adjust to this reality"  
[X Link](https://x.com/anyuser/status/1582970976731811840)  2022-10-20T05:44Z [----] followers, [--] engagements


"@KeithZhai Lol. another "this communist dictator will be good for business" story"  
[X Link](https://x.com/anyuser/status/1584225547638386688)  2022-10-23T16:49Z [----] followers, [--] engagements


"@SCMPNews How about removing the face diaper requirements"  
[X Link](https://x.com/anyuser/status/1586275308176822274)  2022-10-29T08:34Z [----] followers, [--] engagements


"$IMAX is discussing its China subco and share buybacks at great length on its quarterly call. Just a reminder that IMAX China has zero debt cash equal to 40% of market cap and trades at sub 4x EBITDA. http://1070.HK http://1070.HK"  
[X Link](https://x.com/anyuser/status/1587546633851457536)  2022-11-01T20:46Z [----] followers, [--] engagements


"@tripperhead Hope they apply this to those unvaccinated elderlies"  
[X Link](https://x.com/anyuser/status/1587777947188224001)  2022-11-02T12:05Z [----] followers, [--] engagements


"@serpentza Zero covid is only enforceable because the people follow the rules three years and finally people grow a collective willingness to push back"  
[X Link](https://x.com/anyuser/status/1596476332984389635)  2022-11-26T12:09Z [----] followers, [--] engagements


"@ianbremmer So pathetic considering that they have had three years to plan. he knows it we know it"  
[X Link](https://x.com/anyuser/status/1597699186740592640)  2022-11-29T21:09Z [----] followers, [--] engagements


"@Pollo2x Reading this in my $35/night beach front hotel room in Vietnam"  
[X Link](https://x.com/anyuser/status/1608660269873655812)  2022-12-30T03:04Z [----] followers, [----] engagements


"@NickTimiraos Now replace the delayed rent data with actual rent index and we are in deflation. Also take note that FAO global food prices have been in deflation for 3-4 months eventually those will hit CPI"  
[X Link](https://x.com/anyuser/status/1613536362346721280)  2023-01-12T14:00Z [----] followers, [----] engagements


"@Samurai_Capital @Wharton Havent met a distressed debt investor who doesnt expect to see a huge distressed cycle"  
[X Link](https://x.com/anyuser/status/1629441413204295682)  2023-02-25T11:21Z [----] followers, [----] engagements


"@DeItaone Share will fall to $1bn on Monday and then the deal will fail"  
[X Link](https://x.com/anyuser/status/1637421206394781696)  2023-03-19T11:50Z [----] followers, [----] engagements


"@JDMMIG Funny story but how do you pay for the person behind you in a drive through"  
[X Link](https://x.com/anyuser/status/1640848798514810880)  2023-03-28T22:50Z [----] followers, 41.2K engagements


"@benkrsnak First weekend of the year without snow"  
[X Link](https://x.com/anyuser/status/1645020229024591874)  2023-04-09T11:06Z [----] followers, [----] engagements


"@ianbremmer How did the French fight against the Germans in WWII"  
[X Link](https://x.com/anyuser/status/1645136611431297026)  2023-04-09T18:48Z [----] followers, [----] engagements


"@TheresaAFallon"  
[X Link](https://x.com/anyuser/status/1645537286543790081)  2023-04-10T21:20Z [----] followers, [----] engagements


"@litcapital Executive pay at US mid-caps is insanity. $1-2mn for head of accounting $5-8mn for CFO $8-16mn for CEO. Its probably 80% lower in Asia for similar sized companies"  
[X Link](https://x.com/anyuser/status/1649108505075548162)  2023-04-20T17:51Z [----] followers, [----] engagements


"@HighyieldHarry People who go to MTK have a likeability problem"  
[X Link](https://x.com/anyuser/status/1696238988552716732)  2023-08-28T19:11Z [----] followers, [----] engagements


"@realEstateTrent @zeugma95031605 Does this job come with a time machine for me to spend that money in the early 2000s when 70k was a decent wage"  
[X Link](https://x.com/anyuser/status/1730421694752596141)  2023-12-01T03:00Z [----] followers, [----] engagements


