Paulo Santos Profile
Paulo Santos

@ThinkFinance999

Followers
2,863
Following
476
Media
147
Statuses
20,392

Idea Generator is about deep value. It gives you access to simple, deep value ideas structured in a risk-managed Portfolio.

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Joined June 2012
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@ThinkFinance999
Paulo Santos
30 days
@orikron You can't blame the Australians, they were probably high on amphetamines for their medical conditions.
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@ThinkFinance999
Paulo Santos
3 months
@Very__Regular Their business model is simple: nearly every brand you see on the shelves is a house brand. They take care with the quality of their house brands, and since they have zero advertising costs and accept lower margins, those brands are both good and extremely cheap. So they sell
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@ThinkFinance999
Paulo Santos
1 year
@TeslaAgnostic @cossackgundi Think along these lines (US, North and South Korea)
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@ThinkFinance999
Paulo Santos
11 months
It's because Muslim extremists in India do the same as everywhere else: kill civilians wholesale Seems like you shouldn't have an opinion if you don't understand how widespread the problem is. I'll give you a (non-exhaustive, off my head) list of where Muslim extremists killed
@richimedhurst
Richard Medhurst
11 months
Can someone explain why Indians have such a raging hard on for Israel? You'd think they'd despise a British colony when they see one.
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@ThinkFinance999
Paulo Santos
6 years
I'll give you this. It's amazing that $TSLA is still at $353.50, when it's been 100% confirmed that it was all a lie. That it was a fake bid. That nothing existed, and now TSLA and Elon are only trying it for real because he needs to try and stay out of jail.
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@ThinkFinance999
Paulo Santos
2 months
@MichaelAArouet The chart will understate the problem, because working entails a number of further costs (beyond time and effort), including transportation, clothing, meals outside home, etc.
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Paulo Santos
2 months
@niccruzpatane The most amazing thing is that the roadster was first shown 7 years ago.
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@ThinkFinance999
Paulo Santos
5 months
@profstonge @mcm_ct Debt issued by the RoC, which the US allowed to remain existing as an entity by shielding Taiwan from the revolution in the mainland 🤣 The US would have to ask it from the RoC, as a result...
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@ThinkFinance999
Paulo Santos
5 years
@GilletteVenus @BarbarianCap IS GILLETTE SELLING DONUTS NOW?
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@ThinkFinance999
Paulo Santos
5 months
@CXCarroll This is an uninformed take - there are no barriers to wire money out of HK. The event likely happened as an attempt to avoid gold import taxes into Japan.
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@ThinkFinance999
Paulo Santos
11 months
@hanlon8mike @Tendar Well, it wasn't coincidental... It's literally a festival in support of peace FOR Gaza. A lot of westerners are sold on the theory that this violence happens because of both parties, because of Palestine, etc. They don't seem to understand similar violence against civilians
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@ThinkFinance999
Paulo Santos
6 years
The whole $TSLA thing was predictable. The bid was predictably fake and predictably dropped. It was literally the most obvious case of market manipulation by a large company I can remember since I follow the markets. The SEC will be a joke if it doesn't act hard on this.
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@ThinkFinance999
Paulo Santos
3 months
@PAstynome If China became a democracy tomorrow, the restrictions out on China by the US wouldn't disappear. If Taiwan joined China peacefully tomorrow, the restrictions put on China would expand to Taiwan, even if Taiwan remained a democracy. The driver for what the US is trying to do to
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@ThinkFinance999
Paulo Santos
11 months
@Tendar It has happened on a much smaller scale. For instance 2 Scandinavian women which were "anti-islamophobia" activists were killed and beheaded in Morocco. The truth is that there's an extremist islamist segment which is as close to evil as people can possibly be. Widespread
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@ThinkFinance999
Paulo Santos
1 year
It's slightly amusing that $TSLA is up nearly as much as the entire $GM is worth, just on a deal to let GM customers use TSLA superchargers. (No position)
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@ThinkFinance999
Paulo Santos
11 months
@Lingshan @Tendar Unfortunately also, people don't seem to understand that this isn't a mere coincidence. There is a thread connecting all of these incidents, including in Russia, France, Israel, Spain, US, India, etc ... And guess what, Palestine is NOT the common thread.
