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Innature (Part 2): The Perfect Hedge Against BOTH Inflation + Deflation
The Fed Hiked Rates 0.75% Amidst +8.6% US Inflation... will it lead to a Recession? Here's a stock which is BOTH An Inflation + Deflation Portfolio…
Aaron Pek
Jun 16
3
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Innature (Part 2): The Perfect Hedge Against BOTH Inflation + Deflation
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✈️ AirAsia 1Q22 Quarterly Review - What Goes Down Must Come Up (statistically speaking)
Looking for the same LT secular growth of Commodities/Energy + don't mind similar Volatility & Risk - but without the geopolitical beta exposure…
Aaron Pek
Jun 3
1
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✈️ AirAsia 1Q22 Quarterly Review - What Goes Down Must Come Up (statistically speaking)
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MYNEWS (5275.KL) - Not What You'd Expect From A Convenience Store
EDIT (29.05.22): My sincerest apologies! The investment thesis described here is completely bunk. Please refer to the EDIT inside for details.
Aaron Pek
May 27
1
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MYNEWS (5275.KL) - Not What You'd Expect From A Convenience Store
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🌊 NYSE:SE - Shopee: The King of S&M (sales & marketing exp)
Evaluating ASEAN e-commerce marketplace Shopee's performance - using GAAP accounting metrics (e.g. revenue), rather than non-GAAP metrics (e.g. adjusted…
Aaron Pek
May 17
3
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🌊 NYSE:SE - Shopee: The King of S&M (sales & marketing exp)
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✨ Much Ado About Netflix - House of Cards, or Queen's Gambit at 17x PE?
A Business Economics Primer of Netflix and its Streaming Industry - and How Investors Have Short Memories
Aaron Pek
May 6
4
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✨ Much Ado About Netflix - House of Cards, or Queen's Gambit at 17x PE?
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✨ Big Tech is officially in Value (factor) Investing Territory
How Buffett's investment philosophy applies to Big Tech today - The Story of Buffett x GEICO 1976 - Introducing FING stocks - FREE stock report titled…
Aaron Pek
Apr 30
5
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✨ Big Tech is officially in Value (factor) Investing Territory
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✨ AirAsia (Part 3) - the Southwest Airlines of ASEAN is on sale at 12x EV/E! (or 2x PE)
A pandemic report card of how AirAsia performed during the past 8 quarters (1Q20-4Q21) - and assessing their past performance to forecast their future…
Aaron Pek
Apr 20
2
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✨ AirAsia (Part 3) - the Southwest Airlines of ASEAN is on sale at 12x EV/E! (or 2x PE)
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✨ How To Make Sense of All These Inflationary Pressures
Preparation for my upcoming US Inflation webinar next Tuesday
Aaron Pek
Apr 10
1
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✨ How To Make Sense of All These Inflationary Pressures
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✨ Value Investing Substack: 1) US Macro webinar with InvestingNote + 2) Smartkarma + 3) Telegram group chat open to trial subscribers
Join my US Macro webinar next Tuesday (12 Apr)... plus trial subscribers gain a new freebie!
Aaron Pek
Apr 8
1
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✨ Value Investing Substack: 1) US Macro webinar with InvestingNote + 2) Smartkarma + 3) Telegram group chat open to trial subscribers
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✨ AEM Holdings - Supplying the Lockheed Martin of Tomorrow (Part 2)
An Intel proxy that fits the Buffett quote: "It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price."
Aaron Pek
Apr 3
1
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✨ AEM Holdings - Supplying the Lockheed Martin of Tomorrow (Part 2)
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✨ AEM Holdings - Supplying the Lockheed Martin of Tomorrow (Part 1)
An Intel proxy that fits the Buffett quote: "It's far better to buy a wonderful company at a fair price than a fair company at a wonderful price."
Aaron Pek
Mar 25
3
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✨ AEM Holdings - Supplying the Lockheed Martin of Tomorrow (Part 1)
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✨ BJCORP Update - Is Jalil Resigning as CEO of BJCORP? (Update: Jalil has resigned)
And what might the potential impact to BJCORP's share price be from that?
Aaron Pek
Mar 19
1
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✨ BJCORP Update - Is Jalil Resigning as CEO of BJCORP? (Update: Jalil has resigned)
valueinvesting.substack.com
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