Following up on my previous article on Netflix, the company announces a significant news of a price hike yet again to as much as $20 a month in the US region where they have most control over with. Barely just a week before earnings, Netflix is doing their regular habits of hiking prices early to…
Author: brianhalim
Short Netflix (Short Term Target: $513; Mid Term Target: $428; Long Term Target: $300)
Much was anticipated in the opening week of the New Year as Mr Market rotated out of most growth tech stocks, especially those with lofty valuations and switched in on companies which might benefit from the rising interest rate environment (i.e banks, oil). I took an opportunity to take a short position on Netflix last…
CPF Balance Increases Marginally With Interests of $8,314.36 Credited For The Year 2021
First of all, Happy New Year to everyone! This would mark the first post of the New Year and I wanted to start with something that is light and close to every Singaporean’s heart, and being in this fanatically finance driven friends around you, that would mean the start of the Year will always be…
The Importance of Patience & Focusing on the Business Metrics – Amazon Case Study
Amazon has one of the most impressive compounder chart history in many years. After accounting for three rounds of stock splits in more than 2 decades, the stock has advanced from $1.50 back in 1997 to $3400 today in 2021. That is a whooping return of more than 200,000% return in a period of slightly…
5 Reasons Why You Should Be Accumulating on Tencent
If you are following my social media page, you are probably already aware that I am in the midst of accumulating more Tencent shares in the past recent weeks (I am done accumulating my position for Baba and has now moved to Tencent with the intent to build a position larger). I added another 100…
Why Using Monthly Active Users (MAU) / Daily Active Users (DAU) Alone Can Be Deceptive Metric
Keeping a close tab on your company’s unit economics is one of the most important task for management and the board as it tells a lot of story on how the company is performing over time. Today, we’ll be focusing on one of the most commonly over-used and over-reported metrics by many companies – Monthly…
Reader: I Cut Loss On My Chinese Stocks at 40% Loss and Now I am Down Another 40% on My US Stocks. What Should I do?
I received an email from a concerned reader who wrote to me about a week ago. We have exchanged a few email correspondences and I have obtained his permission to publish this on an article without mentioning his real name. Here is the unedited question he wrote. Hi B I have been an avid reader…
Dec 2021 – Portfolio & Transaction Updates
Time passes very quickly and before we know it we are already in the final month of the year. It has been a love hate experience this year with Covid restricting the ability for most of us to travel and reunite with some of our families who are overseas. I was originally scheduled to return…