#  @compoundersEX Alan - Continuous Compounding (Stock Newsletter) Alan - Continuous Compounding (Stock Newsletter) posts on X about japan, investment, debt, stocks the most. They currently have [-----] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours. ### Engagements: [-------] [#](/creator/twitter::1638524870073155584/interactions)  - [--] Week [-----] +808% - [--] Month [-----] +157% - [--] Months [------] -64% - [--] Year [-------] +20% ### Mentions: [--] [#](/creator/twitter::1638524870073155584/posts_active)  - [--] Months [--] -72% - [--] Year [--] -43% ### Followers: [-----] [#](/creator/twitter::1638524870073155584/followers)  - [--] Week [-----] +0.24% - [--] Month [-----] +0.27% - [--] Months [-----] +2.80% - [--] Year [-----] +56% ### CreatorRank: [---------] [#](/creator/twitter::1638524870073155584/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [countries](/list/countries) [stocks](/list/stocks) [technology brands](/list/technology-brands) [automotive brands](/list/automotive-brands) [currencies](/list/currencies) [fashion brands](/list/fashion-brands) [social networks](/list/social-networks) [luxury brands](/list/luxury-brands) [travel destinations](/list/travel-destinations) **Social topic influence** [japan](/topic/japan), [investment](/topic/investment), [debt](/topic/debt), [stocks](/topic/stocks), [money](/topic/money), [blondesnmoney](/topic/blondesnmoney), [$crox](/topic/$crox), [uniqlo](/topic/uniqlo), [live stream](/topic/live-stream), [collab](/topic/collab) **Top assets mentioned** [Crocs, Inc. (CROX)](/topic/$crox) [British American Tobacco (BTI)](/topic/$bti) [Crane Holdings, Co. (CR)](/topic/$cr) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Toyota Motor Corporation (TM)](/topic/$tm) [Howard Hughes Holdings Inc. (HHH)](/topic/$hhh) [Dell Technologies, Inc. (DELL)](/topic/dell) [Gan Ltd. (GAN)](/topic/$gan) [Tesla, Inc. (TSLA)](/topic/tesla) ### Top Social Posts Top posts by engagements in the last [--] hours "The longest holding period I have had with any investment is with my Pokemon and Yugioh cards from when I was a kid. I just discovered I have a base set Blastoise in pretty good condition -PSA [--] est" [X Link](https://x.com/compoundersEX/status/1698651363906068944) 2023-09-04T10:56Z [---] followers, [---] engagements "@LiqLadLeverage For sure this is an item you sell in person on Facebook marketplace. But nothing wrong with just letting it sit on your shelf for nostalgia reasons. The price will just keep going up" [X Link](https://x.com/compoundersEX/status/1698795285890347271) 2023-09-04T20:28Z [---] followers, [--] engagements "@capital_rainbow I tried searching for Journeo Plc nothing came up for me and I have trading permissions on" [X Link](https://x.com/compoundersEX/status/1715283015369404623) 2023-10-20T08:25Z [---] followers, [--] engagements "$BTI $BATS Went inside to do some MARKET RESEARCH. Key takeaways: -The employee on duty surprisingly knew about BTI's 9% dividend yield. -Apparently 20-25% of customers try the non-nicotine pods. -3-4 customers a week are traditional cig smokers. They have a program where if you trade in your pack of cigs you get a starter vape kit for free. -Most popular flavour is polar mint" [X Link](https://x.com/compoundersEX/status/1715888565593465071) 2023-10-22T00:31Z [---] followers, [---] engagements "Channeling my inner Peter Lynch I personally find $CROX ugly 🤦♂ but bought them to perform my own due diligence and generate my own opinion. The stock looks cheap if people will buy another pair after wearing out their initial pair. #crocs" [X Link](https://x.com/compoundersEX/status/1717000379567947816) 2023-10-25T02:09Z [---] followers, [----] engagements "5/ Might be semi-disgusting to some but my feet eventually get sweaty no matter what sandals I wear. But these being boat shoes are very easy to rinse and clean. Living in an Asian household where we like carpet we wear clothe slippers. For me I wear out clothe slippers very quick since the sweat gets trapped in the clothe despite putting them in the laundry after maybe 4-6months I'd need a new pair. Crocs non-black versions that don't mark carpet or flooring are great as they are easy to clean and look like they can last longer after many cycles of cleaning-time will tell if this is true or" [X Link](https://x.com/compoundersEX/status/1717005542365999464) 2023-10-25T02:29Z [---] followers, [---] engagements "In Canada where I live we have banned plastic bags and plastic straws. How is it possible that disposable vapes exist where ppl literally dump lithium-ion batteries into the trash $BTI $Vuse $vaping" [X Link](https://x.com/CompoundingUp/status/1719223150863638586) 2023-10-31T05:21Z [----] followers, [---] engagements "At yesterdays close $GAN traded at $1.47 per share. This offers a roughly 34% annual return if shareholders approve of the deal and regulatory approval is attained by Q4 [----]. Is the market being overly pessimistic I decided to take it upon myself to perform a decision tree analysis of what happens under different scenarios. You can read it for free here: *Photo: #SegaSammy's most popular pachislot game atm https://continuouscompounding.substack.com/p/gan-part-4-decision-tree-analysis https://continuouscompounding.substack.com/p/gan-part-4-decision-tree-analysis" [X Link](https://x.com/compoundersEX/status/1725076915458056223) 2023-11-16T09:02Z [---] followers, [---] engagements "@OddDiligence How many jets does the company have How are you able to pinpoint their company jets Teach me Sensei" [X Link](https://x.com/compoundersEX/status/1730382777558995274) 2023-12-01T00:26Z [---] followers, [---] engagements "@OddDiligence Nvm I see it now thanks for their odd due diligence @OddDiligence" [X Link](https://x.com/compoundersEX/status/1730389814170812429) 2023-12-01T00:54Z [---] followers, [--] engagements "I was extremely introverted up until first year of college. I needed a job and dove into the deep end as a cellphone salesman at an electronics store where ppl don't go in to buy cellphones typically. The business model was to convert normal customers to buy a cellphone/plan. Had to speak to 50-100 ppl a day. Over a stretch of a year I became very comfortable having small talk pitching deals and the occasional witty responses" [X Link](https://x.com/compoundersEX/status/1731319941968851083) 2023-12-03T14:30Z [---] followers, [--] engagements "I had the pleasure to chat with @MehmoodPBakhsh from Moods Investments about his latest stock pitch on $META. First YouTube collab video - Analysis of Meta by Moods Investments (Q&A with Continuous Compounding): Original stock pitch on META:" [X Link](https://x.com/compoundersEX/status/1731668142227869873) 2023-12-04T13:33Z [---] followers, [--] engagements "@MikeFritzell Thanks for the feature on Round1 (4680) @MikeFritzell" [X Link](https://x.com/compoundersEX/status/1751473638086488402) 2024-01-28T05:13Z [---] followers, [--] engagements "@MikeFritzell That is essentially the [--] if you think about it. AE86 GT86 and now GR86. Yes the design has changed but the concept behind the design is unchanged" [X Link](https://x.com/compoundersEX/status/1751939452296200569) 2024-01-29T12:04Z [---] followers, [---] engagements "For $20-$120 some ppl wear it for the design some actually use the features. I have a $25 Casio that's been beat up. I don't feel bad at all. My overall consumer experience is I get a lot of value for the money. As long as that component doesn't change and it's profitable for Casio it becomes a win-win and timeless design" [X Link](https://x.com/compoundersEX/status/1751940821816098954) 2024-01-29T12:10Z [---] followers, [--] engagements "@Mr_Neutral_Man I have a completely unique compounder that I just wrote. Can I DM u" [X Link](https://x.com/compoundersEX/status/1751943549485277622) 2024-01-29T12:21Z [---] followers, [---] engagements "Ppl are going to be wearing this at the poker table for sure. I'd use them to watch videos. Probably gonna get banned cuz then you can have RTA in a live poker setting. Vision Pro isn't just great it's the single greatest piece of tech ive ever used https://t.co/ArBgbkH0UR Vision Pro isn't just great it's the single greatest piece of tech ive ever used https://t.co/ArBgbkH0UR" [X Link](https://x.com/compoundersEX/status/1754421927022829683) 2024-02-05T08:29Z [---] followers, [---] engagements "I think it's the opposite. They probably don't care what ppl think. It probably comes from a place of security. So if they don't care what ppl think they can save time every day by not having to consider what to wear. Mark Zuckerberg is the most extreme example. There was a time in my life where I just wore white/blue oxford shirts Uniqlo airism undershirt black/darkgreen/darkblue athleisure pants and sneakers. Spent [--] brainpower on thinking about what to wear unless I went on a date" [X Link](https://x.com/compoundersEX/status/1757435386052444440) 2024-02-13T16:03Z [---] followers, [---] engagements "The MOST undervalued amusement operator in the US is #Round1 (TYO 4680). @Round1_official trades at 6.6x FY2027 EV/FCFF and 4.6x FY2027 EV/EBIT. MCap: [---] bn yen (1.1 bn USD) Debt: [--] bn yen Cash/Equivalent: [--] bn yen Net Cash: [--] bn yen EV: [---] bn yen (1 bn USD) Div yield: 2% (growing) FY2024: 11x EV/FCFF 6.4x EV/EBIT [--] Tweets about it (600 yen assumed) @Round1USA operates 150+ (growing) amusement centers (arcade crane games bowling KTV Spo-Cha) in Japan US and China. Round1 is a long term compounder with lots of room to open stores in the US and other countries See link in bio for quick" [X Link](https://x.com/compoundersEX/status/1759666950517760472) 2024-02-19T19:51Z [---] followers, [----] engagements "1/The company's significant recent investment involves converting stores in Japan into "Giga Crane Game" (GCG) stores and in the US into "Mega Crane Zone" stores. In Japan non-GCG stores typically have [--] crane games but those converted are upgraded to an average of [---] crane games. Crane games demonstrate attractive unit economics with a 40% sales increase observed in stores converted to GCG stores in FY03/2023 compared to before remodeling. There's a noticeable trend: stores experience increased sales when they incorporate more crane games into their amusement equipment mix. The marginal" [X Link](https://x.com/compoundersEX/status/1759668363889156440) 2024-02-19T19:56Z [---] followers, [---] engagements "6/Based on scenario [--] (no new store openings which is highly unlikely please see the scenario analysis in my quick pitch linked in bio to understand why I'm isolating for scenario 1) the company is trading at 7.4x FY2027 P/FCFE 6.6x FY2027 EV/FCFF and 4.6x FY2027 EV/EBIT while having many avenues for continued growth: -Continued US regular and stadium store openings. -New US small-format amusement-focused stores. According to Shared Research the company revised the former guidance of 80-100 stores to 150-200 store openings -Small-factor crane game store expansion domestically in Japan" [X Link](https://x.com/compoundersEX/status/1759671000831230282) 2024-02-19T20:07Z [---] followers, [--] engagements "2/The completion of finance leases related to crane game machines after [--] years is the main pillar of my investment thesis and one that is going unnoticed by the market. The company finances the acquisition of these crane games through finance leases. These finance leases last [--] years and the crane games have a useful life of [----] years (avg. [----] years). Hence current-year profitability is depressed due to the accelerated depreciation of finance leases that match the lease term. By [----] a majority of the finance leases will be fully depreciated and FCF and operating margins will increase" [X Link](https://x.com/compoundersEX/status/1759674310615282061) 2024-02-19T20:20Z [---] followers, [---] engagements "7/Why is this not a value trap -R1 is not a value trap because cash can be used for store openings. -The company paid an annual dividend of [----] yen per share from FY2017 to FY2022 which was increased to [--] yen per share in FY2023. In FY2024 the company raised its quarterly dividend twice: initially to [---] yen per share at the beginning of the fiscal year and subsequently to [---] yen per share in Q3 FY2024 amounting to an annual dividend of [--] yen per share and a 2.5% dividend yield. -The company has conducted opportunistic buybacks over several years notably repurchasing [---] million shares in" [X Link](https://x.com/compoundersEX/status/1759677139761422618) 2024-02-19T20:31Z [---] followers, [---] engagements "8/For the full quick pitch completely FREE see link in bio. Do you feel like you don't understand arcade/crane games/amusement centers Read a follow-up post I made on R1 explaining the business economics of crane games and video arcade games. See link in bio" [X Link](https://x.com/compoundersEX/status/1759678938157294040) 2024-02-19T20:38Z [---] followers, [---] engagements "Did some market research today. Went to @TheRecRoomCa basically Canada's version of $BOWL or $PLAY. I wanted to figure out if #Round1 were to expand into Canada how they would compete with local competition. Here are my key takeaways: 1/The Rec Room being owned by $CGX (TSE) Cineplex arcade credits are seamlessly linked to your scene rewards/account. Scene members receive a discount on arcade credits incentivizing member sign ups. In addition Scene rewards is linked to Scotiabank Scene rewards credit card- targeted towards young adults. This rewards program is a competitive advantage vs" [X Link](https://x.com/compoundersEX/status/1760456394166440021) 2024-02-22T00:08Z [---] followers, [---] engagements "@NyanCatpital Go to Moses the Jeweler and get yourself a rollie" [X Link](https://x.com/compoundersEX/status/1773621338374127813) 2024-03-29T08:00Z [---] followers, [---] engagements "#Coffee is like a #turbocharger power just kicks in. #Tea is like a #supercharger nice low end torque smooth and predictable. Tea is underrated" [X Link](https://x.com/compoundersEX/status/1776616325315530883) 2024-04-06T14:21Z [---] followers, [---] engagements "@LiqLadLeverage Who is this quote from" [X Link](https://x.com/compoundersEX/status/1776743376001622139) 2024-04-06T22:46Z [---] followers, [--] engagements "Going through the list of prizes offered by SK Japan and found #SouthPark I didn't know ppl in Japan watched South Park. I'm just imagining Eric Cartman going: Okaaaaa sannnnnnn BIG() https://www.sk-japan.co.jp/charatoru/chara/southpark/amgoods-43197 https://www.sk-japan.co.jp/charatoru/chara/southpark/amgoods-43197" [X Link](https://x.com/compoundersEX/status/1776899606166859837) 2024-04-07T09:07Z [---] followers, [---] engagements "@DreamDividend You wouldn't have this problem if you got a Toyota/Lexus" [X Link](https://x.com/compoundersEX/status/1776901024802074872) 2024-04-07T09:13Z [---] followers, [--] engagements "@DaBao_ @IggyOnInvesting Exercise in the morning and get [--] mins of sunlight. Great for energy Except I'm guilty of not taking my own advice" [X Link](https://x.com/compoundersEX/status/1776937182118473984) 2024-04-07T11:36Z [---] followers, [--] engagements "The key thing is that when ppl go on tilt they can lose a lot. This is possible in the west. You lose your job/get divorced drink at the casino and make a stupid impulsive decision. If your max loss is [--] an hour it's very hard to make a impulsive decision that can make you lose a lot. You need to play [---] hours to lose 6K. If you pull a [--] hour session hopefully fatigue will snap u out of things" [X Link](https://x.com/compoundersEX/status/1777854014727848189) 2024-04-10T00:20Z [---] followers, [--] engagements "Yeah if you had a net worth of $5k maybe. At that point you might as well just buy BTC. And yes Baccarat has the lowest house edge so all the VIP gambling rooms are filled with Baccarat because its the closest thing to a coin flip. Ppl don't notice they are giving away the house edge given how close the outcomes are perceived. Ppl can play for a lot of money at Baccarat but money laundering is more closely monitored in Macau now" [X Link](https://x.com/compoundersEX/status/1777861008490676621) 2024-04-10T00:47Z [---] followers, [--] engagements "@NyanCatpital @david_katunaric Sounds like the ultimate FU card. I don't recall seeing this card by the time I quit. Sounds useful in a Stun Deck with ThunderKing Rai-Oh" [X Link](https://x.com/compoundersEX/status/1777943754193899526) 2024-04-10T06:16Z [---] followers, [--] engagements "@Invesquotes A rolex is a luxury timepiece that functions as a status symbol. A rolex does not compete on function accuracy or the material used to construct it. Apple watch or smart watches in general are a tool/gadget. It's like comparing a Tesla Model [--] with a Ferrari" [X Link](https://x.com/compoundersEX/status/1784652167846183247) 2024-04-28T18:33Z [---] followers, [---] engagements "@MikeFritzell This is my kind of market research and due diligence haha" [X Link](https://x.com/compoundersEX/status/1784889063197294632) 2024-04-29T10:14Z [---] followers, [---] engagements "Go at ur own pace. Consistency and repetition is key Ppl talk about hacks or working smart. Put in the work first then realize what's not working then work smart. Do a monthly review of ur process and that's likely enough. Most ppl figure out all these tips and tricks but don't put in the work. Ur essentially the rabbit that never crosses the finish line" [X Link](https://x.com/compoundersEX/status/1785004564367990796) 2024-04-29T17:53Z [---] followers, [--] engagements "@ianbuildswealth My trip to Japan Seiko presage mechanical watch my ASUS 4k monitors. I tend to make informed decisions so when I spend money it's likely that it'll be worth it" [X Link](https://x.com/compoundersEX/status/1785357636936052991) 2024-04-30T17:16Z [---] followers, [---] engagements "Where I'm from Vancouver you wouldn't be able to tell the difference in spending habits between a white girl and a white-washed Asian girl. I feel girls in general don't change their spending habits that easily. I've dated girls who are willing to spend their entire pay cheque. Concept of saving does not exist. Justification for buying an expensive handbag; it's an investment or that's just 2/3 months of saving. Justification for buying anything really: it's cuz I deserve it" [X Link](https://x.com/compoundersEX/status/1785797102326661596) 2024-05-01T22:23Z [---] followers, [---] engagements "2024 Berkshire Hathaway Annual Meeting $BRK Time stamped exactly when the meeting starts. The meeting starts off by paying homage to Charlie Munger a must-watch. https://www.youtube.com/live/X3wLdzddRtIsi=vMq8t1BBwIQg_t2e&t=1857 https://www.youtube.com/live/X3wLdzddRtIsi=vMq8t1BBwIQg_t2e&t=1857" [X Link](https://x.com/compoundersEX/status/1786866104587137166) 2024-05-04T21:10Z [---] followers, [---] engagements "@MikeFritzell This is smart I'm gonna have to copy