Andy マーク レナード
@themagicbakery.bsky.social
cant manana become no mas?
no battle seems to be getting fought here anymore (SI/DTC), very clear competition in China, demand destruction in Europe (who also seem more inclined to import Chinese EVs, some already made in Spain/Hungary)
no battle seems to be getting fought here anymore (SI/DTC), very clear competition in China, demand destruction in Europe (who also seem more inclined to import Chinese EVs, some already made in Spain/Hungary)
April 23, 2025 at 8:07 PM
cant manana become no mas?
no battle seems to be getting fought here anymore (SI/DTC), very clear competition in China, demand destruction in Europe (who also seem more inclined to import Chinese EVs, some already made in Spain/Hungary)
no battle seems to be getting fought here anymore (SI/DTC), very clear competition in China, demand destruction in Europe (who also seem more inclined to import Chinese EVs, some already made in Spain/Hungary)
$PSX LEAPS? Jan 2027 $120 is $19 vs $200+ elliott target
Long PSX Short $VLO?
cheap assets, clear catalyst now
streamline66.com/wp-content/u...
Long PSX Short $VLO?
cheap assets, clear catalyst now
streamline66.com/wp-content/u...
March 29, 2025 at 8:49 PM
$PSX LEAPS? Jan 2027 $120 is $19 vs $200+ elliott target
Long PSX Short $VLO?
cheap assets, clear catalyst now
streamline66.com/wp-content/u...
Long PSX Short $VLO?
cheap assets, clear catalyst now
streamline66.com/wp-content/u...
Ramen consolidation in Japan?
Gift already growing topline and EPS 20%+ for the last 10 years...
20x EBIT, have never been cheap
$9279
Gift already growing topline and EPS 20%+ for the last 10 years...
20x EBIT, have never been cheap
$9279
March 15, 2025 at 5:03 PM
Ramen consolidation in Japan?
Gift already growing topline and EPS 20%+ for the last 10 years...
20x EBIT, have never been cheap
$9279
Gift already growing topline and EPS 20%+ for the last 10 years...
20x EBIT, have never been cheap
$9279
interesting IR concept - website listing the answers to every earnings call question w/date, category. a few other companies use besides serverworks, so not alone in doing it. dont need to rly read into it but low signal that they care about shareholders?
www.qastation.jp/serverworks
www.qastation.jp/serverworks
March 15, 2025 at 2:04 AM
interesting IR concept - website listing the answers to every earnings call question w/date, category. a few other companies use besides serverworks, so not alone in doing it. dont need to rly read into it but low signal that they care about shareholders?
www.qastation.jp/serverworks
www.qastation.jp/serverworks
March 14, 2025 at 9:52 PM
yes - the practical nature of shorting which ikyk is that they do insane stuff.
framed via www.valueinvestorsclub.com/idea/Volkswa...
kelly central via pabrai...
framed via www.valueinvestorsclub.com/idea/Volkswa...
kelly central via pabrai...
March 14, 2025 at 6:35 AM
yes - the practical nature of shorting which ikyk is that they do insane stuff.
framed via www.valueinvestorsclub.com/idea/Volkswa...
kelly central via pabrai...
framed via www.valueinvestorsclub.com/idea/Volkswa...
kelly central via pabrai...
above article focuses on things like manufacturing scale and access to raw materials, but think education scale and access to rigorously educated talent material are obvious and overlooked.
March 13, 2025 at 7:05 PM
above article focuses on things like manufacturing scale and access to raw materials, but think education scale and access to rigorously educated talent material are obvious and overlooked.
this is a common site in Indian cities. probably have a picture of some similar ads stuck to a tuktuk in my archives.
March 13, 2025 at 6:57 PM
this is a common site in Indian cities. probably have a picture of some similar ads stuck to a tuktuk in my archives.
Structure, regulations, and taxation are key mechanical drivers of the Korean overseas retail gambling activity. I imagine there are rhyming/similar contributing factors in most markets if you know where to look.
www.kcmi.re.kr/en/publicati...
www.kcmi.re.kr/en/publicati...
March 13, 2025 at 6:55 PM
Structure, regulations, and taxation are key mechanical drivers of the Korean overseas retail gambling activity. I imagine there are rhyming/similar contributing factors in most markets if you know where to look.
www.kcmi.re.kr/en/publicati...
www.kcmi.re.kr/en/publicati...
imo there is some explanatory power to this occurring on a broader scale than just the yen. more on USD strength. risk assets tip of iceberg in some sense b/c same logic has been applied to treasuries.
www.acadian-asset.com/investment-i...
www.acadian-asset.com/investment-i...
