bill chinaski

@Chrissssjohnson From financial wealth to -->real wealth With equities booming and BTC muted it's a great time to use this strategy

From Wall Street to cold storage is how you escape rat race 💪🏽💪🏽

@BoringBiz_ That's what's up

Larry Fink believes that there will be a futures market where compute is traded like an asset class Tells you where we are in the AI cycle. The constraint is not technology or demand. It is the supply side, on compute and power generation. Invest your money accordingly

@koreavaluehunt That's what's up W no ability to synthetically carry any though

Some Korea stocks I'm looking at right now The setup: Korean small/mid caps trading at scrap valuations, sitting on huge cash piles, executing real buybacks. Value-Up program is forcing capital returns. Here's the list: 1/ KPX Chemical (025000) — Polyurethane/PO derivatives. 11.97% shareholder yield (7% div + 4.9% buyback). 3.0x EV/EBITDA, P/E 4.7, 0.37x P/TBV. ₩282B cash. Yang family controlled. Highest conviction. 2/ Saramin (143240) — Korea's #1 job portal. 34.4% ROE, negative EV. Active tender offer running through July 13 + 8.34% of shares being cancelled March 26. Textbook Value-Up catalyst happening RIGHT NOW. Stock already +20% on the news. 3/ Spigen Korea (192440) — Apple/Samsung case maker. 0.14x EV/EBITDA, 0.30x P/TBV, P/E 5.3. ₩214B cash. 6.4% shareholder yield. New buyback program announced. Caveat: last quarter was a loss — watch the trajectory. 4/ Kortek (052330) — Industrial displays (gaming, medical, ATC, casino). 1.76x EV/EBITDA, +28.8% revenue growth, 17% op margin, 7.78% SHYld. Diversified end-markets = less cyclical than peers. 5/ Viatron (141000) — Display/semi equipment. Most aggressive buyback on the list at 5.86% yield. Cash = 72% of mcap. +12% revenue growth, 14% op margin. 6/ Osung Advanced Materials (052420) — Samsung SDI display film supplier. 18.2% op margin, P/E 4.27, 1.37x EV/EBITDA. Morningstar FV implies 74% upside. Real customer relationship, active buybacks. 7/ Dongyang E&P (079960) — Power supplies + EV chargers + OBC + DC-DC converters + PV inverters. 1.41x EV/EBITDA, P/E 5.44, 11% ROE. Korean Electrical industry trades at 15x P/E. Structural EV/solar tailwind. 8/ DUAL (016740) — Auto parts for Korean OEMs. ₩796B revenue, 1.4x EV/EBITDA, 2.1x EV/Op Income, net cash, 6.19% SHYld. Real $570M business at scrap multiples. 9/ Sammok S-Form (018310) — Aluminum extrusions. Cash = 96% of mcap. 0.26x EV/EBITDA. Cycle is bottoming (revenue -21% YoY) but the balance sheet pays you to wait. 10/ Solborn (035610) — Diversified industrial. 20.4% op margin (best on list). Cash + financial assets = 175% of mcap. Negative EV. Multiple paths to value realization. Common thread across all 10: deep value, real buyback execution, fortress balance sheets, and Korea's Value-Up program forcing capital discipline. The setup that historically drove Japan's re-rating starting in 2023.

@UncleAlpha007 That's what's up

$000660 $402340 SK Square trades at 2x earnings and owns 20% of SK Hynix Available on Interactive Brokers now — much cheaper than $MU (SK Hynix has similar market cap to MU but 2x profit) … and they tell me I’m a “pump account”

@koreavaluehunt 👀 👀👀

Interactive Brokers just allowed trading on Korean stocks for the first time in history. Korean stocks are dirt cheap, bombed out and completely undervalued and overlooked. I am going to find the best ones and invest in them. Follow along if you want cheap Korean stocks.

@JohnLeFevre That's what's up

@GRITCULT That's what's up

lesson from aristotle onassis: at 16 his city burned to the ground. the turks threw his father in prison. his family lost everything they owned. he landed in argentina a refugee with $60 in his pocket, working the night shift at a telephone switchboard, selling tobacco during the day to survive by 25 he was a millionaire after WWII every shipping baron was scared, selling off, running for the harbor. onassis bought up the surplus canadian tankers nobody wanted. the storm everyone feared made him one of the richest men who ever lived. his words: "we must free ourselves of the hope that the sea will ever rest. we must learn to sail in high winds." your city hasnt burned. your father isnt in a turkish prison. you have more than $60 to your name. your starting point is irrelevant. lock in.

@bethanyjbabcock @kaylanknit *or any setting

For the younger gals that get attention from guys and aren’t sure if it’s appropriate for the professional setting. Here are some green flags: ✅ Talks about his family/ kids / friends often and affectionately ✅ Welcomes others to participate in the conversations and is friendly with everyone ✅ Doesn’t dominate your time and makes you feel comfortable walking away at any point ✅ Hesitates or avoids all together compliments on physical attributes. Or stops at just one quick compliment. ✅ Keeps conversations professional / friendly unconcerned with who might overhear or walk up. These guys are gold. Grateful to have worked with so may great guys over the years!

@Jason______A DMs are open

Everytime I see an armored truck I have flashes of robbing it in full tac-gear with my friends ... This had to have been so much fun $1.8M! The movie HEAT is a must see for you young bucks. That shootout scene is legendary.