"@SheilaBair2013 High rates is also the only hope to constrain further govt spending"  
[X Link](https://x.com/anyuser/status/1731144993044377949)  2023-12-03T02:55Z [----] followers, [----] engagements


"@MichaelAArouet In defense of SOE investors many of these companies have great balance sheets pay sizable dividends generate compounding growth etc. (eg. http://1099.HK http://1099.HK"  
[X Link](https://x.com/RecoveryTrade/status/1796078112460931224)  2024-05-30T07:16Z [----] followers, [--] engagements


"@Geiger_Capital Legal risk mitigation strategy"  
[X Link](https://x.com/anyuser/status/1800064447031161179)  2024-06-10T07:16Z [----] followers, 21.1K engagements


"moving higher. my sum-of-parts is HK$ 27-35/sh. Although this would imply a 100% takeover premium it is not impossible for this situation given the fragmented shareholder base high threshold to squeeze-out minorities trophy assets etc. http://1821.HK http://1821.HK"  
[X Link](https://x.com/RecoveryTrade/status/1811639101478842549)  2024-07-12T05:49Z [----] followers, [---] engagements


"It turns out that minority shareholders are not stupid enough to sell at a 40% discount to net cash. @UBS was the financial advisor"  
[X Link](https://x.com/RecoveryTrade/status/1828325825130963400)  2024-08-27T06:57Z [----] followers, [----] engagements


"@realEstateTrent Okay boomer"  
[X Link](https://x.com/anyuser/status/1831072512148721752)  2024-09-03T20:51Z [----] followers, [----] engagements


"@kjoules send her to Penny Bay"  
[X Link](https://x.com/anyuser/status/1842541106988523926)  2024-10-05T12:23Z [----] followers, [---] engagements


"@ClarkSquareCap Hong Kong Ferry trades 18% below net cash value with available for sale properties equal to 1.2x market cap and completed retail properties and other assets equal to another 2x market cap. No near term catalyst but this is 4-5x covered net-net. http://0050.HK http://0050.HK"  
[X Link](https://x.com/anyuser/status/1846908723526312003)  2024-10-17T13:38Z [----] followers, [----] engagements


"@stockthoughts81 Cost of surfing remains $0"  
[X Link](https://x.com/anyuser/status/1861923169571111075)  2024-11-28T00:00Z [----] followers, [----] engagements


"@Mr_Neutral_Man $AHH is interesting given that leverage profile will go sub 7x EBITDA its derisking all assets are performing. $INN / $RLJ / $PK are trading at March [----] lows based on just modest cyclical risk all have derisked post covid"  
[X Link](https://x.com/anyuser/status/1910776840324595997)  2025-04-11T19:27Z [----] followers, [----] engagements


"@Restructuring__ As a pod analyst the only way you get the job and stay sane if by being the type of person who is doing this type of work out of your own free will all of the time and therefore it is not work to you"  
[X Link](https://x.com/anyuser/status/1922110560742625461)  2025-05-13T02:04Z [----] followers, [---] engagements


"@yenoms @thepupil11 @jeff964 I have something like 8.3-9.4% cap rate for $NEN at current market price not adjusted for recent acquisition. .cap rate is approaching pre-strategic review levels for $DRR.UN"  
[X Link](https://x.com/RecoveryTrade/status/1953434096325329287)  2025-08-07T12:32Z [----] followers, [---] engagements


"@TheBenSchmark Seems you don't believe this could receive a take private offer I'd say 25% odds of an offer $15/sh lots of dry capital for infra funds"  
[X Link](https://x.com/RecoveryTrade/status/1999532944143081724)  2025-12-12T17:32Z [----] followers, [---] engagements


"@Mr_Neutral_Man @TheBenSchmark Ill admit that $COLD is dumpster diving but my thesis still stands that this sector has a far better LT outlook vs office and trades at a discount to bottom of cycle office and its a mid-cap and plays to private capital style buy and build investing"  
[X Link](https://x.com/RecoveryTrade/status/1999569972012503174)  2025-12-12T20:00Z [----] followers, [---] engagements


