M_Value Ⓥ

VC & Fund Manager | 10+ years in crypto | Sharing my thoughts, deep dives & insights | No financial advice!

[M_Value Ⓥ @_AndyVIE_]

🌏Why #China Tech & AI is Relatively Undervalued and Why the Long-Term Opportunity is Massive

China is often viewed through a pessimistic lens, but this perspective overlooks significant long-term opportunities. Here’s why China might be undervalue🧵👇

[M_Value Ⓥ @_AndyVIE_]

@charliebilello Cheap is a multidimensional concept. It depends on both the quantitative and qualitative aspects of a business.

[M_Value Ⓥ @_AndyVIE_]

@DudeWhoInvests cheap is a multidimensional concept

[M_Value Ⓥ @_AndyVIE_]

@THEROARINGSIGGY https://t.co/yIQNrSa66z

[M_Value Ⓥ @_AndyVIE_]

🌏Why #China Tech & AI is Relatively Undervalued and Why the Long-Term Opportunity is Massive

China is often viewed through a pessimistic lens, but this perspective overlooks significant long-term opportunities. Here’s why China might be undervalue🧵👇

[M_Value Ⓥ @_AndyVIE_]

@jdorman81 hope so ... long overdue.

[M_Value Ⓥ @_AndyVIE_]

Love it ... lets see in 5-10 years.

[David Kass @DrDavidKass]

Berkshire Hathaway’s longtime edge over S&P 500 shows signs of eroding https://t.co/k1HrDAkGXy

[M_Value Ⓥ @_AndyVIE_]

@LorenzoBolsa @FedexSTi @eldaminato @SzAriel @Pipo_Bpo @invertiramateur @JonahLupton @oguzerkan @StockSavvyShay Price-to-Sales is a nonsense investor metric.

[M_Value Ⓥ @_AndyVIE_]

@BrianTycangco https://t.co/LBQuw8SEMy

[M_Value Ⓥ @_AndyVIE_]

Today's #China sell-off presents an opportunity if approached wisely — some names are stupidly cheap right now.

If you like a company at a certain price, why wouldn't you love it at a lower price — especially when that lower price comes from forced selling by market participants rather than from any change in business fundamentals?

We'll get back to this in a few years.

[M_Value Ⓥ @_AndyVIE_]

@0xDamien https://t.co/LBQuw8SEMy

[M_Value Ⓥ @_AndyVIE_]

Today's #China sell-off presents an opportunity if approached wisely — some names are stupidly cheap right now.

If you like a company at a certain price, why wouldn't you love it at a lower price — especially when that lower price comes from forced selling by market participants rather than from any change in business fundamentals?

We'll get back to this in a few years.

[M_Value Ⓥ @_AndyVIE_]

Today's #China sell-off presents an opportunity if approached wisely — some names are stupidly cheap right now.

If you like a company at a certain price, why wouldn't you love it at a lower price — especially when that lower price comes from forced selling by market participants rather than from any change in business fundamentals?

We'll get back to this in a few years.

[M_Value Ⓥ @_AndyVIE_]

Nvidia monetizes digital intelligence. Tesla will monetize physical intelligence.
Once the software is solved, the car becomes a money-printing node on a decentralized network.

If you can buy a hardware node that generates $15k/year in pure cash flow, how many do you buy?
As many as they can physically build.

[M_Value Ⓥ @_AndyVIE_]

A car is a depreciating liability. An autonomous car is a yield-generating asset.
When FSD scales, #Teslas become the Nvidia GPUs of the physical world.

Sophisticated capital won't just buy the stock. They will deploy fleets. Demand will outstrip production for years.

The hardware is the leverage.

[M_Value Ⓥ @_AndyVIE_]

$HYPE is to $SOL

what

$ZEC is to $BTC

… right? … right?

[M_Value Ⓥ @_AndyVIE_]

Current revenue = chapter 1.
The bet is on the architecture: value accrual, competitive durability/moats, 5-10y trajectory.

Pricing today's snapshot is how you stay poor in crypto.

[Ansem 🐂🀄️ @blknoiz06]

total blockchain revenue over past year compared to their circulating market caps

$HYPE: $788M | $13B
$SOL: $528M | $49B
$TRON: $470M | $34B
$ETH: $425M | $255B

always forget how crazy 2021 was, eth made nearly $2B off tx fees in one month that November

[M_Value Ⓥ @_AndyVIE_]

@DividendDynasty https://t.co/9XrCSHeE4j

[M_Value Ⓥ @_AndyVIE_]

Funny how people call #BerkshireHathaway “boring” and fixate on Warren Buffett stepping down.

To me, it’s one of the few businesses I’d actually feel comfortable owning in size.

Reason is simple:

It’s not one company — it’s a collection of businesses people rely on every day. Insurance, energy, rail, industrials… not exciting, but essential.

When things turn south, people cut spending but they don’t stop using electricity, shipping goods, or buying basic products. A lot of Berkshire sits right there.

On top of that:
•Huge cash pile
•No pressure to act
•Ability to move when others can’t

That combination matters more in bad times than good ones.

And I actually agree with @MohnishPabrai here — at current levels, I feel more comfortable buying Berkshire than buying the S&P 500.

At roughly 4-5% earnings yield, its around intrinsic value as per my calculations.

I’m happy to add on weakness.

[M_Value Ⓥ @_AndyVIE_]

@ConvexDispatch https://t.co/yIQNrSa66z

[M_Value Ⓥ @_AndyVIE_]

🌏Why #China Tech & AI is Relatively Undervalued and Why the Long-Term Opportunity is Massive

China is often viewed through a pessimistic lens, but this perspective overlooks significant long-term opportunities. Here’s why China might be undervalue🧵👇

[M_Value Ⓥ @_AndyVIE_]

The most important skill in order to make it in investing today: THINKING FOR YOURSELF!

[M_Value Ⓥ @_AndyVIE_]

@andrewcoye agreed

[M_Value Ⓥ @_AndyVIE_]

Funny how people call #BerkshireHathaway “boring” and fixate on Warren Buffett stepping down.

To me, it’s one of the few businesses I’d actually feel comfortable owning in size.

Reason is simple:

It’s not one company — it’s a collection of businesses people rely on every day. Insurance, energy, rail, industrials… not exciting, but essential.

When things turn south, people cut spending but they don’t stop using electricity, shipping goods, or buying basic products. A lot of Berkshire sits right there.

On top of that:
•Huge cash pile
•No pressure to act
•Ability to move when others can’t

That combination matters more in bad times than good ones.

And I actually agree with @MohnishPabrai here — at current levels, I feel more comfortable buying Berkshire than buying the S&P 500.

At roughly 4-5% earnings yield, its around intrinsic value as per my calculations.

I’m happy to add on weakness.

[M_Value Ⓥ @_AndyVIE_]

@DudeWhoInvests Gresham’s law applied to human capital: cheap liquidity drives out hard labor.