To The Moon

$Starbucks(SBUX)$Starbucks is trading near its historical low PE range but I believe there are significant headwinds investors should consider.1. Unionization could lead to increasing SG&A costs and the magnitude of this increase would be unknown now2. An impending recession means that consumer spending on $7-8 drinks will inevitably be cut hence revenue and earnings could fall3. Starbucks is no longer a high growth companyhence should revalue to a lower PE over time

$Redbubble Ltd(RBL.AU)$Continuing to monitor as this falls. Currently down about 20+% but looking to add. Doesn't make fundamental sense thata company with 600m in revenue has a 200m market cap. Granted revenue will fall in 2022 and anincoming recession could dampen growth but thelong term prospects still look very strong with growing POD market and personalization consumer trend. 

$DiDi Global Inc.(DIDIY)$Interesting week ahead for DiDi. The stock rose >20% the past week which is a strong sign that investors are receptive tothe OTC listing. With delisting fears now over, a revaluation of DiDi to a P/S of 1 (which is still rathe low in my opinion) could still give DiDi a 2-3x upside! 

Inflation in the US has now exceeded 8% and countries like Singapore have not been spared. Many investors on Tiger likely invest in both SG and US markets hence inflation has likely already hit your portfolio. Investors are also now looking for greater returns (and discount rates) in order for their capital gains to exceed inflation levels, creating a downward spiral in stock prices. While inflation looks scary, investors can actually mitigate this. Inflation Proof Industries First, you can look for industries that can hold upbetter during inflation, notably those with pricing powers to increase the cost of their goods. Consumer staples would be a good industry as they consist of necessities that consumers cannot forgo even if prices are raised. Hence companies in this industry h

$ASTON MARTIN LAGONDA GLOBAL HOLDINGS PLC(AML.UK)$Trading at extremely depressed valuations now. Definitely rising interest rates would increase debt repayments for AML but i believethe market has overestimated the impact of it. Costs are also expected to reduce as the new factory opens (scale) & with mercedes suppling certain parts of the car. Finally, recessions should not hit AML very hard as luxury spending tends to fallslightly lesser than discretionary spending of the middle/midder-high class. 

China stocks have taken a tumbling over the pasttwo years, however I believe that the worse is coming to an end. I will detail the reasons below:1. Delisting Concerns LessenedOne of the main worries for Chinese ADRs is their possible delisting. However, recent developments show that Chinese and American regulators areclosely working together to solve audit issues. Chinese regulators have also expressed support for overseas listing. Even $DiDi Global Inc.(DIDIY)$which was at the heart of delisting troubles has now successfully delisted and continued trading on OTC2. Tech Clampdown Near An EndTech clampdowns have been another issue that has hampered many Chinese stocks. However, perChinese authorities, their investigations are ending and

$DBS GROUP HOLDINGS LTD(D05.SI)$Keeping DBS on watchlist as we enter an economic downturn. I believe DBS is a fundamentally strong company that will withstand financial shocks. Loans wise, DBS has low non performing loans and net charge offs due to strong underwriting & Singapores stricter financial regulations. Long term wise, DBS is well positioned for growth (compared to $OVERSEA-CHINESE BANKING CORP(O39.SI)$and $UNITED OVERSEAS BANK LIMITED(U11.SI)$) as they have a stronger digital banking lineup tocompete against fintechs and neo banks. For example, the most widely used payment method in Singapore is now Paylah! hence DBS gives consumers the benefi

The leading US exhanges have already fell into bear market territory the past week. Seeing their portfolio consistently in the red, investors might we concerned - what next? In this post I will lay out some advice which uncertain investors can follow.1. Reassess Your PortfolioFirst, you should closely reassess your holdings. Identify stocks that will potentially be poor performers in a recession/inflationary market. Then, decide whether you are willing to take any gains/cut losses if the business fundamentals will deteriorate in a recession. However, for companies that you remain confident on their long term prospects,do not sell them! Rather make use of a downturnto lower your average cost. 2. Shore Up CashBe it from liquidating a portion of your current holdings, or increasing

‌$Skechers USA(SKX)$‌I see Skechers as a fundamentally strong company with defensive traits that can hold up well in a recession. As Skechers shoes are lower priced compared to other sports shoes brands, and also serve a more common purpose of 'daily comfort wear', Skechers should see demand remain strong even if we approach a recession.You can view my indepth analysis here: https://seekingalpha.com/article/4519051-skechers-long-term-compounder-defensive-characteristics