"@tsxman If my $COLD shares are acquired Ill try to redeploy into $LINE"  
[X Link](https://x.com/RecoveryTrade/status/2006074625126719791)  2025-12-30T18:47Z [----] followers, [---] engagements


"@dieworkwear New addition to the list of people / things I dont care about"  
[X Link](https://x.com/RecoveryTrade/status/1608357393632722947)  2022-12-29T07:00Z [----] followers, 98.1K engagements


"Cosco Shipping Int'l is buying back shares again. 1.5x market cap in net cash 8-9% dividend yield and underlying asset-light service business. http://0517.HK http://0517.HK"  
[X Link](https://x.com/RecoveryTrade/status/1655634501668847617)  2023-05-08T18:03Z [----] followers, [----] engagements


"IH Retail is a great business I shop there almost every week and I am buying the shares (attractive value growth dividend and its large net cash position). @Fritz844 just circulated a write-up. http://1373.HK I went shopping this week and now own 5% of this via IH Retail https://t.co/JE1UTvMHHj :) https://t.co/8ObHFcrF9J http://1373.HK I went shopping this week and now own 5% of this via IH Retail https://t.co/JE1UTvMHHj :) https://t.co/8ObHFcrF9J"  
[X Link](https://x.com/RecoveryTrade/status/1680463234317549568)  2023-07-16T06:23Z [----] followers, 17.6K engagements


"Will be interesting to see what happens to ESR Group if Starwood takes over. I've always thought of ESR as a case study of PE backed empire building and poor governance (especially for REITs under ESR control) similar to that of $RMR group. http://1821.HK A consortium led by investors including Starwood Capital Group is considering a buyout of Asian warehouse developer ESR Group Ltd. according to people familiar with the situation. https://t.co/xshvgNQYW1 http://1821.HK A consortium led by investors including Starwood Capital Group is considering a buyout of Asian warehouse developer ESR"  
[X Link](https://x.com/RecoveryTrade/status/1790044779935346832)  2024-05-13T15:41Z [----] followers, [----] engagements


"@dieworkwear Why on earth does the manufacturer make the bottom of the shoe white color"  
[X Link](https://x.com/RecoveryTrade/status/1799287935055069392)  2024-06-08T03:50Z [----] followers, 11.8K engagements


"Picking up some Samsonite International at the latest 52-week low. This mid-year earnings season is brutal for HK listed companies but it's also creating opportunities. Not seeing many positive earnings surprises in Asia these days. http://1910.HK http://1910.HK"  
[X Link](https://x.com/RecoveryTrade/status/1823977552890994769)  2024-08-15T06:58Z [----] followers, [---] engagements


"offer price from its parent of HK$3.22/sh is a real head scratcher. holds HK$ 5.4/sh of net cash. also owns real estate and other assets. Fairness opinion is laughable. http://1102.TW http://743.HK http://1102.TW http://743.HK"  
[X Link](https://x.com/RecoveryTrade/status/1827937866124779646)  2024-08-26T05:15Z [----] followers, [----] engagements


"@ArenaManCapital @MikeFritzell Sino Land does not pay real dividends as all dividends have scrip option issued at a deep discount to NAV. Over time this is highly dilutive to minorities. As a result all shareholders accept scrip which has the effect of cancelling out all dividends. http://0083.HK http://0083.HK"  
[X Link](https://x.com/RecoveryTrade/status/1828370221691703660)  2024-08-27T09:53Z [----] followers, [---] engagements


"In the "buy everything China" moment I couldn't control myself from buying some shares of China's leading cell tower business China Tower Corp.) which trades at 3.7x EBITDA with a 5% dividend yield and a decent growth and deleveraging profile. http://788.HK http://788.HK"  
[X Link](https://x.com/RecoveryTrade/status/1840466020022264090)  2024-09-29T18:57Z [----] followers, 55.2K engagements


