To The Moon

In real (CPI adjusted terms) US Commercial Real Estate prices are down -26% off the peak, and have been declining for a period of 3.5 years so far.The chart below compares and contrasts the past two major downturns in commercial real estate: the late-80’s/early-90’s was much more drawn out and also deeper than the current downturn, while the 2008 crash saw a much more rapid adjustment process and a steeper drop in prices.It’s hard to say how much further the current downturn will run, but so far it has been a material move in both price and time — the cycle is well-progressed.The risks from here would include: higher for longer interest rates further pressuring profitability and removing yield-chasing tailwinds, potentially alongside ongoing work-from-home and maybe even AI impacts on occu

A few days late (I was travelling in Sweden and Finland), but here's my factsheet for May.While $Fair Isaac(FICO)$ dropped -13% and $Cadence Design(CDNS)$ dropped -4% in May, this was helpfully offset by $Technology One, Ltd.(THNOF)$ going up by 37% and $NVIDIA(NVDA)$ going up by 24%.ImageHow to find great companies:• Capital allocation: FCF ROC >20%• Pricing power: FCF Margin >25%• Growth: FCF per share CAGR >15%If you had to add one more what would it be?For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG,

DO OR DIE spot for $S&P 500(.SPX)$ 🚨SPX closed above the Daily FVG setting up for another push higher targeting 6015-6050 - before a return move to then reach the 6147-6200 targets.However, if price trades below 5921, that is a red flag that may lead to the 5884 invalidation point of this specific path to ATHs'.I'm leaning we continue rallying, but just be careful if we do not see the necessary strong green day tomorrow. $SPDR S&P 500 ETF Trust(SPY)$ $E-mini S&P 500 - main 2506(ESmain)$ $NASDAQ 100(NDX)$ $E-mini Nasdaq 100 - main 2506(NQmain)$

1.Trading psychology is wild: $S&P 500(.SPX)$ Before entry: “I’m a sniper. I wait for A+ setups.”After entry: “Why is it not mooning yet?”-0.3%: “I knew this was a mistake.”+1.2%: “Should’ve gone all in.”Flat: Existential crisis.🎯 Advice: Your mindset shouldn’t swing more than the stock.Fix your process, not your feelings.2.“Is the market acting crazy?”1) Yes. No follow-through days. Breakouts failing. Rotation every 15 minutes.📉Can you do something about it?Yes: Stay in cash. Wait for real setups. Let RS emerge organically.2) No.Then why worry? 😉For whom haven't open CBA can know more from below:🏦 Open a CBA today and enjoy privileges of up to SGD 20,000 in trading limit with 0 commission. Trade SG, HK, US stocks as well as ETFs unlimitedly!F

Hello everyone! Today i want to share some trading ideas with you!1. $TransMedics Group, Inc.(TMDX)$ AT 100X PE IS NOT EXPENSIVEHERE'S WHY🧵:1) If you believe in CEO execution Transmedics could achieve 10k transplants by 2028 and 20-30k by 2033.Image2) You can convert these numbers in approximately $1.2B and $2.5B of revenue.I assumed a ~2x and not more because kidney procedures will cost less than the other organs ones.3) So, we can assume:• $2.5B revenue in 2033 • 24% profit margin • 30x PE multple: Below medtech mature leaders with good growth profiles (ISRG, EW, BSX)4) The result is $600M of net income by 2033 and a possible $18B market cap.Considering the actual market cap at 4.5B the stock can 4X in ~9 years delivering a 17% CAGR return.5) Si