Independent global equity research on overlooked small- and micro-caps. Benjamin Graham discipline. Downside first. Every idea is numbered, dated and retained.
Joined October 2023
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Analyzing Bargain Stocks · AuditorInvestor retweeted
Dostoevsky will just drop a line like this and move on
Analyzing Bargain Stocks · AuditorInvestor retweeted
In July 2024, a father from Cebu City, Philippines, shared the final message written by his 23-year-old son Jonathan shortly before he died.
Jonathan had become too weak to speak properly and was struggling to communicate. According to his father, Joel Sia, he seemed to be trying to signal that he could see someone.
Joel handed him a pen and paper.
Jonathan was shaking and barely able to hold the pen (1/2)
"No company has been or will be more shareholder-minded than Berkshire."
Buffett was an inspiration for us to get into securities but this is one statement we disagree with – Berkshire can't guarantee a market price; and even disclaims repurchasing stock during market turmoil.
When the fuck did @yahoomail delete all my e-mails?? @Yahoo
Only if you're willing to get Russia sanction frozen again. No way.
Unless you're using an HK/Chinese broker and can avoid US$ payouts.
Chinese stocks have been left for dead while the S&P 500 melted up.
That underperformance created something nobody wants to say out loud.
Then Iran happened.
Asian allies watched America stumble and are now being forced to spend more on their own defense.
PDD is outgrowing Amazon.
EWBC is outperforming Bank of America.
Alibaba is cheaper than Google.
China doesn't need to fire a shot.
America handed them the geopolitical win and the valuation opportunity at the same time.
Sun Tzu said the supreme art of war is to subdue the enemy without fighting.
China is executing that strategy in real time.
China is investable again.
Agree with him on llm not being agi.
Right now it's good at analysis. Perfectly adequate for most quantitative analysis, legal research, and drafting letters.
It cannot judge or synthesize properly. The conclusions are weak when the pros and cons are more balanced.
Breaking: Michael Burry says OpenAI and Anthropic are faking the AI warnings due to slow growth ahead of IPOs
Below are his reasonings:
1. LLMs are not AI and won't be AGI. There is nothing AI to slow down.
2. Competition is coming up fast, slowing benefits incumbents.
3. IPOs need hype & puffery; "we are so awesome it could become dangerous" is hype & puffery
4. Cover for real uncontrollable slowing growth as IPOs look to be pushed out
Analyzing Bargain Stocks · AuditorInvestor retweeted
There’s an old Japanese proverb that I love:
“Be not afraid of going slowly. Be afraid of standing still.”
"Bonds are for old people" as Walter Schloss said.
This is a guy, along with the Buffett gang, who always bought stocks even when US 30-year interest rates were 15%.
Analyzing Bargain Stocks · AuditorInvestor retweeted
🚨 CHEAP OR VALUE TRAP?
These stocks are down big from their ATHs:
🔴 $NKE — 78%
🔴 $PYPL — 80%
🔴 $LULU — 76%
🔴 $BABA — 62%
🔴 $JD — 75%
🔴 $DECK — 55%
🔴 $TTD — 75%
🔴 $MELI — 70%
The catch:
Down big doesn’t mean cheap.
Which one are you buying?
🤖 Made with AI
From the movie Michael, in preparation for 'Beat It'. #michaeljackson
