#DYODD

Short thread on my opinion about the published annual report (2019) of United Mobility Technology $UMDK $UUMTF, the current situation and if it affects my investment thesis. As always this
Read more
I'm long Betterware warrants ($BWMXF). This might be the most attractive special situation I've seen in years. Let's take a look why...(full disclosure: I did NOT originate this idea, so
Read more
$EFCN.TA is a tiny Israeli high ROI capital allocation story, vast TAM, Global #fintech monster in the making, led by a capable, shareholder-friendly, first-class Owner Operator team offering potential 26%
Read more
1/ $SE 3Q2019 tidbits. As a reminder, SEA is a holding company incubating one of the most exciting mCommerce opportunities in South East Asia, #Shopee using a cash cow game
Read more
[THREAD] Deep Dive on Lucid Diagnostics $PAVM - Product Offering- $EXAS for esophageal cancer?- Market Sizing- Go-to-Market Strategy- Massive Return Potential (>10x)Future $PAVM threads on other segments and risk.Have a
Read more
Huami - $HMI, $700mn mcap.I'll tell you about this now instead of ~Feb in my 2019 Annual Letter because I'd be sad if it starts to run earlier than that...Very
Read more