@TheLongHappy

Connoisseur of wet cigar butts.

 Singapore
Joined July 2022
  • Tweets4K
  • Following719
  • Followers3.7K
939Media
Inui now has 3 activists involved. I'm long and will buy more!!! Too much investment real estate + ships probably worth a lot more than value on the books
Value Trapped ๐Ÿ‡ธ๐Ÿ‡ฌ
@TheLongHappyOct 26
Buying โ†—๏ธโ†—๏ธ : Asset Value Investors โ€” Inui Global Logistics Co., Ltd. (TSE:9308) New โ†’ 5.06% Strategic โ€” Orient Corporation (TSE:8585) 7.28% โ†’ 9.63% Hikari Tsushin โ€” IFIS Japan Ltd. (TSE:7833) 5.19% โ†’ 6.62% DOE5% โ€” Fujikura Kasei Co., Ltd. (TSE:4620) 10.33% โ†’ 11.70% Hikari Tsushin โ€” Atled Ltd. (TSE:3969) 6.42% โ†’ 7.65% Hikari Tsushin โ€” Tenox Corporation (TSE:1905) 16.77% โ†’ 17.89% 3DIP โ€” J. Front Retailing Co., Ltd. (TSE:3086) 11.63% โ†’ 12.73% Silchester โ€” Santen Pharmaceutical Co., Ltd. (TSE:4536) 9.23% โ†’ 10.25% Selling โ†˜๏ธโ†˜๏ธ : Hikari Tsushin โ€” Sigma Koki Co., Ltd. (TSE:7713) 5.25% โ†’ 3.94% Varecs โ€” Aucnet Inc. (TSE:3964) 7.01% โ†’ 5.88% Hikari Tsushin โ€” Intramart Corporation (TSE:3850) 9.53% โ†’ 8.50%
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Buying โ†—๏ธโ†—๏ธ : Asset Value Investors โ€” Inui Global Logistics Co., Ltd. (TSE:9308) New โ†’ 5.06% Strategic โ€” Orient Corporation (TSE:8585) 7.28% โ†’ 9.63% Hikari Tsushin โ€” IFIS Japan Ltd. (TSE:7833) 5.19% โ†’ 6.62% DOE5% โ€” Fujikura Kasei Co., Ltd. (TSE:4620) 10.33% โ†’ 11.70% Hikari Tsushin โ€” Atled Ltd. (TSE:3969) 6.42% โ†’ 7.65% Hikari Tsushin โ€” Tenox Corporation (TSE:1905) 16.77% โ†’ 17.89% 3DIP โ€” J. Front Retailing Co., Ltd. (TSE:3086) 11.63% โ†’ 12.73% Silchester โ€” Santen Pharmaceutical Co., Ltd. (TSE:4536) 9.23% โ†’ 10.25% Selling โ†˜๏ธโ†˜๏ธ : Hikari Tsushin โ€” Sigma Koki Co., Ltd. (TSE:7713) 5.25% โ†’ 3.94% Varecs โ€” Aucnet Inc. (TSE:3964) 7.01% โ†’ 5.88% Hikari Tsushin โ€” Intramart Corporation (TSE:3850) 9.53% โ†’ 8.50%
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Value Trapped ๐Ÿ‡ธ๐Ÿ‡ฌ retweeted
Timothy Liu
@timothyhliu5Oct 25
Posted Q3 letter on my website. I write about our view of AI vs AI capex and our investment in Klaviyo. $BRZE was recently acquired; $KVYO we think benefits from similar tailwinds around AI and AI decisioning in messaging.
