amin eftegarie (@eftegarie) 's Twitter Profile
amin eftegarie

@eftegarie

rationalist, tinkerer, curious autodidact… “Don’t try to be smart, try to be competent.”

ID: 1765704847792525312

linkhttps://eftegarie.com calendar_today07-03-2024 11:43:50

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The “Amazon of Kazakhstan” lives inside the $KSPI Kaspi superapp, which is by far the #1 ecommerce platform in the country, and used by nearly every Kazakh adult. In Q2 of 2025, their marketplace purchases increased 35% YoY.

The “Amazon of Kazakhstan” lives inside the $KSPI Kaspi superapp, which is by far the #1 ecommerce platform in the country, and used by nearly every Kazakh adult. In Q2 of 2025, their marketplace purchases increased 35% YoY.
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$API Agora Inc trades for roughly what it has in cash. The company has a ~$330M net cash position, while its market cap is $350M. I did not include the tens of millions of dollars worth of other assets they're sitting on. The problem is, they're unprofitable and burning through

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I bought more $GCT GigaCloud Technologies, and my position size is now double what it was before.. I've also insured it using cheap put options to cover upcoming earnings ($17.50 strike, 10 DTE). You don't need to pray for me because I am INSURED.

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I love the Netherlands, but this place is full of old people. When I'm out, I see lots of elderly people and very few people my age or younger. Feels kinda grim. Today I saw some men carrying a coffin with a dead body out of a retirement home and into this Tesla funeral car. RIP.

I love the Netherlands, but this place is full of old people. When I'm out, I see lots of elderly people and very few people my age or younger. Feels kinda grim. Today I saw some men carrying a coffin with a dead body out of a retirement home and into this Tesla funeral car. RIP.
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I would love to buy $CHA Chagee, the famous Chinese milk tea chain. But I avoid IPOs because I don't want to be exit liquidity. I prefer to wait a year or two, as I keep an eye on the stock. It'll likely drop 50 to 80%, and once it's sufficiently cheap, I buy.

I would love to buy $CHA Chagee, the famous Chinese milk tea chain. But I avoid IPOs because I don't want to be exit liquidity. I prefer to wait a year or two, as I keep an eye on the stock. It'll likely drop 50 to 80%, and once it's sufficiently cheap, I buy.
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$RNG RingCentral is up 10% on Q2 earnings: - Buyback authorization upped to $500M 👀 - Bought back ~1.5% of shares in Q2 - Free cash flow is up 32% YoY - Erased $105M debt - Subs +7%, revenue +5% YoY - Profit margins improving I need to buy more shares.

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Bitcoin has zero intrinsic value. It only has exchange value. To mistake Bitcoin’s exchange value for use value is to mistake the theater ticket for the theater show.

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Bbq in the backyard. I’m eating good today. Because $RNG is up 25% and $ZETA is up 25%. So you can all suck my dick 🖕🏽😎🖕🏽

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I’m skeptical of radio show hosts who have a sidegig they often belittle in tiny ways, constantly interrupt, dunk on, or command around.

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The UK banned Coinbase's new commercial that portrayed the country as somewhat dystopian. Now, Coinbase is getting more free publicity than if it aired normally. Another classic example of the Streisand Effect.

The UK banned Coinbase's new commercial that portrayed the country as somewhat dystopian. Now, Coinbase is getting more free publicity than if it aired normally. Another classic example of the Streisand Effect.