Fairlight Capital - Twitter

Portfolio

Lists

Sources

Guide

How would you rate this source in terms of content quality?

Fairlight Capital - Twitter

Similiar Sources

1 Main Capital - Twitter

Generalists - Commentary 8.0

Deep Sail Capital

Generalists - Commentary 9.0

Ethan Tucker

Generalists - Commentary 8.0

FMV

Generalists - Commentary 8.0

OneBagger

Generalists - Commentary 9.0

Patient Capital

Generalists - Commentary 9.0

SVN Capital

Generalists - Commentary 9.0

Tintin

Generalists - Commentary 8.0

Trevor Scott

Generalists - Commentary 8.0

Value Downunder

Generalists - Commentary 8.0

Summary

Sector Generalists

Content Type Commentary

Website Twitter

Paywall No

Ratings

Average Rating 8.0

Ratings 1

Your Rating Rate

Ranking 707

Content

Twitter Update

Hey there! Due to the recent policy changes implemented by Twitter, I regret to inform you that FinBrowser is currently unable to display any new Tweets. I know this might be disappointing, as Twitter is a valuable source of information and updates for many of us. However, I want to assure you that I am actively working on finding alternative solutions and exploring ways to reintegrate Twitter sources into this website. I appreciate your patience and understanding during this time of transition.

Fairlight Capital - Twitter

Opera unveils integrated browser AI: Aria $OPRA

May 24, 2023, 11:49 a.m.

No Paywall

Fairlight Capital - Twitter

Fairlight Capital Q1 2023 Letter:

May 11, 2023, 1:43 p.m.

No Paywall

Fairlight Capital - Twitter

Retweeted post by @Michael Fritzell (Asian Century Stocks)

Michael Fritzell (Asian Century Stocks)

Jay Newman is absolutely right. Apple's reliance on the communist party is not priced-in by the market.

May 7, 2023, 3:50 p.m.

No Paywall

Fairlight Capital - Twitter

Retweeted post by @Opera

Opera

Introducing Opera One

April 25, 2023, 10:30 a.m.

No Paywall

Fairlight Capital - Twitter

It’s going to be an interesting week. Opera $OPRA reports first quarter 2023 results before the market opens on Thursday, April 27th, 2023. And…

Opera

apparently we’re about to launch something big

April 22, 2023, 1:43 p.m.

No Paywall

Fairlight Capital - Twitter

Retweeted post by @Joash Reid

Joash Reid

My Current Equity portfolio (% weights): #BBW Azues Systems Holdings -78% (singapore) #3491 GA Technologies - 8% (Japan) #AMPG Aplitech - 2.8% (US) #RHT Reliq Tech - 2% (Canada) #AWE Alphawave IP - 2% (UK) #$ Cash - 7.2%+

April 20, 2023, 11:41 p.m.

No Paywall

Fairlight Capital - Twitter

Retweeted post by @Opera Investor Relations

Opera Investor Relations

This morning Opera announced that first quarter earnings will be released before the market opens on April, 27th with a conference call at 8AM EDT. $OPRA

April 18, 2023, 12:46 p.m.

No Paywall

Fairlight Capital - Twitter

Retweeted post by @Nassim Nicholas Taleb

Nassim Nicholas Taleb

Huge. Daniel Kahneman acknowledging publicly that Prospect Theory does not work under fat tails (or unknown probabilities), hence there is no "bias" in these circumstances.

April 15, 2023, 3:08 p.m.

No Paywall

Fairlight Capital - Twitter

Retweeted post by @TheGodFatherKnows

TheGodFatherKnows

$OPRA Deep dive complete. Wow. Like this alot. 3% global browser mkt. #5 after Firefox. Web3 Browser, deploys #AI-powered tech personalizing browsing experience. Opera News, an #AI-powered personalized news discov. & aggreg. service. <14.3X sandbagged '24E EPS for co. that…

April 13, 2023, 7:29 p.m.

No Paywall

Fairlight Capital - Twitter

Retweeted post by @Michael Wiggins De Oliveira

Michael Wiggins De Oliveira

The God Father Knows best Check out my $OPRA article below

April 13, 2023, 2:17 p.m.

No Paywall

Fairlight Capital - Twitter

Retweeted post by @Adi Soglowek

Adi Soglowek

$OPRA brings a built-in, free VPN to iOS. Opera's VPN service requires no subscription, no logging into an account, and no additional extensions. VPN traffic is encrypted and IP address is private.

April 13, 2023, 1:31 p.m.

No Paywall

Fairlight Capital - Twitter

Retweeted post by @𝗙𝗮𝗶𝗿𝗹𝗶𝗴𝗵𝘁 𝗖𝗮𝗽𝗶𝘁𝗮𝗹

𝗙𝗮𝗶𝗿𝗹𝗶𝗴𝗵𝘁 𝗖𝗮𝗽𝗶𝘁𝗮𝗹

@smantel $OPRA you’re not wrong. OPay. Citi $15 est. AIGC impact. Browser advertising estate. Tech versatility. ARPU expansion. Kunlun Tech synergies. Earnings undervalued. Gaming ecosystem opportunities. Other browser types. Chrome disruption.

April 12, 2023, 9:21 p.m.

No Paywall

Fairlight Capital - Twitter

Retweeted post by @Tim Eriksen

Tim Eriksen

This a list of publicly traded ECIP banks $CZBS $MFBP $BFCC $UBAB $CBOBA. It also has an earnings model tab for my two favorites. I had hoped to do all of them but I have been too busy.

