Mr Po Ta To

@COSnJS1

Roasted Potatoes everywhere, Survivin' a Double in the bubbliest of SEA securities

Joined October 2019

47Posts 46Followers 285Following

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Mr Po Ta To reposted

F. A. Hayek Quotes

@FAHayekSays

Jun 4

Many human achievements weren’t planned—they emerged. As Hayek puts it: “Many of the greatest things man has achieved are not the result of consciously directed thought, but of a process in which the individual plays a part that he can never fully understand.”

FAHayekSays's tweet image. Many human achievements weren’t planned—they emerged. As Hayek puts it:

“Many of the greatest things man has achieved are not the result of consciously directed thought, but of a process in which the individual plays a part that he can never fully understand.”

Mr Po Ta To reposted

Capital Flows

@Globalflows

May 20

This is the best time to be alive if you're taking total ownership over your actions It's also the worst time to be alive if you only play the victim card and complain all day

Globalflows's tweet image. This is the best time to be alive if you're taking total ownership over your actions

It's also the worst time to be alive if you only play the victim card and complain all day

Mr Po Ta To

@COSnJS1

Mar 10

This is dumb pump and dump at best, add the perpetual overcapacity, supply/demand mismatch, price wars, falling realizations amidst cutthroat competition to the equation and start valuing cemcos as the slugging commodities, not as the next innovation

Financial Express

@FinancialXpress

Mar 10

Is #cementindustry ready for a comeback in 2025? Here are 3 key reasons that may drive the revival ✍️: @tanyakrishna #Industry #IndustryUpdates #Cement #Infrastructure #RealEstate financialexpress.com/business/indus…

FinancialXpress's tweet card. The revival of the cement industry will be driven by pent-up demand, a rebound in government capex, and sustained momentum in the real estate and housing sectors.

Three reasons the cement industry could make a comeback in 2025

Source: financialexpress.com

Mr Po Ta To reposted

QE Infinity

@StealthQE4

Dec 27

Such a great scene: Never forget 💥

Mr Po Ta To reposted

The Kobeissi Letter

@KobeissiLetter

Dec 26

So why are interest rates rising as the Fed cuts rates? The main reason is that markets have realized that inflation is back on the rise. 3-month annualized core CPI is nearing 4% while PCE, PPI, and CPI inflation are all rising again. This is BEFORE tariffs and tax cuts.

KobeissiLetter's tweet image. So why are interest rates rising as the Fed cuts rates?

The main reason is that markets have realized that inflation is back on the rise.

3-month annualized core CPI is nearing 4% while PCE, PPI, and CPI inflation are all rising again.

This is BEFORE tariffs and tax cuts.

Mr Po Ta To reposted

PiQ

@PiQSuite

Dec 23

🐓 The Chicken Man.

Mr Po Ta To reposted

Kevin Mak

@KevinLMak

Dec 8

Everyone is losing their mind about PE’s (forward valuation multiples etc) being at all time highs. But here’s a thought… Average net margin on the S&P is about 11%. A 2.5% reduction in costs increases that by ~20%, and that 25 forward P/E suddenly realizes at ~20. With…

Mr Po Ta To reposted

Brett Caughran

@FundamentEdge

Dec 3

BY FAR the biggest area I experience young investors having to "unlearn" is in the area of WACC & cost of equity. The orthodoxy that we teach finance students that CAPM will feed into WACC and provide an accurate assessment of cost of capital for publicly traded equities is just…

FundamentEdge's tweet image. BY FAR the biggest area I experience young investors having to "unlearn" is in the area of WACC &amp; cost of equity. The orthodoxy that we teach finance students that CAPM will feed into WACC and provide an accurate assessment of cost of capital for publicly traded equities is just…

Mr Po Ta To

@COSnJS1

Nov 4, 2024

And this tastes like medicine water shit from Temu

Financial Express

@FinancialXpress

Nov 4, 2024

Mukesh Ambani revives Campa Cola after 12 years: The brand’s history and reasons for its decline @reliancegroup @RIL_Updates financialexpress.com/life/lifestyle…

FinancialXpress's tweet card. From decline to revival: The story of Campa Cola and its new chapter with Mukesh Ambani’s Reliance

Mukesh Ambani revives Campa Cola after 12 years: The brand’s history and reasons for its decline

Source: financialexpress.com

Mr Po Ta To

@COSnJS1

Nov 4, 2024

Will soon compound this 45k cr in next 15 years with expropriated additions, leaving shareholders with an empty bowl in the hand instead of valuable shares