Make life a joyful journey
Singapore
Joined December 2023
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In 2004, when I was with two colleagues visiting Venice during our long business trip, they told me that Europe would become “museum” for tourists. I was like “what an exaggeration!”
Unfortunately, it turned out they were indeed right 🙃
Probably this is one of the fundamental evidence that $GRAB needs to acquire Atome 😏
When I asked a top wireless veteran in early 2025 whether Starlink would directly compete with traditional 5G networks, he told me that indoor coverage is the biggest technical challenge for Starlink. With 800 MHz spectrum, the only remaining barrier could be the FCC.
Another lesson learned on $GOOGL was not taking any position at below 160$ by mistakenly anchoring 2022 low price point.
What a progress with the models’ image creation! Thanks to @grok @imagine @GeminiApp @ChatGPT for creative summary of the book Bad Blood
🤖 Made with AI
Reading Annie Duke’s two books has been both entertaining and useful. Her decision-making frameworks helped me make the “right” decision when $ADBE dropped below $200, although the outcome will only become clear in the coming years. @AnnieDuke
Co-created with @grok @GeminiApp
$QCOM position update:
1. Bought 1st in July 2024 at 16x with a small position
2. Added the position in Nov 2024 at 17x at similar volume.
3. Down 120 during April 2025 and very few spikes back to 16x.
4. Sold recently at 172.
Lessons learned:
1. Bought at a relatively high historical price.
2. $QCOM is a good company with excellent fundamentals.
3. The margin of safety is insufficient when the industry segment is undervalued. Maybe below 130/share will be with sufficient MOS?
When $QCOM was below 130 for a few days, missing deep research of recent progress made me miss the short window. Based on latest quarterly report, the company has changed its growth engines. 👍
$STM Analysis:
- OP positive even with a revenue decline in 2024. A 17% OP is a healthy number, and earnings have been positive for years.
- The P/E ratio is currently at 11, while historical P/E has ranged from 10.5 to 28. The P/B is approximately 1.3 & sufficient cash. (1/3)
$STM has launched quite many competitive products in 1H 2025. Maybe the recovery is coming soon?
A friend shared his missed experience with $MU at 60$ level because of 30 cents, which reminded me Fisher’s advice 👍✊
$STM’s recovery in 2026 and new pivot to PIC100 laughed at me being a fool 😅
Realizing an opportunity cost with $ROOT. By December 2025, I realized I needed to exit at breakeven, and a window opened in early 2026. However, I hesitated and let it slip away. Now, I’m facing a significant drawdown and paying the opportunity cost for that hesitation.
Fool or arrogance or suicidal confidence? @novonordisk
$NVO is arguing AGAIN and AGAIN in their investor call on REDEFINE-4 that the comparator (Zepbound 15mg) has never seen 25% loss in its label. These graphs are LITERALLY pulled from from Zepbound’s prescribing information. SURMOUNT-3 (intensive lifestyle) and SURMOUNT-4 (88 week). Both show 25% loss. They should always have been prepared for this.
These Novo fools. $LLY
A fascinating read!
A wonder of human invention, crafted by two brothers who were once bicycle mechanics.
$INTC position update:
1. Started a small position at 33/share in July 2024.
2. Suddenly dropped to ~22/share and the lowest down to ~18/share
3. Sold recently at 31.2/share.
Glad to see that $INTC has released a encouraging Q3 financial report. Keep up the good progress ✊
UiPath ($PATH) analysis:
Fast revenue growth in the last 5 years, though slowing down in 2024 (16.5%?).
Enough cash (Net Cash at $1.5B while Free Cash Flow at $308M) for operations.
High amount of unearned revenue on the balance sheet.
Neutral to slightly positive Q1 results $PATH.
However, the launch of UiPath Maestro™ received strong market tractions and IDC gave $PATH a market leader position of Agentic automation!
ir.uipath.com/news/detail/39…
First-hand learnings in 2 years of silver investment:
1. The value of silver matters.
2. Price always goes up and down.
3. Being able to hold valuable things like silver is key to gaining capital.
4. Regular monitoring of your valuable asset is necessary.
