Profit Hunting

Rolls Royce has been my worst investment, still down since I bought it 4 years ago: Time to review this position.  If I was not holdin...

The recent announcement seems OK.  Not good, not bad. just OK. It is a Class A office building in Sacremto downtown (CBD), possibly a ...

Bought 2000 shares of this company last week, on news of the extradition bill being cancelled .  This action decreases the chance of bloodsh...

I think of macro as a way to explain what can happen, not what will happen.  To see all the possibilities in the future, and make sure you...

Last week I stopped following these strategies, both the momentum and The Acquirer's multiple . Returns have been quite bad since sta...

I attended the AGM today, there was some Q&A on 5G, the competitive landscape, and capex.  Here are the points I took.  Things I am no...

Kyith at investmentmoats  has already covered this IPO's buildings and basic metrics.  No need to repeat it here.  They seem decent, ex...