March 13, 2025 at 5:46 PM
imo there is some explanatory power to this occurring on a broader scale than just the yen. more on USD strength. risk assets tip of iceberg in some sense b/c same logic has been applied to treasuries.
www.acadian-asset.com/investment-i...
www.acadian-asset.com/investment-i...
winners vs losers
March 12, 2025 at 3:52 AM
winners vs losers
not a cutesy/rhetorical q - does anyone know anything about unwinding carry trades?
thoughts, bridgewater memos, white papers, investor letters, whatever referencing it appreciated.
yen carry unwind was big in GFC era - yen carry and subprime: www.elibrary.imf.org/view/journal...
thoughts, bridgewater memos, white papers, investor letters, whatever referencing it appreciated.
yen carry unwind was big in GFC era - yen carry and subprime: www.elibrary.imf.org/view/journal...
March 11, 2025 at 8:48 PM
not a cutesy/rhetorical q - does anyone know anything about unwinding carry trades?
thoughts, bridgewater memos, white papers, investor letters, whatever referencing it appreciated.
yen carry unwind was big in GFC era - yen carry and subprime: www.elibrary.imf.org/view/journal...
thoughts, bridgewater memos, white papers, investor letters, whatever referencing it appreciated.
yen carry unwind was big in GFC era - yen carry and subprime: www.elibrary.imf.org/view/journal...
matryoshka adverse selection at Prospect Capital $PSEC
ceo-employees-lenders-borrowers-shareholders
www.bloomberg.com/news/feature...
ceo-employees-lenders-borrowers-shareholders
www.bloomberg.com/news/feature...
March 11, 2025 at 6:30 PM
matryoshka adverse selection at Prospect Capital $PSEC
ceo-employees-lenders-borrowers-shareholders
www.bloomberg.com/news/feature...
ceo-employees-lenders-borrowers-shareholders
www.bloomberg.com/news/feature...
Scamming 101
from investigative look at investment scams - reaching quite elaborate levels these days
www.occrp.org/en/project/s...
from investigative look at investment scams - reaching quite elaborate levels these days
www.occrp.org/en/project/s...
March 10, 2025 at 5:22 PM
Scamming 101
from investigative look at investment scams - reaching quite elaborate levels these days
www.occrp.org/en/project/s...
from investigative look at investment scams - reaching quite elaborate levels these days
www.occrp.org/en/project/s...
March 10, 2025 at 6:54 AM
ha...whoa. wow.
Illumina - what a run.
Never sell.
Illumina - what a run.
Never sell.
March 5, 2025 at 6:17 PM
ha...whoa. wow.
Illumina - what a run.
Never sell.
Illumina - what a run.
Never sell.
March 4, 2025 at 12:20 AM
AI disruption, 1800s
Artificial Ice...
Artificial Ice...
March 4, 2025 at 12:19 AM
AI disruption, 1800s
Artificial Ice...
Artificial Ice...
the buyback is now in the room with us.
February 28, 2025 at 9:16 PM
the buyback is now in the room with us.
Comparative analysis - Japan vs Milken vs SPAC
February 28, 2025 at 5:52 PM
Comparative analysis - Japan vs Milken vs SPAC
balance in everything in life - make your fortune through a knowledge of horse racing /and/ the Japanese market.
February 28, 2025 at 5:38 PM
balance in everything in life - make your fortune through a knowledge of horse racing /and/ the Japanese market.
rise and fall of Japan bond mkt w/warrants
deregulation, optimism, land speculation, fortunes, reflexivity
www.ifre.com/story/129363...
deregulation, optimism, land speculation, fortunes, reflexivity
www.ifre.com/story/129363...
February 28, 2025 at 5:37 PM
rise and fall of Japan bond mkt w/warrants
deregulation, optimism, land speculation, fortunes, reflexivity
www.ifre.com/story/129363...
deregulation, optimism, land speculation, fortunes, reflexivity
www.ifre.com/story/129363...
The $BYND CEO obviously not as big a fan of Lynn Tilton as I am.
“There are three universal lies: Margins are weak, but we’ll make it up in volume; the check’s in the mail; and I won’t come in your mouth.”
“There are three universal lies: Margins are weak, but we’ll make it up in volume; the check’s in the mail; and I won’t come in your mouth.”
February 27, 2025 at 10:05 PM
The $BYND CEO obviously not as big a fan of Lynn Tilton as I am.
“There are three universal lies: Margins are weak, but we’ll make it up in volume; the check’s in the mail; and I won’t come in your mouth.”
“There are three universal lies: Margins are weak, but we’ll make it up in volume; the check’s in the mail; and I won’t come in your mouth.”
I am so afraid of the sheikh with $1.5trn who relies on staff who don't seem to know that you can buy books on amazon/have amazon prime for quick delivery.
February 27, 2025 at 3:07 AM
I am so afraid of the sheikh with $1.5trn who relies on staff who don't seem to know that you can buy books on amazon/have amazon prime for quick delivery.