L.M.V.

Writer, dreamer, putter of foot in mouth. Lover of one liners. Prefers to live outside body, eats too much curry

[L.M.V. @lavinawrites]

@Colecalciferol1 Was stupid to go in hard with them - was rooting for them - backstabbed

[L.M.V. @lavinawrites]

@PolarizingLit Yessssss!!!!

[L.M.V. @lavinawrites]

@AretardInvestor Agree but I say 3X from here - fascinating technology

[L.M.V. @lavinawrites]

@WheelieInvestor China ?

[L.M.V. @lavinawrites]

@PolarizingLit It’s looking promising

[L.M.V. @lavinawrites]

@HelleLyngSvends @RahulGandhi Will you ask him about the sins of his party ? Or are you going to make him look good (which is impossible)
Do the interview so we can clearly what this is all about

[L.M.V. @lavinawrites]

@AstrosPhoto Thank you for this - I have a sizeable position in humacyte and was completely unaware that they’re not a monopoly

[L.M.V. @lavinawrites]

@AstrosPhoto Why do you feel we are at the top ?

[L.M.V. @lavinawrites]

@Colecalciferol1 Why do you hate on them so much

[L.M.V. @lavinawrites]

@Sam_Mindset @narendramodi How are the two things related ?

[L.M.V. @lavinawrites]

@D27357 I am in more that 10% - will likely buy more - aside from all you mentioned, their marketing spend is high;they are taking up centre concourse for marketing in all the major malls in Asia where they are opening stores. Also, visit their insta pages, read customer comments.

[L.M.V. @lavinawrites]

@D27357 The fact that they didn’t jump on the discounting bandwagon tells me they are serious in brand building and they’re long term players. They’re not a mixue or a Temu.

[L.M.V. @lavinawrites]

@D27357 You’re right about the q1 q2 worry - and imo it’s the discounting by the competition. The international growth plans are exciting. Lots of runway. It’s early days imo. Lots will change. Ups and downs. I’m holding. I believe in the business and vision

[L.M.V. @lavinawrites]

@D27357 In my opinion, you are on point

[L.M.V. @lavinawrites]

@D27357 Bang on. It was a soft quarter in Asia - across the board - sss drop not surprising but still unwelcome. Brand is in tact. I didn’t sell.

[L.M.V. @lavinawrites]

@Luce_On_TSLA the last qtr has been tough for SE Asia for F&B & retail - but $cha stores seem 2B busy all the time - revenue will be up because they’ve opened up so many more stores in Asia - worry is same store sales….but it’s a winner - just bought a ton more

[L.M.V. @lavinawrites]

@Luce_On_TSLA 2 days ago - after working hours at the train station - this one is in a line of eateries and it was the one of the only ones with people waiting to buy

[L.M.V. @lavinawrites]

@Luce_On_TSLA I live in Asia - there’s a store in every mall in Malaysia - visited some of the stores in Thailand and Indonesia - busy as hell - expanding fast - there’s always a line at the till

[L.M.V. @lavinawrites]

@Luce_On_TSLA Mmm you think it will be this quarter ? I feel like it may take a little while for everything to kick in