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this is the way.
After many, many years of presuming good faith, I’m finding myself increasingly drawn to a Konmari curation policy: if the prospect of further interaction with a commentator does not spark joy, regardless of whether they are benign intent, block/mute and move on with life.
New post just out: Oriental Watch (398 HK): Blue chip Chinese Rolex dealer at 8x P/E and 50% net cash/market cap
Alright, so who wants a good old fashioned damage report? Incoming... all I ask is that you follow my scalpavelli blog so that you're prepared when value traps start working again...
Rookie mistake that everyone should avoid. Never check your brokerage account on your phone. That’s a bad habit. Only log in when you’re at home and you are buying something.
Evergreen disclaimer: this is me putting my room temperature* IQ thinking down in writing so I can come back and laugh at how naive I am later. * in Celsius
Kering +75% since I wrote up why I’m long in June. The “Authors” & “Journalists” who gave me shit seem to be in hiding. open.substack.com/pub/internpier… $KER.PA
Meanwhile, me: My Greggs position is nearly back to break-even! 🥲
I hope my fellow Japanese stock investors are all having a nice day. 🥳 Special thanks to @DaBao_ for 4368, and @CompoundingUp for 7092. Does anyone remember who brought up Japan Post Bank earlier this summer? My thanks goes to them too!
Takaichi's policy priorities, and related stocks japanguru.me/post/here-are-…
japanguru.me
Here are Takaichi's policy priorities, and related stocks
In a groundbreaking triumph that's electrifying boardrooms from Tokyo to New York, Sanae Takaichi—a staunch conservative and vocal China hawk—has stormed to victory as the new leader of Japan's...
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