@ValuePraya profile picture
Value Praya @ValuePraya

Biting off more than I can chew

Joined September 2015
  • Tweets 2,014
  • Following 459
  • Followers 1,197
208 Photos and videos
Pinned Tweet
Value Praya@ValuePraya
21 Jan 2025
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.
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These figures showing demand down 13% are from the Chinese National Bureau of Statistics not POSCO... What's this malarkey about fantasy numbers and then immediately quoting them. The govt says growth is coming from high tech sectors (RE to EVs), this says nothing to address that
This tweet is unavailable
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So many better stats you could quote to point to GDP being faked (youth unemployment/number of Meituan drivers/electricity consumption/loans disbursed/rail cargo volumes) but this POSCO stuff is absolute drivel
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Value Praya retweeted
Pyramids & Pagodas@Decipherintl
Feb 9
Gas Malaysia (GASM.KL), a boring ~6% yielder with limited growth? As Malaysia gas subsidies unwind and market liberalization nears by 2030, this pipeline leader is quietly gearing up for new infrastructure plays and tailwinds. Deep dive and KL insights: pyramidsandpagodas.com/p/gas…
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Value Praya retweeted
Baufinanciaphaster 👹@bauhiniacapital
Jan 27
Elliott Management has *just* published a presentation on Toyota Industries. It is better than 99% of activist presentations on Japanese situations. English elliottletters.com/wp-conten… Japanese elliottletters.com/wp-conten…

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Value Praya retweeted
Maius
@MaiusPartners
Jan 16
Warren Buffett’s rule #1: Never lose money. Real alpha isn’t just finding the next $NVDA — it’s avoiding the 🍩. We apply a forensic checklist to $CTD.AX and $INT.ST to show how structural risk reveals itself long before the delisting headlines.🧵👇
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Value Praya retweeted
Webb-site@webbhk
Jan 13
It is with great sadness that we share that David M. Webb MBE passed away peacefully in Hong Kong on Tuesday January 13th, 2026 from metastatic prostate cancer. David will be missed by family, many friends, and supporters. The family request privacy at this difficult time.
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Amazing how many 'experts' think this is the first time TPUs have been used for training 🙄
Value Praya@ValuePraya
12 Oct 2024
Replying to @PatrickMoorhead
TPU, not GPU (google after all). But it is indeed distributed LLM training across multiple DCs like the original article was saying. arxiv.org/abs/2403.05530
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Value Praya retweeted
Pyramids & Pagodas@Decipherintl
7 Oct 2025
Indonesia's plastics industry may lack the shine of EM hotspots, but Panca Budi (PBID.JK) is a lean local leader with a grip on traditional markets and a distribution moat in this huge market. An undervalued powerhouse in a quietly booming industry? Link: pyramidsandpagodas.com/p/pan…
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Alex should just show these videos every earnings call when he gets the same 'so what value proposition does plover bay actually deliver' question 1523.hk

near
@nearcyan
18 Sep 2025
feeling really bad for the Meta OS team
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1800s: US encourages stealing industrial technology from the UK like looms. Alexander Hamilton: "those who may introduce from abroad improvements and secrets of extraordinary value." 1900s: US becomes technology leader, starts enforcing IP laws, 'pulling up the ladder'
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1970s: China encourages stealing industrial technology from the US. 2025: China suddenly taking IP more seriously, start seeing people complain about IP theft... Scriptwriters are so lazy. Do they have writers strikes in the matrix?
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Doubled again
Value Praya@ValuePraya
11 Jun 2025
Replying to @RecoveryTrade @GlobalStockPick
I sold, 8x for 13% top line guide/maybe 25% eps growth is 'expensive' for hk. (Now watch it run up to 20x like Plover Bay last year while the stuff I buy at 4x keeps sitting there)
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IMPORTANT ANNOUCEMENT: AFFIRM AND PRAYA VALUE REACH HISTORIC AGREEMENT TO ACCELERATE AMERICAN FINANCE AND FOOD LEADERSHIP
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Value Praya retweeted
Healthy Stock Picks
@Healthstockpick
28 Jul 2025
Paxman ($PAX.ST) my latest write-up. Founder led microcap MedTech company which is carving out it's own niche in cancer care. No paywalls just some intro-rambling from me and 28 slides to flip through, you find it at the usual link. Hope you enjoy, retweet if you do. 😁😁
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Congratulations to Bloomberg who can publish another slop HKD depeg article just by changing all mentions of strong to weak from last weeks slopticle.
Joel Chan@kjoules
25 Jun 2025
The Hong Kong Monetary Authority has purchased HK$9.42 billion of local currency to defend the peg, after the exchange rate hit the weak end of the 7.75-7.85 trading band. It's the first weak end intervention since May 2023 bloomberg.com/news/articles/…
(Bloomberg graphic) HKD per USD rates

ALT (Bloomberg graphic) HKD per USD rates

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OK so is Cursor a principal or agent and should it be recognising revenue net of LLM costs?
Gavin Baker
@GavinSBaker
9 Jun 2025
AI coding agents like Cursor might add more NNARR than the entire SaaS industry (ex MSFT) in the second quarter. Should also say that I enjoyed the @fundaai write-up of Google which sparked this thought.
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People waiting overnight for the Switch 2 $NTDOY. Bullish people are queueing or bearish there's only a few?
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1 hour later there's 100 people in the queue... i guess my question is answered?
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Value Praya retweeted
Webb-site@webbhk
3 Apr 2025
Trump's tariff own-goal: He apparently has no idea how much this will hurt US consumers and how little it will affect the trade deficit. Asian manufacturers and their investors can, to a large extent, sleep easy tonight. webb-site.com/articles/trump…

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Big big news from $0001.HK, selling their international ports to blackrock for EV of 19bn USD. Stock closed in HK at mcap of...19bn USD. Segment sold is like 10% of EBITDA
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