this" [X Link](https://x.com/compoundersEX/status/1787184381930729688) 2024-05-05T18:15Z [---] followers, [--] engagements "@IrrationalMrkts So clearly ur playing 5D chess to get ppl to interact and get views but I'll indulge in ur game. I don't know anyone who just looks at revenue growth as a single metric. It's almost always coupled with an analysis of operating leverage" [X Link](https://x.com/compoundersEX/status/1788311783025123455) 2024-05-08T20:55Z [---] followers, [---] engagements "@TheRealDavey2 Try introducing your new Toyota or Mazda to a girl you just met as a luxury car you'll be laughed at. This tax makes no sense. Is it cuz they went above a certain MSRP" [X Link](https://x.com/compoundersEX/status/1790344570783601001) 2024-05-14T11:33Z [---] followers, [---] engagements "Damn people are willing to dish out 2k CAD for a luxury anime figurine" [X Link](https://x.com/compoundersEX/status/1791649272909447230) 2024-05-18T01:57Z [---] followers, [---] engagements "@StockMarketNerd SK Japan (7608): [---] yen per share MCap: 7bn yen (46 mm USD) No debt Net Cash=3.5bn yen EV: 3.6bn yen P/E: 9.4x EV/EBIT: 3.6x 30-100% upside in 1-1.5 years Link in bio for explanation of catalyst" [X Link](https://x.com/compoundersEX/status/1792351618379428116) 2024-05-20T00:28Z [---] followers, [---] engagements "What is the smallest amount of money you've made that made you feel the happiest Some people feel immense joy when they receive a notification about the dividend income they just earned even if it's just a few dollars. For me getting my very first paid subscriber notification from Substack was my happiest moment. It was the happiest $50 bucks I've ever made in my life. I literally let out a giant smile😁 On a happiness per dollar earned scale it is unparalleled. What's yours" [X Link](https://x.com/compoundersEX/status/1792603491204284564) 2024-05-20T17:09Z [---] followers, [----] engagements "My man loves his fashion If you find an Issey Miyake homme plisse pants for cents on the dollar lemme know For me it's when my patience pays off at Uniqlo. I almost never pay the sticker price for anything at Uniqlo. You can wait until the item becomes a limited price offering to save $10 or take the risky move like me and wait for it to go on sale and save $20-$40. Hack: Uniqlo seems to not be selling out of their anime UT T-shirts as much as they use to so simply add the item to your wishlist and every week check in to see if it's on sale. I saved $30 off their recent Naruto sweaters this" [X Link](https://x.com/compoundersEX/status/1792608650944737349) 2024-05-20T17:29Z [---] followers, [--] engagements "@ReturnsJourney I embezzled red pocket money from my parents from Chinese new year and I used it to buy a PSP-2000 off Craigslist. I modified it myself to play games for free" [X Link](https://x.com/compoundersEX/status/1792614419740139580) 2024-05-20T17:52Z [---] followers, [--] engagements "@dungeoninvest Playing games to understand the business economics my kind of due diligence" [X Link](https://x.com/compoundersEX/status/1792630377988620601) 2024-05-20T18:56Z [---] followers, [--] engagements "@NyanCatpital Speaking of outrapped J Cole straight up violated benny the butcher https://www.youtube.com/watchv=klZNvJArVSE&ab_channel=BennytheButcher https://www.youtube.com/watchv=klZNvJArVSE&ab_channel=BennytheButcher" [X Link](https://x.com/compoundersEX/status/1792645546873692467) 2024-05-20T19:56Z [---] followers, [--] engagements "@Investmentkage But the tailwind of good governance can attract foreign investors which could raise prices so then funds do well so it becomes a sellable product from Japanese financial advisors to their clients" [X Link](https://x.com/compoundersEX/status/1793719868606627906) 2024-05-23T19:05Z [---] followers, [--] engagements "@gunsnrosesgirl3 Depends on if the car speeds up wind resistance when the character jumps in the air. Also looks like a Honda Civic towing a trailer doesn't make sense" [X Link](https://x.com/compoundersEX/status/1794762034493669838) 2024-05-26T16:06Z [---] followers, [---] engagements "I purchase Uniqlo socks when they are on clearance so I end up with diff colours and patterns. I never decide on what socks to wear typically the first pair I can match is the pair I wear that day unless it must match my footwear somehow. I buy my white/grey/black socks from Costco. My feet need as close to 100% cotton as possible so I'm a picky shopper. Banana Republic use to be my go to boxer but after price hikes I have a blend of BR and Uniqlo. Uniqlo UT 100% cotton and UT Airism tshirts are a staple of mine" [X Link](https://x.com/compoundersEX/status/1797340867432493109) 2024-06-02T18:53Z [---] followers, [---] engagements "I'd have to type a lot to answer your question just read my Round1 quick pitch. Link in bio. Reason why Round One shares are up 4680.T https://t.co/x6xCcm9kio Reason why Round One shares are up 4680.T https://t.co/x6xCcm9kio" [X Link](https://x.com/compoundersEX/status/1797509664546193520) 2024-06-03T06:04Z [---] followers, [---] engagements "Shorting Lasertec is a flex. At [-----] yen per share I'm too poor to short Lasertec. We are short Lasertec Corp (TSE:6920) $6920 one of the largest corporate frauds in Japanese history ($23B market cap) and easily the largest outright fraud in the world by average daily volume. [---] page presentation now live in English and Japanese at https://t.co/Osxq0mAPTd: https://t.co/R438xU12rn We are short Lasertec Corp (TSE:6920) $6920 one of the largest corporate frauds in Japanese history ($23B market cap) and easily the largest outright fraud in the world by average daily volume. [---] page" [X Link](https://x.com/compoundersEX/status/1798603205703811268) 2024-06-06T06:29Z [----] followers, [---] engagements "@Investmentkage Toyota Corolla is too specific: Simply any highly reliable low maintenance durable and fuel efficient vehicle. Toyota takes the market share for the above description" [X Link](https://x.com/compoundersEX/status/1800085273159868489) 2024-06-10T08:39Z [---] followers, [--] engagements "@MillionsWithMe Peloton. Literally every time I go to the mall there is no one inside" [X Link](https://x.com/compoundersEX/status/1804468028354240823) 2024-06-22T10:54Z [---] followers, [--] engagements "@joinyellowbrick @cluelessfund @LeahiCapital @Restructuring__ @charlesbonnerjr @TMTMoats Thanks Connor @joinyellowbrick for the mention as always" [X Link](https://x.com/compoundersEX/status/1805448073365307811) 2024-06-25T03:48Z [---] followers, [--] engagements "I thought about its "cheap" valuation in relation to how "cheap" other Japanese stocks can get but ultimately the company still benefits from an anime tailwind. In the beginning I thought of waiting until 850-900 yen per share to buy but it could just take off before getting to this price. I am willing to pay a little premium for the anime tailwind. So the cheapness we see in logistics companies in JP likely won't carry over to anime tailwind stocks was my thought process" [X Link](https://x.com/compoundersEX/status/1805960556186423300) 2024-06-26T13:45Z [---] followers, [--] engagements "The value/$ spent at Uniqlo is unmatched. The stitching the durability and the quality for the price are simply unrivaled. If u walk into your local h&m American eagle or any more economical brand the stitching is complete garbage. Certain pieces from Banana Republic outlet sometimes have good value/$. Small things like reinforcing the pocket square with extra stitching pattern where pressure is likely applied. I did buy a pair of cargo pants from Uniqlo where it ripped near the back pocket seam. The material there is quite thin this was an oversight on their part on not using more durable" [X Link](https://x.com/compoundersEX/status/1807657318336872873) 2024-07-01T06:07Z [---] followers, [--] engagements "@MikeFritzell There are a few youtube channels that do shorts where they ask the Chinese factory what their MOQ and FOB are for clothes made for Balenciaga Versace etc. It's usually 5-20% the retail price" [X Link](https://x.com/compoundersEX/status/1807658443668623576) 2024-07-01T06:12Z [---] followers, [---] engagements "It's funny I felt way less pain than others cuz I went into dry powder mode at the start of the three day downturn. Now I'm deciding how aggressively I want to hit the buy button. I do feel we could be in for a ride. On one end things have already entered bargain territory it's whether market wants to enter super bargain territory" [X Link](https://x.com/compoundersEX/status/1820345185655771498) 2024-08-05T06:24Z [---] followers, [--] engagements "My local gamestop has an entire row dedicated to #FURYU (6238) Before you would mainly only see Bandai namco figurines. Bandai is still the majority but I'll keep an eye out on every gamestop I step into in Canada. Stock pitch on Furyu in bio. @dungeoninvest @animenomicsnews @AltayCapital" [X Link](https://x.com/compoundersEX/status/1820974104788480070) 2024-08-07T00:03Z [---] followers, [---] engagements "A trend I've noticed lately older men dominating in physical activities/sports even though they are way past their prime: -Lebron dominating basketball at age [--] -Hong [--] korean bboy won his third Red Bull BC One at age [--] -Mijain Lopez won his 5th gold medal in [--] consecutive olympics in a row" [X Link](https://x.com/compoundersEX/status/1822547545492787468) 2024-08-11T08:16Z [---] followers, [---] engagements "4) Standing comfort -The pressure mats (I got mine from Ikea but you can get them anywhere) allow you to stand more comfortably and for longer. -If your feet get sweaty in sandals then they'll likely get sweaty on the pressure mat. I found that bath mats solve this issue. Just make sure to clean them" [X Link](https://x.com/compoundersEX/status/1823272656474632650) 2024-08-13T08:17Z [---] followers, [---] engagements "5) Other -Lots of desk real estate: my monitor stands allow me to tuck in my full-sized keyboard when it's not in use. This allows me to use my desk to do other things. -The IKEA Idasen has a very strong table motor despite having so much heavy stuff on my desk it never fails to move the desk up or down. I've had it for [--] years now. There are reviews saying the motor can fail but IKEA is pretty generous with their [--] year limited warranty. The motor does pulse sometimes meaning it'll go up stop continue going up stop - which is kinda annoying but maybe newer versions have solved this" [X Link](https://x.com/compoundersEX/status/1823272992652296195) 2024-08-13T08:18Z [---] followers, [---] engagements "This is an interesting seller strategy I saw today. Maybe this is common but my first time seeing this. For a very illiquid stock where there is only [--] major seller. The seller does what I call an "anchor" sale. Say the bid/ask is [-----] and [-----]. The seller has a 1k shares at [-----]. The bidder has say [---] shares at [-----]. The seller will purposely sell them [--] shares. This keeps the tranche partially filled but keeps the tranche there unless the bidder increases the bid. It screws with you cuz only $100 worth of stock got filled and you have $1 of say trading fees. The next buyer sees this" [X Link](https://x.com/compoundersEX/status/1823678711620886900) 2024-08-14T11:11Z [---] followers, [---] engagements "@MikeFritzell I don't eat breakfast coffee [--] mins after waking light lunch (sometimes skip if busy and can't risk food coma) heavy dinner. And my guilty pleasure is fried chicken with beer on Friday. Looks like I won't live as long. Do they nap Where was this btw" [X Link](https://x.com/compoundersEX/status/1834555940059926588) 2024-09-13T11:33Z [---] followers, [---] engagements "@Investmentkage Buy 3/4 years used a lot of the depreciation goes away and if u plan on driving long term annual depreciation is much lower. You can buy a larger Toyota this way. Like a Rav4. Corolla Cross (not sure if this has more space)" [X Link](https://x.com/compoundersEX/status/1834559660218835300) 2024-09-13T11:48Z [---] followers, [--] engagements "You need to divide that market size by the number of participants (OF models/NBA players). There are far less NBA pros. The combined payroll of employees that work a minimum wage job globally might be higher than the combined payroll of NBA which makes the above comparison absolutely meaningless" [X Link](https://x.com/compoundersEX/status/1834560451218395243) 2024-09-13T11:51Z [---] followers, [----] engagements "Trying to download historical price data from Yahoo Finance not working is it working for anyone" [X Link](https://x.com/compoundersEX/status/1835672945546653895) 2024-09-16T13:31Z [---] followers, [---] engagements "@MikeFritzell The error code said not logged in I created an account but still didn't work" [X Link](https://x.com/compoundersEX/status/1835681583489241337) 2024-09-16T14:06Z [---] followers, [---] engagements "Holy no one told me these custom prebuilt custom keyboards are this good. I got a @KeychronMK V6 Max with Gateron Jupiter banana switches (tactile and relatively silent switch). Here are reasons why you should purchase a custom prebuilt keyboard: *Not sponsored although I wish I was" [X Link](https://x.com/compoundersEX/status/1840624877520441506) 2024-09-30T05:29Z [---] followers, [---] engagements "A stock pitch outside of Japan What have u done to Continuous Compounding AGF Management Limited (AGF.B-TSX) Undervalued Canadian investment management company. Trades at $10.16 with $4.72 of LT investments on its BS. Trades severely below comps. 30-120% upside TLDR Valuation: *$10.16 share price MCap: [---] million (mm) CAD Net Cash: 21mm EV: [---] mm LT investments: 314mm or $4.72 per share 4.5% div yield. Continuous share buybacks. Multiples excl. LT investments 2024E 5.0x EV/EBIT 2024E 4.8x EV/EBITDA 2024E 6.6x EV/FCFF Multiples incl. LT investments 2024E 2.6x EV/EBIT 2024E 2.5x EV/EBITDA" [X Link](https://x.com/compoundersEX/status/1842103297186136136) 2024-10-04T07:23Z [---] followers, [----] engagements "@Slowlearnerr And then u have to wait in line. Does the new Bruno mars song play in store now" [X Link](https://x.com/compoundersEX/status/1842148740892918171) 2024-10-04T10:24Z [---] followers, [--] engagements "2 more followers until [---] can I hit [----] by the end of the year😭 For my JP investing fans don't worry I have a JP stock pitch in the oven right now. The stock starts with F if anyone wants to guess what stock it is. Winner gets comped [--] months paid sub [--] guess per person/account" [X Link](https://x.com/compoundersEX/status/1842483622613569772) 2024-10-05T08:35Z [---] followers, [---] engagements "@Slowlearnerr That's hilarious do they have a bruno mars figurine Press a button and it dances and sings" [X Link](https://x.com/compoundersEX/status/1842488302655394184) 2024-10-05T08:53Z [---] followers, [---] engagements "@ValueInvestJpn Why lower allocation in Japan" [X Link](https://x.com/compoundersEX/status/1844616819681763431) 2024-10-11T05:51Z [---] followers, [---] engagements "Yahoo Finance is thinking of making us pay for data now. Has anyone been able to figure out how to download the price data on yahoo finance Are there good alternatives" [X Link](https://x.com/compoundersEX/status/1844639607021056335) 2024-10-11T07:22Z [---] followers, [---] engagements "@StealthQE4 Did some quick due diligence. B is iamsydneythomas on IG. Give me a follow for similar due diligence but applied to undervalued stocks" [X Link](https://x.com/compoundersEX/status/1845511789624414566) 2024-10-13T17:07Z [---] followers, [--] engagements "@puppyeh1 The tax alone is what I would spend for my shirts at Uniqlo. Glad you are enjoying the fruits of your labour" [X Link](https://x.com/compoundersEX/status/1846003129114153269) 2024-10-15T01:40Z [---] followers, [---] engagements "@BitMoreLeverage Please offer your findings I dove into their [----] annual reports until recent to find acquisition data and have some important insights. Can DM me as well on here or ss" [X Link](https://x.com/CompoundingUp/status/1847395517506208000) 2024-10-18T21:53Z [----] followers, [--] engagements "Came across [--] interesting write ups on #Takeuchi (6432 -TYO) by @eferbre and @Govro12. @eferbre breaks down the fundamentals in a deep dive. @Govro12 compares Takeuchi to its competitor #Kubota (6326) and provides update on latest quarter results. Takeuchi is the pioneer and manufacturer of the world's first compact hydraulic excavators and track loaders. Used in residential road and infrastructure construction projects. Beneficiary of increased housing starts and infrastructure spending. Why you should care: Takeuchi has lots of potential to grow revenue through international revenue growth." [X Link](https://x.com/CompoundingUp/status/1847696976772813273) 2024-10-19T17:51Z [----] followers, [----] engagements "Some follow up questions: How come sales in China and Japan are so low despite having a manufacturing plants there How can [----] expand market share in the US Japan Europe China and rest of Asia What is the capacity of the North Carolina facility What customers buy and what customers rent Takeuchi equipment What is the useful life of an excavator and track loader What do the after sales maintenance and repair services look like Where do construction companies send their broken Takeuchi for repair Is their product similar to Toyota: high quality low maintenance cost durable How do their" [X Link](https://x.com/CompoundingUp/status/1847697860567126355) 2024-10-19T17:54Z [----] followers, [---] engagements "@knowclarified Show up to dates in a Toyota Camry/Corolla" [X Link](https://x.com/CompoundingUp/status/1847875707021774895) 2024-10-20T05:41Z [----] followers, [--] engagements "I know nothing about Yanmar but what is preventing Yanmar from outcompeting Takeuchi on a global stage as well How come Yanmar could make Takeuchi basically obsolete domestically but give it opportunity to flourish internationally Or is there just enough pizza to pass around internationally Is there a potential narrative where Takeuchi could re-enter the domestic market I don't see why they couldn't Or is it because Yanmar and Kubota supply engines to Takeuchi so if you want to maintain this healthy relationship you better not compete with us domestically If this is the case could Takeuchi" [X Link](https://x.com/CompoundingUp/status/1847906179051315227) 2024-10-20T07:42Z [----] followers, [---] engagements "@Secrets4stocks @knowclarified That's a major difference. I know someone with a new Toyota Supra but purposely takes the Toyota camry on dates" [X Link](https://x.com/CompoundingUp/status/1848163368416546828) 2024-10-21T00:44Z [----] followers, [--] engagements "I calculate my net worth literally around the 15th and 30th of each month. I have a few credit cards I have to pay so I schedule payments on those dates. I created my own balance sheet of all my assets and liabilities. It really keeps me grounded on my compounding journey and prevents me from overspending. I'm probably too extreme but I think if u review it every [--] months thats a good amount. Knowing exactly where you are at financially helps to relieve a lot of financial pressure. My friend calls this lifestyle creep. I try to review my monthly expenses at least once a year and I always find" [X Link](https://x.com/CompoundingUp/status/1848165355006665188) 2024-10-21T00:52Z [----] followers, [----] engagements "@Secrets4stocks @knowclarified I feel u not full JDM. How I see it is BMW with Toyota reliability. Exterior still very JDM styling. Yes engine is BMW but a lot of retro cars can only be released from JV. I'll take what I can get. Also really like GR 86" [X Link](https://x.com/CompoundingUp/status/1848271256027906355) 2024-10-21T07:53Z [----] followers, [--] engagements "@Secrets4stocks @knowclarified That cad is a real gem. They never recouped their investment on that car purely used for R&D on carbon fiber. Great collectors car. My dream car is the r35 gtr nismo edition" [X Link](https://x.com/CompoundingUp/status/1848274559096746275) 2024-10-21T08:06Z [----] followers, [--] engagements "@Secrets4stocks If I go ill easily drop 5-7k. The impulsive side says hell yes. The financially responsible side says:" [X Link](https://x.com/CompoundingUp/status/1849173701855699045) 2024-10-23T19:39Z [----] followers, [--] engagements "@JapanDeepValue1 @johnkmason I'll be the first to like your post. I don't mind reading the old one in the mean time if you have it" [X Link](https://x.com/CompoundingUp/status/1849328916508422514) 2024-10-24T05:55Z [----] followers, [---] engagements "@Secrets4stocks Han's labour ain't cheap he's gonna make me stay to repay my debt" [X Link](https://x.com/CompoundingUp/status/1849365454684623014) 2024-10-24T08:20Z [----] followers, [---] engagements "Technically its from Xiaomi (small rice) Mijia (rice family) is simply a product line for the home. Actually Haier can be sold in the US. Haier also owns GE Appliances. The company spends around 1.4bn USD in R&D a year so if this function is demanded by users the best bet is it goes to the US via Haier or through its other international brands. 