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Activist Targets Swatch
Fly Shareholders to the Moon!
Jun 13
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8percentpa
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Activist Targets Swatch
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Update on PepsiCo
Still a mid single digit compounder...
Jun 6
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8percentpa
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Update on PepsiCo
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May 2025
The Curious Case of UOI
Activism in Singapore!
May 30
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8percentpa
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The Curious Case of UOI
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Inaugural Newsletter and Trades for May
Trump, tariffs, no tariffs, what happened?
May 23
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8percentpa
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Inaugural Newsletter and Trades for May
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Investment Idea #27 - NTV
More on Japan activism
May 2
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8percentpa
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Investment Idea #27 - NTV
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April 2025
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 #28
Let's talk more about the GLUX ETF.
Mar 13
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8percentpa
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Investment Idea #28
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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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