Fish where others don't, example: ๐ญ๐ฐ , ๐ธ๐ช , ๐ธ๐ฌ , ๐ช๐ธ , ๐ฎ๐น CAGR 13%, Aim for margin of safety with rev growth, now also on @Healthstockpick
Joined May 2016
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Pinned Tweet
Mar 22
I'm celebrating 10 years of investment blogging! ๐บ๐ชฉ๐globalstockpicking.com/2026/โฆ
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Jun 13
The struggle is real lately, feels like I loaded on all factors the market disregards, like small/micro/medtech/Hongkong/payments
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Jun 13
Another factor would be growth and value, In this same time period Vanguard Growth has grown from 100 too 485.3 vs Vanguard Value to 261.9
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Portfolio went from a low correlation environment when it out-performed to a high correlation environment when it now underperformed significantly:
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Oil investors
Jun 12
IRAN'S MEHR: THE MOU WITH THE U.S ALSO INCLUDES REOPENING STRAIT OF HORMUZ, CANCELING OIL SANCTIONS, AND RELEASING IRAN'S FROZEN FUNDS
#BREAKING
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Jun 11
That only time you saw your largest position walking around in Hong Kong, luckily he had some trendy pants on..
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Jun 8
Seems very reasonable
Good take
My guess is
- demand for intelligence is near infinite
- but 80% of workloads will be running on 99% cheaper models within 12-18 months
- 20% of workloads will still run on latest gen models where IQ maxing is important (scientific breakthroughs, higher level ochestrator agents?)
- rough analogy might be what % of macbooks or gaming PCs sold have the maxed out specs for CPU/GPU, prices are falling much faster than Moore's law here though
- this leads me to think the limiting factor will be energy and compute, not better models
At Coinbase we're working hard on routing prompts to cheaper models where appropriate, and in some cases have been able to keep costs roughly flat, while token usage continues to grow exponentially.
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Jun 6
Amazing content put together by Swen and a lot to think about for someone like me
Financial publishing under fire โ 18 tips to prepare
A global regulatory crackdown on investment newsletters, Substacks, and 'finfluencers' is gathering pace.
How should publishers respond?
undervalued-shares.com/weeklโฆ
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GSP retweeted
Jun 4
$pho.ol makes an acquisition, but (which might go unnoticed at first sight) also puts out a 2027-2030 guide that implies a sharp step-up in growth in the current business, which needs to deliver 17-21% CAGR over '27-'30, up from current 7-11%. That is without an FDA
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Feb 11
For my international followers. Swedish small/micro-caps is going through a Hong Kong bear moment, would say it's worse than the SaaS meltdown. Decent reports sell-off 10%, slightly weak reports -30%. Brutal but opportunities abound, go for sure things, profitable, low leverage.
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Feb 11
I throw in an idea, do own DD. Formpipe $FPIP - Hit by both SaaS meltdown and Swedish micro sentiment - perfect storm? MCAP 1.18bn SEK, sold its public software biz for 0.78 bn SEK, soon to close. Left is 400m EV. Remain-co Lasernet should do 30m EBIT 2026 growing 12%.
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Jun 4
There is such a divide in opinions on this topic. My investment thesis is that the US is not as stupid as EU. brusselstimes.com/2170083/swโฆ
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Business quality has never mattered less to a stock right now. People are just whipping around baskets and factors
Never been a better time to do deep work on great businesses, wait for them to vomit on intense volatility, close your eyes, grip your nuts and buy the fuckin dip
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Company re-started buybacks yesterday, company has stated they are happy to buyback their shares below PE 10x valuation, PE is at 9.1x backward looking now, so stock will have support to ~HK$6.3, very de-risked to buy here.
Modern Dental Q1 sales numbers are out. On trajectory to hit HK$4bn revenue for FY2026, with 17% Net Income margin that gives HK$680m profit, which puts forward P/E at 7.8x, company is debt free, forward dividend yield ~6%.
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Jun 3
This is the obvious trade on all upcoming IPOs
Jun 3
Bitcoin hits lowest since February as crypto competes for liquidity with blockbuster IPOs-CNBC
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Jun 2
Wrapping up my first Seoul visit, fun to finally visit, beef was amazing, city vibe lot like Japan, people less polite more like the west, did not get the feeling we are in such a strong bull market. Found a few traders in the library ๐ Stuff still very affordable.
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Jun 1
My portfolio the last year..
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Jun 1
Early signs that China property is bottoming out? Hong Kong bottomed a year ago and has risen sharply since
Jun 1
Shenzhen May primary and secondary home transactions top 10,000 for first time in nearly 14 months
Shenzhen recorded 10,079 primary and secondary residential transactions in May, up 11.4% MoM and 28.4% YoY โ first month above 10,000 in nearly 14 months. Primary home web-signed contracts (presale immediate-sale) totaled 4,545 units, 33.6% MoM and 43.7% YoY; presale contracts 2,819 units ( 52.9% MoM, 37.2% YoY), immediate-sale contracts 1,726 ( 10.9% MoM, 55.8% YoY). Secondary-home transfers were 5,534 units, -1.9% MoM and 18.1% YoY. Although secondary volume fell MoM, core districts posted double-digit MoM gains โ Futian 12%, Nanshan 17.1% โ indicating recent measures are supporting demand in core areas.
#CHINA #PROPERTY #REALESTATE
(mktnews.com/flashDetail.htmlโฆ)
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Also: With mortgages cheaper than rents, small flats become hot property in China
scmp.com/economy/china-econoโฆ
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Jun 1
10 years blogging and now 10 years on this crazy platform, its safe to say it was better before #MyXAnniversary
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