Gingerballs Capital

Japan equities only.

[Gingerballs Capital @gingerballscap]

@gregorrobertson You're bailing out condo developers with taxpayer money, and actually making the affordability crisis worse by not letting the units drop to their market price, which is way lower.

Disgusting behaviour that's obviously lining the pockets of developers.

[Gingerballs Capital @gingerballscap]

@InvestInJapan Emerging fund managers in Japan - there's not many!

[Gingerballs Capital @gingerballscap]

@puppyeh1 Selling my TSMC today...

[Gingerballs Capital @gingerballscap]

@JapanDeepValue1 Wow - what's happened to Comture?

[Gingerballs Capital @gingerballscap]

@real_MikeBarnes does the weak ocarina trailer mean low ocarina unit sales? I didn't think so... they'll show it later. who cares.

[Gingerballs Capital @gingerballscap]

@agoyal00 why is releasing Zelda instead of 3D mario apparently such a disaster for $NTOY?

[Gingerballs Capital @gingerballscap]

@DaBao_ @KarstResearch Why not Hoshizaki? They have transformed their SH returns policies and the market has given them no credit for it… looking very cheap. #1 market share in India, growing rapidly there with high margins.

[Gingerballs Capital @gingerballscap]

@DaBao_ @KarstResearch Lots of commercial kitchen equipment names more broadly… Hoshizaki/galilei/maruzen - why not those too! Rheon is for sure an interesting one, I toured their plant once

[Gingerballs Capital @gingerballscap]

@DaBao_ @KarstResearch Why do you find this theme interesting?

[Gingerballs Capital @gingerballscap]

@10_ch_10 Mad lad! Nintendo will work, but they need to show results, release some big titles, and prove to the market that memory prices don't ruin the math of the Switch 2. Could take a while.

[Gingerballs Capital @gingerballscap]

@puppyeh1 Hamish Douglas

[Gingerballs Capital @gingerballscap]

@russianblue2009 @agoyal00 An AI wrote this

[Gingerballs Capital @gingerballscap]

@10_ch_10 The setup here in Nintendo is amazing. Hang in there

[Gingerballs Capital @gingerballscap]

@10_ch_10 There's no Nintendo profit warning

[Gingerballs Capital @gingerballscap]

@MerrynSW @WilloughbyWood2 Lol absolutely clueless

[Gingerballs Capital @gingerballscap]

@InvestInJapan I think you're right, but that will take quite some time by the looks of it. Do you think the stock is a screaming buy here? or are you more cautious?

[Gingerballs Capital @gingerballscap]

@DepressedAnaly1 @firstadopter Seconded

[Gingerballs Capital @gingerballscap]

Not a bad start for Pokopia. 2 million units in 4 days. And for this title, with little actual anticipation for it, I think the momentum is still building as word spreads organically and on social media. We have a 10 million unit title on our hands.

https://t.co/IJt18fsL1w

[Gingerballs Capital @gingerballscap]

@10_ch_10 It was the same with the success of the Mario movie, the market reacted days after it was already clearly a hit