@MaiusPartners k2.7 code is kinda disappointing. Lets hope for a better model soon.
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Multi
5.2K posts
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@multifolio
Building in all kind of directions.
Germany شامل ہوئے Ocak 2012
155 فالونگ918 فالوورز
Significant governance upgrades at $133.HK that should help aggressively close the 50% NAV discount:
1. External management agreement internalized at ZERO buyout cost to shareholders—virtually unheard of in Western markets, especially considering external management fees routinely ran over US$10m p.a prior to 2025.
2. Major shareholder TFI recently acquired 3.1M new shares at $19.44, after buying out the previous activist at $17 last year.
www1.hkexnews.hk/listedco/listc…
Maius@MaiusPartners
LLM funding headlines are everywhere. But NO ONE is talking about the 93% discount on China’s hottest agentic model (which powers SpaceX-backed Cursor) through $133.HK Here’s the ‘To the moon’ trade of 2026 with Moonshot AI 🚀🌕🧵👇
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@gnb_trades They didn’t buy back a single share in Q1 though, lol. But yeah, it’s not terrible. $XFY looks better on some metrics and worse on others.
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$JFIN earnings solid. Q1 revenue came in at $109.7M, repeat borrowers increased to 76.3% (vs 71.9% last year), 90+ day delinquency stayed low at 2.25%, and the company has now repurchased $30.4M of stock while extending its buyback. Nice to see the focus on asset quality.
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Interesting thoughts: Why I STOPPED listening to music completely! yt-summary.com/en/summary/why… #YouTube
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New feature: Video Title Answer 🎯
Tried it on a 30-min desktop speaker review and got straight to the point and found the speakers I wanted, and moved on.
yt-summary.com/title-answer/b…
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A YouTube summary you might enjoy: Graphify + Obsidian + Claude Code = CHEAT CODE yt-summary.com/en/summary/gra… #YouTube
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A YouTube summary you might enjoy: Drake x Rampa DJ Set — Live in Berlin at Uber Arena yt-summary.com/O7TAC92uzXA?le… #YouTube
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One more Deepseek V4 Pro customer 😁😁
(I'll keep the coding on Cursor, but the production system will use Deepseek V4 Pro instead)
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@ValuePraya They are blocking his EU acquisition because "he paid too much"
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Meituan numbers out. Quarter EBIT loss significantly reduced, but man no one burns money like a Chinese internet entrepreneur: LTM EBIT swung from positive USD 5.5bn in March 2025 to negative USD 6.7bn today.
That's USD 12bn of freebies to customers. Hope you enjoyed your free bubble tea, happily sipping creative destruction.
Wang funded it all with debt, around USD 8bn.
No one has any idea how the economics of this business look like a year from now, and frankly it is not really up to Meituan either, but BABA and Bytedance. Trading at 10x EV/peakEBIT, which may be fair for a business that doesn't set prices.
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Friends pointed out yesterday that you can buy identical Shopee $SE items on Temu $PDD for 20-30% cheaper.
Temu ships direct from China (7-14 days). Shopee delivers in 1-2 days with buyer protection and local seller recourse.
$SE has spent years building a strong homegrown logistics network.
The question is: in a price sensitive region like SE Asia, how many customers will choose speed over price?
Gavin Tan@MoatOwl
$SE Sea Limited. $51.7B market cap, operating across Southeast Asia, Taiwan, and Brazil. The stock is down 56% from its 52-week high. The market has declared this story broken. We think the market is reading the wrong chapter. (1/10)
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A YouTube summary you might enjoy: Stephen A. On Why Americans Will NEVER Match European Soccer Passion yt-summary.com/-m5wR2eyHmk?le… #YouTube
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Multi ری ٹویٹ کیا
First impression of Claude 4.8: pretty sharp. I gave it my standard intelligence test (can it solve post-labor economics without searching the internet). It did pretty well.
On the first message (depicted below) it nailed that capital is the primary move as wages erode.
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Love seeing the community get more out of yt-summary.com. Fresh summary: yt-summary.com/TdoNAJlo9kU?le… #YouTube
Usage is up and we're ranking better on Google. Win-win.
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Aged well.
$JD $28.68 → $30.52 (+6%)
$AMD $202 → $467 (+131%)
Cut the loser. Added to the winner. That’s the whole game.
#Investing
[email protected]@Compound_Coach_
Just popped my head about the parapet Sold all of my $JD holding at $28.68 for a 17% loss Bought more $AMD at $202 to average up to approx $140 average. Rough week but consolidating into companies I believe in more for the future. $JD still have its day For sure and I may well be back.
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@JSE_Invest the problem is the stock based comp which offsets buybacks quite substantially. when your business suffers regulatory crackdown you shouldn't dilute your stock and fill your pockets. bad move.
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There goes another 15% of the market cap with a buyback. When valuation is this low (and as market cap is below net current assets) the ROI on buybacks is extremely high. Simple and just doing the right things. $FINV
AlertsAndNews@AlertsAndNews
$FINV FinVolution Authorizes New $150 Million Share Repurchase Program Rebuy here "the board of directors of the Company (the "Board") has authorized a new share repurchase program (the "New Share Repurchase Program") effective on May 30, 2026. Pursuant to the New Share Repurchase Program, the Company may repurchase up to US$150.0 million worth of its shares (including ADSs) during the period from May 30, 2026 to May 29, 2028."
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Further details, free to read:
Deep Dive: moatmap.ai/deep-dive/9983…
Stock Score: moatmap.ai/stock/9983.T
(10/10)
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@ThinkFinance999 i was close to switching but now the new Gemini Ultra tier looks attractive.
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@multifolio It was growing much, much, much faster in the first few months, versus the last 2, if that number is real.
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That would be a substantial slowdown, though, since $44 billion was known 1 month ago.
First Squawk@FirstSquawk
ANTHROPIC EXPECTS REVENUE RUN RATE TO TOP $50B NEXT MONTH
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