We are down at 10! The market is now extremely fearful. Next 24 hours are going to be eventful. Either this war ends now or there's no way out in my opinion. Irrespective, we continue to invest in great companies at great prices.

Two people liking from Fluor Corporation might not be just a coincidence. Stock Research Weekly

You will often find no explanations when undervalued positions are shot up! Matter of when not if $FOUR

Many people are comparing and saying that $BABA and $MSFT have same PE. Why Alibaba over Microsoft? The earnings for $BABA is highly understated as it's still burning cash and has not reached earnings potential in many of its businesses (international, quick commerce, cloud).

Although these developments seem not much on the surface, I go back to the point - Why on earth would the management be engaging these partners for such outreach programs if the underlying progress on the pilot wasn't going great!? These are signs which everyone misses but are

$ADUR Management is executing like a juggernaut, yet the stock is down 25% in 6 months. Feels like a matter of time before price catches up to reality.

Just dropped my interview with $ADUR CEO Ofer Vicus. Key moments: ⚙️ "We see great conversion" on the NGP... no surprises 🏭 Mystery EPC partner: "investors will be surprised" 🛢️ Bitumen (HBU) update: Ofer offered a future technical interview with Anil & the science team "2026 is

$ROOT Good analysis for a company trading at absolutely bizarre levels

People are mis-reading the speech completely. It is not what he said, but what he did not say was important. He's willing to giving up strait of Hormuz = Positive. He's right, other countries will happily pay $1/barrel and move on. No mention on objective for Nuclear - that's

China Online Retail Sales +8% YoY in March $BABA $JD $PDD $VIPS

Market needs to chill. Not time to add right now. Hold.

The market is barely up, we are up 5% today!!

We smelled the bottom, took advantage and converted our $BABA to $BABX for a tactical trade. Just two days back!! Nuts!!

$HIMS We know how to take advantage when the market offers. We doubled our position at around $15. If you were a seller here, the market is not for you!

We have been aggressively buying $OSCR quadrupling our investment position since December, making it our 3rd largest position. You are still early on this one. This is too obvious.

$ADUR See and listen for yourself. Great job Penny Queen

$KSPI TENCENT INVESTS IN KASPI.KZ Collectively they own two best super apps in the world. Can't see a better fit - Both the companies have superior management. share.google/PFAQYnQEbfnxnl…

OSCAR HEALTH’S $OSCR “Lucie” MARKETPLACE INFOMERCIAL (From LinkedIn)

IRAN REOPENS MAIN AIRPORTS IN CAPITAL TEHRAN: AVIATION AUTHORITY

$BABA is the AI play in APAC