EM Investor

[EM Investor @EMInvestor88]

@JacobShap Trump, channeling Menace II Society: “It’s cold out here, my brother. You know us Florida folks ain’t used to this cold air. We tropical people, you understand? Let the Chinese deal with this madness.”

[EM Investor @EMInvestor88]

@JacobShap You sure you didn't add it do the gym's crowdDJ 😉

[EM Investor @EMInvestor88]

@ArashMarkazi I think this is the first time I've ever heard anyone describe Wairau River as their favourite Kiwi wine... Let alone consider it drinkable

[EM Investor @EMInvestor88]

@MikeFritzell @GabGrowth Yuppie tries Yupi...

[EM Investor @EMInvestor88]

@MikeFritzell Agreed, an exceptional write-up and book (if you can get your hands on it). Pro tip - there are some PDF versions out there 😉

Would be very interested to hear what Richard Lawrence owns these days, I think he's the only one left in the industry ex-Claire Barnes

[EM Investor @EMInvestor88]

@MikeFritzell Perfect if one fancies strolling around town carrying something that looks suspiciously personal...

[EM Investor @EMInvestor88]

@dieworkwear I disagree, I wore one yesterday, and notice them around quite a bit

[EM Investor @EMInvestor88]

@varrock Yep, aware of this firsthand - my own experience growing up, plus as a parent seeing any disruptive kids quietly being nudged to consider other schools

[EM Investor @EMInvestor88]

@HedgeFundClips Interview several months back and has been an absolute Widowmaker for years. Thought Mr Bolton would have learned his lesson after his dalliance with China...

[EM Investor @EMInvestor88]

@PythiaR @ajb_powell Personally, I am more likely to remember something if I take notes. Same goes with meeting notes or reports - more memorable if you DIY rather than outsource to AI...

[EM Investor @EMInvestor88]

@JacobShap Bit rich coming from the bloke who sank a lot of whiskey as part of the Geopolitics "Awesome Foursome" dialogue 😂

[EM Investor @EMInvestor88]

@notthegoat23 😂 #HealthyHedonism

[EM Investor @EMInvestor88]

@MikeFritzell What's the fundamental case for the JPY to strengthen vs. USD?

[EM Investor @EMInvestor88]

@John_Hempton Any interesting names in Indo or MY?

[EM Investor @EMInvestor88]

@rditrych Sure minorities will not accept such a measly takeover premium?

[EM Investor @EMInvestor88]

@MikeFritzell DDR5 is like 1% of the overall DRAM market - it has no bearing on contract negotiation prices b/w the memory co's and hyperscalers

[EM Investor @EMInvestor88]

@88888sAccount Never had a Kiwi Uber driver cuz

[EM Investor @EMInvestor88]

@MikeFritzell And Bermaz themselves distribute one of the Chinese EV brands...