Hin Hao Loh
Hin Hao Loh @HowLow

Performance
Tout

-2.75%2026
2026
36.02%2025
2025
14.16%2024
2024
59.80%2023
2023
-20.10%2022
2022
8.97%2021
2021
59.8%0%-59.8%
Discussions
Hin Hao Loh
Australie
9 j
Modifié
Weekly Brief | 07 April 2026 Private Markets Focused | US | UK | AU | SG | HK | KR | Europe Executive Summary: The Geopolitical Headwind The narrative of a "soft landing" has hit a geopolitical wall. Driven by Middle East energy shocks, global disinflation has paused, forcing a hawkish recalibration.... Afficher plus Traduction
Hin Hao Loh
Australie
17 j
Modifié
Q1 Portfolio Update Right image: Unfortunately over the last year (since March 2025) we have now lost our outperformance against the $SPX500 match the 1 year gain @ ~14% Left Image: Since inception (September 2021), we still maintain a large overperformance @ 96.02% vs the benchmark at 45.53% Overall,... Afficher plus Traduction
Hin Hao Loh
Australie
26 j
Currently the portfolio teeters on the edge of a double digit loss. With tensions rising, I wonder, how you handling your situation: Traduction
Close brokerage and pray
100.00%
Panic sell
100.00%
Generational buying time
100.00%
Gamble!
100.00%
6 Votes
Hin Hao Loh
Australie
1 mo
ADOBE EARNINGS TOMORROW This week there are plenty of companies reporting earnings, but there’s really only one report I’ll be diving deeply into: Adobe. Adobe is currently the largest position in my portfolio, so naturally it’s the earnings release that matters most for my investment process. The... Afficher plus Traduction
Hin Hao Loh
Australie
1 mo
Modifié
Escalation Risk & Markets 👇 “Bombs will be dropping everywhere… When we are finished, take over your government… This will probably be your only chance for generations.” — Statement from Donald Trump addressing the people of Iran. This is not de-escalation language. It signals the possibility of... Afficher plus Traduction
Hin Hao Loh
Hin Hao Loh a partagé une publication via Hin Hao Loh
Australie
2 m
Modifié
Netflix withdraws from WB bid Portfolio Allocation: Top 10 Stock | Average Price: $89, Current: $96 If you read my attached post, the situation has unfolded in scenario (2) $NFLX (Netflix, Inc.) decision to withdraw from the $WBD (Warner Bros Discovery Inc) bidding war reinforces its capital discipline... Afficher plus Traduction
Hin Hao Loh
Australie
4 m
Modifié
🔥 Netflix–Warner Bros Deal: Updated Summary With Paramount’s “Power Backers” Advantage $NFLX (Netflix, Inc.) has put forward a major bid to acquire $WBD (Warner Bros Discovery Inc) , aiming to lock in content, scale, and long-term cost synergies. But competition immediately intensified when $PSKY (Paramount... Afficher plus Traduction
Hin Hao Loh
Australie
2 m
February Portfolio Review S&P 500 basically flat this month, down around 0.3%, meanwhile we are down about 3%. So clearly… losses are 10x worse than the index. Catastrophic. 📉😅 On macro, I will not comment much on the extremely ongoing and unfortunate USA–Israel–Iran situation. Geopolitics is... Afficher plus Traduction
Hin Hao Loh
Australie
2 m
🚨 NVIDIA Earnings Incoming 🚨 Still working through some earnings reports and ofcourse the big dog NVidia is coming right up after market close today. 🔴 Red = High priority (full breakdowns) 🟡 Yellow = Low priority (quick scan) 🟢 Green = Just for interest (curious, but unlikely to dive deep) ----- The... Afficher plus Traduction
Hin Hao Loh
Australie
2 m
Modifié
Citrini Research Article: www.citriniresearch.com/p/2028gic 📖This is a fictional 2028 “future memo” stress-testing risk: AI boosts productivity/profits while undermining wages, consumption, and credit. What it argues: 1) AI gets cheaper/better -> firms cut white-collar labor -> margins rise,... Afficher plus Traduction
THE 2028 GLOBAL INTELLIGENCE CRISIS
www.citriniresearch.com
A Thought Exercise in Financial History, from the Future
Hin Hao Loh
Australie
2 m
📉 Novo Nordisk at lowest point since 2021 - Swing and a Miss Portfolio Allocation: 2nd Largest Holding | Average: $397, Current $253 Dropping ~15% after its next-gen obesity drug CagriSema failed to show non-inferiority vs Eli Lilly’s tirzepatide in a key trial. The stock hits its lowest level since... Afficher plus Traduction

À propos de Hin Hao Loh
Australie
Stratégie: Multi-stratégies

~15% Annualized Returns A healthy proportion of my Liquid Net Worth within this Portfolio
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