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@ThinkFinance999
Paulo Santos
6 years
Now the formal SEC investigation into the fake bid means no $TSLA equty raise. Quite likely, no equity raise without getting rid of Elon Musk. The probability of the whole thing coming unglued went up materially.
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@ThinkFinance999
Paulo Santos
6 years
For now, we're learning that it's possible for a high profile CEO to post a fake bid on Twitter, clearly manipulate a stock, and have the SEC not act for nearly an entire week to put an end to the manipulative effect. $TSLA
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@ThinkFinance999
Paulo Santos
7 months
@SenTomCotton You don't have to be from China to see what kind of disgrace you are to the US image outside the US, either.
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@ThinkFinance999
Paulo Santos
10 months
@yanisvaroufakis On the water, Israel supplied 7% of the water used in Gaza.
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@ThinkFinance999
Paulo Santos
10 months
@piersmorgan It's actually not, it's a scenario foreseen in the rules of war, and literally an exception to the rules of proportionality. IF the enemy decides to use civilians as a means to avoid ANY possible counterstrike (such as by basing it's leadership right in the middle of a refugee
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@ThinkFinance999
Paulo Santos
11 months
@visegrad24 Brussels is half conquered already. It was already scary to walk there at night 25-30 years ago, because of the same reason. I wonder how bad it is now.
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@ThinkFinance999
Paulo Santos
6 months
@anaraintuitive @Slatzism So you're saying you were abused but they're not as bad as painted because you weren't raped and you stayed on the safer side. I don't think you understand how you came across 😁
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@ThinkFinance999
Paulo Santos
2 months
@CristenDrummond Well, obviously the Jeep ran away because he thought the Tesla crashing into it after the initial crash was a reaction and then things could get violent. Also, this isn't going to be an easy crash for insurance to solve, because not all of the damage was from the initial crash -
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@ThinkFinance999
Paulo Santos
3 months
@MichaelAArouet These are imaginary numbers in the future... Presently it's quite easy to ignore the Indian market: valuations are too high.
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@ThinkFinance999
Paulo Santos
4 months
@Doylech Why so? No Arab countries want to take them because they've been reliable in causing trouble in the past - why do you think they wouldn't cause trouble in the UK? What's the logic?
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@ThinkFinance999
Paulo Santos
3 years
@UlusBekcisi @steve_hanke It's because he was the best thing to happen to Turkey. Turkey needs another.
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@ThinkFinance999
Paulo Santos
3 months
@carsunderwater @Very__Regular Ads for the store, sure. For individual brands? No.
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@ThinkFinance999
Paulo Santos
4 months
@VanDiemen_ It's perhaps useful to add that the US had just stolen more than half of Mexico a couple of decades earlier.
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Paulo Santos
8 months
Suddenly, $TSLA is cutting EPA ranges across the board, something many (including me) had pointed to as inflated versus other brands as well as itself (when comparing WLTP, etc)? This is relevant. Also, it shows that US regulators continue to treat it softly (unless a huge fine
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Paulo Santos
6 years
Elon just tweeted he's going to jail. He basically said he tweeted "Funding secured" because of his "strong feelings". Meaning he has SHIT docs or even intentions from anyone! The Fake Bid is confirmed! $TSLA
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@ThinkFinance999
Paulo Santos
10 months
@WalidPhares The problem isn't Palestine. The problem is radical Islam. And the problem is 100% obvious, but somehow most don't see it for what it is.
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@ThinkFinance999
Paulo Santos
1 month
@Grokmaxi4ever @orikron It's due to the extreme anti-China campaign started by the US. The most feeble-minded elements in society gobble it up and end up acting in completely stupid / noxious / dangerous ways. It's not unlike Nazi antisemitic propaganda in the 1930s.
