Zechariah Bin Zheng @FundManagerZech: "Hell World: 𝗪𝗵𝘆 𝗱𝗼 𝘆𝗼𝘂 𝗰𝗼𝗽𝘆..."

Australia

Hell World: 𝗪𝗵𝘆 𝗱𝗼 𝘆𝗼𝘂 𝗰𝗼𝗽𝘆 𝗺𝗲? + 𝗣𝗚𝗥𝗘 𝘂𝗽𝗱𝗮𝘁𝗲 + 𝗨𝗦 𝗱𝗼𝘄𝗻𝗴𝗿𝗮𝗱𝗲 𝗲𝘅𝗽𝗹𝗮𝗶𝗻𝗲𝗱 This week I’m sharing 3 things: A quick poll — help me serve you better The truth behind the US downgrade Big win and update on $PGRE (Paramount Group Inc) ________________________________________________________ 𝗧𝗟;𝗗𝗥: I’m running a poll to understand what you value most. Please vote or comment! The US downgrade isn’t a big deal in the long run. Don’t panic. $PGRE (Paramount Group Inc) jumped 18% on value-unlocking news. We took profits and rebalanced. ________________________________________________________ 𝟭. 𝗪𝗵𝘆 𝗱𝗼 𝘆𝗼𝘂 𝗰𝗼𝗽𝘆 𝗺𝗲? 🤔 This isn’t just curiosity — I want to know where to focus my time to serve you better. - I’ve been on eToro for 9 years. Along the way, I’ve: - Stayed consistent through up and down markets - Delivered smaller drawdowns (when the market dropped 12%, we were down only 6%) - Shared updates when things get rough (YouTube + posts) - Answered every comment — even late at night 😅 - Posted long-form videos and podcast interviews - Explained what I’m investing in and why - Found ideas others overlook - Worked in real-world investing (buy side, sell side, fund-level exposure) - Hold a Master's in Finance - Am a Mensa member (but try not to be annoying about it) And… I genuinely try to be a good guy Please do fill in the poll or just drop a comment if there’s another reason — I’d love to hear it. ________________________________________________________ 𝟮. 𝗨𝗦 𝗗𝗼𝘄𝗻𝗴𝗿𝗮𝗱𝗲! 𝗧𝗛𝗘 𝗦𝗞𝗬 𝗜𝗦 𝗙𝗔𝗟𝗟𝗜𝗡𝗚? 🏛️ Fitch is the last of the big 3 rating agencies (S&P, Moody’s, Fitch) to downgrade the US. Does this mean the US can’t repay its debt? Technically yes — but it doesn’t need to. As Ray Dalio puts it: countries that borrow in their own currency won’t default like those that borrow in someone else’s. As long as the US dollar remains the world’s reserve currency, the downgrade doesn’t change much. But markets might react short-term — so don’t panic. ________________________________________________________ 𝟯. 𝗚𝗿𝗲𝗮𝘁 𝗻𝗲𝘄𝘀 𝗼𝗻 $𝗣𝗚𝗥𝗘! 🏢💼 Paramount Group ($PGRE (Paramount Group Inc)) announced it's exploring strategic alternatives — that usually means looking to unlock value for shareholders. This is exactly the reason we bought it: the market wasn’t pricing the value of their office assets properly. Stock popped 14% on the news Another 4% gain yesterday We exited one of our recent buys at around 47% profit Trimmed the rest to stay under my exposure limit for a thesis of this conviction I like the setup, but I'm still managing risk. 𝗔𝗻𝗮𝗹𝘆𝘀𝘁 𝗻𝗼𝘁𝗲𝘀: Evercore says PGRE’s NAV per share is between $8.03 and $12.75 They raised their price target from $4.50 to $8 — that’s a 48% upside from Monday’s price Let’s see how this plays out, but great result so far.

9 yrs track record & returns

100.00%

Risk focus: lower drawdowns

100.00%

Clear updates, replies,content

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Real-world & academic exp

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PGRE

Paramount Group Inc

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