Giorgi

Non-stop retweets plus occasional event driven and deep value tips.

[Dalius - Special Sits @InvestSpecial]

Recent investor letters have been unusually rich in Asian stock ideas.

Q2'26 had a bit of everything: compounders, holdcos, AI supply-chain plays, and niche market leaders.

Here are the pitches that stood out most 🧵

[Giorgi @valueplusSSI]

Put down some thoughts on the messy $LFCR story.

R/R looks good here.

https://t.co/gPl2Fm5zCz

[Dalius - Special Sits @InvestSpecial]

Just read the new Mauboussin paper.

~60 pages on public vs private equity with a ton of data.

Best part for me was the PE math, higher entry multiples, less leverage, tougher exits.

Could have some pretty interesting implications for M&A from here.

Worth a read.

[Dalius - Special Sits @InvestSpecial]

Been digging through Q2 2026 investor letters.

Cash-rich duopolies, overlooked breakups and turnarounds with multibagger potential.

Here are my top 10 picks🧵

[Dalius - Special Sits @InvestSpecial]

$DCBO odd-lot worked out much better than I expected.

Offer has now been bumped to $25/share. I exited earlier, but whoever held for the overbid made almost $600.

Still some loose change left on the table, with ~$60 upside remaining.

Full write-up below👇

[Dalius - Special Sits @InvestSpecial]

Fancy a 450-page report on UK housebuilders?

Phoenix Asset Management has a massive activist deck on $BTRW.L.

They see 3–5x upside in the stock.

Worth a read just for the industry understanding. A true deep dive👇

[Giorgi @valueplusSSI]

@InvestSpecial Lisa Khan is Mamdani adviser, I think, enough said 😅

[Dalius - Special Sits @InvestSpecial]

Spent Saturday morning on Q1 2026 investor letters.

Cut the macro noise; kept the good stuff.

10 high-conviction ideas, a few that could multibag from here.

Let's dive in🧵

[Dalius - Special Sits @InvestSpecial]

It's that time of the month.

Another Mauboussin article dropped yesterday. Base rates in the context of OpenAI's projected growth by 2029.

History says it's never been achieved. Can OpenAI do it? Highly improbable.

Wherever you stand on this debate, it's a great read.

[Rihards Kols @RihardsKols]

Peak EU absurdity.

We are preparing to repair a pipeline Russia itself bombed - to restart the flow of Russian oil we claim to be phasing out - for Hungary, which is blocking €90bn for Ukraine that we’re funding - sans Hungary.

If this is not paid from frozen Russian assets - which it should be, morally and legally -, this move is beyond delusional. We’re subsidising the aggressor instead of making them pay for their own destruction.

That’s clinical-grade masochism - collaboration in our own economic suicide and Ukraine's strangulation.

[Dalius - Special Sits @InvestSpecial]

Amid commodity chaos, it’s time to learn more about energy markets.

One of the best educational resources is Palgrave Handbook of International Energy Economics.

Covers everything from replacement value of energy assets to detailed S&D dynamics👇

[Giorgi @valueplusSSI]

@shravanrayhaan @InvestSpecial Yeah, need to check him out. Just heard the stories 😅

[Peter Heine Nielsen @PHChess]

FIDE is advertising a chess event in Sevastopol Russia🇷🇺 in its official calendar.

By international law, and the IOC, this is Ukrainian 🇺🇦 territory, illegally occupied by Russia🇷🇺.

@FIDE_chess @iocmedia

https://t.co/bVP0FbnLmU

[Cassandra Unchained @michaeljburry]

History Rhymes: Large Language Models Off to a Bad Start?
New series where I look at historical newspapers for insight into today's events. This one's free, check it out.
https://t.co/uY4KU35R9T

[Giorgi @valueplusSSI]

From the famous Financial Shenanigans book on stretching out depreciable lives of assets.

Pretty sure, @michaeljburry is right to question hyper scalers and their recent accounting changes even if those may sound justified.

Just a prudent thing to do 😅

[Dalius - Special Sits @InvestSpecial]

Avenir Management dropped a sharp slide deck on the state of SaaS.

Great perspective on the current sell-off, and what the industry could look like going forward.

Sharing a few of the most interesting slides below 👇

[Cassandra Unchained @michaeljburry]

My October 9, 2008 letter to my investors, pages 2-4. I have pounded a table or two in my day, and this was one of those times.

[Giorgi @valueplusSSI]

@InvestSpecial @Hedgeye I like $LNSR merger especially after Alcon failed with $STAA. Reg. risk is there but I think it could be overcome.

[Giorgi @valueplusSSI]

@InvestSpecial Feels like Broadwood should not reject this but they will 😅