Rafael Resendes
@rresendes
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Friends. Travel. Food. Ocasional finance rant. Co-Founder, Applied Finance
Joined June 2009
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It amazes me how many prominent value investment professionals ignorantly or willfully confuse a cheap stock as being undervalued and expensive as overvalued.
The non cynical me sadly concludes- combo of too many dumb asses and another data point in America’s education crisis.
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Beautiful and delicious dinner tonight.
What is the right side dish?
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Given a number of requests, here is a quick calibration of $nvda value driver expectations to justify its current price.
Expectations for this puppy are steep. Building off its amazing 2023, needs to average 40%+ sales growth, 45% EBITDA Margin, Asset Turns of .8. All values
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Broiled cod with tomato’s, peppers, olives, lemons, olive oil and a splash of Pinot.
The intersection of health and taste. Yum.
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@dieworkwear
Great story! My father came to US with nothing. Was a lawyer in previous life prior to a revolution turning his country upside down.
Hustled a tip based job as a hotel valet to save enough to bring my mom, sisters, grandparents, aunts. He then put my mom through university so
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Invited to a Monk Blessing Ceremony for
@OlearysBangkok
.
I did not understand much of the ceremony, but there is a clear rhythm and reason to it.
I developed my own chant for the bar and everyone associated with it - happiness, health, prosperity, and luck.
Great group here!
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Getting there…
Had to breakout Japanese steel for this beast…fun day ahead.
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Righting 2 Wrongs
A year ago, I visited Shima Steak. Outstanding.
But for the Japanese challenged it’s a bit difficult to fully maneuver around the menu.
As a result I had a filet and no crab croquette. The play here is what they call Sirloin, which I think is more of a Uber
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Had to breakout Japanese steel for this beast…fun day ahead.
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Mexico City is starting strong, super tacos!!
The tortilla are so good…
12 tacos. 2 Cokes. Aqua Fresca Sandilla $13. Driver said they are a bit expensive. 😂😂😂🙏🙏🙏
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Mediterranean Rhapsody and Ribeye.
Spanish Red Neck wine.
Fun friends.
Great night!
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Ribeye Journey tonight-
US Angus
Argentina
US Prime
US Aged Prime
Aussie Wagyu Marbling 8/9
Fun night ahead…
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Lazy Sunday. Couldn’t wind up to leave the hotel.
But BBQ river prawns and some beautiful Thai dishes available…
How it started…
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Left to my own vices on a free afternoon in Bkk… food and massage. 😂😂😂. It’s a Korean Friday afternoon.
Cucumbers are not just for salad…
OG style Korean BBQ Banchan, brisket and short rib fingers.
To Cass or Not To Cass…
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Made a new X friend today. Chef Paramjeet
@yctheory
, the Chef at Gulaabo, NY.
The Goat of goat curry! Enjoyed the dish earlier in the week with a partner, wanted the family to try over the weekend.
So I ran into him and mentioned how much I enjoyed his cooking, especially his
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Polanco Life. Waiter twisted my arm until I added the guava cheese tart and Huevos Ahogados. 😅😅
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Jay Fai Yellow Curry Crab, crab hunks meatier than steak bites.
Passionate about excellence, outstanding ingredients, wok tyrant, organized chaos.
Love it!
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Maximo’s Roma Norte delivers!
Aged Mexican Waygu, blue crab tostada w green mole, foie paté, baby corn w hollandaise.
Just Baller.
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🧵 1/4
Modern finance thread
To highlight its silliness
In Haiku and graphs
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Bangkok. Good to be back.
Tiger Prawns
Hairy Crab
Peking Duck Skin
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Spain 🇪🇸. An early dinner is starting at 9:50, but so worth it…
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Simple so often is the best meal.
Carbon steel, 850 degree oven, 2” Prime Ribeye, Maldon Salt, Lemon, & Red Neck Spanish wine.
Awesome Saturday night.
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The majestic Central Valley Peach. In season.
That Georgia talk is nonsense.
The best.
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So many bars like this in Tokyo. So little time. This is my friend’s neighborhood whiskey bar. 6 or 7 seats.
Owner is super cool. Takes so much pride in each pour to make sure the glass is right. From chilling the glass, to priming the ice block to curating the whiskey to your
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Life changing news for me today!!
Luggage chief at the Uganda airport believes a 110 kg metal of US $100 bills is intended for me!!! Can you imagine!!!
I just need to send him $1000 for shipping.
I emailed him asking to just take 20 bills from the box. Let’s see what he
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As an old(er)😅 guy, one piece of advice to younger people - hang out with friends and co-workers that give out more energy than they take in from others. The person that only absorbs energy and doesn’t return it with interest will trash your psyche over time.
Toxic- eliminate
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Winding down Tokyo.
Samurai sworded my way through the zombie horde. for a quick drink at High Five,
Very cool bar. Check out the tiled ceiling. Neat. Great whiskey selection. Tried another new Japanese Whiskey for me. Excellent.
The bartender super knowledgeable and happy
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Back to cooking in the mighty pizza oven… Sea Bass broiled with garlic, feta stuffed olives, Guindilla Peppers, and tomatoes
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Cod and Spanish Chorizo are the chocolate and peanut butter of the protein world.
A little cod/chorizo medley. With few things thrown in to round things out.
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Love the lamb ribs!
The pregame.
‘04 Krug to kick off the bday celebrations
Fresh Cod ala something
Lamb ribs w. orange zest, and Paprika
Lamb loin w Cumin, Chipotle, orange/lemon juice
Need some fresh mala
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Chilaquiles- breakfast of champions!
My cardiologist buy a new Porsche.
