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.
>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?
@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.
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!
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
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
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The article contains 10 folders with tools for creation and workflow automation
@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!
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.
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!