Portfolio Update: October 2024
I recently listened to one of my favorite investing podcasts, The Investors Podcast. In this episode1, host Clay Finck interviewed finance...
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S&P 500 and MSCI ACWI Breaking Out; Upgrading MSCI ACWI to Bullish; Buys in Services, Financials
$SPX and MSCI $ACWI Breaking Out; Upgrading Outlook on ACWI and SPX to Bullish as of last Fridays close above 5783; Buys in Services, Financials;...
532 Views
ESR Group (1821 HK): Inching Closer to a Binding Proposal
The addition of new consortium members is a key positive. While the recent market rally is not a dealbreaker, it should give the consortium renewed...
733 Views
Portfolio Update: August 2024
Welcome back to the portfolio updates series! This month, I enjoyed a long vacation with my family, spending three weeks traveling through Italy...
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ESR Group (1821 HK): A Rumoured Offer Price Surfaces
The rumoured price is not a knockout bid. However, the price and structure would be sufficient to get the support of the major shareholders. The...
850 Views