Shameless pump for my post on Helios Techno $6927.T #GaijinsAtTheGates is probably even more apt for this given the number of activists involved and how they blocked a take under... A recap: 3 different activists with >40% ownership and continuing to buy Cash + LT investments ~75% market cap

"Having money is fun, but making it is even more fun" -Mitsunori, Masa's father. Tells you all you need to know about the son. No pun intended.

RT @BoringBiz_: Reminder that if you invested anytime after Instacart's Series C you would have underperformed the S&P 500 when it went pub…

@JamieHalse @Liftthatbid Very valid point

RT @zoomyzoomm: An offshoot of @pmarca (who’s also bullish on @deepseek_ai)’s “Software is eating the world” @DeutscheBank is out with a s…

@DaBao_ @AltayCapital More friends > less friends?

@DaBao_ @AltayCapital Do they treat you extra nice when you call

@PComoCapital You should! just pick a ticker 😂

@himichaelhe @DaBao_ 😅

@caret311 @Liftthatbid China also generally is still pretty hated despite the bounce

@caret311 @Liftthatbid Probably EM ideas

@MikeFritzell Nice!

They need to work on their distribution in Singapore!

@Liftthatbid Not this one!

@Liftthatbid In hindsight it should have been a 50% position vs a 10%!

@Situ_Danny3 @adcha91 Just saw this! And yes - I have a super super smart friend who is very long it

@compoundersEX @blondesnmoney Just like all the other assets in your life 😅

Selling 1 year puts on $CELH seems like a pretty decent risk-reward. At $17.5 strike, you effective exercise price is $14.5. that's 3.4bn market cap / 12.7x NTM PE and perhaps Pepsi will just buy the whole thing if it's at 2x revenue.... Unless there's a demand collapse issue that I am missing because I am in Singapore. And if you don't get called, that's 17% return for no capital deployed.

@CarrotInterest Lol. That's buffet after 50 years of practice!