Seoshin (The Seafarer Investor)

Sailor | Long term investor in high quality compounders | Host of the Seafarer Investor podcast 🎙-

[Nintendo of America @NintendoAmerica]

It’s official! The live-action film of The Legend of Zelda, currently in production, will be titled The Legend of Zelda.

The film is planned to be released in theatres worldwide on April 30, 2027. #TheLegendofZeldaMovie #NintendoDirect

[Leandro @Invesquotes]

A classic

[Seoshin (The Seafarer Investor) @TSFInvestor]

@TSOH_Investing @FootnoteCapital I've been binging to his posts. Amazing depth.

[Seoshin (The Seafarer Investor) @TSFInvestor]

@GabGrowth They need to add more perks to justify an increase. Free shipping and vouchers wont do

[Seoshin (The Seafarer Investor) @TSFInvestor]

@MrSeymourDuck Ah yes. I think that was it. I think at one point I saw you own the shares in Tokyo itself.

[Seoshin (The Seafarer Investor) @TSFInvestor]

@CJ0pp3l Okay interesting. What company is that?

[Seoshin (The Seafarer Investor) @TSFInvestor]

@GabGrowth @the_zack_zhu where that 30% GMV came from? I say 28% is already impressive!

[Seoshin (The Seafarer Investor) @TSFInvestor]

@stonkmetal @Invesquotes my only regret is not backing up the truck as you at 14.

[Seoshin (The Seafarer Investor) @TSFInvestor]

@SirHiss108 @MicroCapClub @GalahadCapital @plainyogurt21 We are doomed. The judge rule will not come ever

[Seoshin (The Seafarer Investor) @TSFInvestor]

@ReneSellmann Love your posts as always! Keen eyed on the tie-ratio. 👏🏻👏🏻👏🏻

[Seoshin (The Seafarer Investor) @TSFInvestor]

@ClubdelValue Really good summary and insights. Appreciate this!!!

[Seoshin (The Seafarer Investor) @TSFInvestor]

@ReneSellmann Been trimming the past weeks. Valuation right now is crazy and tbh does not warrant a high weighting in my portfolio. Better IRR reinvested somewhere else. It became 30% of my port to around 5% right now

[Seoshin (The Seafarer Investor) @TSFInvestor]

@ReneSellmann Thanks for reminding me

[Seoshin (The Seafarer Investor) @TSFInvestor]

@Invesquotes man the comments are salty. This is the first time I've seen in your post Leandro. Please do keep up your good work. Don't mind them!

[Brian Coughlin @EquityBrian]

Nothing in markets is more humbling than a stock you already thought was stupid cheap getting noticeably stupider.

[Simon Handrahan | MOS Capital @MoS_Investing]

If you love buying undiscovered cheap microcaps, I think you should just own $CSU.TO and let them do it

[Seoshin (The Seafarer Investor) @TSFInvestor]

@GabGrowth @DrewCohenMoney exactly the same. I am in the thinking that SE is deliberate on this of course and right now are losing money per VIP member but for sure in the long term this will reap more benefits.

[Seoshin (The Seafarer Investor) @TSFInvestor]

@tristanwaine I see you’re back in Kelly Partners

[Fred Liu @HaydenCapital]

This debate resurfaces every few years. Empirically, the data says it doesn't matter (even if logically, it should).

#software #sbc