To The Moon

Digging out dirt may sound like what it is. Dirt in your backyard is just dirt, or so you thought. Mining is merely a dirty art that nobody would associate with a moat. Ironically, why not? Isn’t physical moat generated by digging up dirt!? Obviously, we are referring to a barrier of entry, an insurmountable advantage here in this context, rather than the physical ditch. If we are talking about simply digging out dirt (minerals) to sell, that’s obviously is a no-brainer. Or is it? The story of MP Materials, at least to me, is an interesting one. To know MP Materials formed a mere 8 years ago, we need to know Molycorp. Molycorp was an established rare earth miner with processing facilities. However, like many expect of a miner, it is at the mercy of commodity prices. China is so dominating

Chart Analysis – $BILIBILI-W(09626)$ BILI has broken out of an 8-month base consolidation, clearing a key resistance zone around HKD 185–190 (bili broke out of the resistance on HK trading hours) This type of base breakout is often seen as a bullish continuation signal, especially when accompanied by strong volume and momentum (RSI > 85). The breakout zone may now act as immediate support in the short term. Bullish Scenario: If the breakout holds and price continues to rise, traders who are bullish may consider Long DLCs (e.g. $Bilibili 5xLongSG270216(ODJW.SI)$ ) to gain leveraged exposure. DLCs magnify short-term price movements. A rising stock benefits Long DLCs. Key reminder: DLCs are leveraged

$Berkshire Hathaway(BRK.A)$ Few investors in history have wielded as much influence—and delivered as much enduring success—as Warren Buffett. As chairman and CEO of Berkshire Hathaway, Buffett has built one of the most admired and profitable conglomerates ever, thanks to his patient, value-driven investment approach. Yet even as cryptocurrencies like Bitcoin, Ethereum, and others have attracted trillions of dollars of investor capital, Buffett remains steadfast in his refusal to invest. “Bitcoin is probably rat poison squared,” he famously quipped in 2018. In 2022, he went even further, saying he wouldn’t buy all the Bitcoin in the world even if it were offered to him for $25. Why does the Oracle of Omaha continue to reject an asset class that ma