Felix Kam

Real world needs & product driven engineer in pre-sales. Ex venture funded Reg/FinTech founder, spends a lot of time investing in stonks, mostly value

[Felix Kam @FelixK42]

@koreavaluehunt Sk inc preferred ?

[Felix Kam @FelixK42]

@nattycounter420 @DeItaone Have you heard of $TFLO ?

[Felix Kam @FelixK42]

@MrConvexity @parrapower2022 $1.57M indeed

[Felix Kam @FelixK42]

@MrConvexity @parrapower2022 Given the sale date, we can pull that from the Valuer General’s DB for free

[Felix Kam @FelixK42]

@MikeFritzell When tolens get cheap enough your readers will run them through their agents “make this sound natural, as if the author wasn’t bound to comply with financial regulations”

[Felix Kam @FelixK42]

@PinguCapital Nonetheless, asking rent is legitimate leading data, landlords are not entirely irrational. I also think on average, they don't try to top tick the market - having lower vacancy means less headache, which is worth something to some ppl

[Felix Kam @FelixK42]

@PinguCapital The best data afaik is Fair Work's rental bond data set: https://t.co/J2do6i4j9l

[Felix Kam @FelixK42]

@SamuelWHG @LouiChristopher @Ross_Greenwood The closest thing is Nab’s https://t.co/OwPixip5M9 but yeah it is nowhere as a good as a home loan

[Felix Kam @FelixK42]

@Biohazard3737 LTPZ (long duration TIPs) would be the better trade given inflation is likely ?

[Felix Kam @FelixK42]

@AgileJebrim @leevalueroach He did say fixed rate long duration debt

[Felix Kam @FelixK42]

@escvel0city11 Thoughts on Sk Inc which in turns own a chunk of Sk Square at another hold co discount ?

[Felix Kam @FelixK42]

@blondesnmoney SK Inc gets you another hold co discount on Sk Square

[Felix Kam @FelixK42]

@internpierre I covered my short today

[Felix Kam @FelixK42]

@capytalmgmt This has been a permanent holding since 2020

[Felix Kam @FelixK42]

@phil_hk That is a good point, BlueChem is a Cnooc subsidiary but unsure if they get a preferential deal.

[Felix Kam @FelixK42]

@RealJimChanos @PeterDiamandis https://t.co/tNyoY4kik8 this is obvious to those with common sense 🤷 Only if we somehow live in a highly in-person yet time flexible world 😂

[Felix Kam @FelixK42]

@DaBao_ @lundeen_ne I got 0.4% portfolio of SPGI @$376.4, and sold at $410.3, should have done 5%+ … sold some puts instead for $390 strike

[Felix Kam @FelixK42]

@Lordvultures @origoinvest @MikeFritzell @DanielSLoeb1 I got a @BoomSecurities account for this access, thanks to @MikeFritzell’s newsletter, the fees are high & the app is terrible, but access is access!

[Felix Kam @FelixK42]

@phil_hk Agreed, Tai Cheung seems to have 0 urgency with recycling capital / selling anything soon