now that MBAslop has made a comeback in the contrarian community, I present to you: mr. Steve Schwarzman's 25 rules for work and life which has inspired my 20s greatly

US stocks close to 23x P/E Ex US 14.3x

6 months since $ORR launched

ChatGPT really does stand out. Source: COATUE

Claude for Financial Services Keynote (getting a lot of buzz today) youtube.com/watch?v=5zd7m3…

Now happening dans les rues de St Tropez.

Down from 32%

Turning over rocks Myles Premski_SG do 551. a TW footwear ODM that trades at < 50% of their peers. healthy liquidity

"This crisis is eye-opening but it will likely not bring about any fundamental changes to Thailand" open.spotify.com/episode/7cXyrg…

Everything I want to buy keeps running away from me. Almost across the board. Finally some interest in the region?

You can start a podcast at home and end up with this kind of success? Amazing

Inforich ($9338.T) is an interesting stock I’ve never seen discussed on here. Leading provider of mobile phone charging services in Japan, with 10x scale of nearest competitor. Shares are down 40% YTD and now trade at around 10.5x FY25 guidance while the company is in hyper

Short $CBA.AX... it's time. Now I have a margin account I can use this as a funding short. I don't need it to go down a lot I just need it to underperform my longs, which I think it will in the long term.

Delfi up sharply on high volumes... 1H2025 earnings on 8 August, I assume they're going to be weak...

Nice one Turning over rocks ! If you like this you should also look at $EM Smart Share Global. China's leading play that trades at 0.7x cash. There's currently a MBO bid at $1.25. Casual observation is that charging rates have been doubled from a year ago. So downside is you get bought

Michael Fritzell (Asian Century Stocks) Ok, the q2 data released today show construction deteriorated sharply, contracting for first time since 2022. It doesn’t all add up….

Chiina Vanke (2202.HK) becoming a zombie...