@justinsuntron *Em dash

OK — Kelpdao hacker, how much you want? Let’s just talk. With KelpDAO’s help, of course. It’s simply not worth it to sacrifice both Aave and KelpDAO and let them go down over this hack. You can’t spend $300 million anyway.

@moseskagan Welcome to this side of the pool.. the water is nice, isn't it??

Industrial real estate in a good area: 1. Figure out roughly what tenants are willing to pay 2. Buy a building for a price where that rent will generate a reasonable return 3. Once the existing tenant(s)' lease ends, re-lease at market rent 4. Sell, refi or hold all-cash We're currently working on Step 3 on our first industrial deal. Bc I'm like a whipped dog from repositioning so many apartment buildings in LA, I keep flinching, waiting for the pain to begin. And, so far... nothing. Without meaning to jinx myself: If this keeps up, I'm really going to start to wonder what the h*ll I have been doing with my life.

@thesamparr As above, so below

Re-listened to the founders pod EP on Brad Jacobs recently. I actually did an episode in 2021 where we dove into Brad. He’s built 8 billion dollar companies. I've been studying how he operates and a few things stand out: 1. His fuel source is positive: Most driven people run on something dark. Bad childhood. Absent dad. Didn't want to be poor. David Senra once asked Apollo Ohno if he'd ever met anyone whose fuel was actually positive. Then pointed across the room at Brad. 2. He rewired his inner monologue on purpose: Brad used to beat himself up. Expected perfection. Brutal self-talk. He decided that was a choice and changed it. Now the work itself generates the drive. Building creates more energy than it burns. 3. He loves being a CEO: He said "I get up early and work 7 days a week. If there were 8 days in a week I'd happily work another day." 4. He's comfortable with anxiety: "I'm comfortable with a little bit of anxiety, even fear, when facing a decision with huge consequences. That's a healthy trait in a leader." 5. He meditates twice a day: Every day, for 46 years. Started at 16 and hasn’t missed a day. 6. He believes the #1 business decision is who you surround yourself with: Not strategy, capital, or product. The room. Great pod, worth a listen.

@FracSlap That's what's up

> I stop at a random restaurant in Midland, Texas to eat by myself >long time friend also randomly stops there to eat by himself >we eat together (serendipity) >we talk oil and gas, AI, our dads passing away, meaning of life >he prays for me in middle of restaurant, we bro hug, then leave A lot of people on twitter complain about American society going to shit, but you're probably not looking in the right places

@JosephJacks_ That's what's up

Normal crystals repeat a pattern in space — like atoms in a diamond grid. A time crystal repeats a pattern in time — it oscillates forever without needing energy input. Physics said that shouldn’t be possible, but it is. Most time crystals that people have made in labs are simple — a few atoms, super cold, lasered in a loop. A polyatomic continuous time crystal (PCTC) is what happens inside biological molecules like tubulin — the protein that makes microtubules in almost every cell in your body. You’ve got thousands of atoms in one tubulin dimer, and the electrons in certain amino acids (tryptophan, tyrosine) are absorbing and re-emitting photons in a synchronized, self-sustaining rhythm. No external clock driving it. The molecule is the clock. This energy that drives the vibrations here is none other than the sun. “Continuous” means it’s not being pulsed by a laser like lab time crystals — it runs on its own, powered by the geometry of the molecule itself. “Polyatomic” means it’s not two atoms in a trap, it’s a giant protein with ~14,000 atoms all participating in a coherent oscillation. So why should you care? Because, every microtubule in every neuron in your brain is a massively parallel quantum computer running at room temperature, and biology solved the “quantum coherence at body temperature” problem 3.5 billion years ago while we’re still trying to keep qubits alive at near absolute zero. Nature already built quantum computers. We just didn’t recognize it because we were looking at silicon.

@ramit But you can't include your primary residence

I asked a couple their net worth: Julie: "If you include our primary residence, it's in the ballpark of 12 million." Ramit: "Have you ever said that number out loud?" Julie: "No, it makes me really uncomfortable." Ramit: "How would you describe yourself socio-economically?" Julie: "Upper middle class." Tom: "Take out the upper part and you're right." At $12 million, she describes them as "upper middle class." He thinks they're "middle class." Why do you think wealthy people find it so difficult to describe themselves as wealthy?

@moseskagan 🫡

For as long as there have been people with $$$, they have been partnering w hustlers w energy & ideas to earn returns on that $$$. So, if you weren't born with $$$, go be a hustler.

@Snowball_Dev 👏👏👏

This not so sexy industrial space was previously leased at $4.75 psf. Lease is out at $8.75 psf to a credit tenant. Its not the clear height or loading. Its not the cubic SF or column spans. So why is Snowball Developments achieving this substantial leasing spread?👇🏼

@peterlikesgyros That's what's up

Storage property #18 acquired $1.3m / 29.4k sf / 176 units Bank fi 50% Seller fi 40% (3% I/O non recourse) Yr1 cash on cash est: ~25%

@thesamparr And still tip 30%

A high character move: When the waiter brings your the wrong order...you say nothing and eat it. Only losers tell them they got it wrong. I ordered a steak and they sent chicken pesto pizza. So i ate chicken pesto pizza.