Kiwifruit (@maiuspartners) 's Twitter Profile
Kiwifruit

@maiuspartners

Global investing with Chinese characteristics

ID: 255006604

linkhttp://maiuspartners.com/ calendar_today20-02-2011 13:30:18

254 Tweet

307 Followers

908 Following

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🚀 AI’s Best-Kept Secret: A 6x PE #1 Market Leader Ready to Run Again Exactly one month ago, we flagged $CYD at 7x PE, just before it doubled. Now, we’ve found the next AI winner—and it’s still dirt cheap. 6x PE, explosive earnings, SOE reform catalyst. 👇🧵

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Great interview by $CMI today at Raymond James conference to get up to speed on the industry, hugely bullish for the China business web.quartr.com/companies/4038…

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When $CHA’s IPO prospectus says 'U.S. GAPP' instead of GAAP. Maybe GAPP stands for 'Generally Accepted Panic Principles'? 🤔zerohedge Chinese tea chain Chagee is seeking to raise $411 million in an IPO in the US, despite spiking stock volatility from Donald Trump’s tariff

When $CHA’s IPO prospectus says 'U.S. GAPP' instead of GAAP. Maybe GAPP stands for 'Generally Accepted Panic Principles'? 🤔<a href="/zerohedge/">zerohedge</a> 

Chinese tea chain Chagee is seeking to raise $411 million in an IPO in the US, despite spiking stock volatility from Donald Trump’s tariff
Kiwifruit (@maiuspartners) 's Twitter Profile Photo

$1970.hk / $IMAX finally turns on the buyback machine yesterday, solving the last piece of the capital allocation conundrum. I doubled my holdings after hearing crickets on the previous tweet. Moral of story: always DYOR and inverse fintwit favourite ideas🤣

$1970.hk / $IMAX finally turns on the buyback machine yesterday, solving the last piece of the capital allocation conundrum. I doubled my holdings after hearing crickets on the previous tweet. Moral of story: always DYOR and inverse fintwit favourite ideas🤣
Mike (@mike10947310) 's Twitter Profile Photo

$MFI - I think this might be the next small shellco BTC/ETH treasury announcement. The B shares of this company, which essentially seems like a shell, were 100% acquired by Dawei Yuan. This gives him control over voting since B shares have 20 to 1 voting rights:

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It took a lot of digging, but have also worked out the new $MFI CFO’s background: it reaffirms everything we publicly already know. As always DYOR

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Let's talk $MFI chess moves today! ♟️ Interesting $MFI timeline: 🔹 May 21: Zacks Research publishes $2.00 Price Target. 🔹 May 22: Yuan Dawei's agreement to acquire control of $MFI. Why would outgoing management authorize a research report right before a known takeover? A