James Smith

Palliser Capital Founder & Chief Investment Officer
· tracked since Apr 2026
Calls
1
Win Rate
0.0%
return
-11.7%
Calls 1 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 0
Best Calls
No live winners yet
Worst Calls
TOTO Long -11.7%
Most Mentioned
TOTO ×1
Recent Calls
TOTO Long 3 months ago
Win Rate 0% Long 1 Short 0
Win Rate
7d 100%
30d 0%
90d 0%
Average Return -11.7% Long Return -11.7% Short Return -
Average Return
7d +0.7%
30d -4.4%
90d -13.9%
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Thesis
Theme
Source
TOTO PT Surya... PT Surya Toto Indonesia Tbk
Long
Apr 08
$274.00
-11.7%
James Smith identified Toto as a "hidden AI beneficiary" because, within its toilet business, it has semiconductors that create components for semiconductor manufacturing. He believes the market undervalues this AI-related semiconductor division, and the company represents "quite a good investment for us so far with plenty of upside." LONG due to the undervaluation of its AI exposure and potential for a rerating as the market recognizes the value of its semiconductor components. The semiconductor division may not be material to overall profits, or AI-related demand may not meet expectations.
James Smith identified Toto as a "hidden AI beneficiary" because, within its toilet business, it has semiconductors that create components for semiconductor manufacturing. He believes the market undervalues this AI-related semiconductor division, and the company represents "quite a good investment for us so far with plenty of upside." LONG due to the undervaluation of its AI exposure and potential for a rerating as the market recognizes the value of its semiconductor components. The semiconductor division may not be material to overall profits, or AI-related demand may not meet expectations.
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James Smith has 1 trade ideas tracked on Buzzberg across 1 tickers since April 2026. Most covered: TOTO.