First Hill Capital

AI seems to have accelerated business growth for Baycurrent Consulting 6532.T Interesting AI winner

The Reclaimed wafer industry is entering a demand boom as TSMC and others demand higher throughput of wafers per month and prime wafer supply shortens. Below is a comparison of 4 major public wafer reclaim providers

This fund manager pretty much only uses multiples. No dcf. Pulak Prasad

Muse agent automatically generated this for me 😭

Yesterday October 5th, the Warsaw Stock Exchange $GPW implemented their new WATS trading system, an inhouse development designed to decrease latency and improve costs for the exchange. At the same time, the Warsaw Stock Exchange continues to grow equity turnover from an already strong first half of the year. Finally, on August 13th, the President signed into law OKI accounts which are tax advantaged and expected to increase equity turnover even further.

I’ve been on a few calls with AE’s where I’m thinking “there’s no way this is actually going to work” and they end up buying

It’s been a fun year so far but I’ve been flat since May. Baskets: Semiconductor Supply Chain 28% Financial Market Infrastructure 25.6% Digital Platforms 24.7% Memory and Storage 15.5% Value 6.2%

Yes, a fat dividend incoming for preferred holders. Especially if you got in on the dips Could be as much as 8% shareholder return

In hindsight, was this an obvious play?