April 12, 2023, 11:17 a.m.

No Paywall

Fairlight Capital - Twitter

Retweeted post by @𝗙𝗮𝗶𝗿𝗹𝗶𝗴𝗵𝘁 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 🔦

𝗙𝗮𝗶𝗿𝗹𝗶𝗴𝗵𝘁 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 🔦

@Bryce_Nortje Kunlun Tech put out a piece last week responding to the sp moves to say that AI products have not generated income yet. $OPRA $300418

April 1, 2023, 4:24 p.m.

No Paywall

Fairlight Capital - Twitter

@pbcinc @rubicon59 @Bryce_Nortje They use an independent third-party valuation firm (shown as “held for sale” at $86.1 mill based on the latest B/S). This would value OPay at $1.3 bill total from my rough calcs.

March 30, 2023, 3:05 p.m.

No Paywall

Fairlight Capital - Twitter

Replying to @Adi Soglowek

@pbcinc @rubicon59 @Bryce_Nortje Some info is mentioned in their press release. Their OPay stake increased to 9.5% from 6.4% due to the transaction relating to nanobank.

Adi Soglowek

@rubicon59 @Fairlight_Cap @Bryce_Nortje They Can't talk much about it, and there is little info. However, my research seems to suggest is it growing well, and in spite of past generous valuations probably growing into the valuation.

March 30, 2023, 3:04 p.m.

No Paywall

Fairlight Capital - Twitter

Retweeted post by @Gabriel Castro, CFA

Gabriel Castro, CFA

As promised, here you have Pax Global call transcript. It was a very bullish and transparent cc where they proved once again that they take care about shareholders. What are your thoughts?

March 28, 2023, 5:18 p.m.

No Paywall

Fairlight Capital - Twitter

Retweeted post by @𝗙𝗮𝗶𝗿𝗹𝗶𝗴𝗵𝘁 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 🔦

𝗙𝗮𝗶𝗿𝗹𝗶𝗴𝗵𝘁 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 🔦

@QCompounding Peter Lynch may have had a point back in the day, but the world of toys has evolved since then. Today's toy manufacturers create a demand for collectibles, which means children want multiple variations of the same toy. Kids want to expand their plushie collection!

March 23, 2023, 5:56 p.m.

No Paywall

Fairlight Capital - Twitter

Retweeted post by @oracleof90402

oracleof90402

@DakotasTwits @dirtcheapstocks The $ECIP banks are the inverse of $FRC and $SIVB. Those banks are insolvent / illiquid, while the ECIPs took $ in at the exact right time, and have not yet deployed. They have very high cash/deposits + a short dated loan portfolio. The best are $CZBS $MNMB $SFDL $UBAB

March 22, 2023, 11:44 p.m.

No Paywall

Fairlight Capital - Twitter

Retweeted post by @Gabriel Castro, CFA

Gabriel Castro, CFA

Pax Global reported strong results, growing its EPS by 18%. Moreover, the company raised +27% the dividend to 0.19 HKD (from 0.15 last year) increasing the payout ratio to 31%. Pax becomes shareholder friendly those last years distributing up to 1bn while 7.6bn market cap

March 22, 2023, 5:19 p.m.

No Paywall

Fairlight Capital - Twitter

Browse with AI. Opera Ltd $OPRA is continually adding in new features. Should increase user stickiness and usage.

Opera

We're live with generative AI tools in our Desktop Browser! With contextual AI Prompts & sidebar integrations of popular GPT-based services, we're excited to give these new browsing superpowers to early access users. Download & get started here:

March 22, 2023, 3:06 p.m.

No Paywall

Fairlight Capital - Twitter

Retweeted post by @Opera Investor Relations

Opera Investor Relations

Opera goes live with generative AI tools in Desktop browser and Opera GX $OPRA

March 22, 2023, 3:03 p.m.

No Paywall

Fairlight Capital - Twitter

Retweeted post by @𝗙𝗮𝗶𝗿𝗹𝗶𝗴𝗵𝘁 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 🔦

𝗙𝗮𝗶𝗿𝗹𝗶𝗴𝗵𝘁 𝗖𝗮𝗽𝗶𝘁𝗮𝗹 🔦

@gabcasla Been travelling across the United States these last couple of weeks and I’m seeing more Pax terminals than previously. Either influence of BoA deal or general marketing. Either way the trend is good. $0327.hk Pax Global

March 22, 2023, 12:39 p.m.

No Paywall

Fairlight Capital - Twitter

Retweeted post by @redmoon-outsider

redmoon-outsider

$curn $cxi.to Payments revenue increased by 60% Banknotes revenue increased by 26% MD&A Q1 2023

March 16, 2023, 11:51 a.m.

No Paywall

Fairlight Capital - Twitter

Retweeted post by @Beeken Financial

Beeken Financial

$CURN - Currency Exchange International to Report its First Quarter 2023 Results on March 15, 2023, and Host Earnings Conference Call on March 16, 2023 at 8:30 AM EST

March 14, 2023, 4:29 p.m.

No Paywall

1 - 25 of 79 Results

2 3

Add to your lists

Recommended Content

Fairlight Capital - Twitter

Tags

Similiar Sources

Summary

Ratings

Content

Twitter Update