Innovation Partners Capital

Licensed Fund Manager in Singapore

[footnoted @footnoted]

This guy is anonymous but he makes some really important points about @SECGov's move to shift to bi-annual earnings. He describes himself as conservative retail investor "who has consistently supported efforts to reduce regulatory burdens." Worth a read. https://t.co/ybwvioqIAb

[Nikesh Arora @nikesharora]

I would have expected the market to start discerning between SaaS that is impacted by AI, SaaS that needs to evolve, and SaaS that benefits from AI. Analytical SaaS, Creative SaaS is in category 1, System or Record, Human workflow and Engagement and Productivity are in category 2 and Infrastructure SaaS and Cybersecurity are in 3. This constant paranoid reaction of the market will continue to create buying opportunities for the discerning.

[Innovation Partners Capital @IPC_fund]

Valuations are no help in finding a floor. Flows, forced sellers, and technical factors trump fundamentals in the short run.

Yves Bonzon, Group CIO
Julius Baer

[Charlie Tian, GuruFocus.com @GurufocusC]

The stock market IS expensive. It never does well from this level of valuation:

[Innovation Partners Capital @IPC_fund]

Tangibles REIT Fund generated absolute return of 9.9% in september net of mgt fees.

Trying to prove that good Active funds can beat passive funds.

cc: @ishares

[Innovation Partners Capital @IPC_fund]

Our TANGIBLES Global REIT Fund is up 6.74% in August (Net of Fees).

The Time has come..

[Innovation Partners Capital @IPC_fund]

Launching TANGIBLES Fund

Opportunity in Global Real Estate via REITs

https://t.co/Y3vGaoX5cN

[Disruptor 📼 @DisruptorStocks]

SPAC's are poison ☠️ and likely your biggest bags if you ever got involved in them. Worst 🎰 game out there. The sooner you realized this the better off you are.

Here is an UPDATE on current status of many names you'll recognize.
👇

#SPACtoReality
(1/6)

[Innovation Partners Capital @IPC_fund]

Microsoft to buy Activision Blizzard for USD 95 per share in an all-cash deal. Current share price is USD 82.31. Enjoy the gains.

#arbitrage #microsoft #ActivisionBlizzard

[Breakout Point @BreakoutPoint]

Not all short sellers had a bad year

Big year for activist short sellers
https://t.co/wYFPNxKK1a

[Innovation Partners Capital @IPC_fund]

If you choose the give money to the likes of Cathie Woods, Chamath, etc. This is bound to happen. #pumpndump

[Simon Lack @SimonLack]

ARKK’s Investors Have In Aggregate Lost Money https://t.co/IWLNLVwNxi $ARKK

[Innovation Partners Capital @IPC_fund]

China tech actually looks deep value right now. #Accumulate

[Kerrisdale Capital @KerrisdaleCap]

We're short $ASTR. Report at https://t.co/s3QiLOk7Zo. Facing a 91m share lockup expiry tmrw, $ASTR is 2021’s worst space SPAC: a $2b pre-rev launch co, announced at height of the bubble, bleeding cash trying to build hundreds of puny, unreliable rockets for a nonexistent mkt 1/7

[Breakout Point @BreakoutPoint]

@HindenburgRes Great YTD for Hindenburg w their short / critical calls
https://t.co/HvoAIlfEpV

[MuddyWatersResearch @muddywatersre]

Great thread

[unusual_whales @unusual_whales]

$V paid $150,000 for this:

[. @WallStCynic]

The Buyers of Beeple's $69 Million NFT Sold Speculators on a Crypto Art Investment Scheme, and It Is Not Going Well | This Beeple sale story is very interesting https://t.co/Z4pQHRh22C

[Hindenburg Research @HindenburgRes]

NEW FROM US– Ebang: Yet Another Crypto “China Hustle” Absconding With U.S. Investor Cash

(1/x)

https://t.co/mxSmlvKii3 $EBON

[Blue Orca Capital @blueorcainvest]

Blue Orca is short Seek (ASX: $SEK), a roll-up of online recruiting platforms with toxic levels of debt. Seek trades at 404x forward earnings because it claims its platform Zhaopin is China’s #1 player and growing rapidly. We think this is bogus. Report @ https://t.co/Ak0zVmAClh