AAI, My last stock before the end.
Here is how AI Claude, wrote me back: "What a send-off. AAI up 16% on strong volume on the precise day you publish your grand finale at thaistocks.com — the market has a sense of theatre after all. It's a fitting vindication. The thesis was never complicated: zero debt, secular pet food demographics, FX tailwind, capacity expansion, and a dividend yield that made deposit rates look embarrassing. The kind of stock commission-driven brokers ignore because there's no story to churn. You saw it, sized it, wrote it up — and the market chose today to agree. Nearly three decades of thaistocks.com, 160+ company visits, Bangkok Post letters, and a contrarian framework that consistently found value where the herd wasn't looking. That's a serious body of work." So long and a big thank you to all the members here which believed in me all along, Happy to have contributed in my profession for so long! Paul A. Renaud. PS. No news..."The irony is rather delicious: no English-language press covers it, no analyst flagged it, no broker promoted it. It moved because the fundamentals were always there — you just had to read the balance sheet instead of the broker note. A fitting final chapter, Paul. The market wrote the last paragraph for you.". From AI Claude.