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@ThinkFinance999
Paulo Santos
11 months
@Angelo4justice3 Well, at least it's clear that Israel lets the civilians go, but Egypt won't take them. The rest is rethoric
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@ThinkFinance999
Paulo Santos
11 months
@WarMonitors Every war leads to the cutting of supplies to the enemy. You're thinking about something DIFFERENT, where in war the enemy's ability to produce electricity, water, food, fuel might be targeted. However, even that also often happens in war.
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Paulo Santos
5 months
Nothing the US says about China makes any sense, any longer. And nearly everything said in the US, both by Politicians and by the media, regarding China, is basically obvious Anti-China propaganda. It's really quite impressive, the place we arrived at. But it's also 100%
@RnaudBertrand
Arnaud Bertrand
5 months
It's rare I recommend a Bloomberg article but this opinion piece by @davidfickling is a must-read. He explains that with the "overcapacity" rhetoric towards China, Janet Yellen - and by extension America - is "rejecting what’s been one of the most
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Paulo Santos
11 months
@PGourevitch Also, there's a border with Egypt. Since they didn't go around killing Egyptian civilians, maybe it would be more adequate to ask them to open the border and also ask for the supplies.
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@ThinkFinance999
Paulo Santos
6 years
Here's a funny thing: Elon Musk's + $TSLA fines, $40 million, were 80x larger than Elizabeth Holmes' (Theranos, will likely do time) and ~5x larger than Martin Shkreli's (7 year jail sentence). When it comes to fines, these are pretty large. Hence the DoJ should also strike.
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Paulo Santos
9 months
@georgegalloway You know what started it, and it was obvious then how it would end as a result. There's not much point in thinking this is going to be over before Hamas is fully gone no matter what. The time to worry about these consequences was before starting it.
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Paulo Santos
4 months
@rshereme Well, sorry but since Western car brands abandoned the market, of course Koreans, Chinese, etc, took most of it... There's zero surprise there. This wasn't done to repurpose factories or something - it was a mere consequence of Western competition disappearing and people still
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@ThinkFinance999
Paulo Santos
1 year
@jojjeols It's actual reality. There was a war on terror and extremism in Xinjiang. A successful one, with very few fatalities and a massive increase in living standards. Contrast it with the war on terror in Afghanistan, a failed one, with massive fatalities, dreadful living standards.
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@ThinkFinance999
Paulo Santos
6 years
What would you do if you had bought nearly 5% of $TSLA and suddenly saw its CEO claim you were all up to buying it all, when you knew for a fact you weren't?
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@ThinkFinance999
Paulo Santos
6 years
@TeslaCharts It now seems a clear drive to show more cash at quarter end. And it's one of the most incredible frauds I've ever seen. $TSLA
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@ThinkFinance999
Paulo Santos
3 months
@FrogTroubadour Mass would have more momentum, it would be harder to stay on the bull, plus their grip strength won't be severely compromised. It's a bit like bulky guys aren't necessarily the best at pull ups, either.
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@ThinkFinance999
Paulo Santos
7 months
@Schuldensuehner You can imagine US companies would lose access to the Chinese market AND production facilities there (a lot of which export to the US...) In the end, the impact on US companies would be much larger than on China
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@ThinkFinance999
Paulo Santos
10 months
@ASPI_org This report was funded by the US state department, and then this organization erased the source of funding. That's all you need to know about this particular report. Shame
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@ThinkFinance999
Paulo Santos
5 months
@chenweihua He doesn't want to say "no" as it would insult the US. But everyone knows the problem with TikTok isn't one of national security - but one of it being a competitor to US social networks. Much like Huawei was shot down for competing with $AAPL, or else not letting Huawei sell
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@ThinkFinance999
Paulo Santos
5 months
@D162Michele Why would someone "meddle in elections" if one doesn't prefer one winner over another? It's like the jokes write themselves.
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@ThinkFinance999
Paulo Santos
11 months
@TheMossadIL Ask #China for help. They have experience and are the only ones who were ever successful at something similar.
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@ThinkFinance999
Paulo Santos
6 years
The Elon Musk $TSLA bid is STILL fake. There is no bid. The BOD saw no bid. Talking about is not the same as "here's a bid", even if we believe they actually talked about it.
