Hong Lem
Hong Lem @hong199128

Performance
All

29.72%2025
2025
2.32%2024
2024
48.08%2023
2023
-20.53%2022
2022
-52.73%2021
2021
68.04%2020
2020
68.0%0%-68.0%
Discussions
Hong Lem
Ecuador
1m
Chipotle is down 15% after earnings, and most investors are escaping! But, I listened carefully to the entire Chipotle ($CMG) earnings call and this is why I think being contrarian is the smartest move right now 👇🏻👇🏻 This is one of those moments that reminds me Warren Buffett's famous advice:... Show More
Hong Lem
Hong Lem Bought $LULU @175.36
Ecuador
2m
Increasing my position un Lululemon right now!
LULU
Lululemon Athletica Inc
189.76
6.41 (3.49%)
Hong Lem
Ecuador
3m
Edited
I'm returning to share my thoughts on eToro after a pause of one year. My portfolio has a 22% return YTD, which is higher than the S&P 500 and my long-term goal of 15% annually. In this post, I'd like to share the most important moves I have made in the last 12 months and what I will do... Show More
Hong Lem
Ecuador
2y
The trading team you wished for vs. the trading team you got! 😂 A bit of humor but to be fair, they've all had their wins and losses. It's just that some of them won more when they were right than others. But what really matters is learning from every trade and keeping our eyes on the long-term... Show More
Hong Lem
Ecuador
2y
Not long ago, I read "The Man Who Solved the Market." Now reading that the father of quant investing is gone is so sad to me! Jim Simons demonstrated that it's possible to crush the market using math, and that there are many different ways to be a successful investor. Two legendary investors... Show More
Hong Lem
Ecuador
2y
This is something you should be doing to improve in any field → Documenting your process This is a snapshot of how I actively manage my watchlist of companies. Two years ago, I created this Notion template to track my investing decisions and learn from both my successes and my mistakes. In this template,... Show More
Hong Lem
Ecuador
2y
Last week was fun: ❌ 𝙏𝙚𝙨𝙡𝙖 disappointed, and its stock is up 37% so far. ✅ 𝙈𝙚𝙩𝙖 reported good numbers, and its stock is down 13% so far. Not an easy time to start investing, right? 🤣 A new earnings report week begins today, and 50% of my portfolio will be reporting. I am patiently waiting... Show More
Hong Lem
Ecuador
2y
This week marks earnings week! Are you looking forward to the results from any specific company? -- If you enjoyed the post, hit the like button ❤️ Share it with your contacts ♻️ Follow me for more 🔔 $VOO (Vanguard S&P 500 ETF) $QQQ (Invesco QQQ) $BTC $UK100 $FRA40
Hong Lem
Ecuador
2y
Do you think money can buy anything? Here are four things where having a lot of money isn't enough: 1. A Birkin bag from Hermès. Despite being highly demanded, acquiring a Birkin bag can be an odyssey. Hermès maintains its exclusivity by producing limited quantities and prioritizing long-standing... Show More
Hong Lem
Ecuador
2y
Edited
Tesla is cutting more than 10% of its headcount, but its stock price still went down by almost 6% today!!! One of the main concerns for Tesla for several quarters has been the drop in margins. Now that cost reductions will take place, and the operating and net margins would increase, Mr. Market should... Show More

About Hong Lem
Ecuador
Strategy: Value

I buy great companies when they are cheap and sell them above their intrinsic value.
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