Zeiss Invest

Malaysian Investor | Legal Practice | $BRK.B $META $BABA $KWEB $GRAB

[Zeiss Invest @PrinciplInvest]

For own research:

1. Booking .com
2. Trip .com
3. Novo nordisk
4. China Satellite ETF
5. Disney

[Zeiss Invest @PrinciplInvest]

@KhairulAqmal 😂😂

[Zeiss Invest @PrinciplInvest]

@Candle3Xdddd Arsenal?

[Zeiss Invest @PrinciplInvest]

@Rothmus Talk about white trash?

[Zeiss Invest @PrinciplInvest]

6. Servicenow

[Zeiss Invest @PrinciplInvest]

For own research:

1. Booking .com
2. Trip .com
3. Novo nordisk
4. China Satellite ETF
5. Disney

[Zeiss Invest @PrinciplInvest]

@GabGrowth Great news 🎉

[Zeiss Invest @PrinciplInvest]

@DongBeiYuZaiLXF 两个人都有病

[Zeiss Invest @PrinciplInvest]

@mergerpie @ArenaManCapital Hahahahaha

[Zeiss Invest @PrinciplInvest]

@arabic_post No such ruling from the Malaysian Federal Court, the announcement stems from the US Supreme Court decision

[Zeiss Invest @PrinciplInvest]

@rwayne 老白吗😉

[Zeiss Invest @PrinciplInvest]

@manyapan 治大国如烹小鲜

[Jaynit @jaynitx]

>be Lee Kuan Yew
>born 1923 in Singapore
>British colony
>fourth-generation Chinese
>family is wealthy, English-speaking
>top of every class

1942:
>Japanese invasion
>Singapore falls in 7 days
>the British surrender
>"impregnable fortress" — a joke
>you're 18
>watch your colonial masters kneel
>learn something
>white men are not gods
>power is earned, not inherited

occupation:
>survive under Japanese rule
>learn Japanese, work as a translator
>see brutality, corruption, chaos
>nearly get executed in a random roundup
>luck saves you
>or destiny
>you don't forget what powerlessness feels like

1946:
>war ends
>go to Cambridge
>study law
>graduate with double starred first
>top of your class
>marry Kwa Geok Choo
>she graduates top of hers too
>power couple before the term exists

1950:
>return to Singapore
>become a lawyer
>defend unions, fight the British
>anti-colonial firebrand
>the communists want you
>you use them
>they think they're using you
>they're wrong

1954:
>found the People's Action Party
>coalition of English-educated moderates and Chinese communists
>you need their grassroots
>they need your respectability
>temporary alliance
>you both know it

1959:
>PAP wins elections
>you become Prime Minister
>age 35
>Singapore is still British
>poor, dirty, overcrowded
>no resources, no industry
>malaria in the swamps
>you: "we'll fix this"

1963:
>join Malaysia
>Singapore becomes part of the federation
>finally independent from Britain
>but the marriage is bad from day one
>race riots, political clashes
>Malay leaders don't want a Chinese-majority city
>threatening their power

August 9, 1965:
>kicked out of Malaysia
>not independence, expulsion
>you announce it on television
>you cry
>the only time anyone sees you cry
>"for me, it is a moment of anguish"
>you're now leader of a country nobody wanted
>no army, no water, no hinterland
>just a swamp and 2 million people
>survival is not guaranteed

the problem:
>no natural resources
>not even fresh water
>surrounded by hostile neighbors
>communists infiltrating
>racial tensions everywhere
>how do you build a nation from nothing?

the solution:
>human capital
>if you have nothing, invest in people
>education, discipline, meritocracy
>English as the common language
>no corruption, zero tolerance
>pay officials well so they don't steal
>punish harshly when they do
>caning, hanging, no exceptions
>rule of law or rule of the jungle
>you choose law

the economics:
>invite multinationals
>make Singapore the easiest place to do business
>low taxes, stable government, no bullshit
>build infrastructure relentlessly
>airport, port, housing
>public housing for everyone
>home ownership creates stability
>people don't riot when they own property

the authoritarianism:
>no free press
>defamation suits against critics
>opponents bankrupted, jailed, exiled
>chewing gum banned
>long hair on men, suspicious
>you run a tight ship
>too tight, critics say
>but the ship doesn't sink