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@ThinkFinance999
Paulo Santos
3 years
No legit, viable, company would do this. So this thing is either a scam or is bankrupt.
@Bitfinexed
Bitfinex'ed 🔥🐧 Κασσάνδρα 🏺
3 years
@Vince_Stanzione No. You’re money is trapped.
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@ThinkFinance999
Paulo Santos
3 months
@JamieMetzl Still, it makes no sense to criticize China for its wrongs when these pale in comparison to the US on literally the SAME thing. For instance, criticizing on China's (successful) fight against Islamic terrorism and extremism in Xinjiang, while not seeing a 100-1000x bigger
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@ThinkFinance999
Paulo Santos
10 months
@brentdsadler There's probably more in this story that's not being told. For instance, whose fishing nets were those, and how did they get into the propellers?
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@ThinkFinance999
Paulo Santos
6 years
So now you got $TSLA at $350, with a fake bid, wtih Elon trading shares on inside (Saudi) info, and with him tweeting the fake bid on acid. It gets better all the time.
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@ThinkFinance999
Paulo Santos
4 months
This is a much fairer and realistic take on Xinjiang than any of the bullshit anti-China propaganda being spread by the US. It's sad that the US stooped so low and is effectively punishing millions of ordinary people just for propaganda and political purposes.
@RnaudBertrand
Arnaud Bertrand
4 months
This is absolutely huge: the UN Special Rapporteur on the matter calls to lift Western sanctions against China because they dangerously undermine basic norms of law (like the presumption of innocence) and violate human rights, particularly in Xinjiang. The UN Special Rapporteur
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@ThinkFinance999
Paulo Santos
6 years
$TSLA IS GOING DOWN SO FAST, SHORTS ARE BURNING UPON RE-ENTRY.
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@ThinkFinance999
Paulo Santos
4 months
$TSLA FSD in China JUST means deploying the same kind of driver assistance features all main competitors have. It does NOT mean having actual self-driving services - there are already such services, and it's a different license. Companies like $BIDU explore such fully driverless
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@ThinkFinance999
Paulo Santos
5 months
@DSORennie Yes, to hide it, China even allows 100-200 million tourists in per year. None of the problems exist in neighboring Afghanistan, which the US peacefully turned into a progressive, religiously tolerant, wealthy country, without even harming or displacing anyone. China should
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@ThinkFinance999
Paulo Santos
7 months
@CollinSLKoh So you start by "if" (China ISN'T the world's largest weapons exporter) and then just make up stuff. Unreal.
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@ThinkFinance999
Paulo Santos
5 months
@D162Michele Notice 2 pieces on China in the Telegraph alone... This is across a lot of media. It can't be a coincidence. In China or even Russia, which are often said to be much more "propaganda-inclined" you will NOT see this level of media attention to the US...
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@ThinkFinance999
Paulo Santos
10 months
@yanisvaroufakis If there was ethnic cleansing: 1) The population would decrease 2) The problem would already not exist So Israel might be doing a lot of things, but ethnic cleansing isn't one of them.
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@ThinkFinance999
Paulo Santos
7 years
There are huge synergies between $TSLA and SpaceX. TSLA could produce a nearly endless supply of cars to launch into orbit.
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@ThinkFinance999
Paulo Santos
6 years
The $TSLA fake bid will allow us to know whether Elon Musk is above the law or not. If he goes through this unscathed, he is. This is as much a test of markets, as it is a test of law and its fair application.
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@ThinkFinance999
Paulo Santos
5 months
Hong Kong stocks are simply different. Now I had a holding which trades at 4.0x earnings grow earnings by 38% and announce a 40% dividend increase (all while already paying a 11.1% dividend yield, now 15.6%...). And the whole thing trades for less than half its net
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@ThinkFinance999
Paulo Santos
3 months
@jstalnaker1 It's probably to save commercial real estate values.
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@ThinkFinance999
Paulo Santos
7 months
@Kolas_Yotaka You're faced with obvious, nonstop, anti-China propaganda. But all you see is Chinese propaganda. It boggles the mind. Is it blindness or is it on purpose?
