Amer Sports IPO - Deal Updates and Thoughts on Valuation
Amer Sports (AS US) now aims to raise up to US$1.8bn in its US IPO. Proceeds from the listing will be used to pay down debt to the Anta-led...
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29 Reasons to Be Bullish
A bottom-up scan of stock charts shows over 29 stocks with bullish technical patterns consisting of uptrends or breakouts from multi-month bases...
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[Blue Lotus Daily - TMT Update]:NTES/BABA/PDD/3690 HK/JD/VIPS/1219 HK/SHEIN/AMZN/SE/MELI
NetEase announces spin-off game; Temu negotiates with J&T for overseas last-mile services; Temu launches in South Africa.
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Value Investing Substack Portfolio Review | Annual Letter 2023
Around this time last year , I did a portfolio performance review based on all the stocks I had written about in 2022. This article is a repeat of...
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Naspers (NPN) X Prosus (PRX): A Look Back at 2023, Regulatory Risk Back in Spotlight
A look into how the discounts traded through the year. Naspers outperformed Prosus by a large margin highlighting the merits of the structure...
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