Hin Hao Loh
Hin Hao Loh @HowLow

Rendimento
Tutti

-8.40%2026
2026
36.02%2025
2025
14.16%2024
2024
59.80%2023
2023
-20.10%2022
2022
9.19%2021
2021
59.8%0%-59.8%
Opinioni
Hin Hao Loh
Australia
2g
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... Mostra di più Traduci
Hin Hao Loh
Australia
9g
Modificato
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... Mostra di più Traduci
Hin Hao Loh
Hin Hao Loh ha condiviso un post tramite Hin Hao Loh
Australia
12g
Modificato
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... Mostra di più Traduci
Hin Hao Loh
Australia
3m
Modificato
🔥 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... Mostra di più Traduci
Hin Hao Loh
Australia
12g
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... Mostra di più Traduci
Hin Hao Loh
Australia
16g
🚨 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... Mostra di più Traduci
Hin Hao Loh
Australia
16g
Modificato
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,... Mostra di più Traduci
THE 2028 GLOBAL INTELLIGENCE CRISIS
www.citriniresearch.com
A Thought Exercise in Financial History, from the Future
Hin Hao Loh
Australia
18g
📉 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... Mostra di più Traduci
Hin Hao Loh
Australia
19g
Novo vs HIMS Lawsuit - How do you think this will affect the stocks long term? Portfolio Allocation: 2nd Largest Holding | Average Price: $397 $NOVO-B.CO (Novo Nordisk B A/S) As a Novo Nordisk shareholder, I've been watching the Novo vs Hims & Hers situation as a signal about where the GLP-1... Mostra di più Traduci
🟢 Long term Tailwind for Novo
100.00%
🟡Neutral Long Term
100.00%
🔴Slight Pricing Pressure
100.00%
🔴Bigger Risk Than We Thought
100.00%
139 Voti
Hin Hao Loh
Australia
21g
✅ Tariffs were necessary...
100.00%
❌ Tariffs hurt more than help!
100.00%
⚖️ Mixed - Useful but Bad?
100.00%
👀 Just see results,no opinion
100.00%
2 Voti
Hin Hao Loh
Australia
21g
Breaking: The Supreme Court has deemed Trump’s tariff decision illegal. From a market perspective, this is significant. Tariffs were effectively acting as a tax on imports, impacting everything, from business confidence/expectations to real world supply chains, (especially industrials, autos, semis,... Mostra di più Traduci

Informazioni Hin Hao Loh
Australia
Strategia: Multi-strategia

~20% Annualized Returns A Large proportion of my Liquid Net Worth is within this Portfolio
Mostra la biografia completa Traduci
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2.5K Follower

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