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Buying โ†—๏ธโ†—๏ธ : GMO โ€” Nittoku Co., Ltd. (TSE:6145) New โ†’ 5.09% Strategic โ€” A&D Holon Holdings Co., Ltd. (TSE:7745) 12.91% โ†’ 15.01% Hiroyuki Maki โ€” BASE, Inc. (TSE:4477) 26.89% โ†’ 28.36% fundnote โ€” DKK Co., Ltd. (TSE:6706) 16.35% โ†’ 17.43% Will Field Capital โ€” LIFULL Co., Ltd. (TSE:2120) 7.35% โ†’ 8.37% Oasis โ€” AEON Financial Service Co., Ltd. (TSE:8570) 10.80% โ†’ 11.82% Dalton - NAVF โ€” Meisei Industrial Co., Ltd. (TSE:1976) 13.62% โ†’ 14.62% Effissimo โ€” Tamron Co., Ltd. (TSE:7740) 18.54% โ†’ 18.90% Hikari Tsushin โ€” Sansei Co., Ltd. (TSE:6307) 21.49% โ†’ 21.78% Selling โ†˜๏ธโ†˜๏ธ : Hikari Tsushin โ€” Aplix Corporation (TSE:3727) 19.20% โ†’ 10.15% Symphony โ€” Nishio Holdings Co., Ltd. (TSE:9699) 12.33% โ†’ 10.95% Strategic โ€” Wakita & Co., Ltd. (TSE:8125) 8.70% โ†’ 7.59% Symphony โ€” Nagawa Co., Ltd. (TSE:9663) 14.87% โ†’ 13.83% Seisei โ€” Striders Corporation (TSE:9816) 9.60% โ†’ 8.78% Hikari Tsushin โ€” Inbound Tech Inc. (TSE:7031) 28.79% โ†’ 28.52%
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Monday Buying โ†—๏ธโ†—๏ธ : Ariake โ€” The Ehime Bank, Ltd. (TSE:8541) New โ†’ 5.19% Silvercape โ€” Yokowo Co., Ltd. (TSE:6800) New โ†’ 5.10% Strategic โ€” A&D Holon Holdings Co., Ltd. (TSE:7745) 6.36% โ†’ 9.34% Hiroyuki Maki โ€” BASE, Inc. (TSE:4477) 24.52% โ†’ 26.89% Murakami - City Index Eleventh โ€” Yamada Holdings Co., Ltd. (TSE:9831) 8.36% โ†’ 9.39% Hikari Tsushin โ€” Fibergate Inc. (TSE:9450) 12.25% โ†’ 13.27%
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Buying โ†—๏ธโ†—๏ธ : Strategic โ€” A&D Holon Holdings Co., Ltd. (TSE:7745) 9.34% โ†’ 12.91% Ariake โ€” Tokyo Kiraboshi Financial Group, Inc. (TSE:7173) 9.00% โ†’ 10.09% Hikari Tsushin โ€” Three F Co., Ltd. (TSE:7544) 10.48% โ†’ 11.55% Hikari Tsushin - Shigeta Mitsutoki โ€” Chuokeizai-Sha Holdings, Inc. (TSE:9476) 12.95% โ†’ 13.95% Selling โ†˜๏ธโ†˜๏ธ : Hikari Tsushin โ€” Nihon Knowledge Co., Ltd. (TSE:5252) 12.99% โ†’ 11.93% Hikari Tsushin โ€” Sigma Koki Co., Ltd. (TSE:7713) 6.31% โ†’ 5.25% Seisei โ€” Striders Corporation (TSE:9816) 9.60% โ†’ 8.78%
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900
Buying โ†—๏ธโ†—๏ธ : Strategic โ€” Sanyo Denki Co., Ltd. (TSE:6516) 12.07% โ†’ 15.89% Seisei โ€” Striders Corporation (TSE:9816) 7.81% โ†’ 9.60% Oasis โ€” Shibaura Machine Co., Ltd. (TSE:6104) 10.14% โ†’ 11.27% Asset Value Investors โ€” Foster Electric Co., Ltd. (TSE:6794) 8.21% โ†’ 9.31% Hikari Tsushin โ€” Fukui Computer Holdings, Inc. (TSE:9790) 12.27% โ†’ 13.31% Selling โ†˜๏ธโ†˜๏ธ : Hikari Tsushin โ€” Ebrains Inc. (TSE:6599) 7.39% โ†’ 6.37%
