To The Moon

With interest rates rising, banking sector having a crisis, S&P500 down 9% from all time high, war happenings and global economic slowdown, im sure all investors are wondering the same question- Is there any safe growth stocks to park their money into? In unstable times like this, Its important to go back to the basics and park your money is defensive stocks. Defensive stocks are any stocks within the utilities, consumer staples, healthcare etc. This is because defensive stocks are essential to human lifes and they typically maintain their income stream despite the overall stability even when the market is volatile. Lets take a look at $Chipotle Mexican Grill(CMG)$  . Chipotle is an American chain of fast casual restaurant specializing in

For those that have been too busy to read up on the news lately, currently the whole worlds Economy is in a very pessismistic mood swing. Central banks around the world are raising interest rates to battle the negative effects of inflation. This in turn, lowers the M2 money supply in the economy, and puts the countrys economy in a recession. The US stock market crashed 18% in 2022, almost putting the whole stock market in a bear market. With such negative news on air, is this still a good time to invest stocks?  Over the last 72 years, the stock market has corrected (10%+) every 2 years once, been in a bear market (20%+) decline every 7 years. That is extremely often! But over the course of the 72 years, the average return is 10.51% per annum! By investing $100 a month consistently fo

Berkshire Hathaway, the conglomerate headed by Warren Buffet and Charlie Munger released their Q4 and Annual Results on 25th Febuary.  Berkshire Hathaway is an extremely diversified company. They own $334 Billion in stocks. Some examples are they own 5.8% of $Apple(AAPL)$ , 11.9% of Bank of America, 20.4% of American Express, 9.2% of $Coca-Cola(KO)$   and so many more. Besides, their own operating businesses consist of Insurance, Utilities, Railroad and Manufacturing. Overall, Berkshire is way more diversified that any index fund and is a stock to weather any form of economic situation.  Berkshire Hathaway has interest in every part of the US economy, and is used as a gouge on how t

$CHINA UNICOM(00762)$   Although it has gone up by 53%, it is still extremely undervalued.  -China unicom is the main 3 Telco providers in China (A natural monopoly) -It has a Market Cap of 148 B RMB.  -In 2021, It has a free cash flow of RMB 41.68 Billion  -It has a cash balance of 44.67 Billion -Using DCF method, the intrinsic value of this company is RMB 492 Billion. This calculation is based on 2% fcf growth rate for next 10 years, 10% discount rate and a terminal multiple of 10. With the current net market cap of 103.33 Billion, the company is undervalued by 79%!! Hong Kong stocks has also been extremely bullish in the past many months. This company is a defensive company, with a very healthy balance shset, a natural moat

If I was Buffet, I would look for good undervalued companies in foreign markets such as Euope and Asia.  As of currently, the US market is extremely overvalued and there isnt much good deals at all, if any. However, many markets such as Hong Kong, Australia and Europe shows many good stocks that are currently on fire sale. Examples would be $CGN POWER(01816)$, who is undervalued by 50% currently.  CGN Power produces electricityy by nuclear power.  $BHP GROUP LTD(BHP.AU)$another undervalued australian company is a mining company that has been very succesful in the past decade. Another thing buffet could do, is to buyback shares of his own company, 

This is a graham net-net stock ! A "net-net" is a stock which is trading for less than its current assets minus all liabilities. When you buy a net-net stock, you are basicallt buying a company that is extremely undervalued. Let me introduce you to this company called ‌‌$ASIA CEMENT CH(00743)$‌. Asia Cement (China) Holdings Corp engages in the manufacture and sale of cement, concrete, and related products. It is the 3rd largest producer of cement in China. ●Why is it a net-net deal? It has a market cap of RMB 4.66 B. While in the bank, the company has cash of RMB 7.485 B. Just by buying it at the current price, you are essentially getting more than what you are paying for. The company has a total asset of 21.46 B and Total Debt of 1.57 B. Thi

Nuclear is making a comeback! Nuclear energy is the cleanest and most efficient form of energy. It is extremely reliable unlike solar and wind where they require constant sunlight/wind. Nuclear energy is EXTREMELY SAFE. Yes, you read that right! Its extremely safe, except the fact that it has a very bad stigma and reputation associated with the word nuclear. Due to the whole world going Net Carbon 0 by 2050, countries have all acknowledge that nuclear is the way to go. The leader in nuclear energy is China, and the company id like to introduce you to is ‌‌$CGN POWER(01816)$‌‌$Cgn Power Co.,Ltd.(003816)$‌ CGN Power is a utility company that produces electricity through nuclear power plants and also constru

$Berkshire Hathaway(BRK.B)$There has been alot of rumour and speculation on why Berkshire sold $BYD COMPANY(01211)$.keep in mind Berkshire has 105 Billion of cash and it does not need 47 Million. The only reason Berkshire sold some of the shares was to reduce ownership from above 20% to only 19%. If Berkshire is to have a ownership of more than 20%, then it will have to consolidate the earnings of BYD into its own financial statement as well. And since BYD is a china company, it is going to be extremely hard and complicated to do so. People need to stop overreacting really. BYD is a solid company and Berkshire will forever be a compounding machine. 

Lets analyze this company which I recently invested in! $CHINA UNICOM(00762)$In China, there is only 3 state owned Mobile Operators- China Unicom, $CHINA TELECOM(00728)$ and $CHINA MOBILE(00941)$ Mobile data and handphone connection is an essential need, and this 3 companies have no competitions at all. Lets take a look at the Financials:1. China Unicom has 317 M suscribers, while China Mobile has 946M and China Telecom has 372 M.2. Barriers on entry are very high in this industry, due to strict regulation and no competition. This creates a high moat for this 3 companies. 3. China Unicom has a Free Cash Flow (FCF) OF 38.6B CN

Let me introduce you to a new company today. This company's Operation is 100% like $Berkshire Hathaway(BRK.B)$, and ill be doing an analysis on this company called Markel.$Markel(MKL)$ Operates in 3 Segments- Insurance, Investment and Markel Ventures. They Operate a Specialty P&C Insurance. Just like Berkshire they invest their Float into equities and common stocks instead of T-Bill and Corporate Bonds like what Traditional Insurance companies do. As of 2021, they have about 8.5B in common stocks. Due to their insurance segment being a cash cow, they reinvest their cash by buying wholly private company and parking it under their Markel Ventures segment. They currently own many highly profita