🚨 Attention Please: Chinese Washing Machine maker Mijia just came out with a Washing Machine that features an additional compartment for underwear. This type of Chinese innovation should be nipped in the bud. As I publish this I fully expect Raimondo" [X Link](https://x.com/CompoundingUp/status/1849747765829697601) 2024-10-25T09:40Z [----] followers, [---] engagements "NOOOOOOOOOOOOOOOOOOOOOOOOOOOO I use Kaijinet to manually calculate EV and look at English translated financial statements. It's an essential part of my process. Any good substitutes that offer as close to primary source data as possible" [X Link](https://x.com/CompoundingUp/status/1849963450384138280) 2024-10-25T23:57Z [----] followers, [----] engagements "@frontlinewalker @MikeFritzell Damn I need them to be as accurate as possible. Of course I can use the company's ir website but some company's only report in JP what made kaijinet so convenient was even exclusively jp reporting companies had eng translations" [X Link](https://x.com/CompoundingUp/status/1850051465714467329) 2024-10-26T05:46Z [----] followers, [--] engagements "@MikeFritzell Just checked TIKR I can't see financial statements in free version. That function is locked" [X Link](https://x.com/CompoundingUp/status/1850326428069548265) 2024-10-26T23:59Z [----] followers, [---] engagements "@ArenaManCapital @MikeFritzell Yep just did some due diligence they are induction heated and pressure cook the rice at [--] psi so cooks a lot faster. So yeah the result is more evenly cooked rice than traditional bottom heated" [X Link](https://x.com/CompoundingUp/status/1851129761273430364) 2024-10-29T05:11Z [----] followers, [--] engagements "@EastAsiaStocks I am incentivized to say no given I like paying less. But it just feels unfair. On the flip side if a tourist came to my city in Canada I don't think they should have to pay more either" [X Link](https://x.com/CompoundingUp/status/1851212237962449125) 2024-10-29T10:39Z [----] followers, [--] engagements "Fellow investors who enjoy anime I highly recommend watching "March Comes in Like a Lion." It's a story about a professional shogi player who became pro in high school. It shares the following parallels to investing: 1) You are in constant competition with yourself to get better 2) You are often in isolation in order to improve 3) Sacrifices have to be made to become the best Also after watching the anime you'll want to play Shogi It's surprisingly really fun The game mechanic I really like that Chess and Chinese Chess don't have is that once you capture an opponent's piece you can use it as" [X Link](https://x.com/compoundersEX/status/1852993306856435929) 2024-11-03T08:36Z [---] followers, [---] engagements "What are animes you have watched that share similarities to investing" [X Link](https://x.com/compoundersEX/status/1852993828002930931) 2024-11-03T08:38Z [---] followers, [---] engagements "Great question not something I considered yet. I'll aim for you to win the tournament in 1.5-2hrs. I mean u can obviously bust out in less time. How much time would u like it to last What time would u like the event to take place What day of the week are u typically available" [X Link](https://x.com/CompoundingUp/status/1853433635652988939) 2024-11-04T13:46Z [----] followers, [---] engagements "I may or may not have jailbroken an iPod touch and installed custom firmware on my PSP. When I was younger I used to live for little hacking projects like this. They used to publish a magazine Make Magazine dedicated to this stuff. I was too young to afford a magazine subscription. Now that I can afford it the luster has gone. But I still smile when I see this When I was younger I used to live for little hacking projects like this. They used to publish a magazine Make Magazine dedicated to this stuff. I was too young to afford a magazine subscription. Now that I can afford it the luster has" [X Link](https://x.com/compoundersEX/status/1853483051134943388) 2024-11-04T17:02Z [---] followers, [---] engagements "@dungeoninvest @AltayCapital" [X Link](https://x.com/compoundersEX/status/1854145005063164275) 2024-11-06T12:53Z [---] followers, [---] engagements "@ReturnsJourney You should turn it into a meme short on tiktok" [X Link](https://x.com/compoundersEX/status/1856443697698885763) 2024-11-12T21:07Z [---] followers, [--] engagements "Why is Jake Paul a favourite in this fight" [X Link](https://x.com/compoundersEX/status/1856821866461368777) 2024-11-13T22:10Z [---] followers, [---] engagements "I've lost count of how many times my ass cheeks have been stretched by $BABA at this point I question whether I enjoy the abuse WHAT IS WRONG WITH YOU GUYS SORRY TO SAY BUT $BABA DESERVES BETTER PROBABLY JUST WASHING OUT THE WEAK HANDS BEFORE GOING HIGHER ENJOY YOUR WEEKEND 😘 https://t.co/xgoM6T4WO0 WHAT IS WRONG WITH YOU GUYS SORRY TO SAY BUT $BABA DESERVES BETTER PROBABLY JUST WASHING OUT THE WEAK HANDS BEFORE GOING HIGHER ENJOY YOUR WEEKEND 😘 https://t.co/xgoM6T4WO0" [X Link](https://x.com/compoundersEX/status/1857574658570334609) 2024-11-16T00:01Z [---] followers, [---] engagements "@katakana_kurisu Thank you I'll probably release a poll for ppl to vote on times and pick the time that matches the most ppl" [X Link](https://x.com/compoundersEX/status/1858110137971740751) 2024-11-17T11:29Z [---] followers, [--] engagements "2 reasons: -On 11/14/2024 (Q2 results) the company completely revised their FY2025 forecast which state basically breakeven profitability for the year -and stated that they would have to wait until Q3 to release a revised medium-term plan. -This is also on the growth section as well Given a lot of the shares are owned by the founder probably a lot of weak hands in the float as well" [X Link](https://x.com/compoundersEX/status/1858410582543880443) 2024-11-18T07:23Z [---] followers, [--] engagements "I asked my software dev friend about criware because growing up if you load up a PS2 game or a lot of diff games you'll find a criware logo on it. They are essentially middleware offering audio sound effects for game devs to use. According to my friend gaming engines like unity or unreal engine have their own internal audio effects build it which rivals if not better than criware. Typically the middleware within a game engine is the go-to. The things they note as "proprietary" like compression and speed aren't all that much of a selling point. So essentially the sense that I get is that" [X Link](https://x.com/compoundersEX/status/1858419319027425485) 2024-11-18T07:57Z [---] followers, [--] engagements "This deserves way more attention wtf WHY IS PEI PA KOA worth ONLY 250M https://t.co/8qLvZIhKm0 wtf WHY IS PEI PA KOA worth ONLY 250M https://t.co/8qLvZIhKm0" [X Link](https://x.com/compoundersEX/status/1858654964773753218) 2024-11-18T23:34Z [---] followers, [---] engagements "@katakana_kurisu Can u use interactive brokers IBKR" [X Link](https://x.com/compoundersEX/status/1858673991273316759) 2024-11-19T00:49Z [---] followers, [--] engagements "@CatNyanpital I'd probably attempt this with watches but might accidently exit a store actually buying it lol Currently barely know any Japanese gotta keep studying" [X Link](https://x.com/compoundersEX/status/1858977766055833609) 2024-11-19T20:56Z [---] followers, [--] engagements "Day [--] of "7 Day Quick Stock Pitch Challenge" Every day for the next [--] days I will post about [--] stock that looks undervalued on the surface and tweet about it. Purely for idea-gen purposes. Day 5: Fast Fitness Japan (TYO-7092) Owns the master franchise rights to Anytime Fitness a [--] hr gym in Japan and Germany. Operates [---] directly owned stores (16%) and oversees [---] franchise clubs (84%) in Japan. Manned for [--] hours a day and unmanned for the rest of the day. TLDR Valuation: *1384 yen per share MCap: [----] billion (bn) (170 mm USD) Net Cash: [---] bn EV: [----] bn 3.6% div yield [----] Multiples:" [X Link](https://x.com/compoundersEX/status/1859078328873087249) 2024-11-20T03:36Z [---] followers, [----] engagements "Day [--] of "7 Day Quick Stock Pitch Challenge" Every day for the next [--] days I will post about [--] stock that looks undervalued on the surface and tweet about it. Purely for idea-gen purposes. Day 5: Fast Fitness Japan (TYO-7092) Owns the master franchise rights to Anytime Fitness a [--] hr gym in Japan and Germany. Operates [---] directly owned stores (16%) and oversees [---] franchise clubs (84%) in Japan. Manned for [--] hours a day and unmanned for the rest of the day. TLDR Valuation: *1384 yen per share MCap: [----] billion (bn) (170 mm USD) Net Cash: [---] bn EV: [----] bn 3.6% div yield [----] Multiples:" [X Link](https://x.com/compoundersEX/status/1859080861255385562) 2024-11-20T03:46Z [---] followers, [---] engagements "@ValueInvestJpn I guess that leaves Aston Martin" [X Link](https://x.com/compoundersEX/status/1859192108441391381) 2024-11-20T11:08Z [---] followers, [--] engagements "@CatNyanpital Free return so risk free. Just hassle to return. What things in JP are cheaper than in the west Not sure if ur into street wear back in [----] I saw some colour ways for champion hoodie that I really liked should've copped u don't find them in the west" [X Link](https://x.com/compoundersEX/status/1860180302376943717) 2024-11-23T04:35Z [---] followers, [--] engagements "@MikeFritzell This guy earns over a mill a year and says HK real estate is too exp for him and would rather rent. If it's too exp for him gg for the rest of us. He's probably speaking from an investment standpoint though" [X Link](https://x.com/compoundersEX/status/1860630088930451933) 2024-11-24T10:22Z [---] followers, [---] engagements "Travel vlog for my trip to attend the [----] Berkshire Hathaway Annual meeting will be released in [--] weeks Stay tuned" [X Link](https://x.com/compoundersEX/status/1861025848582942916) 2024-11-25T12:35Z [---] followers, [---] engagements "#WarrenBuffett Nov [--] [----] News Release: "Instead we shared a view that equal opportunity should begin at birth and extreme "look-at-me" styles of living should be legal but not admirable. As a family we have had everything we needed or simply liked but we have not sought enjoyment from the fact that others craved what we had."" [X Link](https://x.com/compoundersEX/status/1861413625111683079) 2024-11-26T14:16Z [---] followers, [---] engagements "@tbonecapital I'll lead the activist campaign on the acquisition. If this works my holding company will be called Kaijinet" [X Link](https://x.com/compoundersEX/status/1864126530861044074) 2024-12-04T01:56Z [----] followers, [---] engagements "@chen_isheng Yoooooo great minds think alike. I buy them in bulk at Costco way cheaper. I haven't had to use them as much recently. Anywhere I go I always back a few tabs with me" [X Link](https://x.com/compoundersEX/status/1864127976377602388) 2024-12-04T02:01Z [----] followers, [--] engagements "My follower base literally went up by exactly 100% in [--] hrs thanks to @blondesnmoney This doesn't seem real to me right now. To celebrate reaching over 1k followers on X and to welcome all my new followers I will be releasing a paid post from the paywall to current free subs and new free subs that subscribe by Friday night Dec 6th. You will receive an exclusive link by email so free subs on Saturday will not be able to see it. Check out the link in my profile and subscribe to not miss out on this exclusive offer" [X Link](https://x.com/compoundersEX/status/1864232123269566933) 2024-12-04T08:55Z [----] followers, [----] engagements "In addition this weekend I will be releasing an "Intro to Continuous Compounding" post so new subs will have an easy-to-navigate overview of all the content I've released. I'm currently brewing up a travel vlog on my [----] trip to Omaha NE to attend the Berkshire Hathaway Annual Meeting. The last meeting where Buffett and Munger were both in attendance" [X Link](https://x.com/compoundersEX/status/1864235558777835617) 2024-12-04T09:09Z [----] followers, [---] engagements "@invertedfragil1 Just a former Japanese website that translates Japanese financial statements into English. A quick way to look at [--] statements without going on the company's website. Also provided english statements for company's that didn't report in English" [X Link](https://x.com/compoundersEX/status/1864483301337215032) 2024-12-05T01:33Z [----] followers, [--] engagements "110 of my [---] new followers 12% of you have subbed to the other place. For the 88% of you who haven't subbed there is [--] day left to take advantage of this special offer To celebrate 1k+ X followers I'm unlocking a paid post for all free subs ($15 value) including new ones who subscribe by Friday Dec 6th. You will receive an exclusive link by email so free subs on Saturday will not be able to see it. Check out the link in my profile and subscribe to not miss out on this exclusive offer. My follower base literally went up by exactly 100% in [--] hrs thanks to @blondesnmoney This doesn't seem real" [X Link](https://x.com/compoundersEX/status/1864893390699270170) 2024-12-06T04:43Z [----] followers, [----] engagements "In addition this weekend I will be releasing an "Intro to Continuous Compounding" post so new subs will have an easy-to-navigate overview of all the content I've released. I'm currently brewing up a travel vlog on my [----] trip to Omaha NE to attend the Berkshire Hathaway Annual Meeting. The last meeting where Buffett and Munger were both in attendance" [X Link](https://x.com/compoundersEX/status/1864894774978974080) 2024-12-06T04:48Z [----] followers, [---] engagements "Day [--] of the #berkshirehathaway travel vlog will be uploaded later today in the afternoon. Watch me eat at Warren Buffett's favorite steakhouse Gorat's Steakhouse and visit #warrenbuffett's house in Omaha. See link in bio to subscribe" [X Link](https://x.com/compoundersEX/status/1867538957472522740) 2024-12-13T11:55Z [----] followers, [---] engagements "The first time I was in Japan in [----] I just travelled from Tokyo to Osaka. I got to my Airbnb a bit late and was hungry af. I just filtered by highest rated restaurants and picked the first one with decent pics. Found a [---] star mom and pop restaurant that was super close. I enter and sit down and get handed an all-Japanese handwritten menu. None of the servers or owners knew English. Google Translate's live translation function doesn't work on handwritten JP cuz it had too much calligraphy swagger Good thing I know Chinese and I have a Samsung Note so I whipped out the S Pen and started" [X Link](https://x.com/compoundersEX/status/1867663614183977257) 2024-12-13T20:11Z [----] followers, [----] engagements "What else is in the combo besides gyudon I like watching jdm car vids. There was this underground racer who essentially spends a lot of money on his cars and high quality street racing tires. They asked how do u afford all this He's like i just eat at yoshinoya or not spend much money on food" [X Link](https://x.com/compoundersEX/status/1867906103851593876) 2024-12-14T12:14Z [----] followers, [---] engagements "@ValueInvestJpn When I was studying Shinoken Group a lot of elder care is done by employees trained and hired from Malaysia" [X Link](https://x.com/compoundersEX/status/1869801519253729480) 2024-12-19T17:46Z [----] followers, [--] engagements "@blondesnmoney I like my ladies to be delisted once my order is filled. Extremely low historical volume. Illiquid" [X Link](https://x.com/compoundersEX/status/1869857003599966302) 2024-12-19T21:27Z [----] followers, [---] engagements "This is not Dave Ramsey approved. The thing people don't understand is that if you are a financial wizard debt is your friend. I'll admit I take advantage of cheap balance transfer (BT) fees on credit cards of 1-2% for [--] months to [--] year with 0% APR and park it in a savings account for 5%+. Here is checklist of things you must do to not get screwed: [--]. Ensure the credit card balance is [--] and there are no pending transactions. You can call in to confirm this. [--]. Pay the balance transfer fee immediately after the transaction is processed. [--]. Set automatic monthly payments to the card 8-10" [X Link](https://x.com/compoundersEX/status/1870164507567501554) 2024-12-20T17:48Z [----] followers, [---] engagements "I think it depends on your shoulder width and body type. A person with wider shoulders will look better in baggier clothes. Fashion trends have circled back to early 2000s where baggier clothes are more popular now. Knowing how baggy to go and what articles of clothing to style it with are also important" [X Link](https://x.com/compoundersEX/status/1870319113106817408) 2024-12-21T04:03Z [----] followers, [---] engagements "I got gifted a $300+ wallet