Sharing unique value stock pitches. Occasional special situations. Not investment advice. DYODD. Entertainment Purposes Only.
Joined March 2023
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My next Highest Conviction Deep Dive Stock Pitch is out!
My last high-conviction stock pitch earned paid subs +60%.
Are you sure you want to miss out on these potential gains?
If this post gets 50 likes, everyone who comments "me" in the comment section will receive the ticker in their DMs in a month.
See link in bio. Past performance is not indicative of future performance.
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This is my most viral post probably and it has nothing to do with my stock picks 🥲
Public service announcement for not getting scammed in Japan, all of these are potentially red flags:
-if someone has to come up to you, talk to you and persuade you to bring you into a place
-if a place is on a really high floor, 4F/5F, I typically stick to first floor joints (there are exceptions to this, went to a cool owl cafe in Shinjuku)
-if the place is empty
-if they offer you a free drink to get you to go inside
*always look at the menu before committing to a spot so you know what pricing you are getting into
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Im using this Gatsby face wash, but face gets oily again real quick.
For those living in Japan, what do you use?
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My view of tobacco stocks is simple.
Tobacco isn't going away unless there is truly a better legal alternative.
When people struggle in life, they need vices to get through it.
Smoking is one of them.
Both my uncles smoke, somehow my father didn't.
Looking at what they had to go through, as an adult now, I can better understand why they smoked.
I asked my father why he didn't.
He said cuz it was too expensive.
Essentially his frugality saved him money and potentially some HP points.
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What are the best spots in Tokyo to go thrift shopping for clothes?
Looking for streetwear and a pair of cargo pants.
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A shot in the dark, anyone know where I can find data on unit sales volume of different MacBook laptops? All I see are rumor websites.
Also, does anyone have the parts list of what makes up the internals of different MacBooks?
If you have the deets, DM me.
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The funniest thing about what I do is when I first get to know someone, they typically assume I do day trading, and then I have to explain I do fundamental stock research
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Funeral homes and service stocks are such a weird thing to look at. Let's say next year business improves because there are more deaths, are you happy or sad?
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Public service announcement for not getting scammed in Japan, all of these are potentially red flags:
-if someone has to come up to you, talk to you and persuade you to bring you into a place
-if a place is on a really high floor, 4F/5F, I typically stick to first floor joints (there are exceptions to this, went to a cool owl cafe in Shinjuku)
-if the place is empty
-if they offer you a free drink to get you to go inside
*always look at the menu before committing to a spot so you know what pricing you are getting into
My coliving space has a coworking space.
For 2 nights in a row, a salaryman has been watching an earnings presentation by management.
The first night he was drinking wine, today he cracked a non-alcoholic beer.
I feel he is either working overtime or this is his own personal investments.
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Anyone know what are operating investment securities that are current assets in JGAAP?
The company breaks down stocks and investments in investment trusts, but that is only 20% of operating investment securities. Are the remainder stakes in companies that they can't easily mark-to-market?
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Typically weekends are for me to explore Japan, but given the recent decline, the ROI on reviewing my current and past positions is too high.
Will be releasing a post on that platform with 1-3 bullet point notes on what I'll do with each position.
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