1970s-80s:
>Singapore transforms
>from third world to first
>GDP per capita explodes
>skyline rises
>slums become towers
>swamp becomes financial hub
>everyone wants to know the secret
>the secret is you

1990:
>step down as Prime Minister
>after 31 years
>but you don't leave
>become Senior Minister
>then Minister Mentor
>shadow over everything
>until you die

the results:
>GDP per capita: higher than the US, UK, Japan
>one of the least corrupt countries on earth
>best airport, best airline, best port
>from fishing village to global city
>in one generation
>your generation

the criticism:
>authoritarian
>no real democracy
>freedom of speech, limited
>you respond: "I'm not interested in being loved. I'm interested in being effective."
>Singapore proves you right
>or proves nothing matters except results

March 23, 2015:
>die at 91
>a million people line the streets
>in the rain
>to watch your funeral procession
>the father of a nation

from Japanese occupation
>to British colonialism
>to Malaysian expulsion
>to building a nation from scratch

Lee Kuan Yew.
the man who turned a swamp into a superpower.

Singapore exists because you refused to let it fail.

[Zeiss Invest @PrinciplInvest]

@myjpeg @bubbleboi Wait till you see Chinese netizens' message to the Iranian Embassy account on Weibo

[Zeiss Invest @PrinciplInvest]

Starting to see a lot of posts that signal price-driven narrative

Note to self that no matter you were a big bull or otherwise, psychology will get to you and your existing position determines how you perceive the price action

[Zeiss Invest @PrinciplInvest]

@Bmrfan1 @AJButton2 Healthcare tourism is very established in Malaysia and generally safe as long as you don't go to dubious places

[Zeiss Invest @PrinciplInvest]

@AJButton2 Welcome to Malaysia!

[Gab @GabGrowth]

Just published my latest deep dive:

Alibaba, Meituan and JD's Quick Commerce War and How Grab and Sea Will React

Co-written with @the_zack_zhu after months of work. China is the clearest preview of what’s coming to Southeast Asia and understanding that dynamic is crucial.

[Zeiss Invest @PrinciplInvest]

@Aisehman disingenuous data presentation

[柴郡🔔｜Crypto+AI Plus @0xCheshire]

2021年，斯坦利·德鲁肯米勒解释了他如何连续30年保持30%的复合增长率。

他解释了原因：
- 获胜不在于你是正确的
- 市场奖励解谜者
- 福利制度威胁着年轻人

德鲁肯米勒关于市场、风险和美国未来的12个教训：🧵

[Huan @Huanusa]

李录是过去几十年里最成功的投资者之一
但几乎没有公开视频

直到 2006 年——
Li Lu 在 Columbia University 上了一堂估值课
整整一堂课
讲透“什么是价值”

没有K线
没有热点
只有框架与判断力
这段视频几乎消失了 30 年的公开记录里
却在 2006 年留下了这节“禁片级”课堂

真正的投资，从来不是预测
是估值
值得反复观看

[Zeiss Invest @PrinciplInvest]

bad business model

[ahhhhfs @abskoop]

A股教科书级别的 买预期，卖现实 惨案现场📉

春节档《飞驰人生3》已狂揽超30亿票房，光线传媒作为联合出品方之一，前期被资金疯狂当成核心概念爆炒。

然���结果今天公司发公告老实交底了：对不起，这30亿里我们大概只能分到4000多万的零头。
今天开盘，满怀期待的资金直接掀桌子踩踏出逃，股价瞬间被按死在-19.99%的跌停板上。

这大概就是：

你以为合伙中了一个亿彩票，结果去兑奖发现只分到50块钱。在A股，预期落空，神仙难救。🤡

#A股 #光线传媒 #股市