a while ago. Never really used it cuz of how exp it is - I would feel bad if I accidentally damaged it. I prefer to use my old leather Hugo Boss wallet that is my beater wallet. There are some minor holes in the crease area. But the leather feels so nice and soft. My credit cards slide in and out perfectly. My $300+ wallet is nice but cards are a very tight fit. Not sure if it needs a break-in period. More stylefunction. Plus I enjoy not having to be careful with my beater wallet. I don't care if my keys scratch it. I just throw it in with everything else in my" [X Link](https://x.com/compoundersEX/status/1870352876935237713) 2024-12-21T06:17Z [----] followers, [---] engagements "@blondesnmoney I mean if that happens you'll bounce back with another 100% gain by the end of the year" [X Link](https://x.com/compoundersEX/status/1870931211109191810) 2024-12-22T20:35Z [----] followers, [---] engagements "@Investmentkage I play poker and I'm one of the very rare few that never hit the table games except on special occasions like ppl's bdays. I've heard so many stories of ppl losing massive amounts on baccarat" [X Link](https://x.com/compoundersEX/status/1870958459782643830) 2024-12-22T22:23Z [----] followers, [---] engagements "For the price of [--] month you could work out [---] months at Fast Fitness Japan (TYO 7092). For the price of [--] months 20k USD the 3.3% dividend yield would pay for your Fast Fitness Japan membership forever. This is the worlds most expensive gym in New York City that costs $10000 a month 👀 https://t.co/LGrxPYzr1s This is the worlds most expensive gym in New York City that costs $10000 a month 👀 https://t.co/LGrxPYzr1s" [X Link](https://x.com/compoundersEX/status/1871024239157051888) 2024-12-23T02:45Z [----] followers, [----] engagements "Looking forward to the following cars: -Nissan GTR R36 with Vtech -Honda Civic Type GTR -Nissan Altima Si -Honda Fairlady R" [X Link](https://x.com/compoundersEX/status/1872311526444679327) 2024-12-26T16:00Z [----] followers, [---] engagements "2024 has been a great year" [X Link](https://x.com/compoundersEX/status/1874275572198920412) 2025-01-01T02:04Z [----] followers, [----] engagements "@blondesnmoney Excel all the way. Speed is king" [X Link](https://x.com/compoundersEX/status/1875131713204146546) 2025-01-03T10:46Z [----] followers, [---] engagements "I just found the coolest Japanese granny. She's [--] and drives an Mazda FD RX7. When she was [--] she saw initial D and decided to buy the RX7. After [--] years of driving the RX7 she made the decision to retire her driver's license and return her RX7 back to Mazda. Mazda inspired by her story decided to make a PR event out of it. Mazda will use the car as a promotional vehicle and will not sell it. I hope Mazda gave her top dollar for such a pristine RX7 I hope I'm as cool as her when I'm [--] and drive around in a manual JDM sports car. https://youtu.be/YHXruUxn0bQsi=TIxDw37psAcjFTvC" [X Link](https://x.com/compoundersEX/status/1875607674789957734) 2025-01-04T18:18Z [----] followers, [----] engagements "I don't know if it's just me experiencing this or if I did something stupid but Koyfin is not screening properly for me right now. Evenly really loose parameters and I barely get any results. It doesn't quite make sense to me. Anyone know what I'm doing wrong" [X Link](https://x.com/compoundersEX/status/1875793397635805196) 2025-01-05T06:36Z [----] followers, [----] engagements "I don't think that's true. If you said heads +2000 tails +500 they'd take the bet. It's the perceived value of loss that makes them avoid taking this bet. There are only [--] categories here: Risk Neutral Risk Averse and Risk Seeking. This is a +EV bet so not taking it means u see the downside as greater than upside. But given the EV is +500 every single time u take this bet the individual is hyperinflating the perceived pain of los to a nonsensical level. Conclusion this person is risk averse. They can be risk averse because they did not take the time to analyze the situation don't know how to" [X Link](https://x.com/compoundersEX/status/1875804894629917094) 2025-01-05T07:21Z [----] followers, [---] engagements "All the resources you need to invest in Japan in one place 🪛Japan Research Toolkit [----] 🔧 Since you may have missed it over the holiday period: Ive updated my Japan Research Toolkit I think Japan remains a huge investment opportunity despite the run the last couple years but look I know it can sometimes be difficult to research https://t.co/y1ps0AzVCr 🪛Japan Research Toolkit [----] 🔧 Since you may have missed it over the holiday period: Ive updated my Japan Research Toolkit I think Japan remains a huge investment opportunity despite the run the last couple years but look I know it can" [X Link](https://x.com/compoundersEX/status/1876400098302955758) 2025-01-06T22:46Z [----] followers, [---] engagements "@CitizenPaul4 Boring answer but mostly Japanese stocks. Occasional special situation" [X Link](https://x.com/compoundersEX/status/1876955609582453041) 2025-01-08T11:34Z [----] followers, [--] engagements "I will be releasing a post on my 'stack for those interested. Probably release this weekend. See link in bio. @compoundersEX Awesome. Would love to see how your smashing the index. At best I'm slightly falling behind. Probably start indexing after [----]. My etf retirement accounts did 50% ytd but that was [--] SCHG/25 UPRO & TQQQ https://t.co/sTNByR1R4X @compoundersEX Awesome. Would love to see how your smashing the index. At best I'm slightly falling behind. Probably start indexing after [----]. My etf retirement accounts did 50% ytd but that was [--] SCHG/25 UPRO & TQQQ https://t.co/sTNByR1R4X" [X Link](https://x.com/compoundersEX/status/1877645156368970237) 2025-01-10T09:14Z [----] followers, [---] engagements "@vicblends Get a Samsung S24 Ultra and the AI will remove anything you don't want out of the photo" [X Link](https://x.com/compoundersEX/status/1877940272593788992) 2025-01-11T04:47Z [----] followers, [---] engagements "Currently doing some goal setting for [----]. What are technical investment skills techniques or strategies that are used by investors that actually generate alpha I am constantly trying to improve and learn. These can be super simple to highly advanced" [X Link](https://x.com/compoundersEX/status/1877958790500499711) 2025-01-11T06:00Z [----] followers, [---] engagements "How do I get started Any free/inexpensive resources you'd recommend Any books textbooks videos you'd recommend Fyi I run a concentrated portfolio cuz I geniunely believe ur investing in a business and the downside is the valuation in the worse case scenario rather than price volatility. Would be interesting to look into quantitative analysis though" [X Link](https://x.com/compoundersEX/status/1877961404252328131) 2025-01-11T06:11Z [----] followers, [--] engagements "So say Bill lives to be 90+. And every [--] years he doubles the value of HHH. In [--] years that's 116mm in [--] years that's 232mm. Or takes on debt to accelerate the growth of mcap. The 1.5% is gonna look unreasonable at some point. Berkshire Hathaway right now has a mcap just under [--] trillion. If Buffett did what Bill is doing he could make [--] bn a year" [X Link](https://x.com/compoundersEX/status/1878972704067559486) 2025-01-14T01:09Z [----] followers, [---] engagements "SK Japan (7608) revised FY2025 forecast higher stock up 10% after earnings release. 8.1x PE 14.5% ROE 2.7x EV/EBIT Lots of cash no debt. 33% owned by Round1 (4680). Company is gonna continue growing alongside Round1. The market has rallied Round1 up due to being bullish on amusement but hasn't done the same for SK Japan who supplies Round1 with the plushies for their crane games. SK Japan's stock price and valuation are lagging behind Round1's recent rally which makes no sense. Still very bullish on SK Japan for reasons discussed in my stock pitch. Write up in 'stack see link in bio" [X Link](https://x.com/compoundersEX/status/1879018731680247983) 2025-01-14T04:12Z [----] followers, [----] engagements "Over half of you voted for the $HHH deal to take more than [--] year. Why And for those who think it will be a shorter time frame what is your reasoning How long do you think the $HHH deal will take to close How long do you think the $HHH deal will take to close" [X Link](https://x.com/compoundersEX/status/1879368859544957020) 2025-01-15T03:23Z [----] followers, [---] engagements "@blondesnmoney Beefing with class and elegance can't even be mad. If I ever get any pushback this is how I want it done. Preferably in DMs first" [X Link](https://x.com/compoundersEX/status/1879375264049950824) 2025-01-15T03:49Z [----] followers, [---] engagements "Everyone's [----] performance is about to take a hit Spending too much time here [--] hour ban commencing now. Spending too much time here [--] hour ban commencing now" [X Link](https://x.com/compoundersEX/status/1879793095258325130) 2025-01-16T07:29Z [----] followers, [---] engagements "@blondesnmoney Unlikely but major shareholder passing estate sale" [X Link](https://x.com/compoundersEX/status/1880120816702222816) 2025-01-17T05:11Z [----] followers, [---] engagements "@blondesnmoney Artifical trading volume What would be the benefit of doing that" [X Link](https://x.com/compoundersEX/status/1880122227288621426) 2025-01-17T05:17Z [----] followers, [---] engagements "@shaxmatist I rmbr a post from long ago mentioning how there was a math prof who just uploaded math tutorial vids and it getting a lot of views" [X Link](https://x.com/compoundersEX/status/1880915082387116439) 2025-01-19T09:47Z [----] followers, [--] engagements "I'm a sucker for aesthetically pleasing Japanese stationary. I will buy a new pen design just to try it out even though I have so many black pens. I also have quite a few lead pencils collecting dust i.e. Kuru Toga/ alpha gel" [X Link](https://x.com/compoundersEX/status/1881118865276707204) 2025-01-19T23:17Z [----] followers, [---] engagements "I don't mind my semi addiction to good stationary cuz at the end of the day its only a few bucks. Clothes wise they go on sale so often I just wait to save the extra mula. I.e. uniqlo always cycles through promos so every item goes for $10 off at least once. But i feel you on a nice jacket or shoes or if it's somewhat collectible I don't mind paying full. Another item are watches I haven't gotten addicted yet but can definitely see myself building a collection in the future" [X Link](https://x.com/compoundersEX/status/1881146243034100175) 2025-01-20T01:06Z [----] followers, [--] engagements "@puhlkit Nice taste like both the shoe and watch The shoe is a much easier impulse buy. Just searched up the price in usd of the watch 42k yep that's a big boy purchase alright" [X Link](https://x.com/compoundersEX/status/1881192248165142763) 2025-01-20T04:09Z [----] followers, [--] engagements "@EastAsiaStocks I wrote extensively about Haier in [----] specifically the D share setup. Haven't followed up with the setup in a little bit after making a killing on the stock will read ur write up to see what is new. Do you know why the discount between H and S shares widen so much" [X Link](https://x.com/compoundersEX/status/1881207886443147272) 2025-01-20T05:11Z [----] followers, [---] engagements "The way to play D shares is to wait for discount to get to historically wide levels and for price to be low so div yield is high. This occured in [----] when most investors gave up on the stock but I stood firm to my analysis. This way when discount narrows you get price appreciation lower risk and a higher dividend. Triple threat. Fyi 15% tax from China right off the bat. So dividend u receive is 85% of quoted before accounting for your home country tax regime. I wrote about d shares in [----] but analysis is outdated now but could be inspiration for u for future analysis - sorry @EastAsiaStocks" [X Link](https://x.com/compoundersEX/status/1881213016873533627) 2025-01-20T05:31Z [----] followers, [--] engagements "That's me🙋I have a subscriber who invested 30k into the stock when I wrote a deep dive on the stock at around $1.05 and let's just say he is a very happy camper Thanks @MikeFritzell for sharing my post on it back then It really helped to kickstart my s**st*ck Hindsight is 20/20 but I'd like to say "I told you so" to the investors who thought too pessimistically about Haier D shares. I highlighted a few traits that made the setup in late [----] very ideal: 1) historically trading at the upper range of discount levels to H shares 2) trading at the lower bound of its historical prices 3) Due to" [X Link](https://x.com/compoundersEX/status/1881216562255769939) 2025-01-20T05:45Z [----] followers, [---] engagements "One thing that really frustrates me about Furyu (6238 JP) is their packaging. Literally only one side has their Furyu logo on it and it's damn small. Sega Bandai Namco you can easily see it's produced by them from far away. I've seen a lot of retailers showcase Furyu figures with the logo on the back. Like come on does no one at Furyu walk into figurine stores to see how their products look. Impressions are important to brand establishment not having ur logo displayed reduces impressions significantly. Unless this is some 5d chess move so ppl will pick up the figurine wondering what brand it" [X Link](https://x.com/compoundersEX/status/1881218899183870460) 2025-01-20T05:55Z [----] followers, [---] engagements "@MikeFritzell [----] apologies for the misinformation just pulled up the old pitch since it's been a minute" [X Link](https://x.com/compoundersEX/status/1881221801646387206) 2025-01-20T06:06Z [----] followers, [--] engagements "Just released a quick initial thoughts post on $AGF.B recent Q4 earning. See link in bio to access free post. Based on the stock price of $11.20/per share (CAD) the stock now trades at: $750 mm mcap $58 mm Net Cash (incl. ST investments) and $693 mm EV Including $321 mm of LT investments EV is [---] mm EV LTM EV multiples (excl. LT Investments): 5.3x EV/EBIT 5.1x EV/EBITDA 7.0x EV/FCFF LTM EV multiples (incl. LT Investments): 2.8x EV/EBIT 2.7x EV/EBITDA 3.7x EV/FCFF LTM P/E 7.8x 0.65x P/B 4.1% div yield @compoundersEX What did you make of earnings yesterday @compoundersEX What did you make of" [X Link](https://x.com/compoundersEX/status/1882327204710715654) 2025-01-23T07:19Z [----] followers, [---] engagements "@blondesnmoney blondes banks and making bank" [X Link](https://x.com/compoundersEX/status/1882655770808111374) 2025-01-24T05:04Z [----] followers, [--] engagements "@whatazn I heard u also have to invest in paper that doesn't bleed or feather easily what are affordable options/alternatives" [X Link](https://x.com/compoundersEX/status/1882755618714657038) 2025-01-24T11:41Z [----] followers, [--] engagements "@blondesnmoney Something tells me u did that for around half the trading days last year 🤔 😁" [X Link](https://x.com/compoundersEX/status/1883056303138038198) 2025-01-25T07:36Z [----] followers, [---] engagements "@Sleepysolcap @AncientSion @AltayCapital Alternative investments gotta love it even better that they make nice decorations and art pieces ❤" [X Link](https://x.com/compoundersEX/status/1883678298989101188) 2025-01-27T00:47Z [----] followers, [--] engagements "@blondesnmoney Plot twist: Cluseau is actually dating a Bloomberg sales girl he's incentivized to help her generate more commissions" [X Link](https://x.com/compoundersEX/status/1887689477759615416) 2025-02-07T02:26Z [----] followers, [---] engagements "@blondesnmoney I'm pretty sure it's how you use it" [X Link](https://x.com/compoundersEX/status/1887690666236649799) 2025-02-07T02:31Z [----] followers, [---] engagements "@TheLongHappy @blondesnmoney It takes assets to find and attract more assets😎" [X Link](https://x.com/compoundersEX/status/1887693196454731849) 2025-02-07T02:41Z [----] followers, [--] engagements "@blondesnmoney @blondesnmoney can I have a million USD dollars" [X Link](https://x.com/compoundersEX/status/1888966801675166120) 2025-02-10T15:02Z [----] followers, [---] engagements "@CopiumSmuggler @blondesnmoney That's how Haier Smart Home became one of the largest household appliance manufacturers in the world" [X Link](https://x.com/compoundersEX/status/1902213637143728458) 2025-03-19T04:20Z [----] followers, [--] engagements "New YT video to be released today at noon PST Join me as I recap my weeklong journey in Omaha Nebraska in [----]. The purpose of the trip was to explore Buffett's Omaha and to attend the [----] Berkshire Hathaway Annual Meeting. For fans of value investing a pilgrimage to Omaha to see Buffett is a must. In this video I give you a realistic review of what to expect. See link in profile description to subscribe Share the post with those who may be interested in attending this year's BRK annual meeting" [X Link](https://x.com/compoundersEX/status/1907453781018829162) 2025-04-02T15:23Z [----] followers, [----] engagements "4680 [----] [----] [----] looking very attractive at these levels. I significantly added to these positions. Not financial or investment advice. Dyodd" [X Link](https://x.com/compoundersEX/status/1909056115167621548) 2025-04-07T01:30Z [----] followers, [----] engagements "With the hang seng down today I expect 690d to tank as well tonight. If it does the dividend yield will look mighty juicy soon. Write up in link in bio. Although kind of outdated. Dyodd" [X Link](https://x.com/compoundersEX/status/1909075846578708905) 2025-04-07T02:48Z [----] followers, [---] engagements "The only thing I got liberated from was my capital gains" [X Link](https://x.com/compoundersEX/status/1909322678428676468) 2025-04-07T19:09Z [----] followers, [---] engagements "Integral Corp (TYO 5842) a publicly traded private equity stock. Whoever remembers Shinoken Group (8909-delisted now) this company bought them at a super steal price. Their track record is quite good as well. Gross MOIC: 2.9x Gross IRR: 27.3% Price: [----] yen/share MCap: [--] bn yen Net Cash: [--] bn yen (3 bn yen debt) LT investments: [--] bn yen EV(excl. LT investments): [--] bn yen EV(incl. LT investments): [--] bn yen FY [----] P/E: 5.1x FY [----] EV/EBIT and EV/EBITDA: 2.8x FY2024 P/B: 1.6x Every subsequent series fund they raise they are able to raise more money. They have generated a positive return" [X Link](https://x.com/compoundersEX/status/1913106797059248333) 2025-04-18T05:46Z [----] followers, [----] engagements "Yeah I don't like over minimalism when it comes to certain controls. Having driven a tesla personally not a fan of looking right to see my speed. There should be a volume knob. Rotating a know to adjust volume is so much more satisfying than sliding ur fingers on a screen. Climate control makes sense too" [X Link](https://x.com/compoundersEX/status/1914055847053066319) 2025-04-20T20:37Z [----] followers, [---] engagements "@InvestInJapan Yeah unlike other manufacturers with a luxury arm like Toyota has Lexus Mazda is just Mazda. Their quality has always been better than economy cars but less luxurious than a Lexus. Kinda like a Seiko of car brands" [X Link](https://x.com/compoundersEX/status/1915803364652151183) 2025-04-25T16:21Z [----] followers, [---] engagements "@entdark_ Cover corp stock tanked today" [X Link](https://x.com/compoundersEX/status/1922608407162286344) 2025-05-14T11:02Z [----] followers, [---] engagements "Won 1st place in a 200+ entry poker tournament with a prize pool of $126k. Most importantly I won a trophy. Growing up my parents never sent me to any extracurriculars besides weekend Mandarin school. I was always jealous of kids that could play organized team sports or took music lessons. I got super resourceful and learned badminton on my own and got a few medals from high school badminton competitions. This is my first time as an adult winning a trophy in something. I'm on cloud 9; in some ways this trophy means more than the money I won. It represents the feats one can achieve from" [X Link](https://x.com/compoundersEX/status/1924637629926277468) 2025-05-20T01:25Z [----] followers, [----] engagements "Finally after a gruelling 4.5-hour live stream screening through [--] stocks I landed on [--] "A" tier stock in [----] Tanaken. Could be cheaper but is cheap has tailwinds and has no debt. Will do a recap post tmrw. In the meantime check out the YT (see link in bio) to rewatch the live stream if you missed it. I think im toast [--] hrs into stream and still no A tier stock 🥲 I think im toast [--] hrs into stream and still no A tier stock 🥲" [X Link](https://x.com/compoundersEX/status/1932048019169644548) 2025-06-09T12:11Z [----] followers, [----] engagements "Today I will be doing a chill live stream. Just me finding my next S-tier stock for my next stock pitch. Yesterday [----] and [----] showed lots of promise but require more in-depth due diligence" [X Link](https://x.com/compoundersEX/status/1932632255048135000) 2025-06-11T02:53Z [----] followers, [----] engagements "Extremely happy camper with SK Japan (7608.T) 🏕📈 Already up huge lets gooo 🔥 Manifesting that 1000+ breakout 💥🚀📊 #JapaneseStocks #ValueInvesting Congrats to those who followed my trade on SK Japan [----] https://t.co/FW2fjwIYRu Congrats to those who followed my trade on SK Japan [----] https://t.co/FW2fjwIYRu" [X Link](https://x.com/compoundersEX/status/1932654399152955881) 2025-06-11T04:21Z [----] followers, [----] engagements "In order to get monetized on YT I need: - [---] more subs and - [----] more watch hours I will also make some shorts to learn the process. 