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Love pizza oven steak sizzle… one day I’ll make a pizza.
Fries won. 😂😂.
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I worked xxx hours for xxx prestigious business. I left xxx years ago to be my own man.
Here is my journey and how you can do it…
I’m so successful in my business I tweet to make the world a better place by selling my classes.
Please make these stop hitting my feed.
😂
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The depth of the sadness and emptiness that accompanies losing someone perversely reflects how much joy and love that person brought to your life.
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Hyatt Regency BKK breakfast is about curry and fruit plates and fresh juice.
Hyatt Centric Ginza breakfast is about salad, grilled Cooper River Salmon and coffee.
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Gringo Sukiyaki.
Something tasty is going down tonight, had to breakout the big dawg to get ready…
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Nothing fixes jet lag like a 4 am steak breakfast. So my tribute to
@TheJohn_M_
and
@Food4lovers
for their great daily food art!
Half seared-ious ribeye, oyster mushrooms, onions, peppers, chili dip, Mala oil, “crack o pepper”, salt, strong steaming coffee.
Now to 💤
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If you create a diversified portfolio of stocks below their intrinsic value, the only catalyst you need is time.
However, very few firms have made the investment and fewer still have the expertise to explain intrinsic value out of sample in time series and across sectors.
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It’s not a light meal but bread and veggies dipped in the Bagna Cáuda is so good - 30 garlic cloves, cup of butter, cup of olive oil, 30 anchovies. These were from Spain. Delicious.
Some pulpo and beef never hurts to round things out on a Sunday.
3 hours eating and drinking.
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Ms.Jigger delivers.
Deep Fried Octopus w eggplant mash
Amberjack Carpaccio
Veal Cheeks on mash
@Kimpton
Mai Lai
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A little France in BKK.
Great night with
@LJP987
@BirdieBangkok
missing
@chasngthedra8on
who put this together- missed you buddy.
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Happy Halloween.
May your 8 team parlays never look so scary.
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After a MeatFest, had to slide to surf. Broiled Sea Bass, Yellow Curry Eggplant, Slow roasted squash, and Tumeric rice.
🔥
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Beautiful Sunday morning taco hunting in Polanco.
Polanco is a gorgeous neighborhood. Love the trees, slow traffic, and excellent restaurants everywhere. But today is about tacos and cocktail. 3 today.
Had one more on my list, but filled up. 😂😂
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Until February Tokyo…. Cool little bar for a few last sips…
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If only Japanese breakfast in the US could be as good as a US breakfast in Japan…
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Finally had a chance to meet my man in Mexico City
@amwheruthinkIam
Making great recommendations for the past month!!
Fascinating career he has had and having. Super fun breaking bread building friendship. Look forward to our next meeting.
Twitter strikes again!!
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Only one Tokyo
Italian dinner last night. Every dish, outstanding. Restaurant holds 15 in a sushi bar /chef table counter around the kitchen.
Chef clearly knows his shit as he is slicing Serrano rather than Prosciutto and not apologizing for it.
Bonito in pomegranate
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Wonderful homemade Southern and Northern Indian dinner with great friends. The naan was sinful, eggplant devine, and lots of yapping and laughing.
Blessed 🙏.
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Had bigger, never sweeter.
Best shrimp in decades. Getting depressed I’m full.
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Getting closer to Chiang Mai each time… but still 10,000 miles away🤣🤣
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As close to Chiang Mai as I can get PR. 😂
Khao Soi Pregame
After the
@HetoldmeXOXO
massaman curry pic, I started jonesing for Khao Soi.
With some help from
@theresa_197O
( 🙏), I plowed forward making my best guess substitutions as needed.
The pregame is looking good. Had beef, onions, garlic, galangal, coriander,
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The amount of caffeine/$ meeting a minimum flavor threshold is off the charts for this $0.40 cup.
$0.30 egg chaser is optional.
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BKK without the B the K or the K or the food or smiles. 😂😂
Just the Fon Tok.
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@RobSchneider
All investment funds should provide investors the option to vote their own shares as they see fit.
They may not chose to do so, but there is no reason they should not get the choice.
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Doing some summer cleaning and came across this present from the Bangkok CFA Society for a speech I delivered on valuation and equity returns back in 2010 at SET.
Beautiful pictures and stories from around Thailand.
I stayed at the Sheraton Sukhumvit, and remembered walking
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Treated to a wonderful tempura sushi dinner on my way out.
Little unremarkable restaurant on the 5th floor of an old unremarkable building.
Michelin star, 8 years running.
That captures Tokyo.
Unpretentiously amazingly wonderful.
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The Portuguese Crab. The dip made from roe, meat bits, mayo, Dijon, lemon is fantastic.
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I’m a BKK Sunday Brunch nut.
Trying new BKK Sunday Brunch player. New one for me. Capella by the river.
Starting well…endless seafood tower that does not last long. Big sweet shrimp stealing the show
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Lots of ink and chatter about the Magnificent 7 lately. They are ≈ 30% of SP 500 mkt cap.
One thing for sure making comparisons to the largest firms in 2000 is not very smart. These firms are much more profitable and expensing much more RD which is a long term investment and
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Cultural appropriation of the day.
CubMex Cuisine - Birria on a bed of Plantains. Next time it will be over Cuban FuFu.
Good stuff
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After a lousy Teppanyaki Monday night, had to try again.
The universe is back in alignment.
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Over the past few years, many academics and practitioners have come around to realizing what Applied Finance did in 1995, that R&D is mostly an investment, and expensing it is mostly an incorrect treatment.
The solution to capitalize it to adjust book value is ham handed and
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A fire, champagne hour, and Christmas Music…great way to say bye to a great Kyoto visit.
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