Philippe Botte

BRK.B
Shareholder

[Philippe Botte @pcebotte]

@Premski_SGP OK, your borrow fee is around 5% annum, something like that?
I don't remember perfectly but they produce HKD 14,5b in profits. Less than 15x mkt cap.
How do you view their ability to develop new branches (parks, bakeries, film...)?

[Philippe Botte @pcebotte]

@Premski_SGP And for 9992:HK what is your main thesis? Same as Fritzell : labubu fade in Google Trend. The drop in prices for used models on Qiandao, an H2 26 that's inevitably less good... Things like that? Or something else

[Philippe Botte @pcebotte]

@Premski_SGP Will see in August...

[Philippe Botte @pcebotte]

@Premski_SGP So you think they can raise there price. What do military contracts say?

[Philippe Botte @pcebotte]

@Premski_SGP

[Philippe Botte @pcebotte]

@stone_flanders https://t.co/Errt9MHWQH
Voici un commentaire de Duan Yongping de cette nuit. Il a fondé OPPO et vivo et est un des plus gros actionnaires d'Apple, il est connu pour avoir conseiller Buffett sur ce mega deal... Cela me rend nerveux, même si Logic n'a pas de dettes !

[Philippe Botte @pcebotte]

@stone_flanders Pourtant ils ont écrit l'inverse. Et depuis les prix des DRAM ont explosé.
Je ne sais pas si Exxon à fait plus '' d'argent que Dieu'' mais Samsung, SK Hynix et Micron ont largement atteint l'Olympe. C'est un péage et tout le monde doit vraisemblablement passer à la caisse !

[Philippe Botte @pcebotte]

@SooYes @the_zack_zhu Ahh, I wouldn't say that. Most Sapiens look for value for money. In Europe, Teslas are for the upper middle class, and look at Temu's offerings for the Model Y, they cover all items!

[Philippe Botte @pcebotte]

@SooYes @the_zack_zhu No, the 100B corresponds to the continuity of the selection. It is completely logical; I go to Costco with my eyes closed, but Temu needs to move upmarket. And we can already see results. Kelme is present at the World Cup and built its commercial success with Pinduoduo in China.

[Philippe Botte @pcebotte]

@SooYes @the_zack_zhu You talk about legal aspects (regulation) and macroeconomics (deflation). That is not a good way to solve the problem, in my opinion!
What other negative arguments do you have, please?

[Philippe Botte @pcebotte]

@SooYes @the_zack_zhu No, it's a win-win situation. The business model is based on selection at all levels: employees, suppliers, and even customers. Obviously, anyone who is NOT FIT for it will be very angry and will judge $PDD very negatively. But ultimately, the ecosystem should be harmonious.

[Philippe Botte @pcebotte]

@CatNyanpital @baiming_ What?! the fine was on illegal activities with shadow bakery (also other business like flowers). Don't loose your time trying to convince each other. Just use the LLMs like Duan Yongping
👉 https://t.co/gHQyfltEaN

[Philippe Botte @pcebotte]

@the_zack_zhu @baiming_ Becoming extremely wealthy, then conducting scientific research, resembles the life of Benjamin Franklin, doesn't it?

[Philippe Botte @pcebotte]

@stone_flanders La marge va restée stable avec cette hyper inflation des puces mémoires?! 'This is a hundred year flood. I've never seen anything like it in any area in over 40 years.' Tim Cook dans le wsj de vendredi.
Qu'à dit le management à ce sujet ? Que disent les contrats avec l'armée?

[Philippe Botte @pcebotte]

@Investors___X What has changed since the 1 October 2014?

Well on the e-commerce side a newcomer and for the 'technology, aka AI side' It seems that the Chinese are not able to exploit their full potential.

[Philippe Botte @pcebotte]

Duan Yongping fait remarquer que $SPCX a 2 ans de plus que $Meta $1,5T.
Il y a 15ans le top 10 US avait donc cumulé en 800ans d'existence autant de market cap que $SPCX en un 1/4 siècle... Cursor a semble t'il le record sur ≈50 mois: $60B
#SPEED

[Philippe Botte @pcebotte]

$SPCX hit a $2,354B market cap at its IPO peak.

​That equals the COMBINED value of the US Top 10 on Jan 25, 2012 (Exxon, AAPL, MSFT...)

According to god Google:​ Never in history has a single IPO eclipsed the Top 10 from 15 yrs prior

​Stat for @charliebilello @biancoresearch

[Philippe Botte @pcebotte]

@RERC_SNCF Jusqu'à demain OUI ou NON ?
Qu'on soit fixé !

[Philippe Botte @pcebotte]

@ChrisBloomstran >80% annualised! Ce Monsieur nous VEND la Compagnie du Mississippi du 21e siècle.

Most iconic French Bubble