curioushitty

"As is your desire, so is your will. As is your will, so is your deed. As is your deed, so is your destiny"

[curioushitty @fableBUThaiku]

✍️

[curioushitty @fableBUThaiku]

@NoContextHumans This is mean as fck, and im laughing my ass off 🤣🤣🤣🤣🤣

[Leo builds @LeoBuilds_]

Only 2% of people in the world pay for AI.

What a bubble we live in.

[curioushitty @fableBUThaiku]

-82% is for something like $NKE is nuts

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Nike stock, $NKE, crashes another -6% to its lowest level since September 2013 after posting weaker than expected earnings.

The stock is now down -82% from its record high, erasing -$230 billion in market cap.

[curioushitty @fableBUThaiku]

@handierawan Toko roti juga dong

[curioushitty @fableBUThaiku]

$MNCN masuk Net Nets 😆🤣🤣🤣🤣

[curioushitty @fableBUThaiku]

berita karena perform.

Biasakan say "NO" to most of the offers and only say yes after we do deep research ourselves.

[curioushitty @fableBUThaiku]

kalahnya kecil.

Hukum alam di bursa adalah:
1. Shiny object yg banyak berita, terlihat sexy dan populer biasanya akan loss making buat investor pada waktunya
2. The real alpha biasanya datang dari perusahaan yang ga banyak buat berita, tetapi semakin profitable dan akhirnya jadi

[curioushitty @fableBUThaiku]

kalo ada corp action A right issue mau caplok B dengan nilai blablabla, trus kita ga paham ujungnya, valuasinya, dan nilai dilusinya, doesnt matter beli A atau B, kalo beli sesuatu yg kita ga ngerti, pasti rugi. Paling aman jangan ikutan main.

Mainlah di arena yg kemungkinan

[curioushitty @fableBUThaiku]

kalo november ternyata IHSG ttp di EM tp ttp di freeze, gmn?

[curioushitty @fableBUThaiku]

Foreign sell off dominated by $GOTO
Kenapa dipungut retail dalam kondisi masi overvalued?

Unless no more better options in IHSG, free float >70%, management modalnya 2 perak, jelas2 mis-aligned incentives.

[curioushitty @fableBUThaiku]

IHSG dr market yg no brainer berubah menjadi volatile market yg mengharuskan adanya skill dan discipline.

I like it this way!

[curioushitty @fableBUThaiku]

$GOTO 2 menit 800 milyar trade value..
Thats phenomenal

[curioushitty @fableBUThaiku]

reminds me of someone..

[Students For Liberty @sfliberty]

"Every socialist is a disguised dictator." — Ludwig von Mises

[curioushitty @fableBUThaiku]

Bond yield US 5.2%, FX relatif stabil
Bond yield ID 7.2%, FX volatile
Dua2nya dijamin negara..

Trs skrg kamu masi hold SAHAM narasi manis dengan PE >100x (yield 1%), punya utang, beli sahamnya pake margin dan marah2 sama asing krn sell off terus2an?

[curioushitty @fableBUThaiku]

Kelalaian dalam capital allocation "investasi" ke saham $GOTO oleh $TLKM dan $ASII akhirnya mulai berdampak ke pemegang saham...

Uang segitu besar yg lolosin pasti level CEO...

GA KOMPETEN!!!

[curioushitty @fableBUThaiku]

kan udh dibilangin, jangan main saham, saham itu judi

[curioushitty @fableBUThaiku]

The bull market will emerge when we least expected..
When most raised white flags
When noone talks about market anymore
In a random month where nobody discerns
Gradually yet suddenly

We ALL gonna miss the next great bull market

[curioushitty @fableBUThaiku]

dan maintenancenya, akhirnya mau ga mau malah lebih besar maintenance capex yg dikeluarkan utk mempertahankan FCF.

Terutama di bisnis yg asetnya heavy on fixed assets (PPE)

[curioushitty @fableBUThaiku]

hati2 utk perusahaan yg ngotot mau keliatan FCFnya tinggi, cara paling mudah terkadang adalah delaying maintenance capex, dan pasti FCF naik, bisa buyback/bayar div gede, tp "invoice" akan ttp datang on due date, saat mesin/sparepart/equipment mulai mahal biaya downtime

[curioushitty @fableBUThaiku]

If we are 6ft tall, i am not going to cross 10ft deep river and risk ruining my life.

Unfortunately in this game, i can also drown myself in 3ft deep water…that is when I pay too much for perfection.

Simple principle, but never easy

[curioushitty @fableBUThaiku]

If long term stellar performance stems from wide moat, and wide moat came from unique business model/condition, then investing is actually a game of logic, not numbers and spreadsheets

[curioushitty @fableBUThaiku]

And some industries/sectors/models are inherently ‘tougher’