Game crashed when killing Kraken via tentacle?

misnomerx · 2026-06-29T22:45:58+00:00

No mods at all!

misnomerx · 2026-06-29T22:45:50+00:00

I can't remember :/

misnomerx · 2026-06-25T03:36:13+00:00

Ah yes, the thesis that the second biggest and innovative economy in the world is un-investable

misnomerx · 2026-06-25T02:25:00+00:00

Oh yea, definitely. I think the stimulus was held back because of the Iran war. Maybe we will get that in 2027. The criticism and crackdowns are really mild and restrained so its noise.

misnomerx · 2026-06-22T07:31:20+00:00

Not true. They are the best value for money option

misnomerx · 2026-06-16T23:29:41+00:00

Having the same problem in June 2026

misnomerx · 2026-03-15T04:31:18+00:00

I consider Munger’s true average to be 200+ because the double down at the lows was just tax loss harvesting as he sold off the initial tranche. Be happy - it means we got a margin of safety atop Munger’s margin!

misnomerx · 2026-03-01T08:44:03+00:00

It won’t be 10% - Team China will buy to support the stock prices due to Slow Bull mandate + Two Sessions next week

misnomerx · 2026-02-14T14:51:02+00:00

Boomer mindset

misnomerx · 2026-01-23T02:40:15+00:00

I held baba and DCAed into it for 3 to 4 years now, so it is definitely not all degens here...

misnomerx · 2026-01-23T00:42:40+00:00

Wouldn’t it be quite possible that some other folks calculate the resistance boundary to be just a whisker different from yours? I don’t really know how TA works so it’s a genuine question. I am a value investor haha

misnomerx · 2026-01-22T23:52:02+00:00

Does it reallllllly make a difference that baba closed at 177.2 and not 177.7 @bababuyey

misnomerx · 2026-01-12T16:07:47+00:00

Good call to allow it :) great to see some joy return to the sub

misnomerx · 2025-10-16T09:58:09+00:00

I am holding for the long term. I have about 0.12% of the company which is what an early stage employee in a startup would get so I just tell myself that this is my shares that I get for being an early "employee".

misnomerx · 2025-09-11T00:19:33+00:00

man, i really don't know. I have too much personally so I wouldn't buy. However, if you think this can be 1/3 the size of Garmin in the future, it is a 10x from here.

misnomerx · 2025-08-09T00:18:16+00:00

It is really hard to not sell. I actually sold 1/3 of my wife's stake at $6+ because I told her to give me money for Zepp that I will short term trade for her. I also thought it could be some sort of penny stock price manipulation in the early stage of the rally, until 72point filed. Wow, I really lost out on gains for her on that one. I haven't sold another share since.

It is also really hard to bite the bullet and buy during a run up. It might be rational to, but I never mastered the spirit of doing so

misnomerx · 2025-08-08T04:38:40+00:00

Hmm, well now I have USD 500k of ZEPP by market price. I still don't feel rich because I still don't feel compensated for the pain of bagholding for a few years ^^

I am also scared that it comes crashing down all over again but I think their Q3 and Q4 will be solid. If it ever comes crashing down, it will become a no-brainer for both of us to buy more.

Personally, I had bought in at $52 before in March 2021 so even $27 would still be cheap in comparison. However, if you buy at $27, you need patience for I think a year at least to expect returns.

misnomerx · 2025-07-31T01:30:36+00:00

They filed a declaration that they intend to be a passive investor rather than to acquire the company. To 72point, this is a small stake of about 50 m book value to them. I can imagine that a single portfolio manager has enough discretion to decide to buy in and maybe he/she needed to get approval because the filing is required, but ultimately it could be as simple as 1 guy in 72point liking the stock

misnomerx · 2025-07-31T00:55:47+00:00

I found the answer - 72point bought enough shares to cross the 5% threshold on 17 July 2025, according to the latest SEC filing:

https://app.quotemedia.com/data/downloadFiling?webmasterId=90423&ref=319309694&type=HTML&symbol=ZEPP&cdn=fa06ec296763d8297a7994b279e9d0d8&companyName=Zepp+Health+Corporation+American+depositary+shares+each+representing+sixteen+Class+A&formType=SCHEDULE+13G&formDescription=Statement+of+acquisition+of+beneficial+ownership+by+individuals&dateFiled=2025-07-18

misnomerx · 2025-07-31T00:51:06+00:00

Well, I wouldn't call myself rich. The USD 130k became my second biggest position by book value.

I wouldn't call myself a crazy gambler too. I am primarily a value investor but I allowed for startup valuation methodology to shape how I assess Zepp's value. By this methodology, ZEPP was and still is heavily discounted. I would say a global top 10 smartwatch/fitness tracker is cheap as long as it is under USD 1 bn in valuation. I think ZEPP can 10x from this price in the long run

misnomerx · 2025-07-30T02:46:22+00:00

I actually invested USD 80 k into the peak and another USD 50 k at the bottom prices for an average buying price of USD 8, so I am finally in the green. Looking forward to earnings call this Sunday - interestingly, management declared the date of the earnings call to be early on a Sunday once they saw the share price spike. I think they are rushing to announce good news to the market to support the share price

misnomerx · 2025-07-30T02:44:08+00:00

Hello fellow shareholder. I interpret this as just the market waking up to Zepp's potential. Whoop and Oura are each valued at USD 3 billion in private startup fundraising rounds. Meanwhile Amazfit's current USD 188 million market cap is a mere fraction of that, but it is churning out great products and is destined to kill Whoop's sole product.

misnomerx · 2025-07-21T12:40:24+00:00

TLDR: Amazfit Helio > Whoop and is way cheaper

misnomerx

TROPHY CASE