Hin Hao Loh
Hin Hao Loh @HowLow

Wydajność
Wszystko

-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%
Dyskusje
Hin Hao Loh
Australia
2 d
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... Pokaż więcej Przetłumacz
Hin Hao Loh
Australia
9 d
Edytowano
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... Pokaż więcej Przetłumacz
Hin Hao Loh
Hin Hao Loh udostępnił wpis za pośrednictwem Hin Hao Loh
Australia
12 d
Edytowano
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... Pokaż więcej Przetłumacz
Hin Hao Loh
Australia
3 mies.
Edytowano
🔥 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... Pokaż więcej Przetłumacz
Hin Hao Loh
Australia
12 d
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... Pokaż więcej Przetłumacz
Hin Hao Loh
Australia
16 d
🚨 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... Pokaż więcej Przetłumacz
Hin Hao Loh
Australia
16 d
Edytowano
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,... Pokaż więcej Przetłumacz
THE 2028 GLOBAL INTELLIGENCE CRISIS
www.citriniresearch.com
A Thought Exercise in Financial History, from the Future
Hin Hao Loh
Australia
18 d
📉 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... Pokaż więcej Przetłumacz
Hin Hao Loh
Australia
19 d
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... Pokaż więcej Przetłumacz
🟢 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 Głosy
Hin Hao Loh
Australia
21 d
✅ 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 Głosy
Hin Hao Loh
Australia
21 d
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,... Pokaż więcej Przetłumacz

O nas Hin Hao Loh
Australia
Strategia: Multi-strategia

~20% Annualized Returns A Large proportion of my Liquid Net Worth is within this Portfolio
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2.5K Obserwatorzy

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