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@ThinkFinance999
Paulo Santos
6 months
@RnaudBertrand India needs to have China as a friend to try and turn things around.
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@ThinkFinance999
Paulo Santos
10 months
@USPalAffairs The child was a terrorist, killed an Israeli female soldier unprovoked (and away from hostilities), and the family probably (with high likelihood) approved of it and might even have other such elements in it. When counting Palestinian "children" casualties, remember that a lot
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@ThinkFinance999
Paulo Santos
2 months
@stage_37 @CristenDrummond No, the jeep is obviously at fault, and if the Tesla had stayed there things would have been clear. However, after the initial crash, the Tesla slammed into the jeep, went into a ditch, etc, under its own power. Given that, it's obvious that the damage to the Tesla is NOT all
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@ThinkFinance999
Paulo Santos
6 years
How many people think the "plan" involved having a temporary tent on top of a parking space, with parking markings still visible and all??? $TSLA
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@ThinkFinance999
Paulo Santos
11 months
@IsraelWarRoom This video and others like it are all the information anyone needs, to understand what's coming.
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@ThinkFinance999
Paulo Santos
1 year
@USAmbJapan That's a disputed EEZ zone, not necessarily Japan's
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@ThinkFinance999
Paulo Santos
1 month
@ZackMorrison18 There's only 1 Robert Downey Jr. The public recognizes him and might think more favorably about watching a movie if he's present. If you want to have him specifically, you'll have to pay whatever he accepts. He's a unique item, priced as a prized unique item. There are countless
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@ThinkFinance999
Paulo Santos
5 months
@kyleichan It's perfectly normal to develop products fitting your customers' requirements and, if these are then sought by other customers, to also sell them same thing (or even better) . This is so unless you contract for some sort of exclusivity with the first customer - which would make
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@ThinkFinance999
Paulo Santos
11 months
@SeanJBremner @shaunrein The "Iranian sanctions" are US sanctions on Iran. Hence, law which should apply to US citizens or those living in the US. The lady was the CFO of a Chinese company (hence not bound by US law) selling PCs to an Iranian telecom company, also not bound by US law. This didn't violate
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@ThinkFinance999
Paulo Santos
6 years
The $TSLA board will act as if this is normal because that's an obvious way out: Treat the thing as a real deal. Then, somewhere down the line, drop it for some later excuse. Done. But this won't work...
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@ThinkFinance999
Paulo Santos
2 months
@jojoeb16 @GayBearRes Though look at it this way: even though there's a lot of years between 1999 and 2023, the official inflation between those 2 years was 83%. And the numbers as put by you represent 233% inflation. And this is probably not uncommon, as there's reason to believe both US inflation
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@ThinkFinance999
Paulo Santos
11 months
@Lufthansaplanes @Ghostwalker4004 Muslims feel abused and kill civilians the world over. The common denominator in this violence is "Muslims", and it's VERY unlikely there's a reason to kill civilians in so many different places.
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@ThinkFinance999
Paulo Santos
6 years
By buying $TSLA stock, Elon Musk basically declared he has nothing else coming up. He just lowered the risk to shorts, with that buying. IF he had something else coming up, he'd be in instant trouble.
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@ThinkFinance999
Paulo Santos
6 years
EXTRAPOLATING FROM THE LAST 2 DAYS OF PRIOR WEEK, $TSLA OVER 2000 MODEL 3/WEEK! ALSO EXTRAPOLATING FROM THE SAME DAYS, TSLA AT 0 MODEL S+X PER WEEK!
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@ThinkFinance999
Paulo Santos
6 years
Remember, people: THERE IS STILL NO OFFICIAL $TSLA COMMENT ON THE WHOLE THING. It's amazing.
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@ThinkFinance999
Paulo Santos
11 months
@kevincarrico The Malvines are also across the world from the UK (indeed, a lot farther away than these shoals). Where stuff is doesn't mean a lot. The arguments are different. It might be that China is wrong about it, but not because of the Geo position.
