To The Moon

‌$McDonald's(MCD)$  ‌ If you haven't heard of McDonald today in this era, you are probably living in a cave. Founded in 1940, the chain business was once a hamburger stand, which later turned into a very successful franchise business. At its core, McDonald Corporation today is one of the world’s largest fast-food chains, known for its burgers, fries, and various other menu items. The chain operates thousands of restaurants globally, serving a vast array of food and beverages to over 69 million customers daily in over 100 countries. What many people doesn't quite know or realise is that the corporation is also a substantial real estate player in the business, and has generated massive rental income as part of their revenue generating strategy i

‌$Comcast(CMCSA)$  ‌‌$Nike(NKE)$  ‌‌$adidas AG(ADDYY)$  ‌‌$DraftKings Inc.(DKNG)$  ‌ The Olympics fever are finally back here again! According to a study by the National Bureau of Economic Research, they found that stock markets in host countries particularly often show positive abnormal returns in the lead-up to the Olympics, reflecting increased economic activity and investor confidence. The Grand Paris Express Project is a prime example, with infrastructure being built for the events that will substantially benefit the citizens and its own people even way after the Olympics ends eventually. Major events su

‌$Lululemon Athletica(LULU)$  ‌ Lululemon has caught the attention of many value investors lately, as it has fallen almost half from the start of this year (since hitting the peak in Dec last year) due to the slower growth and weak spending consumption, impacting many other consumer discretionary and luxury stocks particularly this year. With the stock currently trading at the ~$250 range as of writing, can we see this an opportunity to purchase a quality business at a reasonable valuation? Is this an appealing opportunity for investors to initiate a position in this stock? Let us dig in more to find out. Business Overview: Lululemon Athletica, is a Canadian athletic apparel retailer known for its high-quality yoga pants, leggings, and other a

‌$YIXIN(02858)$  ‌ Yixin Group Limited (HKG: 2858) shares have had an impressive past couple of months, gaining +16.2% YTD after a shaky period beforehand. This outperforms the HSI index which at the moment YTD has only gained +2.5%. The stock is currently under consolidation mode for about a month now going directionless. With the recent rebound in share price, there still wouldn’t be many who think that Yixin Group’s Price to Earnings ratio of 7.5x is worth a mention when the median average Price to Earnings for the sector industry is about 18.5x. One possibility for the relatively moderate P/E is because investors might not be confident of the company’s earnings going forward. The stock market is usually forward looking so investors can o

‌$Netflix(NFLX)$  ‌ A lot has happened since my last coverage on Netflix which was many quarters ago. Since Netflix's founder Reed Hastings gave up on his position as CEO, the company has taken a different direction altogether with its strategy on password-sharing and also advertising focus. As a result of its curb strategy on password-sharing and tiered pricing, the company has done extremely well in the streaming front with many more net subscriber growth, but they are about to change this key metric which they have been tracking for so many years into hours of engagement from subscribers instead. They felt that the more the subscribers and users are engaged by staying in Netflix ecosystem longer, either through watching movies or playing

‌$CrowdStrike Holdings, Inc.(CRWD)$  ‌‌$Palo Alto Networks(PANW)$  ‌‌$SentinelOne, Inc(S)$  ‌ Imagine if there's a day that technology would brought the entire world to a pausing halt. That was yesterday. CrowdStrike Holdings has long dominated the market for cloud-based software which is meant to protect customers’ networks from hackers, but a botched software update has other plans that brought businesses from airlines to banks to a screeching halt which impacted billions of dollars in the market. The massive outage linked to cybersecurity company CrowdStrike could be the largest ever seen after the issue caused disruption to Microsoft's systems around th

‌$Warner Bros. Discovery(WBD)$  ‌ If you have not familiarized yourself with Warner Bros. Discovery Inc. (Nasdaq: WBD), maybe you might be interested to find out more after reading this article. Subscription videos on demand and streaming have been prevalent over the last decade and consumers have a plethora of choices to choose from these days, from the likes of Netflix (currently the largest streaming company in the world by market cap) to Disney Plus and Warner Bros Discovery. Competition is intense but it is good for the consumers and the markets. These companies are increasingly focus on refining and streamlining their operations, including providing more choices for consumers at a fraction of what they used to pay. Last year, the spin-o

Yesterday, there was an article which I read that caught my attention immediately. The title itself was self-provoking as “tweaking” regulatory limits for S-REITs gearing probably warrants a deeper discussion on the topic itself. This news is not surprising and has been in consideration for many years, but it shows up and revolves around when S-REITs as an industry itself are struggling, especially the past 1-2 years at the back of high interest rates, sluggish demand, and lower property valuations all providing not one, two, but triple whammy to the REITs. To reiterate what constitutes the current rules for S-REITs (which were revised in 2020), S-REITs should not have aggregate leverage exceeding 45% of the total assets to equity. REITs may exceed this threshold up to a maximum of 50%

‌$ARM Holdings Ltd(ARM)$  ‌ Arm Holdings Limited (“Arm”) has on the 21st of Aug 2023, announced that it has publicly filed a registration statement on Form F-1 with the U.S. Securities and Exchange Commission (“SEC”) relating to the proposed initial public offering of American depositary shares (“ADS”) representing its ordinary shares. This will represent one of the biggest initial public offerings we have this year with Softbank looking to raise up to $4.87 billion at the top range, offering 95.5 million American depository shares for between $47 to $51 a piece. The proposed range would value the company at between $48b to $52b, which is higher than the failed $40 billion deal Softbank was trying to sell to Nvidia Corp last year because of ant

‌$Roblox Corporation(RBLX)$  ‌ If you have children, or if you are a gamer yourself, there is a good chance that you might have heard about the popular game Roblox. In fact, over the past couple of years since making its inception in 2006, Roblox has been making waves in the gaming community and its popularity has skyrocketed among both the kids under 13 and young adults. Roblox is one of the beneficiaries that resulted from the pandemic growth as gaming took stage centre, but it has fallen by more than 70% since hitting the peak at $134.7 back in Nov 2021. Is there value at this company after falling so much, and what is the projector trajectory growth going forward? Let’s deep dive to find out. Roblox Business Model and Platform Stickiness:‌