"@ValueInvestJpn Couldnt pay me anything to live there"  
[X Link](https://x.com/RecoveryTrade/status/1916148338631840222)  2025-04-26T15:12Z [----] followers, [----] engagements


"@orrdavid Smilar case study is which holds a massive cash balance trades at deep NAV discount pays out a divvy with option to take scrip everyone takes scrip shares o/s grow rapidly and so on. Company trades at low beta to industry modest discount vs peers. http://0083.HK http://0083.HK"  
[X Link](https://x.com/RecoveryTrade/status/1971637682293166327)  2025-09-26T18:07Z [----] followers, [---] engagements


"@niurn_writes Buying you get Swire Properties at market value (which trades at a 50% disc. to revalued NAV) and then getting Cathay Haeco and Asia Pac $KO bottling for free. Compares very favorably vs. JM in every respect. http://0087.HK http://0087.HK"  
[X Link](https://x.com/RecoveryTrade/status/1976212075073634410)  2025-10-09T09:04Z [----] followers, [---] engagements


"@ArenaManCapital Where else can you get 6% dividend growing 5% p.a. very low leverage no toxic assets 55% discount to NAV with catalysts"  
[X Link](https://x.com/RecoveryTrade/status/1986978148370850251)  2025-11-08T02:04Z [----] followers, [---] engagements


"@BienPerez Never a bad time to buy (Swire Class B Shares) at 55% discount to SoTP (excluding the additional discount to NAV of Swire Properties). Also pays a 6% divvy yield growing 4% p.a. http://0087.HK http://0087.HK"  
[X Link](https://x.com/RecoveryTrade/status/2007334552537313320)  2026-01-03T06:13Z [----] followers, [--] engagements


"@Mr_Neutral_Man A few of my controversial holdings: $EPR (movie theatre / entertainment triple-net) $AHH (diversified w/ office exposure) $KRC / $HPP-PRC (west coast office) $NRXT / $MRG.UN (external mgmt)"  
[X Link](https://x.com/RecoveryTrade/status/2001159768703164491)  2025-12-17T05:17Z [----] followers, [---] engagements


"@caret311 is just a container shipping company not a net-net. No opinion about that business. I bought (around $2/sh) because it's a capital light services business with no shipping assets / no capex. http://517.HK http://1308.HK http://517.HK http://1308.HK"  
[X Link](https://x.com/RecoveryTrade/status/1968060329172357358)  2025-09-16T21:12Z [----] followers, [---] engagements


"@MoatlessCapital In his defense Mandarin Oriental (on that list) was a home run. HK retail and F&B has mostly been a value trap (as I learned with http://1373.HK http://1373.HK"  
[X Link](https://x.com/RecoveryTrade/status/2016922422776385575)  2026-01-29T17:12Z [----] followers, [--] engagements


"@taobanker I previously held $KHC would consider buying again a lot of consumer stocks in Asia have low multiples decent growth 3-5% divvy"  
[X Link](https://x.com/RecoveryTrade/status/1697699660847342008)  2023-09-01T19:55Z [----] followers, [---] engagements


"@MikeFritzell Sharing some additional data. Around 2018/19 mgmt began increasing leverage. Overall growth has been a struggle with 100% payout ratio higher interest rates low inflation elevated leverage. http://0823.HK http://0823.HK"  
[X Link](https://x.com/RecoveryTrade/status/1970184916668469407)  2025-09-22T17:54Z [----] followers, [---] engagements


"Sorry I correct myself the B shares of are at 55% NAV discount not 46% which is the A shares. http://0087.HK http://0087.HK"  
[X Link](https://x.com/RecoveryTrade/status/1976207174654136474)  2025-10-09T08:44Z [----] followers, [---] engagements


"@Andy__KH @SnowballCaptial Jardine Matheson vs. Swire Pacific B Shares. These lines will cross again . I believe the catalyst could be JM announcing acquisitions - this is inevitable with so many PE dudes seconded into mgmt"  
[X Link](https://x.com/RecoveryTrade/status/1976219016348958886)  2025-10-09T09:31Z [----] followers, [--] engagements

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