NS Investments

@ACapitalLP $ww

Starting a special sits chat - ping me with your best idea to get added.

@MikeFritzell @Mystezi @GlobalStockPick Is there any possible way of telling what % of revenue we are talking about?

@Mystezi @MikeFritzell @GlobalStockPick A small part of revenue is chinese, its about chinese shifting money to non SG/ HK accounts then?

@GPs_capital_ @ContrarianKiwi And ofcourse revenue growth, cost inflation growth -> operating leverage -> margins ROE Analysts will again ask questions about cac which might increase again International expansion etc

@ContrarianKiwi Would also be interesting to get some hints about potential dividends.

$TIGR to report Q1 earnings on June 2nd. Also, $FUTU earnings the 28th May.

@GPs_capital_ @ContrarianKiwi Just buy back stock, off balance sheet assets are just worth just 20% of book value which seems to low given the ecosystem build out Other revenues segment, marketing spend Increase in book value, and strategic moves are important data points

$TIGR Up Fintech Holding handlas till PE 6,4 bakåtblickande och PE 5 för 2026 enligt mina osäkra estimate. Sen kan man lägga till att de har en egen nettokassan som är nästan lika stor som bolagsvärdet. Detta gör det svårt att räkna på EV/EBIT. Marknaden tror uppenbarligen att

@ContrarianKiwi @KenLmpls @AbcpokerBI Its funds that are long qqq/ semi short software that are winding down positions

@KenLmpls @NStepmum @AbcpokerBI Yeah exactly. The correlation over past 5+ years for futu/tigr to KWEB/HK adr's is pretty strong. Think we just need flows to the sector. Looks like rotation out of the big caps is starting to happen too, into software etc, rallying over the past few days, while QQQ been down

$MELI en loser i portföljen. Men rent operativt gör man det väldigt bra. Satsar alltid långsiktigt också vilket väl är exakt vad man vill se om man äger "för alltid".

@ContrarianKiwi @AbcpokerBI Well meli isnt at 4x 2027 earnings

@AbcpokerBI Similar to tigr here, great biz that keeps improving, yet detached stock valuations

But i am adding

If you you adjust for marketing spend (payback times ~2 quarters) it is trading below 6x earnigns for a high revenue growth (30-40%) brokerage with margin/ roe expansion It doesnt work in this enviroment until it does It seemed too good to be true at $8 Here at $6 i feel dumb

The hedge is: its just numbers on a screen bro

Beautifull day to borrow out some $rig to buy some more $tigr

@taobanker Jago bank?

I don't think you guys realize if we time this indonesia thing right we can make 20% IRR for decades

@MoodyWriter13 $AGBK at 4x forward

Let me put it this way: unless you want to invest more than $2.5 billion, there’s no reason to pay 24x the valuation of $INTR for $NU. NU’s higher quality does not justify that premium.

Send it

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Lot of interesting tid bits from the legendary $PCT head of IR Eric DeNatale (and lots of good answers to tech and commercial questions I see frequently as well.) 1) confirm P&G and L’Oreal are customers 2) Looking to get something out with Mars soon 3) PRICING. Brands are buying ISCC+ credits for .75/LB, conversations are STARTING at virgin plus .75 - that would put pricing around 1.40+/LB. Put that in your model and see what happens…. Big couple weeks, months then years ahead! youtube.com/watch?v=M4zzee…

@one_foothurdle Each Reporting Person may consider, explore and/or develop plans make proposals the Issuer's performance, operations, management, governance (including potential changes to the Board) capital allocation policies, and strategy and plans of the Issuer

@NStepmum It was a very gentle “activist” letter where $WW mgt/Board needs an absolute kick in the balls as their execution is just well below par. Let’s hope that it is at least a nudge in the right direction.

The activist on $WW has arrived WW has a tremendous opportunity to capitalize on the GLP-1 wave and has of course a world renowed core program to help users lose wait Sadly it is mismanaged - too much unfocused marketing spend while subs are churning due to weak app design

@Coattailinvest Thanks sir!

@NStepmum Go check out $indf.jk trading at 5x earnings for a global brand growing sales.

Heading to indonesia for 3 weeks tomorrow 🇮🇩 Don't do anything I wouldn't do you funny lot

@ContrarianKiwi Visiting java bali lombok and some other islands with the mates 🍻☀️🌊

@NStepmum Enjoy bro! I'm going in August & Sep. Can't wait to get burnt, drink beer, & escape the cold 🍻