10m shorts for my niche in [--] days seems tough" [X Link](https://x.com/compoundersEX/status/1935081989125849248) 2025-06-17T21:07Z [----] followers, [---] engagements "In today's live stream I will be going over the earnings of some of my most popular stock pitches: -Round1: [----] -SK Japan: [----] -Fast Fitness Japan: [----] -Furyu: [----] *Glory won't be covered as it is a recent stock pitch and everything is up to date. I'm going to work out in [--] hours or so so we'll see how far we can get" [X Link](https://x.com/compoundersEX/status/1935194857955582129) 2025-06-18T04:36Z [----] followers, [----] engagements "Everytime I get the urge to travel to Japan I watch Abroad In Japan's YT channel I used to love sandwiches. - Not anymore. Not after Connor broke into the Abroad in Japan studio and made me try every single sandwich in Japan. 🍿Horror show OUT now https://t.co/mQvF4OOGbI I used to love sandwiches. - Not anymore. Not after Connor broke into the Abroad in Japan studio and made me try every single sandwich in Japan. 🍿Horror show OUT now https://t.co/mQvF4OOGbI" [X Link](https://x.com/compoundersEX/status/1936434965643993194) 2025-06-21T14:44Z [----] followers, [---] engagements "This is one of my favorite YT channels to watch when I feel like dropping everything and traveling to Japan. FULL VIDEO: https://t.co/yXTZVEG1Mh FULL VIDEO: https://t.co/yXTZVEG1Mh" [X Link](https://x.com/compoundersEX/status/1936434965660729530) 2025-06-21T14:44Z [----] followers, [---] engagements "For those considering the Razer leather gaming chair I bought this in March [----] for $700 and it began cracking early this year. Know that any faux leather chair in general can crack. I bought a faux leather patch from aliexpress will report if it works or not" [X Link](https://x.com/compoundersEX/status/1937836675352383637) 2025-06-25T11:34Z [----] followers, [----] engagements "@AltayCapital I rmbr watching a YouTube vid of these guys biking across japan and to celebrate they ate those ice cream bars" [X Link](https://x.com/compoundersEX/status/1938393863389151642) 2025-06-27T00:28Z [----] followers, [---] engagements "Who are domain/sector experts who have appeared on investment podcasts. Name drop in comment section below. Looking to learn" [X Link](https://x.com/CompoundingUp/status/1939063996960907271) 2025-06-28T20:50Z [----] followers, [---] engagements "Have you guys slept on a futon I prefer it over Japan's soft mattresses found at hotels. In today's livestream I covered: Maruhachi Holdings: 3504-JP Valuation: Share price: [---] yen/share Mcap: [----] bn yen Cash: [--] bn ST and LT investments: [--] bn Net Cash: [---] bn EV(excl. LT investments): [---] bn EV(incl. LT investments): [---] bn P/B: 0.25x FY2026 EV/EBIT: 0.5x (excl. LT invest.) FY2026 EV/FCF: 0.4x (excl. LT invest.) FY2026 P/E: 8.8x Div yield: 3.4% Consistently profitable but sales have declined. Somehow didn't benefit from covid or from tourism. Likely a loss in market share. Parent company" [X Link](https://x.com/compoundersEX/status/1941011254598160898) 2025-07-04T05:48Z [----] followers, [----] engagements "Going over [----] Oricon in today's live stream. Gonna be a short one: https://youtube.com/live/rtST7YUPo8ofeature=share https://youtube.com/live/rtST7YUPo8ofeature=share" [X Link](https://x.com/compoundersEX/status/1941360658848809055) 2025-07-05T04:57Z [----] followers, [----] engagements "Seiko (TYO-8050) out here doing anime collabs. Seiko x Fate Grand Order I would like a Seiko with the Naruto Akatsuki cloud. What Seiko anime collab would you like to see" [X Link](https://x.com/compoundersEX/status/1941743535482601687) 2025-07-06T06:18Z [----] followers, [----] engagements "Oricon (music rankings) is the Billboard of Japan Oricon: 4800-TSE Oricon collects data on music anime video games and book sales just to name a few and releases daily/weekly rankings. In addition Oricon takes customer satisfaction survey data and sells it to companies. They have their own annual award show. Valuation: Share price: [---] yen/share Mcap: [----] bn yen Cash: [---] bn ST and LT investments: [---] bn Net Cash: [---] bn EV(excl. LT investments): [---] bn EV(incl. LT investments): [---] bn Div yield: 4.7% P/B: 1.8x Forward multiples: FY2026 EV/EBIT: 4.3x (excl. LT invest.) FY2026 EV/FCF: 5.9x" [X Link](https://x.com/compoundersEX/status/1941755225402114099) 2025-07-06T07:04Z [----] followers, [----] engagements "In today's live stream I will be diving deeper into understanding Oricon (TYO-4800) this is looking like it has a lot of promise as my next stock pitch: https://youtube.com/live/3CURtvq-Ab4feature=share Oricon (music rankings) is the Billboard of Japan Oricon: 4800-TSE Oricon collects data on music anime video games and book sales just to name a few and releases daily/weekly rankings. In addition Oricon takes customer satisfaction survey data and sells it to companies. https://t.co/TPrILaT9UU https://youtube.com/live/3CURtvq-Ab4feature=share Oricon (music rankings) is the Billboard of Japan" [X Link](https://x.com/compoundersEX/status/1941756520020279671) 2025-07-06T07:10Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@compoundersEX Alan - Continuous Compounding (Stock Newsletter)
Alan - Continuous Compounding (Stock Newsletter) posts on X about japan, investment, debt, stocks the most. They currently have [-----] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.
Engagements: [-------] #
- [--] Week [-----] +808%
- [--] Month [-----] +157%
- [--] Months [------] -64%
- [--] Year [-------] +20%
Mentions: [--] #
- [--] Months [--] -72%
- [--] Year [--] -43%
Followers: [-----] #
- [--] Week [-----] +0.24%
- [--] Month [-----] +0.27%
- [--] Months [-----] +2.80%
- [--] Year [-----] +56%
CreatorRank: [---------] #
Social Influence
Social category influence finance countries stocks technology brands automotive brands currencies fashion brands social networks luxury brands travel destinations
Social topic influence japan, investment, debt, stocks, money, blondesnmoney, $crox, uniqlo, live stream, collab
Top assets mentioned Crocs, Inc. (CROX) British American Tobacco (BTI) Crane Holdings, Co. (CR) Berkshire Hathaway Inc. (BRK.A) Toyota Motor Corporation (TM) Howard Hughes Holdings Inc. (HHH) Dell Technologies, Inc. (DELL) Gan Ltd. (GAN) Tesla, Inc. (TSLA)
Top Social Posts
Top posts by engagements in the last [--] hours
"The longest holding period I have had with any investment is with my Pokemon and Yugioh cards from when I was a kid. I just discovered I have a base set Blastoise in pretty good condition -PSA [--] est"
X Link 2023-09-04T10:56Z [---] followers, [---] engagements
"@LiqLadLeverage For sure this is an item you sell in person on Facebook marketplace. But nothing wrong with just letting it sit on your shelf for nostalgia reasons. The price will just keep going up"
X Link 2023-09-04T20:28Z [---] followers, [--] engagements
"@capital_rainbow I tried searching for Journeo Plc nothing came up for me and I have trading permissions on"
X Link 2023-10-20T08:25Z [---] followers, [--] engagements
"$BTI $BATS Went inside to do some MARKET RESEARCH. Key takeaways: -The employee on duty surprisingly knew about BTI's 9% dividend yield. -Apparently 20-25% of customers try the non-nicotine pods. -3-4 customers a week are traditional cig smokers. They have a program where if you trade in your pack of cigs you get a starter vape kit for free. -Most popular flavour is polar mint"
X Link 2023-10-22T00:31Z [---] followers, [---] engagements
"Channeling my inner Peter Lynch I personally find $CROX ugly 🤦♂ but bought them to perform my own due diligence and generate my own opinion. The stock looks cheap if people will buy another pair after wearing out their initial pair. #crocs"
X Link 2023-10-25T02:09Z [---] followers, [----] engagements
"5/ Might be semi-disgusting to some but my feet eventually get sweaty no matter what sandals I wear. But these being boat shoes are very easy to rinse and clean. Living in an Asian household where we like carpet we wear clothe slippers. For me I wear out clothe slippers very quick since the sweat gets trapped in the clothe despite putting them in the laundry after maybe 4-6months I'd need a new pair. Crocs non-black versions that don't mark carpet or flooring are great as they are easy to clean and look like they can last longer after many cycles of cleaning-time will tell if this is true or"
X Link 2023-10-25T02:29Z [---] followers, [---] engagements
"In Canada where I live we have banned plastic bags and plastic straws. How is it possible that disposable vapes exist where ppl literally dump lithium-ion batteries into the trash $BTI $Vuse $vaping"
X Link 2023-10-31T05:21Z [----] followers, [---] engagements
"At yesterdays close $GAN traded at $1.47 per share. This offers a roughly 34% annual return if shareholders approve of the deal and regulatory approval is attained by Q4 [----]. Is the market being overly pessimistic I decided to take it upon myself to perform a decision tree analysis of what happens under different scenarios. You can read it for free here: *Photo: #SegaSammy's most popular pachislot game atm https://continuouscompounding.substack.com/p/gan-part-4-decision-tree-analysis https://continuouscompounding.substack.com/p/gan-part-4-decision-tree-analysis"
X Link 2023-11-16T09:02Z [---] followers, [---] engagements
"@OddDiligence How many jets does the company have How are you able to pinpoint their company jets Teach me Sensei"
X Link 2023-12-01T00:26Z [---] followers, [---] engagements
"@OddDiligence Nvm I see it now thanks for their odd due diligence @OddDiligence"
X Link 2023-12-01T00:54Z [---] followers, [--] engagements
"I was extremely introverted up until first year of college. I needed a job and dove into the deep end as a cellphone salesman at an electronics store where ppl don't go in to buy cellphones typically. The business model was to convert normal customers to buy a cellphone/plan. Had to speak to 50-100 ppl a day. Over a stretch of a year I became very comfortable having small talk pitching deals and the occasional witty responses"
X Link 2023-12-03T14:30Z [---] followers, [--] engagements
"I had the pleasure to chat with @MehmoodPBakhsh from Moods Investments about his latest stock pitch on $META. First YouTube collab video - Analysis of Meta by Moods Investments (Q&A with Continuous Compounding): Original stock pitch on META:"
X Link 2023-12-04T13:33Z [---] followers, [--] engagements
"@MikeFritzell Thanks for the feature on Round1 (4680) @MikeFritzell"
X Link 2024-01-28T05:13Z [---] followers, [--] engagements
"@MikeFritzell That is essentially the [--] if you think about it. AE86 GT86 and now GR86. Yes the design has changed but the concept behind the design is unchanged"
X Link 2024-01-29T12:04Z [---] followers, [---] engagements
"For $20-$120 some ppl wear it for the design some actually use the features. I have a $25 Casio that's been beat up. I don't feel bad at all. My overall consumer experience is I get a lot of value for the money. As long as that component doesn't change and it's profitable for Casio it becomes a win-win and timeless design"
X Link 2024-01-29T12:10Z [---] followers, [--] engagements
"@Mr_Neutral_Man I have a completely unique compounder that I just wrote. Can I DM u"
X Link 2024-01-29T12:21Z [---] followers, [---] engagements
"Ppl are going to be wearing this at the poker table for sure. I'd use them to watch videos. Probably gonna get banned cuz then you can have RTA in a live poker setting. Vision Pro isn't just great it's the single greatest piece of tech ive ever used https://t.co/ArBgbkH0UR Vision Pro isn't just great it's the single greatest piece of tech ive ever used https://t.co/ArBgbkH0UR"
X Link 2024-02-05T08:29Z [---] followers, [---] engagements
"I think it's the opposite. They probably don't care what ppl think. It probably comes from a place of security. So if they don't care what ppl think they can save time every day by not having to consider what to wear. Mark Zuckerberg is the most extreme example. There was a time in my life where I just wore white/blue oxford shirts Uniqlo airism undershirt black/darkgreen/darkblue athleisure pants and sneakers. Spent [--] brainpower on thinking about what to wear unless I went on a date"
X Link 2024-02-13T16:03Z [---] followers, [---] engagements
"The MOST undervalued amusement operator in the US is #Round1 (TYO 4680). @Round1_official trades at 6.6x FY2027 EV/FCFF and 4.6x FY2027 EV/EBIT. MCap: [---] bn yen (1.1 bn USD) Debt: [--] bn yen Cash/Equivalent: [--] bn yen Net Cash: [--] bn yen EV: [---] bn yen (1 bn USD) Div yield: 2% (growing) FY2024: 11x EV/FCFF 6.4x EV/EBIT [--] Tweets about it (600 yen assumed) @Round1USA operates 150+ (growing) amusement centers (arcade crane games bowling KTV Spo-Cha) in Japan US and China. Round1 is a long term compounder with lots of room to open stores in the US and other countries See link in bio for quick"
X Link 2024-02-19T19:51Z [---] followers, [----] engagements
"1/The company's significant recent investment involves converting stores in Japan into "Giga Crane Game" (GCG) stores and in the US into "Mega Crane Zone" stores. In Japan non-GCG stores typically have [--] crane games but those converted are upgraded to an average of [---] crane games. Crane games demonstrate attractive unit economics with a 40% sales increase observed in stores converted to GCG stores in FY03/2023 compared to before remodeling. There's a noticeable trend: stores experience increased sales when they incorporate more crane games into their amusement equipment mix. The marginal"
X Link 2024-02-19T19:56Z [---] followers, [---] engagements
"6/Based on scenario [--] (no new store openings which is highly unlikely please see the scenario analysis in my quick pitch linked in bio to understand why I'm isolating for scenario 1) the company is trading at 7.4x FY2027 P/FCFE 6.6x FY2027 EV/FCFF and 4.6x FY2027 EV/EBIT while having many avenues for continued growth: -Continued US regular and stadium store openings. -New US small-format amusement-focused stores. According to Shared Research the company revised the former guidance of 80-100 stores to 150-200 store openings -Small-factor crane game store expansion domestically in Japan"
X Link 2024-02-19T20:07Z [---] followers, [--] engagements
"2/The completion of finance leases related to crane game machines after [--] years is the main pillar of my investment thesis and one that is going unnoticed by the market. The company finances the acquisition of these crane games through finance leases. These finance leases last [--] years and the crane games have a useful life of [----] years (avg. [----] years). Hence current-year profitability is depressed due to the accelerated depreciation of finance leases that match the lease term. By [----] a majority of the finance leases will be fully depreciated and FCF and operating margins will increase"
X Link 2024-02-19T20:20Z [---] followers, [---] engagements
"7/Why is this not a value trap -R1 is not a value trap because cash can be used for store openings. -The company paid an annual dividend of [----] yen per share from FY2017 to FY2022 which was increased to [--] yen per share in FY2023. In FY2024 the company raised its quarterly dividend twice: initially to [---] yen per share at the beginning of the fiscal year and subsequently to [---] yen per share in Q3 FY2024 amounting to an annual dividend of [--] yen per share and a 2.5% dividend yield. -The company has conducted opportunistic buybacks over several years notably repurchasing [---] million shares in"
X Link 2024-02-19T20:31Z [---] followers, [---] engagements
"8/For the full quick pitch completely FREE see link in bio. Do you feel like you don't understand arcade/crane games/amusement centers Read a follow-up post I made on R1 explaining the business economics of crane games and video arcade games. See link in bio"
X Link 2024-02-19T20:38Z [---] followers, [---] engagements
"Did some market research today. Went to @TheRecRoomCa basically Canada's version of $BOWL or $PLAY. I wanted to figure out if #Round1 were to expand into Canada how they would compete with local competition. Here are my key takeaways: 1/The Rec Room being owned by $CGX (TSE) Cineplex arcade credits are seamlessly linked to your scene rewards/account. Scene members receive a discount on arcade credits incentivizing member sign ups. In addition Scene rewards is linked to Scotiabank Scene rewards credit card- targeted towards young adults. This rewards program is a competitive advantage vs"