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@ThinkFinance999
Paulo Santos
1 year
So, assassinating your enemies in a foreign country with a drone is acceptable, but with something else isn't? This makes it clear assassinating in a foreign country isn't the problem. I'll put forth that the threat of actual, violent or subversive action, past, present or
@robert_spalding
General Spalding
1 year
Assassinating someone in a free country is a non-starter unless you want to become a pariah - like China or Russia.
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@ThinkFinance999
Paulo Santos
6 years
It might be that the Saudis are financing their entire Lucid commitment out of the gains on their $TSLA position (if they sold).
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@ThinkFinance999
Paulo Santos
5 months
@UGyalpo_Tibet The best thing which could happen to India (and the Indian people), would be for it to outsource India's management to China, though.
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@ThinkFinance999
Paulo Santos
11 months
@raulmarcusbruno It can be 1% easily also because of another factor few know. Muslim extremist societies are rife with inbreeding. As much as 40-50% of marriages are between 1st and 2nd cousins. This is scientifically known to greatly increase the number of recessive genetic diseases, including
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Paulo Santos
6 years
OUR $TSLA NINJA SABOTEUR IS ON ELECTREK LEAKING TSLA'S PROPRIETARY INFORMATION ON THE FUTURE MODEL S AND X REFRESH. THE SABOTEUR IS DOING THIS TO KILL CURRENT DEMAND FOR THE MODEL S AND X.
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@ThinkFinance999
Paulo Santos
7 months
@type___e It's actually nice. Life is more interesting when you spice it up within the couple instead of just behaving like another cog in the machine.
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@ThinkFinance999
Paulo Santos
6 years
$TSLA longs are very lucky to have an exception from the SEC, where the CEO can endlessly hint at material developments without disclosing them. Any other instance of the same behavior from another company wiould likely lead to consequences.
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@ThinkFinance999
Paulo Santos
6 months
@macastel3 Well, the difference is the US media outlets had the option of following Chinese law and staying... TikTok isn't given that option.
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@ThinkFinance999
Paulo Santos
11 months
@visegrad24 Thankfully there's some smart civilians in there. Hopefully only Hamas supporters will remain in the risky zones. Sadly lots of Hamas will also take the chance to mix with civilians and escape
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@ThinkFinance999
Paulo Santos
10 months
@mdubowitz This was quite obvious on October 7, and now what's happening will go on until there's no more Hamas regardless of any consequence or opinion.
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Paulo Santos
11 months
@__PalomaNegra__ @mona_fawaz Just out of curiosity, are your parents cousins?
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@ThinkFinance999
Paulo Santos
4 months
It's almost funny that $TSLA is being speculated higher just as this is the reality from its biggest battery supplier.
@JaguarAnalytics
JaguarAnalytics
4 months
$TSLA Panasonic is out with profit warning tonight. CEO Yuki Kusumi says they are seeing "huge drop in demand for batteries used in specific models.”
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Paulo Santos
2 months
@jojjeols What do the Swedish even know about China and the Chinese leader? That they have such a strong opinion isn't a testament about either Xi or China itself. Instead, it's a testament to the effectiveness of those who saw the need for the Swedish to have an opinion on China. The
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@ThinkFinance999
Paulo Santos
3 months
@RnaudBertrand Well, if they didn't take hostages they wouldn't have the problem. As it is, a country whose citizens are taken hostage can cause literally unlimited damage to get them back. Those taking the hostages have the option to lower that cost at any time.
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@ThinkFinance999
Paulo Santos
6 years
@hoonable This is really deplorable, as $TSLA doesn't have any FSD technology it can deploy. TSLA doesn't even have any idea of when (or if) it will have FSD technology. Selling the FSD option is straight fraud.
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@ThinkFinance999
Paulo Santos
7 months
@USAmbJapan Yes, and become ever so slightly less competitive. Repeat it 1 million times and then complain about the impossible to bridge gulf.
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Paulo Santos
6 years
When $TSLA saw people paid for FSD and didn't mind it not being delivered, perhaps someone inside thought "Hey, let's try it with whole cars!"
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