Profit Hunting
Hunting for profits on the stock market
Monday, March 17, 2025
Going short
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I've entered some short positions on last weeks rebound. I'm ~9% short, mostly Mag7, Energy and BTC. I'm 96% long vs 9% short. ...
Friday, March 7, 2025
Where are we in the Palm Oil Cycle? Sold United Plantations.
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I've been holding United Plantations (KLSE:2089) and valuations are looking stretched. At RM3/share, its got a PE of 20 at an ASP of RM...
Bought Pakuwon Jati
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Pakuwon Jati is an Indonesian real estate company that develops and sells residential properties, while keeping and renting out the malls th...
Wednesday, March 5, 2025
Bought more GPW
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Bought more of the Polish stock exchange (GPW), 1% last Monday as it fell, and 2% last night, as Poland moved into Hedgeye's bullish tre...
Thursday, February 6, 2025
Sold SCCO
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Long term I am no longer bullish on copper: China housing bust Solar panes and wind farms are now uneconomic. Switch to natty and nuclear. ...
Wednesday, January 22, 2025
Small update: Bought Latam stocks and Sandstorm
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Bought 3 stocks in a Latam country, 1% each: Single digit PEs. Where the PE can be counted on one hand. Double digit dividends. May go up ...
Friday, December 20, 2024
Quick Update, Some Links/News
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Quick Update: Market Madness The US indexes were mostly rangebound in the past month after Trump euphoria faded, while value stocks had thei...
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