Alibaba (NYSE: BABA | HKEx: 9988) vs Sea Limited (NYSE: SE) — Time to Move On?
I’ve been holding Alibaba at 16% of my portfolio for too long. This week I’m trimming BABA and rotating into SE. Here’s exactly why.
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WeRide: The Cheapest Pure-Play Bet on Autonomous Driving
WeRide (NASDAQ: WRD, HKEX: 0800) is the world’s first publicly listed robotaxi company — already running commercial driverless rides in Abu Dhabi, Singapore, and across Europe. It trades at 24x EV/Revenue vs Waymo’s 360x. Here’s why it’s my 4th stock pick for 2026.
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UltraGreen.ai: This Boring Medical Monopoly Might Not Stay Boring
A profitable surgical dye monopoly trading at US$1.74. Analysts say US$2. I’m looking 3-5 years out when cameras and AI could triple the stock.
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XPeng vs Tesla: Why I’m Backing the Chinese EV Maker
XPeng vs Tesla: Same technology roadmap, opposite trajectories.
XPeng growing 150% trades at 2x sales. Tesla declining 8.6%
trades at 16x sales. Here’s my full investment analysis. -
ATI Inc – Waiting for a Better Price
Is ATI Inc worth buying at US$121? The defence story checks out: 68% revenue from aerospace, Trump’s budget proposal, nuclear tailwinds. But after a 112% run, the stock trades at 39x earnings. My target entry: US$110-115.
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My 2026 Investment Strategy: Targeting 15-25% Returns
Markets are volatile, but volatility creates opportunity. Trump needs wins before midterms—I’m focused on three sectors that capture what he needs to deliver: Industrials, Consumer Discretionary, and Health Care. Targeting 15-25% returns.
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How I Made 150% on One Stock (and Why I Didn’t Make 1,000%): 5 Trades Analyzed
I made 463% across five stocks in two years through active trading. Here’s what worked in 2024—and why my defensive 2025 positioning cost me.
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Navigating 2024: REITs vs. Real Property – Making Informed Investment Choices
In 2024, navigating the real estate market demands a nuanced understanding of both micro and macroeconomic trends. Amidst falling global inflation rates and eased supply chain pressures, investors face pivotal choices between REITs and physical properties. While caution is advised in residential markets, opportunities may emerge in commercial sectors later in the year. Essential Properties Realty Trust Inc. (EPRT) and NNN REIT Inc. (NNN) stand out as resilient REIT options amidst uncertain times.
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A Comprehensive Investment Outlook for 2024 from My Perspective
Navigating the dual realities of fixed income investments in 2023 and the anticipated market dynamics of 2024 requires a nuanced approach. The flight to stability in the face of interest rate hikes has defined recent investment strategies, but the potential for an equities rebound later in 2024 introduces new considerations. As investors, staying agile, well-informed, and adaptable will be the key to successfully navigating the ever-changing investment landscape.
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Reflecting on My 2023 Stock Market Journey
Reflecting on 2023’s investment journey, I achieved a stellar 44% realized and 61% unrealized return, centered on technology and EV sectors. Looking ahead to 2024 amidst geopolitical tensions and economic uncertainties, a cautious approach excludes China for now. Adaptable strategies, risk management, and scenario planning guide a resilient investment outlook
