Eric

Random thoughts about investing/lifting/sports or whatever else comes to mind

[Eric @EK192_]

@Temple_Eight Appreciate the clarification! How long you anticipating a bear market to be?

[Eric @EK192_]

@Temple_Eight I guess when you mentioned long term I got confused but long term means something different to each person

[Eric @EK192_]

@2025Updated @PurpleDrink_LLC Cause it’s getting wrecked

[Eric @EK192_]

@PurpleDrink_LLC It's looking pretty cooked at the moment

[Eric @EK192_]

Idk how anyone watches the NBA anymore, such a garbage product they’re putting out

[9 Ventures @ThematicTrader]

$FCEL the Fairfax County Data Center built by T5 Data Centers that will contain a 60 MW fuel cell yard is using Fuel Cell Energy and it's hidden on a government filing website!

T5 is one of the largest data center operators in the world and operates 4 GW today, so that stamp of approval is game changing.

The Baby $BE thesis just improved 10x. Fuel Cell Energy has officially entered the data center market with a massive initial client.

See the below photos included in the filing. @peonyKingOF

Link: https://t.co/9bViSBF5Qx

[Eric @EK192_]

@swingingstonks @PurpleDrink_LLC I can't believe people invest in his funds lmao

[Arsenal @Arsenal]

The Arsenal. Your Premier League champions.

[Eric @EK192_]

Can't believe Brazil chose Neymar for the world cup squad lmao

[Eric @EK192_]

@daniel_koss Weren't you pumping $CGEH like two weeks ago

[Eric @EK192_]

@Stix617 @Gooneeus He has gotten so performative

[Eric @EK192_]

@DeepValueBagger Theoretically shouldn’t stocks and real estate get nuked too if the lower/middle class are unable to consume anything because no jobs, can’t pay rent to those who own houses, etc

[Leandro Trossard @LTrossard]

No words needed. ❤️

[Phil Costa @_PhilCosta]

I died, my soul left my body, and then I died again. I've died many a death. They have killed me. These guys should be tried in The Hague for what they're putting me through.

[Eric @EK192_]

That was such a weird main event fight, Chimaev with a disaster performance

[Eric @EK192_]

@oliverse we ever getting the ‘I Need You’ remix?

[Korea Value Hunter @koreavaluehunt]

At a Korean BBQ in Koreatown last night.

A little girl, maybe six, was sitting at the next table with her halmoni.

She was refusing to eat her galbi.

I assumed she was a picky eater.

Her grandmother sighed and offered her japchae instead.

She refused that too.

Then I overheard what she was actually upset about.
"Halmoni, the chaebol discount is structural. Why does Samsung Electronics trade at 9 times earnings when it dominates global memory?"

I froze.

She pulled out a placemat covered in calculations. Price-to-book ratios for every company in the KOSPI 200.

Circled in red crayon: anything trading below 0.7.
Her grandmother muttered something about cross-shareholdings.

The girl slammed her chopsticks down. "The Value-up Program is real this time, Halmoni. The National Pension Service is voting against bad governance. Activist funds are circling Hyundai Motor."

A waiter walked by. She stopped him.

"Excuse me. Do you know if Korea has been upgraded to developed market status by MSCI yet?"

The waiter did not know.

She nodded grimly and wrote something on her napkin. It said: "PATIENCE."

Her grandmother finally got her to eat by promising to open a brokerage account that supports KRX listings.

I asked the girl her name.

She looked up from her ssamjang.

"Lee. Lee Jae-yong."

But then she added, "The good one. The one who actually returns capital to minority shareholders."

I rotated 15 percent of my portfolio into Korean preferred shares before the kimchi stew arrived.

Trading at a 40 percent discount to commons.

Greatest dinner of my emerging-markets-deep-value career.

[Eric @EK192_]

@dallas_dia61451 Took your victory lap a little to early 😂

[Eric @EK192_]

$ASTS looking like it is headed a lot lower. Terrible sentiment and chart

[Eric @EK192_]

@dallas_dia61451 Will see if it closes above the 200MA