Zechariah Bin Zheng
Hell World: ๐—ช๐—ต๐˜† ๐—ฑ๐—ผ ๐˜†๐—ผ๐˜‚ ๐—ฐ๐—ผ๐—ฝ๐˜† ๐—บ๐—ฒ? + ๐—ฃ๐—š๐—ฅ๐—˜ ๐˜‚๐—ฝ๐—ฑ๐—ฎ๐˜๐—ฒ + ๐—จ๐—ฆ ๐—ฑ๐—ผ๐˜„๐—ป๐—ด๐—ฟ๐—ฎ๐—ฑ๐—ฒ ๐—ฒ๐˜…๐—ฝ๐—น๐—ฎ๐—ถ๐—ป๐—ฒ๐—ฑ This week Iโ€™m sharing 3 things: A quick poll โ€” help me serve you better The truth behind the US downgrade Big win and update on $PGRE (Paramount Group Inc) ________________________________________________________ ๐—ง๐—Ÿ;๐——๐—ฅ: Iโ€™m running a poll to understand what you value most. Please vote or comment! The US downgrade isnโ€™t a big deal in the long run. Donโ€™t panic. $PGRE (Paramount Group Inc) jumped 18% on value-unlocking news. We took profits and rebalanced. ________________________________________________________ ๐Ÿญ. ๐—ช๐—ต๐˜† ๐—ฑ๐—ผ ๐˜†๐—ผ๐˜‚ ๐—ฐ๐—ผ๐—ฝ๐˜† ๐—บ๐—ฒ? ๐Ÿค” This isnโ€™t just curiosity โ€” I want to know where to focus my time to serve you better. - Iโ€™ve been on eToro for 9 years. Along the way, Iโ€™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 โ€” even late at night ๐Ÿ˜… - Posted long-form videos and podcast interviews - Explained what Iโ€™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) Andโ€ฆ I genuinely try to be a good guy Please do fill in the poll or just drop a comment if thereโ€™s another reason โ€” Iโ€™d love to hear it. ________________________________________________________ ๐Ÿฎ. ๐—จ๐—ฆ ๐——๐—ผ๐˜„๐—ป๐—ด๐—ฟ๐—ฎ๐—ฑ๐—ฒ! ๐—ง๐—›๐—˜ ๐—ฆ๐—ž๐—ฌ ๐—œ๐—ฆ ๐—™๐—”๐—Ÿ๐—Ÿ๐—œ๐—ก๐—š? ๐Ÿ›๏ธ Fitch is the last of the big 3 rating agencies (S&P, Moodyโ€™s, Fitch) to downgrade the US. Does this mean the US canโ€™t repay its debt? Technically yes โ€” but it doesnโ€™t need to. As Ray Dalio puts it: countries that borrow in their own currency wonโ€™t default like those that borrow in someone elseโ€™s. As long as the US dollar remains the worldโ€™s reserve currency, the downgrade doesnโ€™t change much. But markets might react short-term โ€” so donโ€™t panic. ________________________________________________________ ๐Ÿฏ. ๐—š๐—ฟ๐—ฒ๐—ฎ๐˜ ๐—ป๐—ฒ๐˜„๐˜€ ๐—ผ๐—ป $๐—ฃ๐—š๐—ฅ๐—˜! ๐Ÿข๐Ÿ’ผ Paramount Group ($PGRE (Paramount Group Inc)) announced it's exploring strategic alternatives โ€” that usually means looking to unlock value for shareholders. This is exactly the reason we bought it: the market wasnโ€™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. ๐—”๐—ป๐—ฎ๐—น๐˜†๐˜€๐˜ ๐—ป๐—ผ๐˜๐—ฒ๐˜€: Evercore says PGREโ€™s NAV per share is between $8.03 and $12.75 They raised their price target from $4.50 to $8 โ€” thatโ€™s a 48% upside from Mondayโ€™s price Letโ€™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
100.00%
Real-world & academic exp
100.00%
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