Daniel with an L

I tweet about undervalued stocks, usually in Vietnam, and also write about them here:

[Daniel with an L @daniel3point0]

Learn from what you lost. Appreciate what you have. Pay for what you want.

[Brandon Beylo @marketplunger1]

Eventually, the Bottleneck Boys will realize Commodities/Metals are the last (and most important) AI bottleneck of all.

And the subsequent bull market in metals will be epic.

[Daniel with an L @daniel3point0]

@ryan_a_albert @DavidKe73483404 @MikeFritzell @TheKoreaHerald @douglaskimkorea Agree. Sabeco has been an absolute disaster. Not only that, it's already crashed, and yet at 12.5x earnings, still isn't really that cheap!

[Daniel with an L @daniel3point0]

@ryan_a_albert @DavidKe73483404 @MikeFritzell @TheKoreaHerald @douglaskimkorea Saigon Mien Trung Bia, which I own a lot of, hasn't done too badly either; it now sells for 6.4x earnings, at 38,500 VND, and it paid out 5,500 VND in dividends last year:

[Daniel with an L @daniel3point0]

@ryan_a_albert @DavidKe73483404 @MikeFritzell @TheKoreaHerald @douglaskimkorea And yet nanocap beer companies in Vietnam have been a decent place to be. Here's Ha Long Beer, for example, which is currently selling for 8.9x earnings:

[Daniel with an L @daniel3point0]

@MikeFritzell @zeroxkyle Bingo. @orenmeetsworld has a great short video on this: https://t.co/NJ5jHwZH7m

[Jared Dillian @dailydirtnap]

Lost a subscriber today because I wasn’t recommending any AI stocks in the newsletter.

He’s 74.

[Daniel with an L @daniel3point0]

@SowingAlphaSeed It's not a big position, but I find it interesting that Toei Animation's included in the ETF.

[Daniel with an L @daniel3point0]

That feeling when one of your small-cap, illiquid stocks sells off...to you.

[Daniel with an L @daniel3point0]

And, man, what a book it was, especially the ending! Did you read this yet, @AndrewRangeley?

[Daniel with an L @daniel3point0]

From the latest book in the Dungeon Crawler Carl series: "If we worry about things we can't control, we start to ruin the things we /can/ control."

[Daniel with an L @daniel3point0]

Related quote, from later on in the book:

[Daniel with an L @daniel3point0]

@aquinasheard23 It's mind-boggling that many people today say they value agency, but then put their children in an institution where they have to ask permission before they can speak or move.

[Daniel with an L @daniel3point0]

@_olli_p_ @MikeFritzell @DaBao_ I used to imagine it was modeled after "đã bảo," which roughly translates to "I told you so" when translated from Vietnamese. Either way, I enjoyed the interview!

[Daniel with an L @daniel3point0]

Source: https://t.co/vqrMVgo3O3

[Daniel with an L @daniel3point0]

"CPI understates monetary debasement, because companies are constantly becoming more efficient." —@RealKeithWeiner

[Daniel with an L @daniel3point0]

"Ursus had communicated to Homo a portion of his talents: such as to...restrain his rage into sulkiness, to growl instead of howling...and on his part the wolf had taught the man...to do without a roof...to prefer hunger in the woods to slavery in a palace."

[Daniel with an L @daniel3point0]

My son and I finished reading Trustee from the Toolroom. Up next: my favorite book by Victor Hugo, The Man Who Laughs! #homeschool

[Daniel with an L @daniel3point0]

"He had the loquacity of a charlatan, the leanness of a prophet, the irascibility of a charged mine: such was Ursus."

[Daniel with an L @daniel3point0]

@puppyeh1 “During the dry years, the people forgot about the rich years, and when the wet years returned, they lost all memory of the dry years. It was always that way.” —John Steinbeck