LesterTan

    • LesterTanLesterTan
      ·11:28
      $MSFT 20260821 450.0 CALL$ Despite a  Earnings beat On both top & bottom lines last week, share price dropped. Market is fearful of its AI spending. This is irrational as the  investment will pay off in the near future.  Look At Google. But we take advantage of the  Mispricing and buy.
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    • LesterTanLesterTan
      ·11:12
      $UnitedHealth(UNH)$  Clearly undervalued.  This Is the largest insurance company in the US. It's turning around now & its loss ratio is rapidly improving, a short term problem. Warren Buffet bought it when the price was  at a ridiculous low level. 
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    • LesterTanLesterTan
      ·04-27
      $MSFT 20260821 450.0 CALL$ Msft is a solid business model spanning over AI, azure cloud, software etc. A complete business With  strong free Cash flow & consistent profits.  Worth Ard 600
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    • LesterTanLesterTan
      ·04-27
      $Salesforce.com(CRM)$  Don't be fooled by  the Market which tends to overreact both  ways. Crm is a fundamental sound company  with Consistent profits & revenue. It is also  buyIng back their own shares which are way  underValued. The narrative can shift suddenly like what happened to Google a year ago.
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    • LesterTanLesterTan
      ·04-20
      $MSFT 20260821 450.0 CALL$ Msft  is unfairly Punished together with other  software names. Msft has a diverse business model ranging from AI, cloud, software etc.  this moat Is sticky & huge, difficult to disrupt. Tp ard 550-600. Buy before it rebound.
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    • LesterTanLesterTan
      ·04-20
      $Visa(V)$  Together with Mastercard, they  dominate the payment gateway. It's Like a toll  Booth where every transaction pays into their pockets. Besides, visa has little or no huge capex to spend, hence its margin is high.  Currently Undervalued.
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    • LesterTanLesterTan
      ·04-13
      $AVGO 20260417 290.0 PUT$ In my opinion, avgo should be in the mag 7 due to it's strong business model. It's worth about 1+ trillion and now undervalued. Buy before it shoots up.
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    • LesterTanLesterTan
      ·04-13
      $Alphabet(GOOGL)$  Googl has invested in  space X which is Elon musk's pet project. It is also going for ipo soon. If this investment  takes off, Googl will be up another leg.
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    • LesterTanLesterTan
      ·04-06
      $BABA 20260417 200.0 CALL$ The strong AI & cloud Play if not the strongest in China. This investment will pay off in the future, just be patient unless you don't believe in AI will  as the next trend. Plus it's ecommerce  business among others, it ranks as a valued  company in China.
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    • LesterTanLesterTan
      ·04-06
      $Salesforce.com(CRM)$  CRM has been  severely and unfairly punished along with  other SaaS stocks including msft. very undervalued now but the sentiment can shift quickly like google a year ago when mkt said  it's over but look at it now, multi bagger!
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