Yuqiu Ge

husband, father, investor, mostly focused on microcaps

[Yuqiu Ge @YuqiuGe]

See you next year !

[Yuqiu Ge @YuqiuGe]

Many didn’t know what to do for the rest of their lives, until they found the answers by investing into the stock market. Others thought they achieved a lot in real life, until they realized those goals were nothing compared to the long-term returns of the stock market.

[Yuqiu Ge @YuqiuGe]

The overdue 1th quarter letter for 2026 is out https://t.co/v0bFdD7wSH. Sold $tnz.to $vle.to, bought $ZM, $RAVE and $SHA0.DE

[Yuqiu Ge @YuqiuGe]

The overdue 4th quarter letter for 2025 is out https://t.co/0sa60oDG2S. Sold $ZOMD.V $GSI.V $SNL.AX, increased $VLE.TO

[Finding Compounders @F_Compounders]

Imagine giving Buffett $30 000 and now being worth. $300 million

That is what happened to the Angle family

Great article

[Yuqiu Ge @YuqiuGe]

Imitator‘s Dilemma: $1810.HK

[Yuqiu Ge @YuqiuGe]

@kingdomcapadv Because if the combined company can utilize the fcf (3B per year) of $EBAY to stop the current dividend and buybacks, pay down the 20B in 8 years with 7B of current debt of target firm left, cut costs by realizing some synergies, that could suddenly be a total different story.

[Yuqiu Ge @YuqiuGe]

@NoelWieder Such a shame that we don't have any lectures teaching Value Investing at German universities. Even a small seminar about the 30 pages of the 8th chapter of the intelligent investor is too much to ask...

[Yuqiu Ge @YuqiuGe]

There has been a long-term shareholder of fairfax financial during the annual meeting of $ffh.to who held the stock for 28 years, the return during the first 22 years has been dismal

[Yuqiu Ge @YuqiuGe]

@MarketsStarter @alexkehr Food and Drink onboard are not free

[Mr Deep-Value @mr_deepvalue]

The version of Warren Buffett nobody talks about:

Concentrated.

Leveraged.

Deep value.

75.8% return on assets in a single year.

This is how he averaged 50% per year early on.

Almost no one studies this phase.

[Ian Cassel @iancassel]

I wrote this article a couple years ago before resources went on a tear, but I still like to look at cyclical or hated industries through this lens.

How does a business get a premium valuation when they sell a commodity?

https://t.co/KU2CIcGUvA

[Yuqiu Ge @YuqiuGe]

@themotleyfool Love it but sadly, that will be <10% CAGR per year, which will be underperfoming the index in the same period, especially because of the underperforming period of 1998 - 2026

[Joe Raymond @joekraymond]

https://t.co/y0Uju9M76I

[Sunil Gurjar, CFTe @sunilgurjar01]

“I had 225 stocks of Rs.10 crores in my account. The moment I read Warren Buffett’s letters, I brought it down to 15.”

“In the very first year, those 15 stocks portfolio doubled, Rs. 10 crore became 20 crore. That’s the power of reading Buffett.”

- Ramdeo Agarwal. 2017

[Finding Compounders @F_Compounders]

In 1998 - Michael Bury commented on Berkshire Hathaway as an investment

Great read

[Yuqiu Ge @YuqiuGe]

@JohnDoeKnowsGuy Glty

[Yuqiu Ge @YuqiuGe]

@midascabal Don‘t care about other tickers but $Oklo has zero revenue. Nada.

[Yuqiu Ge @YuqiuGe]

@Leo_Traydes In bull markets you get tomorrow's gains today.

In bear markets you get tomorrow’s losses today.

[Yuqiu Ge @YuqiuGe]

@ragingbullcap @irbezek You may take a look at your Betas of your holdings, check individual performance in last 3 years, and check how many time AI was mentioned in the quarter earnings calls.

[Yuqiu Ge @YuqiuGe]

Bloodbath today across the board for all AI-related stocks except ...