Offshore
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Stock Analysis Compilation
Harding Loevner Global Small Companies Equity on Shift $3697 JT
Thesis: Shift is Japan’s leading outsourced software testing provider, positioned to thrive amid a shortage of IT engineers by training workers from other industries to meet increasing tech demands.
(Extract from their Q4 letter)
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Harding Loevner Global Small Companies Equity on Shift $3697 JT
Thesis: Shift is Japan’s leading outsourced software testing provider, positioned to thrive amid a shortage of IT engineers by training workers from other industries to meet increasing tech demands.
(Extract from their Q4 letter)
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Finding Compounders
Toward a Science of Security Analysis by Ben Graham
Source: Value Walk https://t.co/jT5e7529NM
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Toward a Science of Security Analysis by Ben Graham
Source: Value Walk https://t.co/jT5e7529NM
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Alvin
Shot on vivo V50. 📸
A very good mid-range phone.
Review coming around Sunday/Monday! https://t.co/GTZsJhPEt9
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Shot on vivo V50. 📸
A very good mid-range phone.
Review coming around Sunday/Monday! https://t.co/GTZsJhPEt9
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Offshore
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Stock Analysis Compilation
Guinness Global Innovators on Netflix $NFLX US
Thesis: Netflix is a dominant streaming platform with a solid growth trajectory, benefiting from a vast content library, effective management, and expanding international markets, despite its premium valuation.
(Extract from their Q4 letter)
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Guinness Global Innovators on Netflix $NFLX US
Thesis: Netflix is a dominant streaming platform with a solid growth trajectory, benefiting from a vast content library, effective management, and expanding international markets, despite its premium valuation.
(Extract from their Q4 letter)
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The Kobeissi Letter
BREAKING: The share of NYSE stocks trading above their 200-day moving average has dropped to 41%, the lowest since November 2023.
This percentage has dropped ~20 points over the last few weeks.
At the same time, the share of the S&P 500 stocks above their 200-day moving average fell to 52%, near the lowest since November 2023.
As a result, the S&P 500 index declined below its 200-day average for the first time since October 2023.
The market selloff has been broad-based.
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BREAKING: The share of NYSE stocks trading above their 200-day moving average has dropped to 41%, the lowest since November 2023.
This percentage has dropped ~20 points over the last few weeks.
At the same time, the share of the S&P 500 stocks above their 200-day moving average fell to 52%, near the lowest since November 2023.
As a result, the S&P 500 index declined below its 200-day average for the first time since October 2023.
The market selloff has been broad-based.
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