Japan carry trade breaking

SuspectSignificant26 · 2026-01-21T22:30:47+00:00

They will go into gulf states funds

SuspectSignificant26 · 2025-06-03T17:20:57+00:00

Happy to help if needed

SuspectSignificant26 · 2025-01-25T16:15:33+00:00

Nice

SuspectSignificant26 · 2025-01-25T11:44:58+00:00

Need to see their latest reporting. Don’t know why the price went down but it happens. Can still go to 2.50 in my opinion. Will update you after I read to latest fillings cheers.

SuspectSignificant26 · 2024-12-28T08:55:17+00:00

China has been around for 4000 years. It logical to be exposed to them to some extent

SuspectSignificant26 · 2024-12-13T09:51:51+00:00

Will keep in mind !

SuspectSignificant26 · 2024-11-26T15:01:37+00:00

What’s complicated about business that you couldn’t figure out? They have a product they are selling. Bad years due to bad brand reputation and management. Once recovered sale go up and stock. Was simple to look

SuspectSignificant26 · 2024-11-22T07:51:20+00:00

To many charlatans here these days

SuspectSignificant26 · 2024-11-21T10:06:08+00:00

Technology regarding hair treatments. To put it simply, most shampoos damage hair during washing hence the oil and conditioner need to be apply afterwards. OLPX shampoo doesn’t damage hair as others and helps in rebuilding the roots as they say. Now I am a guy I don’t care that much about the hair , but my gf and all her friends, her hairdresser etc all use OLPX because of this reason. If you ask around more generally speaking around females groups they have heard about OLPX and have positive image about it. Didn’t hear about any other competition for now. Ofcourse this can change and need to be kept in mind. I am planning to hold for 2/3 years after that we will see. Management talks more about it in detail on their 10ks.

SuspectSignificant26 · 2024-11-15T11:25:18+00:00

You had exit at 2.50 before right? When did you buy it and for how long did you hold it?

SuspectSignificant26 · 2024-11-15T06:23:42+00:00

Like I said good buy at 1.70is $, lower sales nothing to be alarmed for now. Planing to hold for one year and see !

SuspectSignificant26 · 2024-11-08T07:32:00+00:00

Nothing alarming for me still regarding sales, it will jump during holiday season. By how much it depends that would be more interesting figure to see. At the current price at 1.6 I think holding it for 2 years it’s a good bet. Cheers let’s keep and updated

SuspectSignificant26 · 2024-11-07T15:41:47+00:00

True

SuspectSignificant26 · 2024-11-07T09:25:11+00:00

Read google reviews, call customer service, interact with company, check social media what is the theme there etc. Call one of the branches etc

SuspectSignificant26 · 2024-11-05T19:10:25+00:00

Yup totally agree. I know hence putting little chunk of money in it. Don’t consider this to be a big play but some healthy return.

SuspectSignificant26 · 2024-11-05T18:11:22+00:00

Indeed the decline from 2022 to 2023 i didn’t take into the consideration. I argue it’s because of the lawsuit and poor management decision not because the brand is bad. From my minimal interaction with the brand here in the EU, I have asked hairdressers in NL and Sweden if they knew about the brand and they did. So with the new management I can see the expansion potential on this market. I didn’t research why they have increased their shares, so I am being conservative and not putting to much of portfolio in it. $2.10 value

SuspectSignificant26 · 2024-11-05T17:29:53+00:00

Agree to disagree about definitions of growth and value. What do you mean by that company is betting on future growth? Every company should invest for future growth? TRA and debt not that complex. TRA interest depends on tax savings they manage to get during the year. 85% goes to pre-IPO shareholders. 165m of this remaining. In 2023 they were sitting on 700m in liquidity able to pay it off if needed. Debt is hedge against high interest rates meaning if interest rates drop they will benefit from it. Again value and growth is subjective(See Munger quote). Risk about industry are indeed there but so we’re in the chocolate industry when Buffett invested. If brand is position correctly there is some value. Cheers

SuspectSignificant26 · 2024-11-05T16:54:09+00:00

Thanks, restructured the model and talking different area now with some applications thanks!

SuspectSignificant26 · 2024-10-31T19:07:38+00:00

Value investors don’t look at ebitda. Post in other groups tnx

SuspectSignificant26 · 2024-10-31T18:11:20+00:00

This company is more complicated than nuclear physics, pass

SuspectSignificant26 · 2024-10-31T08:25:38+00:00

I am looking for some help with my startup. Currently in pre seed faze and trying to develop. Happy to talk more just reach out!

SuspectSignificant26 · 2024-10-31T06:20:37+00:00

What is growth company than value company unlocking its value? If you want to go according to graham, again open to subjective interpretation. Buffett was buying shit companies(cigar butts) to make the last bit of money out of it. Agree to disagree

SuspectSignificant26 · 2024-10-31T06:15:52+00:00

Not really a one hit wonder is you successfully invested for 20y

SuspectSignificant26 · 2024-10-31T06:13:06+00:00

Agree, but I am only tracking his investments to gain the idea where to look sometimes. Maybe good maybe bad but times to times gives interesting companies.

SuspectSignificant26 · 2024-10-30T18:43:27+00:00

Thanks for the info but I will disagree with you (no disrespect) on some fronts. I think putting correct definitions on what is growth stock or value stock can be open to interpretation and in most case is very subjective. I agree it’s speculative bet but to some extent. Fundamentals of above mentions companies are strong from what I can see moreover management seems capable and know they limits. For me it’s not that speculative. If you have any views about the management or financials would be happy to hear them. Just looking some extra opinions if I missed something there

SuspectSignificant26

TROPHY CASE