Timothy Lo

[Nazem Alkudsi @LongArcNews]

A chokepoint, for as long as I have watched them, was a place. Oil, urea, the premium on a hull passing Hormuz.

This morning the FT asked whether US Treasuries have become one.

Not the haven. The chokepoint. What do you flee to when the exit is named like the trap?

[Timothy Lo @TimL14]

Livestock Express (11 livestock vessels) sells to WA based Paul Holmes à Court - Heytesbury

[Splash @Splash_247]

Vroon cashes out of livestock shipping business https://t.co/88r1iyzRaJ

[Timothy Lo @TimL14]

@jackprandelli Has anyone found a mine yet in this campaign?

[Timothy Lo @TimL14]

Very excellent insights

[Made in Japan 🇯🇵 @InvestInJapan]

The First episode of the Made in Japan podcast is finally out. (Link in reply)

We felt our interview with Philip was going to be the perfect first episode as an introduction to Japanese markets.

Over the last 2 decades, he’s seen the country as a lawyer, investment banker and now an investor. He’s worked with truly the pioneers of Japanese activist investing like Yoshiaki Murakami of M&A Consulting and Seth Fischer of Oasis.
Through his adventures not just in Japan but in East Asia, he has so many interesting stories to tell!

We learnt
⚪︎Why Activism Struggled in the past and why that’s changing
⚪︎Why Activism, and Japan, is still a huge opportunity today
⚪︎Some of the misconceptions of Activism
⚪︎Japan’s unique business culture and how Japanese companies think about M&A
⚪︎And some of his favourite things to do in Japan!

We still have alot to improve on so we’d love to hear your feedback, thoughts or suggestions if you have any!! Or even any guests that you’d want us to interview!

We hope you enjoy this conversation. If you liked it and want to hear more, we would really appreciate it if you like this post, retweet, and subscribe!

Thank you for your interest and support ♥️🎌

Finally a special thank you to the people around us who’s been so encouraging and supportive for this project. Ben and I still have no idea where this’ll go but we hope to bring some unique perspectives!

[Timothy Lo @TimL14]

@ipaddockapps Not sure if they do outside work but maybe Louis antiques.

[Timothy Lo @TimL14]

5th opening this week

[*Walter Bloomberg @DeItaone]

*TRUMP: CHINA HAPPY I AM OPENING STRAIT OF HORMUZ PERMANENTLY

[Timothy Lo @TimL14]

Surely the next move for Iran is to stop traffic in Bab el Mandeb

[Chris Shipping 🚢🚢 @christankerfund]

⚠️ Trump just posted and says the Navy will begin BLOCKADING all ships from the Strait.

[Timothy Lo @TimL14]

China has so many levers to pull on top of rare earths

[Timothy Lo @TimL14]

@FreightAlley $130 on food delivery fees feels like i am living in another universe

[Timothy Lo @TimL14]

Well that was quick for a new market

[Timothy Lo @TimL14]

@officialrnintel Instant unfollow

[Timothy Lo @TimL14]

@KEDM_COM your unsubscribe button on emails is not working

[Glenn Greenwald @ggreenwald]

Israel slaughtered 15 aid workers in Gaza, buried their bodies so nobody would know, lied about it, and only got caught because they forget to steal one of the victims' cell phones, and he recorded the entire massacre.

Israel also did this:

[First Squawk @FirstSquawk]

Netanyahu: We are engaged in a struggle related to our existence

[Timothy Lo @TimL14]

Art of the deal

[Mike Carlton @MikeCarlton01]

Under cover of the war, Israel has ramped up the atrocities and murders inflicted on Palestinians in the illegally-occupied West Bank.

[Timothy Lo @TimL14]

@energy_blogger

[Timothy Lo @TimL14]

$cmbt those dual fuel vessels looking good right now just for optionality.

[Timothy Lo @TimL14]

@berthon_jones Indeed! And then cleaning up!