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[@NateValuetw](/creator/twitter/NateValuetw)
"Does anyone have an opinion on $1361.HK I'm in Kazakhstan and I just bought a pair of shoes from this brand. I tried them and they seemed really comfortable. Stock trades at 8x PE growing at a decent pace over the past X years half of market cap in net cash X% dividend"  
[X Link](https://x.com/NateValuetw/status/1933147871148167187) [@NateValuetw](/creator/x/NateValuetw) 2025-06-12T13:02Z 2805 followers, 2866 engagements


"Performance of the strategy since then: SHORTS AEM: +50.7% LUG: +43.49% AGI: +35.67% GOLD: +27.25% avg: XXXX% LONG: MMY: +141.03% GAU: +137.8% JAG: +117.06% ALTN: +110.42% MSA: +109.25% THX: +81.57% SBI: +70.99% STGO: +69.92% ORE: +44.74% SOMA: +10.24% avg: +89.3%"  
[X Link](https://x.com/NateValuetw/status/1978661462299074742) [@NateValuetw](/creator/x/NateValuetw) 2025-10-16T03:17Z 2805 followers, XXX engagements


"I'm not long $ORE anymore (too much risk investing in Burkina Faso and it's not cheap enough) not long $GAU anymore (valuation). Main gold positions right now are MMY ALTN MSA and then a mix of the other stocks"  
[X Link](https://x.com/NateValuetw/status/1978661678653845865) [@NateValuetw](/creator/x/NateValuetw) 2025-10-16T03:18Z 2805 followers, XXX engagements