Pang Chan Yip

[Pang Chan Yip @chanyip]

@MarioNawfal Read this

https://t.co/H5a8BihqOZ

[Pang Chan Yip @chanyip]

@kasdrenck @ZelenskyyUa Answer is nil

[Pang Chan Yip @chanyip]

@ZelenskyyUa @chrisfralic Stop crying foul. Negotiate a deal, stop billions in destruction. Instead channel these billions into developments.

[Pang Chan Yip @chanyip]

@XueJia24682 Cool stuff. What are the name of these companies?

[Pang Chan Yip @chanyip]

@richardzphotoz @cosign I would like to join. Thank you

[Pang Chan Yip @chanyip]

@mukund @Muse Here please. Thank you

[Pang Chan Yip @chanyip]

@JTLonsdale @JoshuaDotFang May I ask :
1. Do you have portfolio companies with employees in China?
2. If answer is yes, will you ask them do the same?
Thank you

[Pang Chan Yip @chanyip]

@Jason @stregishotels Go to China Shenzhen once to see for yourself the big price/quality gap between US and China.

[Pang Chan Yip @chanyip]

@alexandr_wang Still on waitlist! Can I get an invite code?

[Pang Chan Yip @chanyip]

@quxiaoyin @agentsky_dev Great stuff ! I’m from Vertex, VC fund linked to Temasek of Singapore. Would love to have introductory meeting if you are open to it.

[Pang Chan Yip @chanyip]

@teechongyen Nice.

[Pang Chan Yip @chanyip]

@teechongyen Ya big if lol

[Pang Chan Yip @chanyip]

@teechongyen It’s a buy unless you have a view that competition can be so irrational until FCF can trend towards zero.

[Pang Chan Yip @chanyip]

@teechongyen Using the textile example, better machines may not improve their FCF from $5 to $10 (hypothetical example)

But if it can maintain $5 FCF, and its selling for $20, is it a good buy?

[Pang Chan Yip @chanyip]

@teechongyen Can assume the Chinese management told the two Chinese legend investors on how they return the money? 😆

[Pang Chan Yip @chanyip]

@alvinfoo Hey Alvin, Chan Yip here from
Vertex. Will be in KL next week. Open to an intro chat? Thanks!

[Pang Chan Yip @chanyip]

@teechongyen Indeed. Like Cambridge analytica. Think that was a bigger problem

[Pang Chan Yip @chanyip]

@teechongyen But it was only $73 one month ago. Already up 20%. Should have added more then