Solity (@solityhq) 's Twitter Profile
Solity

@solityhq

Value investor | Reading through the noise | Sharing my thesis, tracking my journey

ID: 1601555111175946240

calendar_today10-12-2022 12:31:22

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🇦🇺 Step One ASX: $STP looks interesting: 📉Near 52-week low 80%+ gross margins High ROIC (~60%) 💵10%+ dividend yield Direct-to-consumer underwear brand Growing + profitable with zero debt Market cap ~$130M — potential 2x+ Small cap. Big cash. Underwear never looked so good.

🇦🇺 Step One ASX: $STP looks interesting:

📉Near 52-week low
80%+ gross margins
High ROIC (~60%)
💵10%+ dividend yield
Direct-to-consumer underwear brand
Growing + profitable with zero debt

Market cap ~$130M — potential 2x+
Small cap. Big cash. Underwear never looked so good.
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$JAKK is trading like it’s going out of business — but it’s not... 5x earnings, 5% yield, no debt issues, and major licensing IP. I rode it before from $18 to $30. This is free money if you’ve got the patience. A great swing trade IMO.

$JAKK is trading like it’s going out of business — but it’s not...

5x earnings, 5% yield, no debt issues, and major licensing IP.

I rode it before from $18 to $30.

This is free money if you’ve got the patience.

A great swing trade IMO.
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Just added more $UBER to the portfolio post Q2! It's now a 17% position for me. Thesis: $2.5B FCF, $2.1B EBITDA (+35% YoY), $20B buyback, & 48% Delivery growth. 20+ AV partners could slash ride costs, skyrocket TAM. Uber’s a cash cow on track for $1T MC!

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Back in December I said $GCT could be a 2025 multibagger… and now it’s up big today, sitting near $29. Congrats to everyone who got in early. At this rate they’ll be slapping tariffs on the gains...

Back in December I said $GCT could be a 2025 multibagger… and now it’s up big today, sitting near $29. Congrats to everyone who got in early. At this rate they’ll be slapping tariffs on the gains...
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Last year I rode $CROX from ~$80 to $150 , and here we are again in the $70s... Price is very tempting here , but I’m less convinced about the long-term moat than I used to be. The brand is strong, margins are fat, and overseas growth is real.... but it’s not bulletproof, and

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Portfolio Update 📈August 2025. $META – now up +670% $UBER – added to this after their stellar earnings. Uber’s Q2 was a monster: Revenue +18% YoY to $12.65B 📈 Trips +18%, gross bookings +17% Adjusted EBITDA +35% to $2.1B $20B share buyback announced 🚀 Only change this

Portfolio Update 📈August 2025.

$META – now up +670% 
$UBER – added to this after their stellar earnings.

Uber’s Q2 was a monster:

Revenue +18% YoY to $12.65B 📈

Trips +18%, gross bookings +17%

Adjusted EBITDA +35% to $2.1B

$20B share buyback announced 🚀

Only change this
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Maybe everything I’ve learned about investing is a lie… the urge to 100% allocate into Fartcoin $FART until I’m either a billionaire or nothing.

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I've held $BABA for years, but I'm more bullish now than ever. The company’s transformed into an AI driven, cash flowing powerhouse. Technicals are🔥, looking forward to the bullish break. Ahead of earnings, this might be a great buy and we may see it hit the $140+

I've held $BABA for years, but I'm more bullish now than ever.

The company’s transformed into an AI driven, cash flowing powerhouse. 

Technicals are🔥, looking forward to the bullish break.

Ahead of earnings, this might be a great buy and we may see it hit the $140+
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I’d be lying if I said I didn’t find this drawdown on $LULU at ~15x P/E…compelling for a premium apparel brand. 20% revenue CAGR, debt-free balance sheet, and global growth potential are hard to ignore.

I’d be lying if I said I didn’t find this drawdown on $LULU at ~15x P/E…compelling for a premium apparel brand. 

20% revenue CAGR, debt-free balance sheet, and global growth potential are hard to ignore.