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Buying โ†—๏ธโ†—๏ธ : Trivista โ€” Net Protections Holdings, Inc. (TSE:7383) New โ†’ 5.81% Hikari Tsushin โ€” Nulab Inc. (TSE:5033) New โ†’ 5.10% Strategic โ€” Osaka Steel Co., Ltd. (TSE:5449) 9.49% โ†’ 10.59% Oasis โ€” EN Inc. (TSE:4849) 14.54% โ†’ 15.63% fundnote โ€” SMK Corporation (TSE:6798) 9.80% โ†’ 10.88% Hikari Tsushin โ€” Dawn Corporation (TSE:2303) 10.07% โ†’ 11.09% Selling โ†˜๏ธโ†˜๏ธ : Strategic โ€” Noritake Co., Limited (TSE:5331) 6.47% โ†’ 4.36% Orbis Investments โ€” Pole To Win Holdings, Inc. (TSE:3657) 9.10% โ†’ 7.69% Orbis Investments โ€” CyberAgent, Inc. (TSE:4751) 5.97% โ†’ 4.90% Hikari Tsushin โ€” Tohoku Steel Co., Ltd. (TSE:5484) 77.64% โ†’ 77.56%
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Why buy $NU when you can just buy $EWZ. Should have known that everything out the US is just a macro trade ๐Ÿ˜‚
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Value Trapped ๐Ÿ‡ธ๐Ÿ‡ฌ retweeted
Shegun ๐ŸŒช๏ธ๐ŸŒŸ
@ShegunTweetsSep 29
i finished this entire show in just one night. it was that good ๐ŸŽฌ monster: the lizzie borden story (2026)
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Buying โ†—๏ธโ†—๏ธ : Will Field Capital โ€” I-NE Co., Ltd. (TSE:4933) New โ†’ 5.10% Seisei โ€” Tokyo Cosmos Electric Co., Ltd. (TSE:6772) 16.78% โ†’ 19.51% Oasis โ€” Shibaura Machine Co., Ltd. (TSE:6104) 7.82% โ†’ 10.14% Strategic โ€” Noritake Co., Limited (TSE:5331) 6.10% โ†’ 8.17% Miri โ€” Syuppin Co., Ltd. (TSE:3179) 8.11% โ†’ 9.16% Old Peak Group โ€” Digital Garage, Inc. (TSE:4819) 7.31% โ†’ 8.33% Ariake โ€” Ogaki Kyoritsu Bank, Ltd. (TSE:8361) 8.57% โ†’ 9.59% Silchester โ€” Miura Co., Ltd. (TSE:6005) 5.06% โ†’ 6.07% Seisei โ€” Meiwa Industry Co., Ltd. (TSE:7284) 7.31% โ†’ 7.50% Selling โ†˜๏ธโ†˜๏ธ : Hikari Tsushin โ€” Digital Hearts Holdings Co., Ltd. (TSE:3676) 5.03% โ†’ 0.00% Murakami - City Index Eleventh โ€” Exedy Corporation (TSE:7278) 9.11% โ†’ 7.98%
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Japan is back! It was a really boring 5 days...
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Will AI Agents (in training?) inadvertently hack something highly sensitive in the US, leading to a mandatory slowdown or pause in development at some point? If so, what would happen to AI capex spend that has been driving markets?
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Buying โ†—๏ธโ†—๏ธ : Oasis โ€” Nidec Corporation (TSE:6594) 6.78% โ†’ 7.97% Oasis โ€” Shibaura Machine Co., Ltd. (TSE:6104) 6.76% โ†’ 7.82% Axium Capital โ€” ISB Corporation (TSE:9702) 12.53% โ†’ 13.57% Oasis โ€” SMS Co., Ltd. (TSE:2175) 25.93% โ†’ 26.97% Oasis โ€” Kusuri No Aoki Holdings Co., Ltd. (TSE:3549) 15.10% โ†’ 16.14% Asset Value Investors โ€” Sharingtechnology Inc. (TSE:3989) 28.18% โ†’ 28.98% Strategic โ€” GungHo Online Entertainment, Inc. (TSE:3765) 8.51% โ†’ 9.65% Selling โ†˜๏ธโ†˜๏ธ : None.
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ใƒŠใƒŠใƒ›ใ‚ทใƒžใƒใ‚ธใƒกใƒณใƒˆ๏ผˆใ‚คใ‚ฎใƒชใ‚น๏ผ‰ใฏใ€ๆ—ฅ็”ฃๆฑไบฌ่ฒฉๅฃฒใƒ›ใƒผใƒซใƒ‡ใ‚ฃใƒณใ‚ฐใ‚นใฎๅ–็ท ๅฝนไผšๅฎ›ใฆใซใ€ไปฅไธ‹ใฎๆ›ธ็ฐกใ‚’้€ไป˜ใ—ใŸใ“ใจใ‚’ใŠ็Ÿฅใ‚‰ใ›ใ—ใพใ™ใ€‚ ใ€Œๆ”ฟ็ญ–ไฟๆœ‰ๆ ชๅผใซ้–ขใ™ใ‚‹ใƒญใƒƒใ‚ฏใ‚ขใƒƒใƒ—๏ผˆๅฃฒๅดๅˆถ้™๏ผ‰ใฎ่จญๅฎšใ‚’่ธใพใˆใŸ่ฆ่ซ‹ใ€ shiftnissantokyo.com/wp-contโ€ฆ
