Lone Wolf Investor will be back in March

-

 


Lone Wolf Investor will be back in March. Till we meet again. Have a profitable month ahead.

Comments

Post a Comment

Popular posts from this blog

Wolf Money(Thai Beverage PCL)

-
Image
  (Image credit:Thai Beverage) I bought a position in Thai Beverage during my staycation. I had a GTD order filled. Here I am back in Thai Beverage at a lower price than before. A few points on Thailand situation. (Opportunity came knocking when you least expected, on vacation) 1.) Thailand has a new Prime Minister. He promised to call for an election in about 4 months’ time. I hope that will finally bring stability to the country. 2.) In the meantime, he is implementing the half-half policy. Small businesses will benefit from the government policy. The Thai government will co-fund half of consumer spending. 3.) The strengthening of the Thai Baht will have a positive currency translation as results are reported in Thai Baht. There will be a slight bump up in dividends in SGD term.  4.) The increase in F&N stock’s price increases the sotp valuation. 5.) Lower interest is expected from Thai central bank. Thai Bev do have a ton of borrowing. 6.) Lowering of tension at Thai-Ca...
Read more

Wolf Money(ComfortDelGro Ltd results)sold

-
Image
  The below article is for educational purpose only. Kindly refrain from taking any action. It shouldn’t constitute as an investment advice. Please read the disclaimer . ComfortDelGro revenue went up by 14.4% to $2.427b. Net profit went up 11.2%. Net gearing went up to 16.6%. Did it meet market expectations? Yes. Did it meet my expectations? Nope. Let’s talk about the positive first.  1.) The dividend went up from 3.52c to 3.91c.  2.) There are likely more contracts up for grabs in Europe and Australia as governments try to farm out public transport services to manage cost in providing essential services to the public. The headaches of dealing with transport workers’ unions can be a political risk to any government. For dealing with unions, ComfortDelGro earns a fee for the service. The negatives.  1.) I don’t like the increase in gearing and it is heading towards the low 20% soon. The increase in gearing was due to fleet purchases/renewal in Manchester and London. I...
Read more

Wolf Money(Portfolio update end May 2026)long post

-
Image
  (Image credit: openaccessgoverment.org) Oh! MyGod(thos) I had the privilege of speaking to a friend who formerly worked as a developer for AI. Through the 2 hours of conversation. My knowledge of AI has been upgraded from the status of Noob. He is trying to develop an AI model for the education sector. I wouldn’t go further since it is still a work in progress. He hopes to get a running model by the end of next month.  The hottest job now in the tech space is AI developer. From our conversation, I got to know, an experienced developer makes $25,000 a month with one of the big tech. Even the junior developer is drawing a 5-figure salary. If anyone is looking for a career transition, a developer in the AI industry draws in top dollar. The conversation also sparked my interest in AI. I chanced upon Anthropic, Claude Mythos, the most powerful frontier AI model ever created. After reading and trying to understand the implications of Mythos, I walked away quite disturbed by the la...
Read more