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Illiquid
FUNDA
2,870 posts
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user avatar
Illiquid
FUNDA
@illyquid
FundaAI. Also writes at Collyer Bridge.
Singapore
collyerbridge.com
Joined July 2024
565
Following
16.9K
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  • user avatar
    Illiquid
    FUNDA
    @illyquid
    Oct 4, 2025
    Made my first paid post free. Will continue to progressively remove paywalls on posts, which will be increasingly obsessive ground-level research notes. This is all a rather uneconomic use of my time but this is my version of unreasonable hospitality (h/t Will Giudara)
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    23K
  • user avatar
    Illiquid
    FUNDA
    @illyquid
    Nov 10, 2025
    This is particularly helpful balm for those who missed Sandisk. See another example in Nitto Boseki. It’s going to be a great week of earnings in Japan. :)
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    52K
  • user avatar
    Illiquid
    FUNDA
    @illyquid
    Nov 8, 2025
    Cooling is starting to be bottleneck.
    This post is unavailable.
    61K
  • user avatar
    Illiquid
    FUNDA
    @illyquid
    Nov 7, 2025
    Idea: If you found an interesting stock on twitter and there is more than one big account tweeting about it, ⛳️worth revisiting. $psix What you want is one small account tweeting about it, often with pfp of anime character.
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    30K
  • user avatar
    Illiquid
    FUNDA
    @illyquid
    Oct 31, 2025
    I heard Fintwit was debating the extinction of rockstar sell side analysts. “There was a big dichotomy between what was happening on the ground, when we speak to merchants and retailers, versus what the investor base thought was happening" - not rocket science tho.
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    Fiserv’s Only Bear Is a 26-Year-Old Analyst Who Beat Wall Street
    From bloomberg.com
    15K
  • user avatar
    Illiquid
    FUNDA
    @illyquid
    Nov 3, 2025
    Foot fungus helped me dodge the $qure bullet. Never again.
    12K
  • user avatar
    Illiquid
    FUNDA
    @illyquid
    Nov 17, 2025
    GM - checking in on the mental health of my followers. 💚
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    7.6K
  • user avatar
    Illiquid
    FUNDA
    @illyquid
    Nov 6, 2025
    The guy who sold $psix at $120 was absolutely spot on. You should follow the accounts who are willing to tell it to you straight - like Maius here.
    user avatar
    Maius
    @MaiusPartners
    Nov 6, 2025
    Replying to @illyquid
    The Company’s updated full-year outlook—“anticipating 45% sales growth in 2025 vs. 2024”—warrants closer attention to implied Q4 trends, as YTD growth already stands at 60%. Meanwhile, the 400bps gross margin contraction from Q225 to Q325 in the largest AI bull market, though
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  • user avatar
    Illiquid
    FUNDA
    @illyquid
    Nov 10, 2025
    Short intro for the ~500 new followers - Hi. In April, I took a break from a >10 year career investigating everything from the 1MDB scandal, to Nordic AML failures, to massive industrial accidents. I started having success looking into Singaporean microcaps and was encouraged
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    Welcome - Start Here
    From collyerbridge.com
    18K
  • user avatar
    Illiquid
    FUNDA
    @illyquid
    Oct 6, 2025
    Just published about a SG construction idea that compares favourably with many Fintwit favourites such as OKP Holdings, Soilbuild and Huationg. I would argue that this company has the most visible and resilient growth.
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    16K
  • user avatar
    Illiquid
    FUNDA
    @illyquid
    Nov 9, 2025
    Enron hid losses through fraudulent nondisclosures. 2008 triggered by subprime mortgagors, not the best businesses we have ever seen. This financial engineering is typical for project finance (think roads, solar farms etc), the notable difference here being the rapid depreciation
    user avatar
    Hedgie
    @HedgieMarkets
    Nov 6, 2025
    🦔Meta is hiding $30 billion in AI infrastructure debt off its balance sheet using special purpose vehicles, echoing the financial engineering that triggered Enron's collapse and the 2008 mortgage crisis. Morgan Stanley estimates tech firms will need $800 billion from private
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    17K
  • user avatar
    Illiquid
    FUNDA
    @illyquid
    Nov 12, 2025
    Replying to @illyquid
    $MSFT - On Dwarkesh Patel's podcast tomorrow with Semi Analysis. Dwarkesh is proof you can just research deeply and get Microsoft CEO to talk to you. From my own modest experience, smart execs are interested when you display deep knowledge about their company and want to hear
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    28K
  • user avatar
    Illiquid
    FUNDA
    @illyquid
    Nov 10, 2025
    Tamura Corp $6768 makes soldering materials for PCBs and components for transformers. Up 12% today. Revised its forecasted revenue next year up 7%.
    24K
  • user avatar
    Illiquid
    FUNDA
    @illyquid
    Nov 12, 2025
    Zephyr / Japan at it again.
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    4K
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