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Buying โ†—๏ธโ†—๏ธ : Dalton - NAVF โ€” Yasuda Logistics Corp. (TSE:9324) New โ†’ 5.17% Oasis โ€” Infomart Corporation (TSE:2492) 15.82% โ†’ 16.95% Oasis โ€” Kobayashi Pharmaceutical Co., Ltd. (TSE:4967) 13.37% โ†’ 14.41% Silchester โ€” Suzuken Co., Ltd. (TSE:9987) 8.25% โ†’ 9.27% Selling โ†˜๏ธโ†˜๏ธ : Strategic โ€” Toa Road Corporation (TSE:1882) 10.51% โ†’ 8.48%
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Buying โ†—๏ธโ†—๏ธ : Hikari Tsushin โ€” OLBA Healthcare Holdings, Inc. (TSE:2689) New โ†’ 8.76% Oasis โ€” Infomart Corporation (TSE:2492) 14.42% โ†’ 15.82% Murakami - MI2 โ€” AD Works Group Co., Ltd. (TSE:2982) 11.78% โ†’ 12.83% Hikari Tsushin โ€” Kamei Corporation (TSE:8037) 6.28% โ†’ 6.90% Hikari Tsushin โ€” F&M Co., Ltd. (TSE:4771) 13.60% โ†’ 14.13% Hikari Tsushin โ€” Pro-Ship Inc. (TSE:3763) 15.77% โ†’ 16.15% Hikari Tsushin โ€” Fukui Computer Holdings, Inc. (TSE:9790) 12.03% โ†’ 12.27% Hikari Tsushin โ€” eREX Co., Ltd. (TSE:9517) 22.82% โ†’ 23.01% Hikari Tsushin โ€” JustSystems Corporation (TSE:4686) 16.23% โ†’ 16.41% Hikari Tsushin โ€” NCD Co., Ltd. (TSE:4783) 9.67% โ†’ 9.85% Hikari Tsushin โ€” NTT Data Intramart Corporation (TSE:3850) 9.52% โ†’ 9.53% Selling โ†˜๏ธโ†˜๏ธ : Strategic โ€” Toa Road Corporation (TSE:1882) 12.76% โ†’ 10.51% Hikari Tsushin โ€” Takuma Co., Ltd. (TSE:6013) 5.74% โ†’ 4.89% Hikari Tsushin โ€” Kyowa Electronic Instruments Co., Ltd. (TSE:6853) 7.09% โ†’ 6.24% Hikari Tsushin โ€” Original Engineering Consultants Co., Ltd. (TSE:4642) 17.23% โ†’ 16.64% Hikari Tsushin โ€” Tokyo Energy & Systems Inc. (TSE:1945) 7.39% โ†’ 6.82% Hikari Tsushin โ€” TVE Co., Ltd. (TSE:6466) 22.36% โ†’ 21.79% Hikari Tsushin โ€” Yuasa Co., Ltd. (TSE:8074) 5.11% โ†’ 4.86% Hikari Tsushin โ€” Media Do Co., Ltd. (TSE:3678) 19.27% โ†’ 19.04% Hikari Tsushin โ€” Hibiya Engineering, Ltd. (TSE:1982) 6.46% โ†’ 6.31%
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Buying โ†—๏ธโ†—๏ธ : Hiroyuki Maki โ€” Twinbird Corp. (TSE:6897) 10.27% โ†’ 11.72% Orbis Investments โ€” Sugi Holdings Co., Ltd. (TSE:7649) 5.01% โ†’ 6.26% 3DIP โ€” J. Front Retailing Co., Ltd. (TSE:3086) 9.23% โ†’ 10.32% Oasis โ€” EN Inc. (TSE:4849) 12.41% โ†’ 13.45% Hikari Tsushin โ€” OAT Agrio Co., Ltd. (TSE:4979) 8.42% โ†’ 9.43% Selling โ†˜๏ธโ†˜๏ธ : Asset Value Investors โ€” Sanyo Shokai Ltd. (TSE:8011) 13.07% โ†’ 7.74% Simplex โ€” Toyo Corporation (TSE:8151) 8.77% โ†’ 4.96% Sapphireterra Capital โ€” Sanyo Shokai Ltd. (TSE:8011) 8.12% โ†’ 4.97% Simplex โ€” Nakanishi Mfg. Co., Ltd. (TSE:5941) 8.43% โ†’ 7.28% Orbis Investments โ€” GMO Internet Group, Inc. (TSE:9449) 9.95% โ†’ 8.86% Silchester โ€” Nikon Corp. (TSE:7731) 6.06% โ†’ 4.98% Strategic โ€” Toa Road Corporation (TSE:1882) 14.79% โ†’ 12.76%
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Whoh...
Thomas Chua
@SteadyCompoundSep 6
Another day, another Meituan rider in Singapore for a publicity stunt. The plot thickens...
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