To The Moon

Do you have any Billion Dollar company in your portfolio? US has 39% of the Billion Dollar companies and attracted 70% of global funds. US is be a good investing option. Do we need to miss out on other markets? Berkshire has been investing in Japan in recent years. Is it worth a look? $Berkshire Hathaway(BRK.B)$

(This is an extract from my LinkedIn post to bring understanding of logistics and processes for local producers.) Logistics do not need to be a black box. This is an introduction to the processes and logistics involved from manufacturing to after-sales support. JEFF ST.CLAIR/WKSU For a shop that makes and sells products, the logistics process is like a well-organised system to get things from raw materials to customers’ hands and support them afterwards. It involves several steps, such as buying materials, making products, storing them, delivering them, and handlingreturns or repairs. At the local level, this gets trickier because you need nearby warehouses, careful handling, and paperwork to keep things moving smoothly. The goal is to deliver products quickly, keep costs low, and be eco-

My Investing Muse (12May25) Layoffs & Closure news As leases expire, Family Dollar is closing over 1,000 store locations. But the discount chain is trying to breathe new life into the stores that remain. - The Street Now, Rite Aid is putting close to its entire real estate portfolio up for grabs as part of the Chapter 11 process. Rite Aid has almost 1,200 store leases and is looking to have bidders take over. - the Street The Olefins 6 “cracker” facility in Teesside, controlled by Sabic, employs hundreds of workers and has been undergoing a major conversion to run on gas feedstock. But Sabic paused that work months ago and is now understood to be on the verge of announcing the plant’s closure amid spiralling costs and concerns about high energy prices. - Telegraph UK DHL to close South

News and my thoughts from last week (12May25) 10000 hours do not guarantee success but it is part of the journey to mastery. Buffett underlined the importance of identifying what skills you already have and what you love doing, and then find people who can teach you to improve. Ideally that means spending time with instructors or mentors, though it may be just as valuable to read what experts in your field have written on the subject. - CNBC “Energy costs are a significant factor in the overall production cost of a smelter. High energy costs plague the US aluminium industry, forcing cutbacks and closures.” - Wood Mackenzie (CNBC) Xeneta’s Chief Analyst warns that a return to Red Sea routes could flood the market with capacity, potentially causing a dramatic collapse in freight rates, furth

Market Outlook of S&P500 - 12May25 S&P 500 has risen 8.55% from a year ago. From the Daily interval technical indicators, they point to a “Strong Buy” rating for the S&P 500. 18 indicators have a ”Buy” rating and 3 with a “Sell” rating. Technical analysis of S&P 500: Exponential Moving Average (EMA) lines are on an upward trend (short to medium term). The MACD indicator shows an uptrend and may peak in the coming days. A death cross was formed following the intersection of the MA 50 line (from the top) with the MA 200 line. This implies a pending downtrend. With the candles above the MA50 line and below the MA200 line, this implies a bullish trend in the mid-term and bearish in the long term. The Chaikin Money Flow (CMF) indicator shows more buying than selling volume. Ther

Earnings Calendar (12May25) I am interested in the earnings of JD, Sea, Monday, NU, Tencent, Alibaba, Walmart and John Deere. Let us look at Monday. Monday’s stock price grew 53% from a year ago. The technical analysis recommends “Strong Buy”. The Analysts’ sentiment has a “Buy” rating. The price target of $343.89 suggests an upside of 23.59%. Revenue Growth Trend: Monday.com's revenue has grown significantly, increasing from $78 million in 2019 to $972 million in 2024. The 6-year compound annual growth rate (CAGR) for revenue is not explicitly provided but can be inferred as substantial (approximately 52% CAGR based on the data). Key Milestones: Revenue growth was strong, with increases of 106.3% in 2020, 91.3% in 2021, 68.4% in 2022, 40.6% in 2023, and 33.2% in 2024, reflecting rapi

Public Holidays Singapore is closed on Monday, 12 May 2025 as we celebrate Vesak’s Day. There are no public holidays in America, China and Hong Kong. Economic Calendar (12May25) Notable Highlights (some are taken from Grok) Core CPI (MoM) is expected at 0.3% (up from 0.1%), and CPI (YoY) at 2.4%. These inflation figures are critical. If actual numbers exceed forecasts, it may signal rising inflationary pressures, potentially prompting a tighter Federal Reserve stance. CPI (MoM) at 0.3% (previously -0.1%) reinforces this trend. Core Retail Sales (MoM) at 0.3% (down from 0.5%) and Retail Sales (MoM) at 0.1% (down from 1.5%) suggest a slowdown in consumer spending, which could signal weaker economic growth. The Philadelphia Fed Manufacturing Index at -26.4 points to c

Public Holidays Singapore is closed on Monday, 12 May 2025 as we celebrate Vesak’s Day. There are no public holidays in America, China and Hong Kong. Economic Calendar (12May25) Notable Highlights (some are taken from Grok) Core CPI (MoM) is expected at 0.3% (up from 0.1%), and CPI (YoY) at 2.4%. These inflation figures are critical. If actual numbers exceed forecasts, it may signal rising inflationary pressures, potentially prompting a tighter Federal Reserve stance. CPI (MoM) at 0.3% (previously -0.1%) reinforces this trend. Core Retail Sales (MoM) at 0.3% (down from 0.5%) and Retail Sales (MoM) at 0.1% (down from 1.5%) suggest a slowdown in consumer spending, which could signal weaker economic growth. The Philadelphia Fed Manufacturing Index at -26.4 points to continued contraction in m

Do you have any of the top 50 businesses in your portfolio? Source is from Visual Capitalist. $Taiwan Semiconductor Manufacturing(TSM)$ $NVIDIA(NVDA)$ $TENCENT(00700)$ $Microsoft(MSFT)$

This is an article that I have shared on other social media platforms to explain how shipping works. This does not target any business, but it provides an understanding of shipping from China to America. What key activities are involved when an order is placed to import products from China to America? Below is a summary of the lead time breakdown for importing goods from China (Shanghai) to the U.S. West Coast (Port of Los Angeles), followed by a table listing each activity, its estimated lead time, key documentation, and considerations. (This was done with help from Grok LLM.) Some of the activities can run in parallel or be completed within the same day. For example, the receipt of the booking confirmation in the morning can allow the “export” container to be collected in Shanghai in the