Thomas Braziel(@Bkclaims):Dude tells me Kuwait is going through massive capital market reforms. So naturally I spend the evening looking at the Kuwait Stock Exchange and discover a collection of weird little investment companies, property companies and family-controlled holding companies trading for tens of millions of dollars. Some below book. Some on single-digit earnings. Almost nobody on Western Twitter seems to care. I started trying to figure out which one to buy. Now I’m wondering if I should just buy the whole fucking basket.

2026.09.03 20:59

Dude tells me Kuwait is going through massive capital market reforms. So naturally I spend the evening looking at the Kuwait Stock Exchange and discover a collection of weird little investment companies, property companies and family-controlled holding companies trading for tens of millions of dollars. Some below book. Some on single-digit earnings. Almost nobody on Western Twitter seems to care. I started trying to figure out which one to buy. Now I’m wondering if I should just buy the whole fucking basket.

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