Why Baozun ($BZUN (Baozun Inc-ADR)) is Our Newest Asymmetric Deep-Value Play π¨π³
The Ultimate Micro-Cap Turnaround: Why I Just Added Baozun ($BZUN) to the Portfolio
Our +164.75% compounded return is driven by one core philosophy: find great companies undergoing massive, structural transformations... Show More
Grab Holdings ($GRAB) π΅
The Thesis: The market still treats Grab like an unprofitable tech startup. In reality, it has engineered a massive financial turnaround, making it a textbook deep-value multibagger opportunity.
π Cold, Hard Fundamentals:
True Profitability: Grab successfully flipped its... Show More
Navigating the Chaos in Super Micro Computer $SMCI (Super Micro Computer, Inc) ποΈ
When Deep Value Meets Hyper-Growth: Why I am Buying the Volatility in
Our +164.75% compounded return wasn't built by buying safe, boring assets when everything was peaceful. It was built by stepping into high-conviction,... Show More
Why Nu Holdings ($NU (Nu Holdings Ltd.)) is a Textbook Deep-Value Multibagger π§π·
The Anatomy of a Deep Value Winner: Why Iβm Loading Up on Nu Holdings ($NU)
If you want to know how we hit a +164.75% compounded return since 2023, it is by buying high-quality growth juggernauts when the market panics... Show More
Why 2024 (+10.5%) Was My Most Important Trading Year π‘οΈ
When looking at my track record, everyone asks about the massive +58% in 2023 or our current +24.5% run in 2026. But if you want to know who I am as an investor, look at 2024.
In 2024, the market went through brutal sector rotations. High-flying... Show More
How I Target Multibaggers (+164.75% Compounded)
How (+164.75%) Compounded Returns Happen: The Multibagger Strategy π
Many traders chase short-term hype, meme stocks, or abuse dangerous leverage. That is a quick way to blow up an account.
My strategy is different. I hunt for Deep Value Multibaggers.
I... Show More
Hi Investors
We've had a rough day yesterday, the nasdaq dropped 5%!! Ive noticed people pull money out from the copy which is unreasonable... these are the days that we keep cash aside to put money into the already undervalued stocks so that when the market recovers we actually beat the market.... Show More
Hi Guys
Just wanted to post today regarding our tiny position in $NBIS (Nebius Group NV) that I've let to run and we are sitting over 460% in profits with it. Im really glad that we have seen quiet a few multi baggers and we are holding on this one till the end. We have over 33% in our cash reserves... Show More
$NU (Nu Holdings Ltd.) vs $SOFI (SoFi Technologies Inc)
This comparison is getting more attention lately.
The revenue comparison alone is interesting.
But what really stands out is:
$NU is trading at roughly half the P/E.
Of course, markets donβt price stocks on revenue alone.
Growth... Show More
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Mon Jun 15 2026 09:32:21 GMT+0000 (Coordinated Universal Time)