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thinkror @thinkror
Joined September 2021
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thinkror@thinkror
Jan 11
Published my review of 2025 on Substack as well as Blogger since I need a backup platform in case things get blocked. Main portfolio up ~37% with ASX up around 15-20%. Mentioned most of my positions as well as what I think of the AI supply chain buildout.
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I wonder why I'm not seeing any $UHR.SW pitches on my feed for swatch from the massive lines of people wanting to get their AP collab Pendant thing.
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With the new budget, Australia has got to be one of the least attractive tax jurisdictions to live in for capital growth? Minimum 30% tax rate irrespective of marginal tax is insane.
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Seems like I have 1 day left to go on a shopping spree for stocks before CGT changes come in, and after that will either be assets to be held for 15 years or high dividend stocks. Tough times...
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Aus gov and it's infinite genius trying to resolve a demand problem with housing by making it relatively more attractive than other asset classes as it's held over longer time frames.
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CNGR $2579.HK might benefit if Solid State starts commercialising due to each battery containing higher nickel content. 20x 2025 earnings. 1Q 2026 earnings is 80-100% higher than 1Q 2025. No idea if it's sustainable but margins are already low.
tphuang
@tphuang
Apr 20
Recently, a lot of updates on Solid State Battery out of China -> supply chain is commercializing. For solid Lithium Sulfide electrolyte, 光华科技 has achieved 6N purity already & 天赐材料 has reached 5N purity. Equipment makers & mineral suppliers have also achieved new tech level. innovation is required at every step. When you see CATL or BYD produce solid state battery & install them in EVs next yr, don't forget all the suppliers that have also raised their game.
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Quick thread on my recent holiday to China: Have spent more than 1/3rd of my life there visiting biennially for last decade so not too much new, just some observations with some rants. Maybe each comment will be a theme.
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Xi apparently really likes Wang Yang Ming and we are again seeing the merging of Idiologies. I like the concept of the Right action is only valid at the right time, obviously not a unique chinese idea as it's also similar to Hegel I believe
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9. For investing, there's really nothing too new. It's like opposite of investing in the West, consumer is shit, will bargain like hell and be extremely fickle. Unlike the west, better to be away from the consumer and just buy inputs to consumer companies.
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