Elysium

Stock picker in a world of passive investing. Sharing deep-dive analysis on high-conviction picks & market trends. Not Financial Advice & Chess nerd

[Elysium @AdrianMaster99]

Finalised my deep research and model of $SOHU, In the post below, I explain why I think this is a strong opportunity for value with minimal downside risk.

https://t.co/3VU7PJkNz8 (NASDAQ: SOHU) — Deep-Value Net‑Net https://t.co/ZwsvhSQQAS

[Elysium @AdrianMaster99]

@countdraghula Not even TIPS? Doesn’t seem bad to lock a 3% real yield.

[Elysium @AdrianMaster99]

@edugaresp La economía china va tan mal que los tipos de interés se han desplomado (el mercado espera estimulo por parte del PBOC). Eso es lo que está pasando. De nada.

[Elysium @AdrianMaster99]

@jbulltard1 This war could be easily won just by waiting (though oil and yields will remain elevated) by just fully blockade all their tankers as long as necessary for them to cripple down.

[Elysium @AdrianMaster99]

@Nachez98 @HondaRacingF1 Nachez una duda, cuando abrimos el melón de que Aston Martin está a nada de quebrar.

[Elysium @AdrianMaster99]

@TempletonPeckJr You just said it, not only successive but probably current and future PMs.

[Elysium @AdrianMaster99]

@TempletonPeckJr France yields are not at a 1 year high and breaking out. Gilts have risen 2x

[Elysium @AdrianMaster99]

@TrisOsborneMP @MKarlDawes @nickdebois @UKLabour @Conservatives Given this new reality and rates, will the government do the sensible thing of reduce spending given that it is growing its GDP far less than the gilt rate of 5%. Unless you think its monopoly money

[Elysium @AdrianMaster99]

@ClayBon65310 Where did you get the pushing buybacks statement?

[Elysium @AdrianMaster99]

@JustinvestToday I would add give current cash and current debt, net cash is at 1.2B usd and they expect 123M next quarter or ~400M usd annual. So investors are effectively valuating $QFIN at 2x their forecasted declined earnings. Market expecting Chinese economy to keep imploding

[Elysium @AdrianMaster99]

@GustavoBolsa Sabes que JP Morgan solo actúa como broker en ese caso no? Pareces creer que JP Morgan como tal hizo caer la plata.

[Elysium @AdrianMaster99]

@financialjuice That’s almost 10% of its GDP!!

[Elysium @AdrianMaster99]

Seems like he wants to help management with the dilution…

[Mike Alfred @mikealfred]

I have added 250,000 shares of ASST at 98 cents. Now holding 2.25M shares and looking to add on weakness until sentiment improves.

[Elysium @AdrianMaster99]

$ATHM Hope management uses that buyback program to the max at these valuations.

[Elysium @AdrianMaster99]

$ATHM I will accumulate a profitable business trading at -300M EV with a 7% earnings yield

[Elysium @AdrianMaster99]

$ATHM I will accumulate a profitable business trading at -300M EV with a 7% earnings yield

[Elysium @AdrianMaster99]

$ATHM It’s trading after their earnings beat at 13x earnings with an EV of -80M (yes minus) and 7% dividend yield based on RMB1.5B guidance.

[Elysium @AdrianMaster99]

$FLNC Closing here for +300%

[Elysium @AdrianMaster99]

Short term trade $FLNC. Starter position (mental stop -5%). Management screwed with the Aus contract but the sell-off seems overdone. They have $300M more cash than debt.

[Elysium @AdrianMaster99]

$SOHU wants to break out that $16 resistance. Fundamentals fully support it. 60% since the thesis was published. 👇👇

[Elysium @AdrianMaster99]

Finalised my deep research and model of $SOHU, In the post below, I explain why I think this is a strong opportunity for value with minimal downside risk.

https://t.co/3VU7PJkNz8 (NASDAQ: SOHU) — Deep-Value Net‑Net https://t.co/ZwsvhSQQAS

[Elysium @AdrianMaster99]

@HoneyBadger68 @NJ_Timothy That’s inaccurate. France has a much higher debt/GDP yet their 30y yield is 1.2% lower. Not to mention the much higher inflation in the UK

[Elysium @AdrianMaster99]

@GustavoBolsa @juanrallo En la duda mira Bloomberg y ya