The stock broker investor
@teechongyen
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Quality and Value investing. Stock Broker since 2011 (Not the Wolf of Wall Street kind) Building wealth thru owning compounding machines at reasonable valuation
Singapore
Joined April 2009
Charlie Munger wound approve this mental model!
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Even investing legends started off doing investments with emotions
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Excellent 10 questions before picking a stock!
We've seen too many investors lose money by following tips without doing their own research. Here's the 10-question framework we use to evaluate any stock systematically: 🧵 Thread ↓
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Oil is so cheap now, it’s cheaper than Lululemon pants, cheaper than CocaCola, cheaper than bottled water. Who invented the world “liquid gold”? $XOM $OXY $CVX $KO $LULU
This is crazy. The Lululemon Leggings-to-Oil ratio just hit a new high. You can now buy 2+ barrels of oil for every one pair of Lululemon high-rise leggings.
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Worst... some lost money in bull market.
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Bloomberg reported that Waymo is looking to raise more than $15 billion at a valuation near $100 billion, in a round led by parent $GOOGL $GOOG This is the year $GOOGL other bets become material.
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Honey I just spent money on $SEX
JUST IN: $SEX on the shortlist of potential SpaceX tickers for its IPO. 7% chance. https://t.co/feHNYdJMy0
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$UBER market capitalization right now is about $177 billion. Base on the latest filling, $UBER generated $2.25Bil in the quarter. If we annualize it, Uber should be able to generating around $10 billion a year in FCF. How long would it take for Uber to generate enough total cash
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$BABA consolidating within the range. Pattern looks like a Bearish flag (bullish continuation) inside a rising channel. Trend will only confirm bullish continuation when it move above 160 resistance.
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$TTD monthly chart does not look good. Fwd PE still 20.6
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Is $AMZN a buy now at $226? Price resting on a uptrend support line.
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It will be nice if $ADBE can take out the 364 resistance today.
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"Lululemon’s Q3 2025 earnings call highlighted a pivotal leadership transition, persistent U.S. softness, and robust international growth led by China Mainland." $LULU is a bet on Chinese consumer.
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Help me understand this deal. ChatGPT use $DIS characters and in return, Disney need to “pay” ChatGPT by investing in them. Unless $DIS is getting those equities cheap. If not please help me make sense of this deal.
🏰 Disney invests $1B in OpenAI. • Disney becomes a major OpenAI customer. • Sora & ChatGPT will be able to generate content featuring 200+ Disney characters for social posts (no talent likenesses or voices included).
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$CPRT Copart is on a 10 years monthly chart support line at $38.7
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$ADBE 2026 GAAP EPS guidance is around $18 Fwd PE is around 18.88 for current price of $340
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Jan 2020, $ADBE was trading around 340, you look at 2019 EPS, it was 6, trailing PE was 56. You looked at EPS history 2015: 1.24 2016: 2.32 2017: 3.38 2018: 5.2 2019: 6.0 CAGR is around 48%. Then you use growth rate 25% which is significantly below 48% and extrapolate it to
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