Andrew

Private Investor :: Early Retirement not by Choice :: FIREd Movement

[Andrew @Andy__KH]

@cronosbro @konichivalue @MikeFritzell 🤔

[Andrew @Andy__KH]

@Zac_labs @anxonh Best days of subsidies you mean

[Andrew @Andy__KH]

@EquityBrian How much of that is news on data leak?

[Andrew @Andy__KH]

@rickyho_1989 @hastyslowly Both sourcing from China so probably one of them taking a fatter spread

[Andrew @Andy__KH]

@the_zack_zhu Yes I felt that too. 30 minute delivery for non-food not the norm and closer to 1 hour

[Andrew @Andy__KH]

@rickyho_1989 So it is a disappearance of dividends 😂

[Andrew @Andy__KH]

@pandawatch88 No wonder it went quiet here for a while. I thought what happened.

[Andrew @Andy__KH]

@dyz_ob If capital can displace Alibaba Cloud's leadership position, then Tencent, Bytedance's Volcano Engine, Kingsoft Cloud and Huawei would have see similar market share today since 5 years ago

[Andrew @Andy__KH]

@finphysnerd how big a short position?

[Andrew @Andy__KH]

@hastyslowly Okay so comparison not in USD 😂 make sure to convert those dividends to USD when received.. immediately... Will help with your TR 🤣

[Andrew @Andy__KH]

@pandawatch88 They went too greedy increasing take rate and now competitors come in.

[Andrew @Andy__KH]

@kirito500m Jolli-cheap. I will buy if Richard Shin starts his call by saying a very jolli-good morning to all!

[Andrew @Andy__KH]

@Arkalos77 Classic thesis drift

[Andrew @Andy__KH]

@EquityBrian "It's priced in" is the biggest capital market lie.. both on up and downsides

[Andrew @Andy__KH]

@MikeFritzell Isn't this CinemaXXI with the Suharto legacy?

[Andrew @Andy__KH]

@EquityBrian They did their IPO, they have a positive cash flow business. If they can privatise in a heartbeat, they will.

[Andrew @Andy__KH]

@TKianidis @DaBao_ In that case, Kweichow moutai will be even better..

[Andrew @Andy__KH]

@pandawatch88 @TidefallCapital My hunch is probably Temu growth offset by massive drop in penalty income from merchant exploitation. Market probably then sees it as ex growth for Temu or whatever geopolitical cross border risks

[Andrew @Andy__KH]

@dyz_ob @hsu_steve Ritz Carlton with that shitty slow lift during every Nomura conference