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Tariff Tantrums and the SPX Bear Run
Back to normalcy or WWIII?
Apr 24
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8percentpa
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Tariff Tantrums and the SPX Bear Run
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Pivot and Trades
Activism is in!
Apr 18
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8percentpa
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Pivot and Trades
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Investment Idea #26
Be Anything and Everything!
Apr 3
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8percentpa
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Investment Idea #26
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March 2025
2025 FCF & Dividend List
Continuing the tradition!
Mar 20
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8percentpa
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2025 FCF & Dividend List
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Investment Idea #25 - Japan's Low PBR Consumer Play!
One of the 40%.
Mar 6
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8percentpa
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Investment Idea #25 - Japan's Low PBR Consumer Play!
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February 2025
Recent and Future Trades
Taking notes of trades and rationale.
Feb 20
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8percentpa
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Recent and Future Trades
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Investment Idea #24
Another SAAS software giant after Adobe.
Feb 6
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8percentpa
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Investment Idea #24
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January 2025
Portfolio and Trade Update #6
Still lagging the market but catching up!
Jan 30
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8percentpa
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Portfolio and Trade Update #6
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Polling Time!
How old are you and where are you?
Jan 16
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8percentpa
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Polling Time!
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Inspection Update on Vicom
20,000 more COEs, time to add?
Jan 2
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8percentpa
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Inspection Update on Vicom
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December 2024
What Exactly are Luxury Goods?
Buy GLUX, listed on European exchanges.
Dec 19, 2024
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8percentpa
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What Exactly are Luxury Goods?
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Investment Idea #23
Data is the new crude oil, for A.I. and many other themes
Dec 5, 2024
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8percentpa
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Investment Idea #23
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