[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.] [@FirstHillcap](/creator/twitter/FirstHillcap) "I don't think investing in a net-net manufacturing company will go well especially for commodity products. The issue is competition; the only barrier to entry is the required capital expenditure. Over time the business's earning power may decline before the stock can re-rate. That's why I choose the high-quality businesses where time is on your side not against it"  [@FirstHillcap](/creator/x/FirstHillcap) on [X](/post/tweet/1946688763700331006) 2025-07-19 21:49:03 UTC XXX followers, XXX engagements "$3445 Maybe it is hard to calculate but the IR team broke it down pretty simply here: net cash was 65mil yen at the time and the ownership of listed sub value was 147mil yen. This was from 2024"  [@FirstHillcap](/creator/x/FirstHillcap) on [X](/post/tweet/1947775316270977072) 2025-07-22 21:46:37 UTC XXX followers, XXX engagements "I have a write up on a deep value Japanese company The market cap is 531m USD they have 520m of cash and they own 800m in marketable securities. Yes those numbers are right AND they return cash to shareholders Link in the bio"  [@FirstHillcap](/creator/x/FirstHillcap) on [X](/post/tweet/1946694724422639982) 2025-07-19 22:12:44 UTC XXX followers, 5038 engagements "Q2 Updates to profiled companies: Warsaw Stock exchange $GPW Automatic Bank Services $SHVA BayCurrent $6532 RS Technologies $3445 and Zengame $2660 Here are the companies Ive written about with performance and updates since the initial write-up: Warsaw Stock Exchange $GPW Write-up date: Jan XX 2025 Warsaw Stock exchange has been performing particularly well since I first wrote it up on 1/18/2025. The company released its Q1 numbers and turnover reached record highs. For most of GPWs earnings turnover is the main driver of performance as opposed to other major exchanges where an increasing"  [@FirstHillcap](/creator/x/FirstHillcap) on [X](/post/tweet/1929239690764321108) 2025-06-01 18:12:40 UTC XXX followers, 2846 engagements "Today Im highlighting Gielda Papierw Wartosciowych the operator of the Warsaw Stock Exchangea small overlooked company with steady returns and potential for outsized returns with good execution and possible acquisition. Foreign Public Stock exchanges - Local Monopolies My interest in small foreign stock exchanges began with my investment in the Tel Aviv Stock Exchange (TASE) in January of this year. That idea stemmed from a 2023 post on VIC and since then TASEs stock has climbed XXX% from my purchase price making it one of the top performers in my portfolio. This prompted some research into"  [@FirstHillcap](/creator/x/FirstHillcap) on [X](/post/tweet/1946698945339506728) 2025-07-19 22:29:31 UTC XXX followers, 1827 engagements
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@FirstHillcap
"I don't think investing in a net-net manufacturing company will go well especially for commodity products. The issue is competition; the only barrier to entry is the required capital expenditure. Over time the business's earning power may decline before the stock can re-rate. That's why I choose the high-quality businesses where time is on your side not against it"
@FirstHillcap on X 2025-07-19 21:49:03 UTC XXX followers, XXX engagements
"$3445 Maybe it is hard to calculate but the IR team broke it down pretty simply here: net cash was 65mil yen at the time and the ownership of listed sub value was 147mil yen. This was from 2024" @FirstHillcap on X 2025-07-22 21:46:37 UTC XXX followers, XXX engagements
"I have a write up on a deep value Japanese company The market cap is 531m USD they have 520m of cash and they own 800m in marketable securities. Yes those numbers are right AND they return cash to shareholders Link in the bio" @FirstHillcap on X 2025-07-19 22:12:44 UTC XXX followers, 5038 engagements
"Q2 Updates to profiled companies: Warsaw Stock exchange $GPW Automatic Bank Services $SHVA BayCurrent $6532 RS Technologies $3445 and Zengame $2660 Here are the companies Ive written about with performance and updates since the initial write-up: Warsaw Stock Exchange $GPW Write-up date: Jan XX 2025 Warsaw Stock exchange has been performing particularly well since I first wrote it up on 1/18/2025. The company released its Q1 numbers and turnover reached record highs. For most of GPWs earnings turnover is the main driver of performance as opposed to other major exchanges where an increasing" @FirstHillcap on X 2025-06-01 18:12:40 UTC XXX followers, 2846 engagements
"Today Im highlighting Gielda Papierw Wartosciowych the operator of the Warsaw Stock Exchangea small overlooked company with steady returns and potential for outsized returns with good execution and possible acquisition. Foreign Public Stock exchanges - Local Monopolies My interest in small foreign stock exchanges began with my investment in the Tel Aviv Stock Exchange (TASE) in January of this year. That idea stemmed from a 2023 post on VIC and since then TASEs stock has climbed XXX% from my purchase price making it one of the top performers in my portfolio. This prompted some research into" @FirstHillcap on X 2025-07-19 22:29:31 UTC XXX followers, 1827 engagements