[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.] [@davidjblenner](/creator/twitter/davidjblenner) "For subscribers to @smartkarma read more about it at the link below (or see the stack link in my bio):" [X Link](https://x.com/davidjblenner/status/1967916920021369094) [@davidjblenner](/creator/x/davidjblenner) 2025-09-16T11:42Z XXX followers, XX engagements "For subscribers to @smartkarma read more about it at the link below (or see the stack link in my bio):" [X Link](https://x.com/davidjblenner/status/1968861093607919982) [@davidjblenner](/creator/x/davidjblenner) 2025-09-19T02:13Z XXX followers, XX engagements "Miniso (9896 HK)'s TOP TOY Angling For Labubu Mojo TOP TOY's spin-off is now firmed. I see MINISO trading at a XX% discount to NAV even if TOP TOY is priced at a similar metric to Pop Mart (9992 HK) suggesting TOP TOY's value is fully priced in" [X Link](https://x.com/davidjblenner/status/1972537534661152971) [@davidjblenner](/creator/x/davidjblenner) 2025-09-29T05:42Z XXX followers, XXX engagements "For subscribers to @smartkarma read more about it at the link below (or see the stack link in my bio):" [X Link](https://x.com/davidjblenner/status/1972537536766681495) [@davidjblenner](/creator/x/davidjblenner) 2025-09-29T05:42Z XXX followers, XXX engagements "Zijin Mining (2899 HK): This Is A Short I can envisage a market cap of for Zijin Gold of US$20-25bn. Maybe US$30bn if pushing PER or EV/EBITDA metrics. $40bn appears unhinged. I'd be shorting Zijin Mining here. Short interest is at an all-time high" [X Link](https://x.com/davidjblenner/status/1967916917974565278) [@davidjblenner](/creator/x/davidjblenner) 2025-09-16T11:42Z XXX followers, XXX engagements "Zijin Mining (2899 HK): Zijin Gold Priced At US$24bn Zijin Mining is a short. However the bull mkt/momentum is strong. Plus you have long only support. "Join the shorts when they start to squeal."" [X Link](https://x.com/davidjblenner/status/1968861091254972659) [@davidjblenner](/creator/x/davidjblenner) 2025-09-19T02:13Z XXX followers, XXX 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.]
@davidjblenner
"For subscribers to @smartkarma read more about it at the link below (or see the stack link in my bio):"
X Link @davidjblenner 2025-09-16T11:42Z XXX followers, XX engagements
"For subscribers to @smartkarma read more about it at the link below (or see the stack link in my bio):"
X Link @davidjblenner 2025-09-19T02:13Z XXX followers, XX engagements
"Miniso (9896 HK)'s TOP TOY Angling For Labubu Mojo TOP TOY's spin-off is now firmed. I see MINISO trading at a XX% discount to NAV even if TOP TOY is priced at a similar metric to Pop Mart (9992 HK) suggesting TOP TOY's value is fully priced in"
X Link @davidjblenner 2025-09-29T05:42Z XXX followers, XXX engagements
"For subscribers to @smartkarma read more about it at the link below (or see the stack link in my bio):"
X Link @davidjblenner 2025-09-29T05:42Z XXX followers, XXX engagements
"Zijin Mining (2899 HK): This Is A Short I can envisage a market cap of for Zijin Gold of US$20-25bn. Maybe US$30bn if pushing PER or EV/EBITDA metrics. $40bn appears unhinged. I'd be shorting Zijin Mining here. Short interest is at an all-time high"
X Link @davidjblenner 2025-09-16T11:42Z XXX followers, XXX engagements
"Zijin Mining (2899 HK): Zijin Gold Priced At US$24bn Zijin Mining is a short. However the bull mkt/momentum is strong. Plus you have long only support. "Join the shorts when they start to squeal.""
X Link @davidjblenner 2025-09-19T02:13Z XXX followers, XXX engagements
/creator/twitter::1490934648242794496/posts