X Link 2024-02-22T00:08Z [---] followers, [---] engagements
"@NyanCatpital Go to Moses the Jeweler and get yourself a rollie"
X Link 2024-03-29T08:00Z [---] followers, [---] engagements
"#Coffee is like a #turbocharger power just kicks in. #Tea is like a #supercharger nice low end torque smooth and predictable. Tea is underrated"
X Link 2024-04-06T14:21Z [---] followers, [---] engagements
"@LiqLadLeverage Who is this quote from"
X Link 2024-04-06T22:46Z [---] followers, [--] engagements
"Going through the list of prizes offered by SK Japan and found #SouthPark I didn't know ppl in Japan watched South Park. I'm just imagining Eric Cartman going: Okaaaaa sannnnnnn BIG() https://www.sk-japan.co.jp/charatoru/chara/southpark/amgoods-43197 https://www.sk-japan.co.jp/charatoru/chara/southpark/amgoods-43197"
X Link 2024-04-07T09:07Z [---] followers, [---] engagements
"@DreamDividend You wouldn't have this problem if you got a Toyota/Lexus"
X Link 2024-04-07T09:13Z [---] followers, [--] engagements
"@DaBao_ @IggyOnInvesting Exercise in the morning and get [--] mins of sunlight. Great for energy Except I'm guilty of not taking my own advice"
X Link 2024-04-07T11:36Z [---] followers, [--] engagements
"The key thing is that when ppl go on tilt they can lose a lot. This is possible in the west. You lose your job/get divorced drink at the casino and make a stupid impulsive decision. If your max loss is [--] an hour it's very hard to make a impulsive decision that can make you lose a lot. You need to play [---] hours to lose 6K. If you pull a [--] hour session hopefully fatigue will snap u out of things"
X Link 2024-04-10T00:20Z [---] followers, [--] engagements
"Yeah if you had a net worth of $5k maybe. At that point you might as well just buy BTC. And yes Baccarat has the lowest house edge so all the VIP gambling rooms are filled with Baccarat because its the closest thing to a coin flip. Ppl don't notice they are giving away the house edge given how close the outcomes are perceived. Ppl can play for a lot of money at Baccarat but money laundering is more closely monitored in Macau now"
X Link 2024-04-10T00:47Z [---] followers, [--] engagements
"@NyanCatpital @david_katunaric Sounds like the ultimate FU card. I don't recall seeing this card by the time I quit. Sounds useful in a Stun Deck with ThunderKing Rai-Oh"
X Link 2024-04-10T06:16Z [---] followers, [--] engagements
"@Invesquotes A rolex is a luxury timepiece that functions as a status symbol. A rolex does not compete on function accuracy or the material used to construct it. Apple watch or smart watches in general are a tool/gadget. It's like comparing a Tesla Model [--] with a Ferrari"
X Link 2024-04-28T18:33Z [---] followers, [---] engagements
"@MikeFritzell This is my kind of market research and due diligence haha"
X Link 2024-04-29T10:14Z [---] followers, [---] engagements
"Go at ur own pace. Consistency and repetition is key Ppl talk about hacks or working smart. Put in the work first then realize what's not working then work smart. Do a monthly review of ur process and that's likely enough. Most ppl figure out all these tips and tricks but don't put in the work. Ur essentially the rabbit that never crosses the finish line"
X Link 2024-04-29T17:53Z [---] followers, [--] engagements
"@ianbuildswealth My trip to Japan Seiko presage mechanical watch my ASUS 4k monitors. I tend to make informed decisions so when I spend money it's likely that it'll be worth it"
X Link 2024-04-30T17:16Z [---] followers, [---] engagements
"Where I'm from Vancouver you wouldn't be able to tell the difference in spending habits between a white girl and a white-washed Asian girl. I feel girls in general don't change their spending habits that easily. I've dated girls who are willing to spend their entire pay cheque. Concept of saving does not exist. Justification for buying an expensive handbag; it's an investment or that's just 2/3 months of saving. Justification for buying anything really: it's cuz I deserve it"
X Link 2024-05-01T22:23Z [---] followers, [---] engagements
"2024 Berkshire Hathaway Annual Meeting $BRK Time stamped exactly when the meeting starts. The meeting starts off by paying homage to Charlie Munger a must-watch. https://www.youtube.com/live/X3wLdzddRtIsi=vMq8t1BBwIQg_t2e&t=1857 https://www.youtube.com/live/X3wLdzddRtIsi=vMq8t1BBwIQg_t2e&t=1857"
X Link 2024-05-04T21:10Z [---] followers, [---] engagements
"@MikeFritzell This is smart I'm gonna have to copy this"
X Link 2024-05-05T18:15Z [---] followers, [--] engagements
"@IrrationalMrkts So clearly ur playing 5D chess to get ppl to interact and get views but I'll indulge in ur game. I don't know anyone who just looks at revenue growth as a single metric. It's almost always coupled with an analysis of operating leverage"
X Link 2024-05-08T20:55Z [---] followers, [---] engagements
"@TheRealDavey2 Try introducing your new Toyota or Mazda to a girl you just met as a luxury car you'll be laughed at. This tax makes no sense. Is it cuz they went above a certain MSRP"
X Link 2024-05-14T11:33Z [---] followers, [---] engagements
"Damn people are willing to dish out 2k CAD for a luxury anime figurine"
X Link 2024-05-18T01:57Z [---] followers, [---] engagements
"@StockMarketNerd SK Japan (7608): [---] yen per share MCap: 7bn yen (46 mm USD) No debt Net Cash=3.5bn yen EV: 3.6bn yen P/E: 9.4x EV/EBIT: 3.6x 30-100% upside in 1-1.5 years Link in bio for explanation of catalyst"
X Link 2024-05-20T00:28Z [---] followers, [---] engagements
"What is the smallest amount of money you've made that made you feel the happiest Some people feel immense joy when they receive a notification about the dividend income they just earned even if it's just a few dollars. For me getting my very first paid subscriber notification from Substack was my happiest moment. It was the happiest $50 bucks I've ever made in my life. I literally let out a giant smile😁 On a happiness per dollar earned scale it is unparalleled. What's yours"
X Link 2024-05-20T17:09Z [---] followers, [----] engagements
"My man loves his fashion If you find an Issey Miyake homme plisse pants for cents on the dollar lemme know For me it's when my patience pays off at Uniqlo. I almost never pay the sticker price for anything at Uniqlo. You can wait until the item becomes a limited price offering to save $10 or take the risky move like me and wait for it to go on sale and save $20-$40. Hack: Uniqlo seems to not be selling out of their anime UT T-shirts as much as they use to so simply add the item to your wishlist and every week check in to see if it's on sale. I saved $30 off their recent Naruto sweaters this"
X Link 2024-05-20T17:29Z [---] followers, [--] engagements
"@ReturnsJourney I embezzled red pocket money from my parents from Chinese new year and I used it to buy a PSP-2000 off Craigslist. I modified it myself to play games for free"
X Link 2024-05-20T17:52Z [---] followers, [--] engagements
"@dungeoninvest Playing games to understand the business economics my kind of due diligence"
X Link 2024-05-20T18:56Z [---] followers, [--] engagements
"@NyanCatpital Speaking of outrapped J Cole straight up violated benny the butcher https://www.youtube.com/watchv=klZNvJArVSE&ab_channel=BennytheButcher https://www.youtube.com/watchv=klZNvJArVSE&ab_channel=BennytheButcher"
X Link 2024-05-20T19:56Z [---] followers, [--] engagements
"@Investmentkage But the tailwind of good governance can attract foreign investors which could raise prices so then funds do well so it becomes a sellable product from Japanese financial advisors to their clients"
X Link 2024-05-23T19:05Z [---] followers, [--] engagements
"@gunsnrosesgirl3 Depends on if the car speeds up wind resistance when the character jumps in the air. Also looks like a Honda Civic towing a trailer doesn't make sense"
X Link 2024-05-26T16:06Z [---] followers, [---] engagements
"I purchase Uniqlo socks when they are on clearance so I end up with diff colours and patterns. I never decide on what socks to wear typically the first pair I can match is the pair I wear that day unless it must match my footwear somehow. I buy my white/grey/black socks from Costco. My feet need as close to 100% cotton as possible so I'm a picky shopper. Banana Republic use to be my go to boxer but after price hikes I have a blend of BR and Uniqlo. Uniqlo UT 100% cotton and UT Airism tshirts are a staple of mine"
X Link 2024-06-02T18:53Z [---] followers, [---] engagements
"I'd have to type a lot to answer your question just read my Round1 quick pitch. Link in bio. Reason why Round One shares are up 4680.T https://t.co/x6xCcm9kio Reason why Round One shares are up 4680.T https://t.co/x6xCcm9kio"
X Link 2024-06-03T06:04Z [---] followers, [---] engagements
"Shorting Lasertec is a flex. At [-----] yen per share I'm too poor to short Lasertec. We are short Lasertec Corp (TSE:6920) $6920 one of the largest corporate frauds in Japanese history ($23B market cap) and easily the largest outright fraud in the world by average daily volume. [---] page presentation now live in English and Japanese at https://t.co/Osxq0mAPTd: https://t.co/R438xU12rn We are short Lasertec Corp (TSE:6920) $6920 one of the largest corporate frauds in Japanese history ($23B market cap) and easily the largest outright fraud in the world by average daily volume. [---] page"
X Link 2024-06-06T06:29Z [----] followers, [---] engagements
"@Investmentkage Toyota Corolla is too specific: Simply any highly reliable low maintenance durable and fuel efficient vehicle. Toyota takes the market share for the above description"
X Link 2024-06-10T08:39Z [---] followers, [--] engagements
"@MillionsWithMe Peloton. Literally every time I go to the mall there is no one inside"
X Link 2024-06-22T10:54Z [---] followers, [--] engagements
"@joinyellowbrick @cluelessfund @LeahiCapital @Restructuring__ @charlesbonnerjr @TMTMoats Thanks Connor @joinyellowbrick for the mention as always"
X Link 2024-06-25T03:48Z [---] followers, [--] engagements
"I thought about its "cheap" valuation in relation to how "cheap" other Japanese stocks can get but ultimately the company still benefits from an anime tailwind. In the beginning I thought of waiting until 850-900 yen per share to buy but it could just take off before getting to this price. I am willing to pay a little premium for the anime tailwind. So the cheapness we see in logistics companies in JP likely won't carry over to anime tailwind stocks was my thought process"
X Link 2024-06-26T13:45Z [---] followers, [--] engagements
"The value/$ spent at Uniqlo is unmatched. The stitching the durability and the quality for the price are simply unrivaled. If u walk into your local h&m American eagle or any more economical brand the stitching is complete garbage. Certain pieces from Banana Republic outlet sometimes have good value/$. Small things like reinforcing the pocket square with extra stitching pattern where pressure is likely applied. I did buy a pair of cargo pants from Uniqlo where it ripped near the back pocket seam. The material there is quite thin this was an oversight on their part on not using more durable"
X Link 2024-07-01T06:07Z [---] followers, [--] engagements
"@MikeFritzell There are a few youtube channels that do shorts where they ask the Chinese factory what their MOQ and FOB are for clothes made for Balenciaga Versace etc. It's usually 5-20% the retail price"
X Link 2024-07-01T06:12Z [---] followers, [---] engagements
"It's funny I felt way less pain than others cuz I went into dry powder mode at the start of the three day downturn. Now I'm deciding how aggressively I want to hit the buy button. I do feel we could be in for a ride. On one end things have already entered bargain territory it's whether market wants to enter super bargain territory"
X Link 2024-08-05T06:24Z [---] followers, [--] engagements
"My local gamestop has an entire row dedicated to #FURYU (6238) Before you would mainly only see Bandai namco figurines. Bandai is still the majority but I'll keep an eye out on every gamestop I step into in Canada. Stock pitch on Furyu in bio. @dungeoninvest @animenomicsnews @AltayCapital"
X Link 2024-08-07T00:03Z [---] followers, [---] engagements
"A trend I've noticed lately older men dominating in physical activities/sports even though they are way past their prime: -Lebron dominating basketball at age [--] -Hong [--] korean bboy won his third Red Bull BC One at age [--] -Mijain Lopez won his 5th gold medal in [--] consecutive olympics in a row"
X Link 2024-08-11T08:16Z [---] followers, [---] engagements
"4) Standing comfort -The pressure mats (I got mine from Ikea but you can get them anywhere) allow you to stand more comfortably and for longer. -If your feet get sweaty in sandals then they'll likely get sweaty on the pressure mat. I found that bath mats solve this issue. Just make sure to clean them"
X Link 2024-08-13T08:17Z [---] followers, [---] engagements
"5) Other -Lots of desk real estate: my monitor stands allow me to tuck in my full-sized keyboard when it's not in use. This allows me to use my desk to do other things. -The IKEA Idasen has a very strong table motor despite having so much heavy stuff on my desk it never fails to move the desk up or down. I've had it for [--] years now. There are reviews saying the motor can fail but IKEA is pretty generous with their [--] year limited warranty. The motor does pulse sometimes meaning it'll go up stop continue going up stop - which is kinda annoying but maybe newer versions have solved this"
X Link 2024-08-13T08:18Z [---] followers, [---] engagements
"This is an interesting seller strategy I saw today. Maybe this is common but my first time seeing this. For a very illiquid stock where there is only [--] major seller. The seller does what I call an "anchor" sale. Say the bid/ask is [-----] and [-----]. The seller has a 1k shares at [-----]. The bidder has say [---] shares at [-----]. The seller will purposely sell them [--] shares. This keeps the tranche partially filled but keeps the tranche there unless the bidder increases the bid. It screws with you cuz only $100 worth of stock got filled and you have $1 of say trading fees. The next buyer sees this"
X Link 2024-08-14T11:11Z [---] followers, [---] engagements
"@MikeFritzell I don't eat breakfast coffee [--] mins after waking light lunch (sometimes skip if busy and can't risk food coma) heavy dinner. And my guilty pleasure is fried chicken with beer on Friday. Looks like I won't live as long. Do they nap Where was this btw"
X Link 2024-09-13T11:33Z [---] followers, [---] engagements
"@Investmentkage Buy 3/4 years used a lot of the depreciation goes away and if u plan on driving long term annual depreciation is much lower. You can buy a larger Toyota this way. Like a Rav4. Corolla Cross (not sure if this has more space)"
X Link 2024-09-13T11:48Z [---] followers, [--] engagements
"You need to divide that market size by the number of participants (OF models/NBA players). There are far less NBA pros. The combined payroll of employees that work a minimum wage job globally might be higher than the combined payroll of NBA which makes the above comparison absolutely meaningless"
X Link 2024-09-13T11:51Z [---] followers, [----] engagements
"Trying to download historical price data from Yahoo Finance not working is it working for anyone"
X Link 2024-09-16T13:31Z [---] followers, [---] engagements
"@MikeFritzell The error code said not logged in I created an account but still didn't work"
X Link 2024-09-16T14:06Z [---] followers, [---] engagements
"Holy no one told me these custom prebuilt custom keyboards are this good. I got a @KeychronMK V6 Max with Gateron Jupiter banana switches (tactile and relatively silent switch). Here are reasons why you should purchase a custom prebuilt keyboard: *Not sponsored although I wish I was"
X Link 2024-09-30T05:29Z [---] followers, [---] engagements
"A stock pitch outside of Japan What have u done to Continuous Compounding AGF Management Limited (AGF.B-TSX) Undervalued Canadian investment management company. Trades at $10.16 with $4.72 of LT investments on its BS. Trades severely below comps. 30-120% upside TLDR Valuation: *$10.16 share price MCap: [---] million (mm) CAD Net Cash: 21mm EV: [---] mm LT investments: 314mm or $4.72 per share 4.5% div yield. Continuous share buybacks. Multiples excl. LT investments 2024E 5.0x EV/EBIT 2024E 4.8x EV/EBITDA 2024E 6.6x EV/FCFF Multiples incl. LT investments 2024E 2.6x EV/EBIT 2024E 2.5x EV/EBITDA"
X Link 2024-10-04T07:23Z [---] followers, [----] engagements
"@Slowlearnerr And then u have to wait in line. Does the new Bruno mars song play in store now"
X Link 2024-10-04T10:24Z [---] followers, [--] engagements
"2 more followers until [---] can I hit [----] by the end of the year😭 For my JP investing fans don't worry I have a JP stock pitch in the oven right now. The stock starts with F if anyone wants to guess what stock it is. Winner gets comped [--] months paid sub [--] guess per person/account"
X Link 2024-10-05T08:35Z [---] followers, [---] engagements
"@Slowlearnerr That's hilarious do they have a bruno mars figurine Press a button and it dances and sings"
X Link 2024-10-05T08:53Z [---] followers, [---] engagements
"@ValueInvestJpn Why lower allocation in Japan"
X Link 2024-10-11T05:51Z [---] followers, [---] engagements
"Yahoo Finance is thinking of making us pay for data now. Has anyone been able to figure out how to download the price data on yahoo finance Are there good alternatives"
X Link 2024-10-11T07:22Z [---] followers, [---] engagements
"@StealthQE4 Did some quick due diligence. B is iamsydneythomas on IG. Give me a follow for similar due diligence but applied to undervalued stocks"
X Link 2024-10-13T17:07Z [---] followers, [--] engagements
"@puppyeh1 The tax alone is what I would spend for my shirts at Uniqlo. Glad you are enjoying the fruits of your labour"
X Link 2024-10-15T01:40Z [---] followers, [---] engagements
"@BitMoreLeverage Please offer your findings I dove into their [----] annual reports until recent to find acquisition data and have some important insights. Can DM me as well on here or ss"
X Link 2024-10-18T21:53Z [----] followers, [--] engagements
"Came across [--] interesting write ups on #Takeuchi (6432 -TYO) by @eferbre and @Govro12. @eferbre breaks down the fundamentals in a deep dive. @Govro12 compares Takeuchi to its competitor #Kubota (6326) and provides update on latest quarter results. Takeuchi is the pioneer and manufacturer of the world's first compact hydraulic excavators and track loaders. Used in residential road and infrastructure construction projects. Beneficiary of increased housing starts and infrastructure spending. Why you should care: Takeuchi has lots of potential to grow revenue through international revenue growth."
