Kyith

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@SueWallSt thank you for this. unfortunately i didn't pick this up. in this case, its actually much better than imagine.

@kyith $TIGR TIGR actually put the numbers in the filing ... mainland China VIEs were 0.6% of 2025 revenue. The 10% is assets, not revenue. FUTU never gave that breakdown, so investors are left guessing. Transparency is doing a lot of work here. #TIGR

I think the difference for $TIGR compared to $FUTU is that they may have broken down how they might be affected long term revenue wise more clearly. 10% of assets. 🧵

@MoatOwl agreed. people call this value trap unless they show some shareholder friendly actions

@kyith Good write up! The issue for me is the lack of historical and current dividends / buybacks. Our region has many such companies, extraordinary cheap ones that are run more for the majority shareholder/insider than for the minorities.

Full article here investmentmoats.com/money/tiger-br…

But if we take it a step further by considering $TIGR enterprise value, deducting its big cash holding, the numbers are even more crazy

So what this means is that most likely the impact to revenue is 10% of the FY2025 one. That would eventually be wind down in 2 years.

The full article of my $FUTU take is here investmentmoats.com/money/is-futu-…

Since the banning of new Mainland chinese account in 2022, we can see that a significantly larger commission revenue is still from the HK Entity. It is this difficulty to separate which is which that gives us more unknown risk

I own some #FUTU in a portfolio that are designated as my money for lesser priority financial goals. I decide to take a dive into how significant is this news that FUTU would have to fully shutdown on the money from Mainland Chinese.

@AndreasSteno Just wondering if the ism may be dominated by large cap spending on AI and how the outlook for smaller companies that are mainstream economy do

This is the kind of analysis that an AI slop cannot provide you with! What if the "vanilla conclusions" investors have relied on for decades around the yield curve deserve a revisit?

87% of $IWM reported in the Q1 2026 earnings and this is how it looks $RTY $AVUV $IJR $AVGS 31% Earnings growth

Estimated earnings growth for 2027 for $IWM $RTY $AVUV $DFSV $IJR $AVGS

Calendar Year outlook for $IWM $RTY Earnings. $AVGS $AVUV

57% of $IWM reported in the Q1 2026 earnings and this is how it looks $RTY $AVUV $IJR $AVGS 34% Earnings growth