Continuous Compounding

Sharing unique value stock pitches. Occasional special situations. Not investment advice. DYODD. Entertainment Purposes Only.

[Continuous Compounding @CompoundingUp]

Deep dive on my highest conviction idea just dropped!

Quick pitch readers are already up +4-5%!

You know where to find it. 👀

[Continuous Compounding @CompoundingUp]

Posted! I'm excited about this one!

You guys know where to look!

[Continuous Compounding @CompoundingUp]

@numbersnotnarr @MikeFritzell @InvestInJapan @joinyellowbrick @ryan_a_albert @AltayCapital Nice, I'll have a look at it. Have looked at and owned this company in the past.

How undervalued do u think it is? What is your price target?

[Continuous Compounding @CompoundingUp]

I mean he did get c/r on flop in a limped pot so opp has draws and value. He blocks A4, Q4 and Q8 doesnt cr. Opp has draws like 56s, 57s, 67s, 9Ts. Limp cr Ax, for barak to make this move means he believes he raises his stronger Ax pre and his limped Ax all have weak kickers. The J of clubs isnt the greatest. He probably thought opp over folds Ax with a weak kicker vs jam on turn cuz he can have A4, Q4, Q8, 48 combos. I wouldnt call this a punt, sometimes we make decisions where we risk looking stupid.

[Continuous Compounding @CompoundingUp]

>check position that is 33% of my porfolio that is up 60%
>all my other positions even each other out, maybe +0-5%
>questioning why I missed the AI train

Questioning myself whether I'm skilled to have gone super concentrated on my highest conviction position or am I just lucky?

[Continuous Compounding @CompoundingUp]

Me but minus the AI exposure 😅

I have 1 stock that contributed to all the gain this year and I went large, iykyk

[Continuous Compounding @CompoundingUp]

It's been a while since I've come across a special situation.

SS is very time-sensitive, closes by June 3rd or sooner.

You guys know where to look.

[Continuous Compounding @CompoundingUp]

@sfsam @puppyeh1 Well, in Japan, bad deals happen all the time; we need to get an activist who is willing to rally current shareholders. Will need to review the current shareholder list as well.

If the stock was left alone long-term, it would certainly rise above their offer price over time.

[Continuous Compounding @CompoundingUp]

My highest conviction stock idea just received an MBO, paid subs just made +60%

It has the potential to be a 1x to 4x bagger, though, so bittersweet.

Anyone know someone on X that can be an activist in Japan?

The only person that comes to mind is @puppyeh1

Will be releasing the stock pitch from behind the paywall very soon, you guys know where to look!

[Continuous Compounding @CompoundingUp]

Posted! I'm excited about this one!

You guys know where to look!

[Michael Fritzell (Asian Century Stocks) @MikeFritzell]

I sat down with Taiwanese investor @DaBao_ in his first-ever recorded video interview

Key takeaways:
- The Taiwanese stock market is becoming overheated
- He likes companies that offer mission-critical services
- TSMC's story is intact
- The Taiwan invasion threat is overblown

[Continuous Compounding @CompoundingUp]

@SF6Play XiaoHai has competition!

[Continuous Compounding @CompoundingUp]

Guys, my future live streams and stock reviews will be extra spicy!

[Bober_smart @Bober_smart]

47-year-old man from Japan made $13,450 in a month. He created an AI girl and made a profile for her on OnlyFans and Fanvue

Costs: $20 for Claude/month

He created a TikTok account for her -> 7 days -> +1.2M views + 4,678 followers

He created a Reddit account where he posted her photos and short videos

Thus, he set up 2 traffic sources absolutely for free, men got interested, followed the link and subscribed to OnlyFans/Fanvue

First week:

> OnlyFans: +143 subscriptions
> Fanvue: +64 subscriptions

Each subscription is $9.9 -> $2,700

Claude created the AI girl, comes up with the visuals, works with the platform algorithms, posts content at the scheduled time, works autonomously

The article contains 10 folders with tools for creation and workflow automation

[Continuous Compounding @CompoundingUp]

Fascinating diagram on US Energy Sources and Uses from Phil Deutch's presentstion in 2024.

Curious how it has changed since then.

[Continuous Compounding @CompoundingUp]

@MartinJPJP @kjnkjp Artificial scarcity and probably used as a means to filter ppl.

[Continuous Compounding @CompoundingUp]

In Japan, apparently you can consider a golf club membership an investment...

[Continuous Compounding @CompoundingUp]

@TalkSoonCapital Looked at it today in my livestream and really liked it, the best out of the bunch I looked at today for sure. Thanks for the suggestion!

[Continuous Compounding @CompoundingUp]

Gonna do something different today, what are interesting cheap Japanese stocks with growth potential that you want me to review?

Looking for stocks for my stock analysis live stream.

[Continuous Compounding @CompoundingUp]

https://t.co/reX61VDFdY

[Continuous Compounding @CompoundingUp]

Will be live-streaming the pre-screening in 15 mins.

Goal is to identify 3 stocks worth doing an initial stock analysis on.

Each stock will be its own stock analysis live stream.

Don't have time, watch the recap when the stream is over!

Rmbr to like and subscribe!

[Continuous Compounding @CompoundingUp]

@TalkSoonCapital I will be going over it in the prescreening live stream stay tuned

[Continuous Compounding @CompoundingUp]

Today's single stock review live stream on Zett 8135: https://t.co/RCEiiQMR6z

[Continuous Compounding @CompoundingUp]

Will be live streaming Zett 8135 in 30 mins at 2pm PT, 5pm ET today