discussthetape

Investment banker turned restaurant owner turned mobile home park owner turned tech investor turned stock market watcher now living in Oz (NOT FINANCIAL ADVICE)

[discussthetape @discussthetape]

@puppyeh1 I think they misunderstand how commercial and opportunistic he has always been. He has always been happy to move away from his core investment thesis. And he also gets access to some sweet deals. In short, they aren’t as shrewd.

[discussthetape @discussthetape]

Calm before the storm. It will be like 2021 for food prices. I like 8002 JP Marubeni for the trade. #food #japan Australian grain markets stable; energy costs surge dramatically | Farm Online | ACT https://t.co/ObjUkmsCEk

[discussthetape @discussthetape]

Surprised this hasn’t happened already. Lina Khan is gone but M&A or IPO pipeline isn’t hot. AI reducing roles. Focus on China’s IPO pipeline. Discuss $GS #china #ipo

https://t.co/Ovufz9j75j

[discussthetape @discussthetape]

Will be $40 trillion in summer. The weakness in gold and gold miners is creating an opportunity. Discuss US debt surpasses $39 trillion amid Iran war https://t.co/mEVZ8CASiq

[discussthetape @discussthetape]

Japanese drone name, 6232 ACSL looks like it could go. We saw a catalyst on Feb 27: government-backed contract to develop AI-powered autonomous and swarm-capable drones. Another one to watch given the war. @KabuJapanHQ #japan

[discussthetape @discussthetape]

5032 AnyColor: Asset light biz model at 63% ROE, 28%+ net margins, zero debt, and ¥22B in net cash. Trough multiples, strong balance sheet, re-accelerating growth management guiding 20%+ forward). #japan $stocks

[discussthetape @discussthetape]

Keep an eye on Chinese tech. China invested. Marginal cost close to zero. Hard to compete with them in global retail etc. What happens to demand for EVs now also? Discuss $PDD $BABA $JD $NIO #ChinaTech

https://t.co/Snj0F7nsZv

[discussthetape @discussthetape]

268A Rigaku Holdings (IPO late 2024), an X-ray metrology company with an AI chip inspection segment. They've landed major logic and memory customers. Estimated total SAM of $1 billion by 2030 with Rigaku targeting over 50% share. @KabuJapanHQ #japan #equities

[discussthetape @discussthetape]

4275 JP Carlit: Japan's monopoly producer of ammonium perchlorate, the oxidizer that makes up 50-70% of every solid rocket propellant. Dominant market share in a critical defense input. AP shipments increasing. Let’s go! @KabuJapanHQ #japan #equities

[discussthetape @discussthetape]

@based16z The IPO pipeline in Hong Kong is much better.

[discussthetape @discussthetape]

Chinese tech stocks to rally soon. #china #Equities #tech Mainland Investors Buy Record Hong Kong Stocks Via Trading Link - Bloomberg https://t.co/1YxJSeZCyD

[discussthetape @discussthetape]

#equities #japan https://t.co/ImuFKvcDxn

[KabuJapan @KabuJapanHQ]

$6902 Denso just proposed a takeover of $6963 Rohm.

This is not a one-off deal. Japan is building national champions. And the playbook is becoming clear.

[discussthetape @discussthetape]

Rally time in some of the oversold software stocks? #software #tech Thomson Reuters shares rally after CoCounsel AI tool draws 1 million users | Reuters https://t.co/yyUuWb1au2

[KabuJapan @KabuJapanHQ]

https://t.co/1IRIrzqwvT

[KabuJapan @KabuJapanHQ]

"I always loved foreign bond investment, but not anymore. Now it's JGBs."

SMFG's global markets head is ready to double Japan's second-largest bank's bond holdings. The contrarian playbook is forming.

[KabuJapan @KabuJapanHQ]

https://t.co/N93YvKFlSy

[KabuJapan @KabuJapanHQ]

Two 5% ownership filings worth watching:

1. Hikari Tsushin → Multiple small/mid cap value names
2. Ariake Capital → Hyakugo Bank $8368 (regional)

Both betting on rate normalization beneficiaries.

The theme: quality small caps and regional banks.

[KabuJapan @KabuJapanHQ]

2897 Nissin - still like the name.

Market's pricing it like a broken commodity processor. Ignoring April '26 domestic price hikes that restore the earnings base.

Overseas recovery, pure upside. And no one's asking what they could do with that character IP.

[discussthetape @discussthetape]

#japan #equities subscribe pls

https://t.co/qbgjqdvn05