Dean

Value investor. History buff. Bird appreciator.

[Dean @_Flycatcher_]

Top 5 Holdings now in April 2026:
1) $ACFN
2) $OGD.TO
3) $CCA.AX
4) $MMY.TO
5) $TOT.TO

Haven't sold any $PVE.AX & $VIRI.PA but I did sell out of $VAL in the 90s after the acquisition announcement.

[Dean @_Flycatcher_]

My top 5 Holdings in Jan 2026:
1) $ACFN
2) $MMY.V
3) $OGD.TO
4) $PVE.AX
5) $VIRI.PA (Viridien)

& honorable mention at #6 is $VAL

altogether these 6 make up ~58% of my portfolio

[Ryan Albert @ryan_a_albert]

While I think this post is factually correct about corporate culture, disclosures and past actions in Korea, it completely misses the mark on (1) key changes that have been implemented like the 3% rule and (2) the sheer speed of regulatory changes in just the last couple of years. Fewer and fewer egregious acts against minority shareholders and more instances of improving shareholder returns. Going from a Grade F to C is extremely powerful and more powerful than going from a Grade B to A. I agree that there is still a long way to go

@MikeFritzell @douglaskimkorea @smartkarma

[Tim Eriksen @eriksen_tim]

Solid quarter by Monument Mining $MMY.V $MMTMF earned $22.65M or $0.07 per share. Has almost $101M or $0.30 per net cash. Trading at ~ 2x earnings net of cash. https://t.co/c56aqhOJuY

[Dean @_Flycatcher_]

I might be single-handedly responsible for the energy crisis

[Dean @_Flycatcher_]

@RnaudBertrand They forgot Lo Mein, Kung Pao, and General Tsao

[Dean @_Flycatcher_]

LNG traveling from British Columbia to Germany

This deal really highlights how much security of supply has started to matter more than just pure economics. How many days would such a voyage even take?

$PSD.TO $TOT.TO $SHLE.TO

https://t.co/pRJrre4jsh

[Dean @_Flycatcher_]

@ChrisVanHollen youre a complete and utter dufus

[Dean @_Flycatcher_]

2/ but even excluding Samsung + SK Hynix, KRX ADTV is up >100% y/y.

Earnings quality for brokerages is a bit poorer, but governance reform, domestic tax incentives, and foreign access suggest a higher structural turnover base.

[Dean @_Flycatcher_]

1/ Many Korean brokerages still trade at single-digit earnings multiples because the market doesn’t believe current earnings are sustainable.

That skepticism is understandable: Samsung Electronics + SK Hynix have become ~35% of total KRX avg daily trading value.

[Dean @_Flycatcher_]

@Jack_McClendon mostly peaceful mines

[Eric Wallerstein @ericwallerstein]

stole this from Oxford Economics. EM is getting shellacked when you remove TSMC, Samsung and SK Hynix.

[Dean @_Flycatcher_]

Just your average Korean corporate structure

[Dean @_Flycatcher_]

@TeddyGambino Is the deal official?

[Dean @_Flycatcher_]

@orrdavid your japan exposure during an energy crisis is the problem

[🧑🏻‍🌾.eth @OpusBitcoin]

Btw Koreans pay 0% capital gains tax on domestic stocks.

Born to be degens

[Dean @_Flycatcher_]

KRX Avg Daily Trading Value

We're reaching an all time high in May of 64T KRW yet some Korean brokerages are still trading at single digit earnings multiples

[Dean @_Flycatcher_]

There is a real risk here of the KOSPI today becoming like the Nikkei in the 80s. Seems like we're still quite far from bubble territory though

https://t.co/tMRdp8bl7Y

[Eximius Investing @Eximius2026]

Disappointing quarter for $OGD.TO, but don't think this materially changes the thesis. Stock decline is a buying opportunity. (1/4)🧵

[Dean @_Flycatcher_]

Looking at a Korean microcap with a market cap of 50 billion Won and wondering when Korea is going to reverse split their currency

[Dean @_Flycatcher_]

@Trevornoah youre a special kind of dufus eh?