Uniqure dropped 37% yesterday following its 4-year data update on AMT-130 for Huntington. My base case remains AMT-130 will be approved. No…

Came across this from Jefferies....There will be problems with AI as a theme one day..... Key Takeaways from Meeting wi…

I have held Oracle for well over 10 years. I finally sold last week. Key reason was, in the world of AI, Oracle is beco…

Talk about a roller coaster. Conclusion is Matsa lives to fight another day. Quick recap = 14th September - Matsa annou…

Went to Fujitori over the wkend. It was full at 6:45 on Satuday. Lucky, we made a reservation. Overall, it is different…

Stock has been weak. Two updates worth commenting. Broadly, these two pieces of news were negative. The investment case…

The stock has been VERY weak so far in 2026. Three reasons: 1) It is seen as a software internet stock - can AI disrupt…

These two articles (BBC + CNBC) are worth a read: https://www.bbc.com/news/articles/c14dpgm0rg4o https://www.cnbc.com/2…

Oracle has been a battle ground stock. The stock halved due to concerns about its balance sheet + very aggressive capX…

This is a truly rare recommendation from me. Background is I have never cooked in my life. I can "cook" instant noodle…

If you are thinking about investing in private credit, this article is worth a read: https://www.afr.com/property/resid…

A key part of investing is to figure out the positioning and consensus. When it comes to macro overlay, it is a crap sh…

Remember this is NOT investment advice. Do your own research. Just sharing some broad brush ideas. Let me outline my hy…

Before we start, something worth pointing out. MV of Chanjet is only Rmb1.2bn. It has net cash of Rmb1.3bn. Basically,…

I came across AALIA while looking for a good Middle Eastern restaurant in Sydney and decided to try it after seeing the…