Gilbert Ong
Gilbert Ong @RetireWealthy

Performance
All

-3.88%2026
2026
15.59%2025
2025
30.83%2024
2024
10.75%2023
2023
30.8%0%-30.8%
Discussions
Gilbert Ong
Gilbert Ong
Germany
1mo
Edited
Software Sell-Off Anthropic is keeping its new "Claude Mythos" model private due to its sheer power. This has triggered another wave of panic-selling in software stocks. However, I believe the market is being irrational about these picks: 1. Intuit $INTU (Intuit Inc) The Moat: Trust. Tax... Show More
Gilbert Ong
Gilbert Ong
Germany
1mo
Edited
$MSFT (Microsoft) - It is super rare to see Microsoft at this oversold level and at this valuation. At least in the last 10 years! Buying the dip! $QQQ (Invesco QQQ) $SPY (State Street SPDR S&P 500 ETF)
Not investment advice. The author may have financial interests in the mentioned instruments.
Gilbert Ong
Gilbert Ong
Germany
2mo
I’ve been sitting on the sidelines for a while, but this dip is getting hard to ignore. I’m looking to add some capital soon. Many of these companies are still growing their fundamentals despite being well off their highs; the only thing that’s really changed is the macro sentiment. It’s a perfect reminder... Show More
Gilbert Ong
Gilbert Ong
Germany
2mo
- Netflix Backs Out of Warner Bros. Bidding, Paramount Set to Win - In a stunning twist, Netflix is declining to raise its bid for Warner Bros., positioning David Ellison’s Paramount as the winner in the battle for the fabled studio. Netflix co-CEOs Ted Sarandos and Greg Peters released a statement... Show More
Gilbert Ong
Gilbert Ong
Germany
3mo
Money is not leaving the market but simply rotating. Right now, software companies are getting wrecked because of AI disruption fear. Rightfully so for many software companies AI is a big threat. But this sell off in software companies presents a good buying opportunity in some of the strongest companies... Show More
Gilbert Ong
Gilbert Ong
Germany
3mo
Google Translate just leveled up, and Duolingo should be worried. Google has quietly transformed Translate into a full-scale language coach. With new daily goals and interactive AI roleplay, they’ve bridged the gap between "looking up a word" and "learning a language." The real... Show More
Gilbert Ong
Gilbert Ong
Germany
3mo
Edited
The last few days were rough for $MSFT (Microsoft) and still is. However I keep coming back to its strong business fundamental. This is now my heaviest position to this date. The stock price has traced back from 2 years ago. Yet, the company has improved since then. Yes, there is a lot of uncertainties... Show More
Gilbert Ong
Gilbert Ong
Germany
5mo
Who do you think will eventually gets to buy $WBD (Warner Bros Discovery Inc)? $NFLX (Netflix, Inc.) $PSKY (Paramount Skydance Corp)
Not investment advice. The author may have financial interests in the mentioned instruments.
Netflix
100.00%
Paramount
100.00%
47 Votes
Gilbert Ong
Gilbert Ong
Germany
5mo
πŸ“ˆ Portfolio Update and Investment Rationale Dear Copiers, I'm pleased to share that we are once again approaching all-time high performance in the portfolio. The recent market turbulence provided a valuable stress test, revealing which stocks were potentially overcrowded given the speed and magnitude... Show More
Gilbert Ong
Gilbert Ong
Germany
6mo
Edited
$GOOG (Alphabet) $GOOGL (Alphabet Inc Class A) amazing how the sentiment changed so fast. I remember two guests from CNBC not so long ago calling Google the next $EBAY (eBay) and the one other one saying Google can't compete with OpenAI. It is also nice to see the CEO of $CRM (Salesforce Inc) recognizing... Show More

About Gilbert Ong
Germany
Strategy: Value

Investing on high quality, often monopolistic businesses and let it compound over time.
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37 Copiers
1.6K Followers

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