DaBao

@DaBao_

Your favorite investor's favorite investor. substack:http://1foothurdle.substack.com

Taiwan

Joined June 2010

146Following

3KFollowers

DaBao@DaBao_ · Jul 18

$2330.TW hitting ATH today ngl I feel awesome with this strategy. Don't try it at home, kids.

DDaBao@DaBao_ · Jul 4

TSMC is my biggest position and I use it as my collateral to borrow at 2.5% to invest in other quality stocks. that's like the best of both worlds.

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DaBao@DaBao_ · Jul 15

OK this is crazy:

DDaBao@DaBao_ · Jul 11

+10.7% today

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DaBao@DaBao_ · Jul 15

what have I done:

DDaBao@DaBao_ · Jul 14

I also spent Saturday looking at 9435's holdings, I like TVE Co 6466 in particular, shout out to Magic Bakery(themagicbakery.substack.com/p/tve-co-ltd-6…) a 🧵:

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DaBao@DaBao_ · Jul 11

+10.7% today

DDaBao@DaBao_ · Jun 5

6705(not tradable on IB) Martas Precision Slide, a 🧵:

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DaBao@DaBao_ · Jul 9

oh yes that's my rationale on this 6364 Airman bad boy. 40% of rev is in engine generators(think Cummins), datacenters with AI servers serving as a tailwind. 43% rev in engine compressors is not bad either, potential Japan infra spend & highly recurring revenue

DDaBao@DaBao_ · Jul 8

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DaBao@DaBao_ · Jul 8

Great clip where @puppyeh1 explains his short approach that made him 💰💵🤑 on @BillBrewsterTBB's podcast. If you want to learn what this approach looks like in practice read my latest article [in bio], which covers 6 of JR's shorts. With many more to come in the comming weeks.

IIggy on Investing@IggyOnInvesting · Jul 8

🚨Out now [link in bio] - Part 1 of analyzing 30+ pitches from Jeremy Raper. 👑Many study the greats of the past, but not the current greats. Of whom @puppyeh1 is certainly one. 💹He 130x his portfolio over 11 years for a 50%+ CAGR. In today's article I cover 6 of his earliest…

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DaBao@DaBao_ · Jul 4

in this conference I present 1 company that a major shareholder, his brother-in-law, hired goons to physically harassed and pepper sprayed the company diectors. then the co is going to return cash worth 14.37% of stock price back to shareholders tax-free. crazy story.

UUndervalued-Shares.com@uv_shares · Jul 4

"Weird Shit Investing 2025 – The Manual" has arrived 💥 🔥 49 "weird shit" investing ideas 🔥 Interviews with @StockJabber, @abroninvestor, @Kblackborg, @MikeFritzell, @ClarkSquareCap and TripleS Special Situations Investing 🆓 Grab your copy now 👇 undervalued-shares.com/special-offers…

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