@daniel3point0

I tweet about undervalued stocks, often in Vietnam, and also write about them here: https://xitter.cf/t.co/oyMeLqLOp8

Joined May 2010
  • Tweets6.9K
  • Following175
  • Followers1.1K
405Media
Learn from what you lost. Appreciate what you have. Pay for what you want.
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Men are just now starting to learn what women knew all along: it takes many years and a lot of money to become a Hermès bagholder.
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Ngl, though, I'd much rather go long $RMS at these prices than short it (especially as journalists are asking if the Birkin is dead).
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I just posted my monthly report on who is buying what in Vietnam. Three companies are featured, including one picocap yielding 7.7% that owns real estate worth around 10x its market cap.
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Given that the Indonesian market is in free fall, this report by @verdadcap is once again recommended reading: static1.squarespace.com/stat…
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PE ratio of FPT, Vietnam's largest tech company, which is growing earnings roughly 14% per year.
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Slap a 14x multiple on earnings of 6200 VND per share in 2026, and the stock's 88,000 (versus 58,200 today).
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"From September 11th to October 8th, the three daughters and the younger brother of the PNJ Chairman sold...36.94 million shares, equivalent to approximately 7.2% of the outstanding shares."
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A bank forced the sale of 2.94 million of those shares (belonging to one of the Chairman's daughters).
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Source: vietnam.vn/en/con-gai-chu-ti…

The daughter of the PNJ chairman had nearly 3 million PNJ shares sold off due to foreclosure.

Ms. Tran Phuong Ngoc Giao, daughter of Ms. Cao Thi Ngoc Dung, Chairman of PNJ, had 2.94 million shares of her company sold off by a securities company during the October 8th trading session.

vietnam.vn
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TIL Russell Napier is part-owner of Heaney, a brewery in Northern Ireland.
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Crazy fact: the U.S. 10-year Treasury yield is trading at 5.24% while the Vietnam 10-year government bond yield sits at 4.57%.
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Interesting chart from a bullish thesis on Rayonier ($RYN) by Eric Cinnamond:
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Link: palmvalleycapital.com/post/t…

TimberLAND

Approximately fifteen years ago, I was talking with my analyst about the timberland company Potlatch. To make a point about its attractive valuation, I asked, “What would you rather have, an acre of...

palmvalleycapital.com
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No, we're not going to cut the dividend; we're even planning to grow it over time. $NKE
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The second volume of this book has been slow going, but every once in a while Don Quixote (or Sancho Panza) says something interesting and true.
Daniel with an L@daniel3point0Aug 17
My son and I finished reading The Man Who Laughs and just today started reading Don Quixote. #homeschool
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Like this: "[T]here are some who exhaust themselves learning and investigating things that, once learned and investigated, do not matter in the slightest to the understanding or the memory.”
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POV: you have landed in Bangkok with a famously terrible sense of direction and are about to walk in the wrong direction for a very long time.
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In related news: I'm starting to doubt that two investors can meet up anywhere in Asia and not both agree that @MikeFritzell is a real mensch.
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If questionable metrics bought houses, perhaps they'd be cheap; but people buy houses and, relative to their incomes, houses are expensive.
Callum Thomas
@Callum_ThomasOct 1
houses are cheap?
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See chart via @Longterm_Trends:
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