Roaming Capital

Global value investor with drifting style and not afraid of odd geographies | Roaming Capital | Seeking asymmetry across borders | Tech/financial bias

[Roaming Capital @RoamingCapital]

@CRUDEOIL231 @respeculator Favorite uranium play?

[Roaming Capital @RoamingCapital]

@ValinClub Interesting one - any reason for the negative price action recently or is it the competition piece?

[Roaming Capital @RoamingCapital]

@seedy19tron Would love to join as well - cannot DM given lack of blue tick... :)

[Roaming Capital @RoamingCapital]

@DaBao_ Haha fair enough

[Roaming Capital @RoamingCapital]

@Iqbal_yusuf1994 @Iqbal_yusuf1994 bossman, masih invested in $2209.hk? Very very menarik at these levels

[Roaming Capital @RoamingCapital]

@Henrik115 Kikat på $SU ? Mindre torque men bättre nedsideprotection - tankar?

[Roaming Capital @RoamingCapital]

@GavMcCracken @GavMcCracken Any updated views here?

[Roaming Capital @RoamingCapital]

@taobanker I hear ya. Haven't spent too much time, what's the bear thesis? Any pieces very prone to AI disruption?

[John @ContrarianKiwi]

@LowCapsBigValue Likewise. This is my theory on what's going on here:
https://t.co/1wE5dGjANr

[Roaming Capital @RoamingCapital]

@seedy19tron Absolutely justified gloating - I severely disliked the negative response on that post despite you being very respectful - kudos

[Roaming Capital @RoamingCapital]

@FriendlyCapMgmt Reason is China discount and still deriving 25% +/- revenues from Chinese customers after a crackdown on Chinese foreign stock ownership - still a tail risk. Ests. are low bc brokers are risk-adjusting the mkt froth - likely to beat earnings heavily this year froth continues

[Roaming Capital @RoamingCapital]

@Henrik115 Can someone help me get up to speed on why many consider the Portugal project a zero?

[Roaming Capital @RoamingCapital]

@DaBao_ @illyquid @Tintincapital Now we're talking - gonna start doing some work...

[Roaming Capital @RoamingCapital]

@DaBao_ @illyquid Have a position?

[Roaming Capital @RoamingCapital]

@david_katunaric Try https://t.co/h95DZBlkaR also - I find it easier than Allabolag

[Roaming Capital @RoamingCapital]

@MattiH0 @JaniLepojarvi @ShitValueFund Any updated views? Seems like these childcare stocks are taking a beating but I am starting to find them quite attractive at these levels

[Roaming Capital @RoamingCapital]

@ShitValueFund Hey - any updated views on $ndo.ax? I took a tracker pos a while back but now that valuations have come down for them and $evo.ax I'm starting to spend time

[Roaming Capital @RoamingCapital]

@TTRAmyloid If subq hits for $tgtx - does that chance your view? And do you have a PoS for subq hitting

[Roaming Capital @RoamingCapital]

@pandawatch88 Couple of reasons: 1) customer/mkt/geo mix (FUTU has higher % HK stocks/customers) which has higher fees and higher trading activity per dollar of assets. 2) FUTU also has more option trading vs equity which has higher take rate