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[@vic_investing](/creator/twitter/vic_investing)
"$TIGR investment case Earlier this year while in Indonesia I was thinking about starting an Introducing Broker in Asia built on top of $IBKR platform similar to what Lynx is doing in Europe. In my view Interactive Brokers is the best broker and Asia has immense potential as the population is earlier in the process of accumulating wealth compared to the US and Europe. Well there already is such a broker - Tiger Brokers. Moreover it has gained impressive traction especially among Chinese speakers in Southeast Asia and it trades at an unreasonably cheap price. The analyst consensus has a"  
[X Link](https://x.com/vic_investing/status/1961098547912143046) [@vic_investing](/creator/x/vic_investing) 2025-08-28T16:08Z XXX followers, 7597 engagements


"My gut feeling tells me that today's $ORLC story is at least partially fabricated. But that is secondary. The whole AI rally is based on faith that there will be enough cash electricity and ROI to actually build out all of the AI datacenters. With articles like these people will start asking what if not I am selling my $AMD and $TSM positions hoping to re-enter at a better price later. In any case until the next $MSFT $AMZN $GOOGL earnings we wont have any better information on what the real trajectory of the AI buildout is"  
[X Link](https://x.com/vic_investing/status/1975627427922817116) [@vic_investing](/creator/x/vic_investing) 2025-10-07T18:20Z XXX followers, XXX engagements


"Allwyn today announced it will merge with $OPAP forming a leading global lottery and gaming operator. Allwyn is a massive success story that elevated Mr. Komarek to Forbes' top XXX billionaires. While Allwyn will be contributed at a higher valuation than OPAP I still think the deal is reasonable at 11.2x combined EBITDA"  
[X Link](https://x.com/vic_investing/status/1977702117683945678) [@vic_investing](/creator/x/vic_investing) 2025-10-13T11:45Z XXX followers, XXX engagements


"CONSUMER CREDIT HEALTH CHECK following Q3 earnings releases today: $BAC - Cons. Banking provision for credit losses down XX% Q/Q 🟢 - Cons. Banking NCO rate down 12bps Q/Q to XXXX% 🟢 - Cons. Banking combined card spend up X% Y/Y 🟢 $PNC - Consumer NPL rate down 1bps Q/Q to XXXX% 🟢 - Consumer delinquency rate down 2bps Q/Q to XXXX% 🟢 $SYF - 30+ DPD up 21bps Q/Q to XXXX% 🔴 - 90+ DPD up 6bps Q/Q to XXXX% 🔴 - NCO rate down 54bps Q/Q to XXXX% 🟢 - ACL down 24bps Q/Q to XXXXX% 🟢 $CFG - Total Retail 30+ DPD down 3bps Q/Q to XXXX% 🟢 - Automobile 30+ DPD up 27bps Q/Q to XXXX% 🔴 - Provision for"  
[X Link](https://x.com/vic_investing/status/1978532884131557675) [@vic_investing](/creator/x/vic_investing) 2025-10-15T18:46Z XXX followers, XXX engagements


"Given the price action following $MDB and $SNOW earnings releases I am long $ESTC Elastic going into todays release"  
[X Link](https://x.com/vic_investing/status/1961066005737668807) [@vic_investing](/creator/x/vic_investing) 2025-08-28T13:59Z XXX followers, XXX engagements


"Some background on the key shareholder behind Allwyn $OPAP"  
[X Link](https://x.com/vic_investing/status/1980243321156149672) [@vic_investing](/creator/x/vic_investing) 2025-10-20T12:02Z XXX followers, XX engagements


"$TIGR $XXX HKEX"  
[X Link](https://x.com/vic_investing/status/1973801625283113330) [@vic_investing](/creator/x/vic_investing) 2025-10-02T17:25Z XXX followers, XXX engagements


"@valueseeker_91 That fact is already reflected in my EBITDAs as they reflect the economic interest vis-a-vis OPAP. See below the breakdown of Allwyn's EBITDA"  
[X Link](https://x.com/vic_investing/status/1978387523110850589) [@vic_investing](/creator/x/vic_investing) 2025-10-15T09:08Z XXX followers, XX engagements


"You are right. OPAP shhareholders get 3.4B for contributing 410M of EBITDA (about XX% of OPAP total EVITDA). That means Allwyn shareholders get 12.7B for conteibuting 1.5B EBITDA (incl about XX% of OPAP EBITDA). If you consider net debt that results in the respective multiples in my table. Let me know if you see any errors here"  
[X Link](https://x.com/vic_investing/status/1978392988754546737) [@vic_investing](/creator/x/vic_investing) 2025-10-15T09:30Z XXX followers, XX engagements


"Carnival Corp $CCL is firing on all cylinders. Keep in mind roughly XX% of its business comes from Europe and thats a good sign for $TUI. While theyre not exactly in the same lane apart from the cruise side the underlying travel trends should be moving in the same direction"  
[X Link](https://x.com/vic_investing/status/1975107001890873423) [@vic_investing](/creator/x/vic_investing) 2025-10-06T07:52Z XXX followers, XXX engagements


"$SYF CEO BRIAN DOUBLES 3Q COMMENTARY - No broader signs of consumer weakness 🟢 - The much-discussed bifurcation may be contained to the lower end of the subprime population if there is any at all 🟠 "We still think the consumer is in pretty good shape. They've been very resilient. We're not really seeing any signs of weakness. We're actually seeing improvement as we think about both spending trends but also what we're seeing on credit has outpaced our expectations." "When you look at it on a credit tier basis the non-prime for us actually performed better than the other cohorts right when I"  
[X Link](https://x.com/vic_investing/status/1978540181041869237) [@vic_investing](/creator/x/vic_investing) 2025-10-15T19:15Z XXX followers, XX engagements


"$BIZD BDC ETF Investment Case - Around XX% dividend yield towards the historical higher end. - Around XX% discount to NAV implying default levels exceeding the GFC. Discount/premium to NAV tend to revert back close to X. - Credit quality from a security standpoint is at an all-time high. Around XX% of loans are first lean. - PIK has declined by about half since 2020 and is close to an all-time low. - BDC bond yields remain low. - Charge-offs and credit quality has been strong for banks this earnings cycle. - Investing in individual BDCs would not provide much better yield. In conclusion $BIZD"  
[X Link](https://x.com/vic_investing/status/1980389964627182039) [@vic_investing](/creator/x/vic_investing) 2025-10-20T21:45Z XXX followers, XX engagements