Hey everyone, Wonton Investor here. Let's talk about Coinbase. A few months ago, I laid out my thesis on $Coinbase Global, Inc.(COIN)$ . I saw it as a fantastic, foundational company, but one that was ultimately a cyclical stock. My whole strategy was built around the idea of: wait for the inevitable "crypto winter," for sentiment to sour and the price to drop, and then buy the dip on a great asset. Today, I'm back to talk about that thesis. But I'm not here to rewrite it. I'm here to tell you I'm doubling down. Everything I believed about Coinbase's fundamental strengths is not only proving true, but the recent turn of events suggests that the boom of Coinbase - one that I previously thought was cyclical - is now seemingly leaning towards be

Introduction Hello to everyone reading this blog! I’m the The Wonton Investor and this is gonna be my first blog post. In case you haven’t read my bio, I am a Singaporean student studying Computer Science who loves tech, finance, and, of course, wontons. I’m here to share my investing journey and the lessons I’ve learnt over the past 4 years of investing, and also personal finance tips on how I gather capital for investments as a uni student! I have invested across many types of financial instruments, including stocks, t-bills, crypto, bonds, options, NFTs - you name it, I’ve tried it! I have also tried many things from building my own startup/online businesses to doing Venture Capital and Software Engineering internships. This will be my first blog entry as The Wonton Investor, and I wann

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For some time, I’ve been analyzing Coinbase ($Coinbase Global, Inc.(COIN)$ ) as a potential investment through the lens of Peter Lynch's insights on cyclical stocks from One Up on Wall Street. Cyclical stocks, as Lynch emphasizes, are all about timing. The key is to invest when they're undervalued during a down cycle, but only after confirming they are genuinely cyclical. So, why do I see Coinbase fitting this profile? First, Coinbase has a significant regulatory advantage. As one of the few cryptocurrency exchanges regulated by the SEC in the U.S., and with established partnerships with banks for crypto services, Coinbase essentially operates as a crypto clearinghouse with minimal competition. This strong position could become even more valu

2024 was the year I started learning to trade options, and thanks to a few mentors, I have made significant improvements in my portfolio.  I first started learning investing in 2021, where I made many mistakes from the meme stocks frenzy. I lost a lot of money back then, and couldn't recover it. I was on a slow path to recovery in 2023 when I started learning to buy proper stocks more, investing more wisely and generating a better portfolio for myself.  However, the real life changing moment was when I learnt to value invest alongside stock options trading. Value investing has brought me good long term returns, but during bubble markets where you cannot invest in any value, stock options trading is where I turned to to continue making money.  I want to thank 2 very influenti