Contextualizing emerging markets with geopolitical and macroeconomic thematic analysis
Not investment advice
Joined November 2019
- Tweets713
- Following435
- Followers853
- Likes566
Pyramids & Pagodas retweeted
The recently IPO’d Softcare (2698.HK), Africa’s largest diaper manufacturer, boasts robust local supply chains, demographic tailwinds, and solid financials. Does a +25% surge since listing leave room to run?
We break it down here: pyramidsandpagodas.com/p/sof…
Pyramids & Pagodas retweeted
I have just published a long blog article, one of my better ones (I hope):
"Private Equity/Credit: The Bubble and its Implications"
Link in the appended tweet.
Special thanks & credit goes to Dan Rasmussen, whose excellent insights on private equity I leaned on heavily (@verdadcap), and integrated with my own work. I find Dan impressive and suggest you check out his work (he has many great interview on YouTube).
Cheers
LT3000
Pyramids & Pagodas retweeted
Ten ways you can become smarter thru generative AI
1. Better Internet search
2. Compile summaries
3. Q&A with primary source materials
4. Create a podcast from text
5. Generate transcripts from voice
6. Deep Research introductory repo
7. Mind maps to understand structure
8. Idea generation
9. Analyze earnings call sentiment
10. Write beautiful language
Pyramids & Pagodas retweeted
Almost 300% returns for the only Chinese company on the list. $9698.HK by @Decipherintl
Pyramids & Pagodas retweeted
Webb-site is being shut down. David's remaining life now measured in months rather than years.
webb-site.com/articles/shutd…
Pyramids & Pagodas retweeted
Tackling one of the most boring topics ever. Enjoy! xitter.cf/MikeFritzell
Pyramids & Pagodas retweeted
7 days, 7 writeups, 30k words on one of the cheapest sectors anywhere in the world. Starting today with an industry primer and overview of 25 companies you've (probably) never heard of. Link in bio.
Pyramids & Pagodas retweeted
Latest thoughts on HK investing and what will drive inflows to the market in 2025.
globalstockpicking.com/2025/…
Pyramids & Pagodas retweeted
#Tencent tumbles over 7% in HK after US adds it to Chinese military companies list
yuantalks.com/tecnent-tumble…
Pyramids & Pagodas retweeted
Situations that have worked for me
Fanatic CEO
Google Trends
Broad insider buying
Opportunistic share buybacks
Ok company at low EV/Sales vs peers
Baby out with the bathwater situations
High margins with rational capital allocator
Forced selling pressure (spin/index exclusion)
Pyramids & Pagodas retweeted
I dug into Prada - an Italian fashion brand that happens to be listed in Hong Kong under ticker 1913 HK. Here's what I found:
Pyramids & Pagodas retweeted
Egypt: Beginning & end of crisis in 1 chart
Orange: persistent trade deficit, made worse by recent Suez losses
Blue: Hot money funded the deficit in 2017-21, but fled in 2022-23
White: Direct investments were too small, until the arrival of UAE Ras El-Hekma money in 2024
Pyramids & Pagodas retweeted
While the West crumbles, one Eastern European nation is quietly building a superpower:
• Outpacing US economy
• Strongest military in Europe
• Silicon Valley's new favorite $62.7B hub
The rise of Poland is the greatest story nobody's talking about 🧵:
Pyramids & Pagodas retweeted
Our deep-dive investment case for Pryce Corp ($PPC.PS), a leading LPG importer and retailer in the #Philippines 🇵🇭 Pryce is poised to capture rising and inelastic demand through vertical integration, robust financials, and supportive regulation
pyramidsandpagodas.com/p/pry…
Pyramids & Pagodas retweeted
New post just out. The first guide I've ever seen on Japan's Software-as-a-Service industry.
Pyramids & Pagodas retweeted
New post out, link in bio. x.com/ValuePraya
Lots of ideas, trying to commit to a more regular posting schedule if people like them.
Pyramids & Pagodas retweeted
A new idea in the dental space, HK-listed AngelAlign ($6699.HK). Stock has crashed in the HK bear-market and left for dead. I'm looking closer if there is more to the story and found some really interesting dynamics, look at my usual place for the full material.