X Link 2024-10-19T17:51Z [----] followers, [----] engagements
"Some follow up questions: How come sales in China and Japan are so low despite having a manufacturing plants there How can [----] expand market share in the US Japan Europe China and rest of Asia What is the capacity of the North Carolina facility What customers buy and what customers rent Takeuchi equipment What is the useful life of an excavator and track loader What do the after sales maintenance and repair services look like Where do construction companies send their broken Takeuchi for repair Is their product similar to Toyota: high quality low maintenance cost durable How do their"
X Link 2024-10-19T17:54Z [----] followers, [---] engagements
"@knowclarified Show up to dates in a Toyota Camry/Corolla"
X Link 2024-10-20T05:41Z [----] followers, [--] engagements
"I know nothing about Yanmar but what is preventing Yanmar from outcompeting Takeuchi on a global stage as well How come Yanmar could make Takeuchi basically obsolete domestically but give it opportunity to flourish internationally Or is there just enough pizza to pass around internationally Is there a potential narrative where Takeuchi could re-enter the domestic market I don't see why they couldn't Or is it because Yanmar and Kubota supply engines to Takeuchi so if you want to maintain this healthy relationship you better not compete with us domestically If this is the case could Takeuchi"
X Link 2024-10-20T07:42Z [----] followers, [---] engagements
"@Secrets4stocks @knowclarified That's a major difference. I know someone with a new Toyota Supra but purposely takes the Toyota camry on dates"
X Link 2024-10-21T00:44Z [----] followers, [--] engagements
"I calculate my net worth literally around the 15th and 30th of each month. I have a few credit cards I have to pay so I schedule payments on those dates. I created my own balance sheet of all my assets and liabilities. It really keeps me grounded on my compounding journey and prevents me from overspending. I'm probably too extreme but I think if u review it every [--] months thats a good amount. Knowing exactly where you are at financially helps to relieve a lot of financial pressure. My friend calls this lifestyle creep. I try to review my monthly expenses at least once a year and I always find"
X Link 2024-10-21T00:52Z [----] followers, [----] engagements
"@Secrets4stocks @knowclarified I feel u not full JDM. How I see it is BMW with Toyota reliability. Exterior still very JDM styling. Yes engine is BMW but a lot of retro cars can only be released from JV. I'll take what I can get. Also really like GR 86"
X Link 2024-10-21T07:53Z [----] followers, [--] engagements
"@Secrets4stocks @knowclarified That cad is a real gem. They never recouped their investment on that car purely used for R&D on carbon fiber. Great collectors car. My dream car is the r35 gtr nismo edition"
X Link 2024-10-21T08:06Z [----] followers, [--] engagements
"@Secrets4stocks If I go ill easily drop 5-7k. The impulsive side says hell yes. The financially responsible side says:"
X Link 2024-10-23T19:39Z [----] followers, [--] engagements
"@JapanDeepValue1 @johnkmason I'll be the first to like your post. I don't mind reading the old one in the mean time if you have it"
X Link 2024-10-24T05:55Z [----] followers, [---] engagements
"@Secrets4stocks Han's labour ain't cheap he's gonna make me stay to repay my debt"
X Link 2024-10-24T08:20Z [----] followers, [---] engagements
"Technically its from Xiaomi (small rice) Mijia (rice family) is simply a product line for the home. Actually Haier can be sold in the US. Haier also owns GE Appliances. The company spends around 1.4bn USD in R&D a year so if this function is demanded by users the best bet is it goes to the US via Haier or through its other international brands. 🚨 Attention Please: Chinese Washing Machine maker Mijia just came out with a Washing Machine that features an additional compartment for underwear. This type of Chinese innovation should be nipped in the bud. As I publish this I fully expect Raimondo"
X Link 2024-10-25T09:40Z [----] followers, [---] engagements
"NOOOOOOOOOOOOOOOOOOOOOOOOOOOO I use Kaijinet to manually calculate EV and look at English translated financial statements. It's an essential part of my process. Any good substitutes that offer as close to primary source data as possible"
X Link 2024-10-25T23:57Z [----] followers, [----] engagements
"@frontlinewalker @MikeFritzell Damn I need them to be as accurate as possible. Of course I can use the company's ir website but some company's only report in JP what made kaijinet so convenient was even exclusively jp reporting companies had eng translations"
X Link 2024-10-26T05:46Z [----] followers, [--] engagements
"@MikeFritzell Just checked TIKR I can't see financial statements in free version. That function is locked"
X Link 2024-10-26T23:59Z [----] followers, [---] engagements
"@ArenaManCapital @MikeFritzell Yep just did some due diligence they are induction heated and pressure cook the rice at [--] psi so cooks a lot faster. So yeah the result is more evenly cooked rice than traditional bottom heated"
X Link 2024-10-29T05:11Z [----] followers, [--] engagements
"@EastAsiaStocks I am incentivized to say no given I like paying less. But it just feels unfair. On the flip side if a tourist came to my city in Canada I don't think they should have to pay more either"
X Link 2024-10-29T10:39Z [----] followers, [--] engagements
"Fellow investors who enjoy anime I highly recommend watching "March Comes in Like a Lion." It's a story about a professional shogi player who became pro in high school. It shares the following parallels to investing: 1) You are in constant competition with yourself to get better 2) You are often in isolation in order to improve 3) Sacrifices have to be made to become the best Also after watching the anime you'll want to play Shogi It's surprisingly really fun The game mechanic I really like that Chess and Chinese Chess don't have is that once you capture an opponent's piece you can use it as"
X Link 2024-11-03T08:36Z [---] followers, [---] engagements
"What are animes you have watched that share similarities to investing"
X Link 2024-11-03T08:38Z [---] followers, [---] engagements
"Great question not something I considered yet. I'll aim for you to win the tournament in 1.5-2hrs. I mean u can obviously bust out in less time. How much time would u like it to last What time would u like the event to take place What day of the week are u typically available"
X Link 2024-11-04T13:46Z [----] followers, [---] engagements
"I may or may not have jailbroken an iPod touch and installed custom firmware on my PSP. When I was younger I used to live for little hacking projects like this. They used to publish a magazine Make Magazine dedicated to this stuff. I was too young to afford a magazine subscription. Now that I can afford it the luster has gone. But I still smile when I see this When I was younger I used to live for little hacking projects like this. They used to publish a magazine Make Magazine dedicated to this stuff. I was too young to afford a magazine subscription. Now that I can afford it the luster has"
X Link 2024-11-04T17:02Z [---] followers, [---] engagements
"@dungeoninvest @AltayCapital"
X Link 2024-11-06T12:53Z [---] followers, [---] engagements
"@ReturnsJourney You should turn it into a meme short on tiktok"
X Link 2024-11-12T21:07Z [---] followers, [--] engagements
"Why is Jake Paul a favourite in this fight"
X Link 2024-11-13T22:10Z [---] followers, [---] engagements
"I've lost count of how many times my ass cheeks have been stretched by $BABA at this point I question whether I enjoy the abuse WHAT IS WRONG WITH YOU GUYS SORRY TO SAY BUT $BABA DESERVES BETTER PROBABLY JUST WASHING OUT THE WEAK HANDS BEFORE GOING HIGHER ENJOY YOUR WEEKEND 😘 https://t.co/xgoM6T4WO0 WHAT IS WRONG WITH YOU GUYS SORRY TO SAY BUT $BABA DESERVES BETTER PROBABLY JUST WASHING OUT THE WEAK HANDS BEFORE GOING HIGHER ENJOY YOUR WEEKEND 😘 https://t.co/xgoM6T4WO0"
X Link 2024-11-16T00:01Z [---] followers, [---] engagements
"@katakana_kurisu Thank you I'll probably release a poll for ppl to vote on times and pick the time that matches the most ppl"
X Link 2024-11-17T11:29Z [---] followers, [--] engagements
"2 reasons: -On 11/14/2024 (Q2 results) the company completely revised their FY2025 forecast which state basically breakeven profitability for the year -and stated that they would have to wait until Q3 to release a revised medium-term plan. -This is also on the growth section as well Given a lot of the shares are owned by the founder probably a lot of weak hands in the float as well"
X Link 2024-11-18T07:23Z [---] followers, [--] engagements
"I asked my software dev friend about criware because growing up if you load up a PS2 game or a lot of diff games you'll find a criware logo on it. They are essentially middleware offering audio sound effects for game devs to use. According to my friend gaming engines like unity or unreal engine have their own internal audio effects build it which rivals if not better than criware. Typically the middleware within a game engine is the go-to. The things they note as "proprietary" like compression and speed aren't all that much of a selling point. So essentially the sense that I get is that"
X Link 2024-11-18T07:57Z [---] followers, [--] engagements
"This deserves way more attention wtf WHY IS PEI PA KOA worth ONLY 250M https://t.co/8qLvZIhKm0 wtf WHY IS PEI PA KOA worth ONLY 250M https://t.co/8qLvZIhKm0"
X Link 2024-11-18T23:34Z [---] followers, [---] engagements
"@katakana_kurisu Can u use interactive brokers IBKR"
X Link 2024-11-19T00:49Z [---] followers, [--] engagements
"@CatNyanpital I'd probably attempt this with watches but might accidently exit a store actually buying it lol Currently barely know any Japanese gotta keep studying"
X Link 2024-11-19T20:56Z [---] followers, [--] engagements
"Day [--] of "7 Day Quick Stock Pitch Challenge" Every day for the next [--] days I will post about [--] stock that looks undervalued on the surface and tweet about it. Purely for idea-gen purposes. Day 5: Fast Fitness Japan (TYO-7092) Owns the master franchise rights to Anytime Fitness a [--] hr gym in Japan and Germany. Operates [---] directly owned stores (16%) and oversees [---] franchise clubs (84%) in Japan. Manned for [--] hours a day and unmanned for the rest of the day. TLDR Valuation: *1384 yen per share MCap: [----] billion (bn) (170 mm USD) Net Cash: [---] bn EV: [----] bn 3.6% div yield [----] Multiples:"
X Link 2024-11-20T03:36Z [---] followers, [----] engagements
"Day [--] of "7 Day Quick Stock Pitch Challenge" Every day for the next [--] days I will post about [--] stock that looks undervalued on the surface and tweet about it. Purely for idea-gen purposes. Day 5: Fast Fitness Japan (TYO-7092) Owns the master franchise rights to Anytime Fitness a [--] hr gym in Japan and Germany. Operates [---] directly owned stores (16%) and oversees [---] franchise clubs (84%) in Japan. Manned for [--] hours a day and unmanned for the rest of the day. TLDR Valuation: *1384 yen per share MCap: [----] billion (bn) (170 mm USD) Net Cash: [---] bn EV: [----] bn 3.6% div yield [----] Multiples:"
X Link 2024-11-20T03:46Z [---] followers, [---] engagements
"@ValueInvestJpn I guess that leaves Aston Martin"
X Link 2024-11-20T11:08Z [---] followers, [--] engagements
"@CatNyanpital Free return so risk free. Just hassle to return. What things in JP are cheaper than in the west Not sure if ur into street wear back in [----] I saw some colour ways for champion hoodie that I really liked should've copped u don't find them in the west"
X Link 2024-11-23T04:35Z [---] followers, [--] engagements
"@MikeFritzell This guy earns over a mill a year and says HK real estate is too exp for him and would rather rent. If it's too exp for him gg for the rest of us. He's probably speaking from an investment standpoint though"
X Link 2024-11-24T10:22Z [---] followers, [---] engagements
"Travel vlog for my trip to attend the [----] Berkshire Hathaway Annual meeting will be released in [--] weeks Stay tuned"
X Link 2024-11-25T12:35Z [---] followers, [---] engagements
"#WarrenBuffett Nov [--] [----] News Release: "Instead we shared a view that equal opportunity should begin at birth and extreme "look-at-me" styles of living should be legal but not admirable. As a family we have had everything we needed or simply liked but we have not sought enjoyment from the fact that others craved what we had.""
X Link 2024-11-26T14:16Z [---] followers, [---] engagements
"@tbonecapital I'll lead the activist campaign on the acquisition. If this works my holding company will be called Kaijinet"
X Link 2024-12-04T01:56Z [----] followers, [---] engagements
"@chen_isheng Yoooooo great minds think alike. I buy them in bulk at Costco way cheaper. I haven't had to use them as much recently. Anywhere I go I always back a few tabs with me"
X Link 2024-12-04T02:01Z [----] followers, [--] engagements
"My follower base literally went up by exactly 100% in [--] hrs thanks to @blondesnmoney This doesn't seem real to me right now. To celebrate reaching over 1k followers on X and to welcome all my new followers I will be releasing a paid post from the paywall to current free subs and new free subs that subscribe by Friday night Dec 6th. You will receive an exclusive link by email so free subs on Saturday will not be able to see it. Check out the link in my profile and subscribe to not miss out on this exclusive offer"
X Link 2024-12-04T08:55Z [----] followers, [----] engagements
"In addition this weekend I will be releasing an "Intro to Continuous Compounding" post so new subs will have an easy-to-navigate overview of all the content I've released. I'm currently brewing up a travel vlog on my [----] trip to Omaha NE to attend the Berkshire Hathaway Annual Meeting. The last meeting where Buffett and Munger were both in attendance"
X Link 2024-12-04T09:09Z [----] followers, [---] engagements
"@invertedfragil1 Just a former Japanese website that translates Japanese financial statements into English. A quick way to look at [--] statements without going on the company's website. Also provided english statements for company's that didn't report in English"
X Link 2024-12-05T01:33Z [----] followers, [--] engagements
"110 of my [---] new followers 12% of you have subbed to the other place. For the 88% of you who haven't subbed there is [--] day left to take advantage of this special offer To celebrate 1k+ X followers I'm unlocking a paid post for all free subs ($15 value) including new ones who subscribe by Friday Dec 6th. You will receive an exclusive link by email so free subs on Saturday will not be able to see it. Check out the link in my profile and subscribe to not miss out on this exclusive offer. My follower base literally went up by exactly 100% in [--] hrs thanks to @blondesnmoney This doesn't seem real"
X Link 2024-12-06T04:43Z [----] followers, [----] engagements
"In addition this weekend I will be releasing an "Intro to Continuous Compounding" post so new subs will have an easy-to-navigate overview of all the content I've released. I'm currently brewing up a travel vlog on my [----] trip to Omaha NE to attend the Berkshire Hathaway Annual Meeting. The last meeting where Buffett and Munger were both in attendance"
X Link 2024-12-06T04:48Z [----] followers, [---] engagements
"Day [--] of the #berkshirehathaway travel vlog will be uploaded later today in the afternoon. Watch me eat at Warren Buffett's favorite steakhouse Gorat's Steakhouse and visit #warrenbuffett's house in Omaha. See link in bio to subscribe"
X Link 2024-12-13T11:55Z [----] followers, [---] engagements
"The first time I was in Japan in [----] I just travelled from Tokyo to Osaka. I got to my Airbnb a bit late and was hungry af. I just filtered by highest rated restaurants and picked the first one with decent pics. Found a [---] star mom and pop restaurant that was super close. I enter and sit down and get handed an all-Japanese handwritten menu. None of the servers or owners knew English. Google Translate's live translation function doesn't work on handwritten JP cuz it had too much calligraphy swagger Good thing I know Chinese and I have a Samsung Note so I whipped out the S Pen and started"
X Link 2024-12-13T20:11Z [----] followers, [----] engagements
"What else is in the combo besides gyudon I like watching jdm car vids. There was this underground racer who essentially spends a lot of money on his cars and high quality street racing tires. They asked how do u afford all this He's like i just eat at yoshinoya or not spend much money on food"
X Link 2024-12-14T12:14Z [----] followers, [---] engagements
"@ValueInvestJpn When I was studying Shinoken Group a lot of elder care is done by employees trained and hired from Malaysia"
X Link 2024-12-19T17:46Z [----] followers, [--] engagements
"@blondesnmoney I like my ladies to be delisted once my order is filled. Extremely low historical volume. Illiquid"
X Link 2024-12-19T21:27Z [----] followers, [---] engagements
"This is not Dave Ramsey approved. The thing people don't understand is that if you are a financial wizard debt is your friend. I'll admit I take advantage of cheap balance transfer (BT) fees on credit cards of 1-2% for [--] months to [--] year with 0% APR and park it in a savings account for 5%+. Here is checklist of things you must do to not get screwed: [--]. Ensure the credit card balance is [--] and there are no pending transactions. You can call in to confirm this. [--]. Pay the balance transfer fee immediately after the transaction is processed. [--]. Set automatic monthly payments to the card 8-10"
X Link 2024-12-20T17:48Z [----] followers, [---] engagements
"I think it depends on your shoulder width and body type. A person with wider shoulders will look better in baggier clothes. Fashion trends have circled back to early 2000s where baggier clothes are more popular now. Knowing how baggy to go and what articles of clothing to style it with are also important"
X Link 2024-12-21T04:03Z [----] followers, [---] engagements
"I got gifted a $300+ wallet a while ago. Never really used it cuz of how exp it is - I would feel bad if I accidentally damaged it. I prefer to use my old leather Hugo Boss wallet that is my beater wallet. There are some minor holes in the crease area. But the leather feels so nice and soft. My credit cards slide in and out perfectly. My $300+ wallet is nice but cards are a very tight fit. Not sure if it needs a break-in period. More stylefunction. Plus I enjoy not having to be careful with my beater wallet. I don't care if my keys scratch it. I just throw it in with everything else in my"
X Link 2024-12-21T06:17Z [----] followers, [---] engagements
"@blondesnmoney I mean if that happens you'll bounce back with another 100% gain by the end of the year"
X Link 2024-12-22T20:35Z [----] followers, [---] engagements
"@Investmentkage I play poker and I'm one of the very rare few that never hit the table games except on special occasions like ppl's bdays. I've heard so many stories of ppl losing massive amounts on baccarat"
X Link 2024-12-22T22:23Z [----] followers, [---] engagements
"For the price of [--] month you could work out [---] months at Fast Fitness Japan (TYO 7092). For the price of [--] months 20k USD the 3.3% dividend yield would pay for your Fast Fitness Japan membership forever. This is the worlds most expensive gym in New York City that costs $10000 a month 👀 https://t.co/LGrxPYzr1s This is the worlds most expensive gym in New York City that costs $10000 a month 👀 https://t.co/LGrxPYzr1s"
X Link 2024-12-23T02:45Z [----] followers, [----] engagements
"Looking forward to the following cars: -Nissan GTR R36 with Vtech -Honda Civic Type GTR -Nissan Altima Si -Honda Fairlady R"
X Link 2024-12-26T16:00Z [----] followers, [---] engagements
"2024 has been a great year"
X Link 2025-01-01T02:04Z [----] followers, [----] engagements
"@blondesnmoney Excel all the way. Speed is king"
X Link 2025-01-03T10:46Z [----] followers, [---] engagements
"I just found the coolest Japanese granny. She's [--] and drives an Mazda FD RX7. When she was [--] she saw initial D and decided to buy the RX7. After [--] years of driving the RX7 she made the decision to retire her driver's license and return her RX7 back to Mazda. Mazda inspired by her story decided to make a PR event out of it. Mazda will use the car as a promotional vehicle and will not sell it. I hope Mazda gave her top dollar for such a pristine RX7 I hope I'm as cool as her when I'm [--] and drive around in a manual JDM sports car. https://youtu.be/YHXruUxn0bQsi=TIxDw37psAcjFTvC"
