Capital Valor
@CapitalValor
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Institutional investor (single name moves mentioned are in my private book). Value focus.
Joined April 2020
What a past few weeks on China 🇨🇳 Called it. $BABA
I am not a macro forecaster and don’t care. What is important as an investor is the asymmetry of your positioning. Stimulus is happening, local economic behaviour inflecting. May be wrong but buying today is low downside, high upside. 🇨🇳
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China sentiment is moving quickly… 🇨🇳🚀
An offshoot of @pmarca (who’s also bullish on @deepseek_ai)’s “Software is eating the world” @DeutscheBank is out with a seminal paper that’s bullish China equities $PDD $BABA $Jd $KWEB
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Everyone’s gonna learn you don’t sell into the hole in this market. Should dampen volatility.
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Can Trump just stop with this BS? I am a conservative and don’t want Trump/government interfering with my business everyday! Right wing govts keep getting it wrong - eg 🇬🇧 Tories, 🇪🇺 leaders, etc. GIVE US A BREAK!! Makes me want to enter political arena if noone will deliver 😡
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Very important. @ChinaBeigeBook “January surveys say China's kicked off 2025 on firmer footing than markets believe” 🇨🇳🚀
Between now and mid-March only one data source will provide an in-depth look at the Chinese economy, and that's @ChinaBeigeBook. Our January surveys say China's kicked off 2025 on firmer footing than markets believe.
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@Rola838 Good deal for Suzano but part of a wider M&A strategy. Deal on its own not game changing. Too small.
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$LEVI a bit of weird one. Largest holiday sales in over a decade, but stock sells off hard as management massively sandbags guidance due to FX and tariff risks (what do they know?!).
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🇨🇳CHINA 🇨🇳 Back to the checklist for equity market recoveries. ✅ Ticking a new box: “new inventions and innovations” Let’s go. 🚀🚀🚀
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@kiwicarrotcake Are they cutting costs etc? How are you confident margins are back? Interesting idea with debt runway, although gotta pay interest.
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First supersonic flight since Concorde! Innovation seems to be accelerating at unprecedented speed. New breakthroughs every hour?
Boom is supersonic. On Jan. 28, 2025 at 8:31am PST / 16:31 GMT, XB-1 broke the sound barrier. Chief Test Pilot Tristan “Geppetto” Brandenburg safely and successfully achieved supersonic speed in XB-1, the first civil supersonic jet made in America. ✅New top speed: Mach 1.122 (652 KTAS) ✅New max altitude: 35,290 ft. ✅Flight time: 34 minutes ✅Airspace: Bell X-1 Supersonic Corridor and the Black Mountain Supersonic Corridor in Mojave, CA XB-1 demonstrates that Boom has the team, technology, and tools to deliver supersonic commercial travel with Overture, cutting travel times in half. Congratulations to the Boom team on making aviation history!
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$BABA 😄😄😄😄 Told you...
I am not a macro forecaster and don’t care. What is important as an investor is the asymmetry of your positioning. Stimulus is happening, local economic behaviour inflecting. May be wrong but buying today is low downside, high upside. 🇨🇳
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@Roth_Overlord Great business yes. I owned it at $3. Sold at 3x. Should have just stayed long.
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These prices are prob more expensive than the cruise tickets... except your worker is likely a low-paid Filipina and you don't own/lease the ship.
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🇵🇭🇵🇭🇵🇭 As predicted. Winners keep winning. America’s friend in SEA, one of the fastest growing economies with a flat equity market for a decade and consequently collapsed valuations. Immense breakout coming up.
"The Senate on Monday approved on final reading a bill that seeks to cut the tax on stock transactions to 0.1% from 0.6%" The Philippines:
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