Silverlake Axis is Malaysian fintech solution provider with clients in Europe, Middle East and Asia. Their main consumer is banks with 40% of the 20 largest banks in South East Asia using Silverlake Axis Integrated Banking Solution (SIBS). This includes banks like Maybank, UOB, OCBC and CIMB. That said, it should be noted that their buisnes expands further into insurance and retail with products like Silverlake Axis Insurance Solution (MERIMEN) and Silverlake Axis Retain Merchandising System (PROFIT).Unfortunately, during the pandemic, banks (who are typically risk adversed) began cutting down on expenses to hoard up on cash. This resulted in less projects being issued to Silverlake Axis further resulting in lower profits.In 2019, their net profit was 245 Million RM, this dr

$VinFast Auto(VFS)$ Company is overleveraged with negative equity, poor profitability with gross margins of -50%, terrible liquidity with a quick ratio of 0.128. 2024Q1 results show y-o-y increase, but don't let that distract you from the fact that it's still worst that 2023Q4. Let's also not ignore the fact that 72% of car sales in 2023 is to Green SM, a subsidiary to VinGroup and founded by the same founder of VinFast. And despite that, they still missed their target of 40,000 cars VF8 (one of their flagship model) reviews are also terrible and is often regarded as one of the worst cars in 2023. I have no idea how Vinfast has such an inflated valuation. 

$Bank of America(BAC)$ interest rates up, profit margins up. Main concern is their unrealised loss from bonds, but they can just let them expire normally.  Keep in mind that BAC is far bigger than SVB and are held to higher standard by regulators. The fear is overblown.

$MGM Resorts International(MGM)$ People seem to be mistaking MGM Studios (make Movies) for MGM Resort (Casinos). MGM Studios lay off many employees recently, causing MGM Resort share price to drop from $45.50 to $42.75.  Good time to load up for easy money.