X Link 2025-01-04T18:18Z [----] followers, [----] engagements
"I don't know if it's just me experiencing this or if I did something stupid but Koyfin is not screening properly for me right now. Evenly really loose parameters and I barely get any results. It doesn't quite make sense to me. Anyone know what I'm doing wrong"
X Link 2025-01-05T06:36Z [----] followers, [----] engagements
"I don't think that's true. If you said heads +2000 tails +500 they'd take the bet. It's the perceived value of loss that makes them avoid taking this bet. There are only [--] categories here: Risk Neutral Risk Averse and Risk Seeking. This is a +EV bet so not taking it means u see the downside as greater than upside. But given the EV is +500 every single time u take this bet the individual is hyperinflating the perceived pain of los to a nonsensical level. Conclusion this person is risk averse. They can be risk averse because they did not take the time to analyze the situation don't know how to"
X Link 2025-01-05T07:21Z [----] followers, [---] engagements
"All the resources you need to invest in Japan in one place 🪛Japan Research Toolkit [----] 🔧 Since you may have missed it over the holiday period: Ive updated my Japan Research Toolkit I think Japan remains a huge investment opportunity despite the run the last couple years but look I know it can sometimes be difficult to research https://t.co/y1ps0AzVCr 🪛Japan Research Toolkit [----] 🔧 Since you may have missed it over the holiday period: Ive updated my Japan Research Toolkit I think Japan remains a huge investment opportunity despite the run the last couple years but look I know it can"
X Link 2025-01-06T22:46Z [----] followers, [---] engagements
"@CitizenPaul4 Boring answer but mostly Japanese stocks. Occasional special situation"
X Link 2025-01-08T11:34Z [----] followers, [--] engagements
"I will be releasing a post on my 'stack for those interested. Probably release this weekend. See link in bio. @compoundersEX Awesome. Would love to see how your smashing the index. At best I'm slightly falling behind. Probably start indexing after [----]. My etf retirement accounts did 50% ytd but that was [--] SCHG/25 UPRO & TQQQ https://t.co/sTNByR1R4X @compoundersEX Awesome. Would love to see how your smashing the index. At best I'm slightly falling behind. Probably start indexing after [----]. My etf retirement accounts did 50% ytd but that was [--] SCHG/25 UPRO & TQQQ https://t.co/sTNByR1R4X"
X Link 2025-01-10T09:14Z [----] followers, [---] engagements
"@vicblends Get a Samsung S24 Ultra and the AI will remove anything you don't want out of the photo"
X Link 2025-01-11T04:47Z [----] followers, [---] engagements
"Currently doing some goal setting for [----]. What are technical investment skills techniques or strategies that are used by investors that actually generate alpha I am constantly trying to improve and learn. These can be super simple to highly advanced"
X Link 2025-01-11T06:00Z [----] followers, [---] engagements
"How do I get started Any free/inexpensive resources you'd recommend Any books textbooks videos you'd recommend Fyi I run a concentrated portfolio cuz I geniunely believe ur investing in a business and the downside is the valuation in the worse case scenario rather than price volatility. Would be interesting to look into quantitative analysis though"
X Link 2025-01-11T06:11Z [----] followers, [--] engagements
"So say Bill lives to be 90+. And every [--] years he doubles the value of HHH. In [--] years that's 116mm in [--] years that's 232mm. Or takes on debt to accelerate the growth of mcap. The 1.5% is gonna look unreasonable at some point. Berkshire Hathaway right now has a mcap just under [--] trillion. If Buffett did what Bill is doing he could make [--] bn a year"
X Link 2025-01-14T01:09Z [----] followers, [---] engagements
"SK Japan (7608) revised FY2025 forecast higher stock up 10% after earnings release. 8.1x PE 14.5% ROE 2.7x EV/EBIT Lots of cash no debt. 33% owned by Round1 (4680). Company is gonna continue growing alongside Round1. The market has rallied Round1 up due to being bullish on amusement but hasn't done the same for SK Japan who supplies Round1 with the plushies for their crane games. SK Japan's stock price and valuation are lagging behind Round1's recent rally which makes no sense. Still very bullish on SK Japan for reasons discussed in my stock pitch. Write up in 'stack see link in bio"
X Link 2025-01-14T04:12Z [----] followers, [----] engagements
"Over half of you voted for the $HHH deal to take more than [--] year. Why And for those who think it will be a shorter time frame what is your reasoning How long do you think the $HHH deal will take to close How long do you think the $HHH deal will take to close"
X Link 2025-01-15T03:23Z [----] followers, [---] engagements
"@blondesnmoney Beefing with class and elegance can't even be mad. If I ever get any pushback this is how I want it done. Preferably in DMs first"
X Link 2025-01-15T03:49Z [----] followers, [---] engagements
"Everyone's [----] performance is about to take a hit Spending too much time here [--] hour ban commencing now. Spending too much time here [--] hour ban commencing now"
X Link 2025-01-16T07:29Z [----] followers, [---] engagements
"@blondesnmoney Unlikely but major shareholder passing estate sale"
X Link 2025-01-17T05:11Z [----] followers, [---] engagements
"@blondesnmoney Artifical trading volume What would be the benefit of doing that"
X Link 2025-01-17T05:17Z [----] followers, [---] engagements
"@shaxmatist I rmbr a post from long ago mentioning how there was a math prof who just uploaded math tutorial vids and it getting a lot of views"
X Link 2025-01-19T09:47Z [----] followers, [--] engagements
"I'm a sucker for aesthetically pleasing Japanese stationary. I will buy a new pen design just to try it out even though I have so many black pens. I also have quite a few lead pencils collecting dust i.e. Kuru Toga/ alpha gel"
X Link 2025-01-19T23:17Z [----] followers, [---] engagements
"I don't mind my semi addiction to good stationary cuz at the end of the day its only a few bucks. Clothes wise they go on sale so often I just wait to save the extra mula. I.e. uniqlo always cycles through promos so every item goes for $10 off at least once. But i feel you on a nice jacket or shoes or if it's somewhat collectible I don't mind paying full. Another item are watches I haven't gotten addicted yet but can definitely see myself building a collection in the future"
X Link 2025-01-20T01:06Z [----] followers, [--] engagements
"@puhlkit Nice taste like both the shoe and watch The shoe is a much easier impulse buy. Just searched up the price in usd of the watch 42k yep that's a big boy purchase alright"
X Link 2025-01-20T04:09Z [----] followers, [--] engagements
"@EastAsiaStocks I wrote extensively about Haier in [----] specifically the D share setup. Haven't followed up with the setup in a little bit after making a killing on the stock will read ur write up to see what is new. Do you know why the discount between H and S shares widen so much"
X Link 2025-01-20T05:11Z [----] followers, [---] engagements
"The way to play D shares is to wait for discount to get to historically wide levels and for price to be low so div yield is high. This occured in [----] when most investors gave up on the stock but I stood firm to my analysis. This way when discount narrows you get price appreciation lower risk and a higher dividend. Triple threat. Fyi 15% tax from China right off the bat. So dividend u receive is 85% of quoted before accounting for your home country tax regime. I wrote about d shares in [----] but analysis is outdated now but could be inspiration for u for future analysis - sorry @EastAsiaStocks"
X Link 2025-01-20T05:31Z [----] followers, [--] engagements
"That's me🙋I have a subscriber who invested 30k into the stock when I wrote a deep dive on the stock at around $1.05 and let's just say he is a very happy camper Thanks @MikeFritzell for sharing my post on it back then It really helped to kickstart my s*stck Hindsight is 20/20 but I'd like to say "I told you so" to the investors who thought too pessimistically about Haier D shares. I highlighted a few traits that made the setup in late [----] very ideal: 1) historically trading at the upper range of discount levels to H shares 2) trading at the lower bound of its historical prices 3) Due to"
X Link 2025-01-20T05:45Z [----] followers, [---] engagements
"One thing that really frustrates me about Furyu (6238 JP) is their packaging. Literally only one side has their Furyu logo on it and it's damn small. Sega Bandai Namco you can easily see it's produced by them from far away. I've seen a lot of retailers showcase Furyu figures with the logo on the back. Like come on does no one at Furyu walk into figurine stores to see how their products look. Impressions are important to brand establishment not having ur logo displayed reduces impressions significantly. Unless this is some 5d chess move so ppl will pick up the figurine wondering what brand it"
X Link 2025-01-20T05:55Z [----] followers, [---] engagements
"@MikeFritzell [----] apologies for the misinformation just pulled up the old pitch since it's been a minute"
X Link 2025-01-20T06:06Z [----] followers, [--] engagements
"Just released a quick initial thoughts post on $AGF.B recent Q4 earning. See link in bio to access free post. Based on the stock price of $11.20/per share (CAD) the stock now trades at: $750 mm mcap $58 mm Net Cash (incl. ST investments) and $693 mm EV Including $321 mm of LT investments EV is [---] mm EV LTM EV multiples (excl. LT Investments): 5.3x EV/EBIT 5.1x EV/EBITDA 7.0x EV/FCFF LTM EV multiples (incl. LT Investments): 2.8x EV/EBIT 2.7x EV/EBITDA 3.7x EV/FCFF LTM P/E 7.8x 0.65x P/B 4.1% div yield @compoundersEX What did you make of earnings yesterday @compoundersEX What did you make of"
X Link 2025-01-23T07:19Z [----] followers, [---] engagements
"@blondesnmoney blondes banks and making bank"
X Link 2025-01-24T05:04Z [----] followers, [--] engagements
"@whatazn I heard u also have to invest in paper that doesn't bleed or feather easily what are affordable options/alternatives"
X Link 2025-01-24T11:41Z [----] followers, [--] engagements
"@blondesnmoney Something tells me u did that for around half the trading days last year 🤔 😁"
X Link 2025-01-25T07:36Z [----] followers, [---] engagements
"@Sleepysolcap @AncientSion @AltayCapital Alternative investments gotta love it even better that they make nice decorations and art pieces ❤"
X Link 2025-01-27T00:47Z [----] followers, [--] engagements
"@blondesnmoney Plot twist: Cluseau is actually dating a Bloomberg sales girl he's incentivized to help her generate more commissions"
X Link 2025-02-07T02:26Z [----] followers, [---] engagements
"@blondesnmoney I'm pretty sure it's how you use it"
X Link 2025-02-07T02:31Z [----] followers, [---] engagements
"@TheLongHappy @blondesnmoney It takes assets to find and attract more assets😎"
X Link 2025-02-07T02:41Z [----] followers, [--] engagements
"@blondesnmoney @blondesnmoney can I have a million USD dollars"
X Link 2025-02-10T15:02Z [----] followers, [---] engagements
"@CopiumSmuggler @blondesnmoney That's how Haier Smart Home became one of the largest household appliance manufacturers in the world"
X Link 2025-03-19T04:20Z [----] followers, [--] engagements
"New YT video to be released today at noon PST Join me as I recap my weeklong journey in Omaha Nebraska in [----]. The purpose of the trip was to explore Buffett's Omaha and to attend the [----] Berkshire Hathaway Annual Meeting. For fans of value investing a pilgrimage to Omaha to see Buffett is a must. In this video I give you a realistic review of what to expect. See link in profile description to subscribe Share the post with those who may be interested in attending this year's BRK annual meeting"
X Link 2025-04-02T15:23Z [----] followers, [----] engagements
"4680 [----] [----] [----] looking very attractive at these levels. I significantly added to these positions. Not financial or investment advice. Dyodd"
X Link 2025-04-07T01:30Z [----] followers, [----] engagements
"With the hang seng down today I expect 690d to tank as well tonight. If it does the dividend yield will look mighty juicy soon. Write up in link in bio. Although kind of outdated. Dyodd"
X Link 2025-04-07T02:48Z [----] followers, [---] engagements
"The only thing I got liberated from was my capital gains"
X Link 2025-04-07T19:09Z [----] followers, [---] engagements
"Integral Corp (TYO 5842) a publicly traded private equity stock. Whoever remembers Shinoken Group (8909-delisted now) this company bought them at a super steal price. Their track record is quite good as well. Gross MOIC: 2.9x Gross IRR: 27.3% Price: [----] yen/share MCap: [--] bn yen Net Cash: [--] bn yen (3 bn yen debt) LT investments: [--] bn yen EV(excl. LT investments): [--] bn yen EV(incl. LT investments): [--] bn yen FY [----] P/E: 5.1x FY [----] EV/EBIT and EV/EBITDA: 2.8x FY2024 P/B: 1.6x Every subsequent series fund they raise they are able to raise more money. They have generated a positive return"
X Link 2025-04-18T05:46Z [----] followers, [----] engagements
"Yeah I don't like over minimalism when it comes to certain controls. Having driven a tesla personally not a fan of looking right to see my speed. There should be a volume knob. Rotating a know to adjust volume is so much more satisfying than sliding ur fingers on a screen. Climate control makes sense too"
X Link 2025-04-20T20:37Z [----] followers, [---] engagements
"@InvestInJapan Yeah unlike other manufacturers with a luxury arm like Toyota has Lexus Mazda is just Mazda. Their quality has always been better than economy cars but less luxurious than a Lexus. Kinda like a Seiko of car brands"
X Link 2025-04-25T16:21Z [----] followers, [---] engagements
"@entdark_ Cover corp stock tanked today"
X Link 2025-05-14T11:02Z [----] followers, [---] engagements
"Won 1st place in a 200+ entry poker tournament with a prize pool of $126k. Most importantly I won a trophy. Growing up my parents never sent me to any extracurriculars besides weekend Mandarin school. I was always jealous of kids that could play organized team sports or took music lessons. I got super resourceful and learned badminton on my own and got a few medals from high school badminton competitions. This is my first time as an adult winning a trophy in something. I'm on cloud 9; in some ways this trophy means more than the money I won. It represents the feats one can achieve from"
X Link 2025-05-20T01:25Z [----] followers, [----] engagements
"Finally after a gruelling 4.5-hour live stream screening through [--] stocks I landed on [--] "A" tier stock in [----] Tanaken. Could be cheaper but is cheap has tailwinds and has no debt. Will do a recap post tmrw. In the meantime check out the YT (see link in bio) to rewatch the live stream if you missed it. I think im toast [--] hrs into stream and still no A tier stock 🥲 I think im toast [--] hrs into stream and still no A tier stock 🥲"
X Link 2025-06-09T12:11Z [----] followers, [----] engagements
"Today I will be doing a chill live stream. Just me finding my next S-tier stock for my next stock pitch. Yesterday [----] and [----] showed lots of promise but require more in-depth due diligence"
X Link 2025-06-11T02:53Z [----] followers, [----] engagements
"Extremely happy camper with SK Japan (7608.T) 🏕📈 Already up huge lets gooo 🔥 Manifesting that 1000+ breakout 💥🚀📊 #JapaneseStocks #ValueInvesting Congrats to those who followed my trade on SK Japan [----] https://t.co/FW2fjwIYRu Congrats to those who followed my trade on SK Japan [----] https://t.co/FW2fjwIYRu"
X Link 2025-06-11T04:21Z [----] followers, [----] engagements
"In order to get monetized on YT I need: - [---] more subs and - [----] more watch hours I will also make some shorts to learn the process. 10m shorts for my niche in [--] days seems tough"
X Link 2025-06-17T21:07Z [----] followers, [---] engagements
"In today's live stream I will be going over the earnings of some of my most popular stock pitches: -Round1: [----] -SK Japan: [----] -Fast Fitness Japan: [----] -Furyu: [----] *Glory won't be covered as it is a recent stock pitch and everything is up to date. I'm going to work out in [--] hours or so so we'll see how far we can get"
X Link 2025-06-18T04:36Z [----] followers, [----] engagements
"Everytime I get the urge to travel to Japan I watch Abroad In Japan's YT channel I used to love sandwiches. - Not anymore. Not after Connor broke into the Abroad in Japan studio and made me try every single sandwich in Japan. 🍿Horror show OUT now https://t.co/mQvF4OOGbI I used to love sandwiches. - Not anymore. Not after Connor broke into the Abroad in Japan studio and made me try every single sandwich in Japan. 🍿Horror show OUT now https://t.co/mQvF4OOGbI"
X Link 2025-06-21T14:44Z [----] followers, [---] engagements
"This is one of my favorite YT channels to watch when I feel like dropping everything and traveling to Japan. FULL VIDEO: https://t.co/yXTZVEG1Mh FULL VIDEO: https://t.co/yXTZVEG1Mh"
X Link 2025-06-21T14:44Z [----] followers, [---] engagements
"For those considering the Razer leather gaming chair I bought this in March [----] for $700 and it began cracking early this year. Know that any faux leather chair in general can crack. I bought a faux leather patch from aliexpress will report if it works or not"
X Link 2025-06-25T11:34Z [----] followers, [----] engagements
"@AltayCapital I rmbr watching a YouTube vid of these guys biking across japan and to celebrate they ate those ice cream bars"
X Link 2025-06-27T00:28Z [----] followers, [---] engagements
"Who are domain/sector experts who have appeared on investment podcasts. Name drop in comment section below. Looking to learn"
X Link 2025-06-28T20:50Z [----] followers, [---] engagements
"Have you guys slept on a futon I prefer it over Japan's soft mattresses found at hotels. In today's livestream I covered: Maruhachi Holdings: 3504-JP Valuation: Share price: [---] yen/share Mcap: [----] bn yen Cash: [--] bn ST and LT investments: [--] bn Net Cash: [---] bn EV(excl. LT investments): [---] bn EV(incl. LT investments): [---] bn P/B: 0.25x FY2026 EV/EBIT: 0.5x (excl. LT invest.) FY2026 EV/FCF: 0.4x (excl. LT invest.) FY2026 P/E: 8.8x Div yield: 3.4% Consistently profitable but sales have declined. Somehow didn't benefit from covid or from tourism. Likely a loss in market share. Parent company"
X Link 2025-07-04T05:48Z [----] followers, [----] engagements
"Going over [----] Oricon in today's live stream. Gonna be a short one: https://youtube.com/live/rtST7YUPo8ofeature=share https://youtube.com/live/rtST7YUPo8ofeature=share"
X Link 2025-07-05T04:57Z [----] followers, [----] engagements
"Seiko (TYO-8050) out here doing anime collabs. Seiko x Fate Grand Order I would like a Seiko with the Naruto Akatsuki cloud. What Seiko anime collab would you like to see"
X Link 2025-07-06T06:18Z [----] followers, [----] engagements
"Oricon (music rankings) is the Billboard of Japan Oricon: 4800-TSE Oricon collects data on music anime video games and book sales just to name a few and releases daily/weekly rankings. In addition Oricon takes customer satisfaction survey data and sells it to companies. They have their own annual award show. Valuation: Share price: [---] yen/share Mcap: [----] bn yen Cash: [---] bn ST and LT investments: [---] bn Net Cash: [---] bn EV(excl. LT investments): [---] bn EV(incl. LT investments): [---] bn Div yield: 4.7% P/B: 1.8x Forward multiples: FY2026 EV/EBIT: 4.3x (excl. LT invest.) FY2026 EV/FCF: 5.9x"
X Link 2025-07-06T07:04Z [----] followers, [----] engagements
"In today's live stream I will be diving deeper into understanding Oricon (TYO-4800) this is looking like it has a lot of promise as my next stock pitch: https://youtube.com/live/3CURtvq-Ab4feature=share Oricon (music rankings) is the Billboard of Japan Oricon: 4800-TSE Oricon collects data on music anime video games and book sales just to name a few and releases daily/weekly rankings. In addition Oricon takes customer satisfaction survey data and sells it to companies. https://t.co/TPrILaT9UU https://youtube.com/live/3CURtvq-Ab4feature=share Oricon (music rankings) is the Billboard of Japan"
X Link 2025-07-06T07:10Z [----] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing