Doug

Harrow reported Q2 result... Quick update post Q2.. Few points: 1. If we just look at the P&L, it was ugly. Sales only grew 3% in 1H. Profi…

Conclusion is I would hold the position. If your view is AI capX stays strong in 2027, the aggressive move is to add to…

Gold has bounced to around US$4400. The aussie small cap gold miners have been particularly tough in recent months. Sen…

In the past month, I also finished My Royal Nemesis and Fifties Professionals. They were OK but felt like drag at times…

Life is always so hectic. So many things going on. Sometimes, it is good to take a break and slow down and take in the…

The stock has pulled back recently.... Writing up my latest thinking on Matsa. Background and financial Matsa is clearl…

It is interesting to see the gold price jumped to almost US$4300 in the past few days. There are now chatters that gold…

I lasted only a week and a day after enrolling in the Certificate IV in Web Development. Yet, I think it is worth shari…

Look at this headline, USA and Japan worked together to prop up the yen. See Pic 2. The ¥ (as a currency) has weakened…

I have this saying... If one wants to lose faith in the human race, find a tradie online. We built our house some time…

Last week, Energy Australia had to fix something in the network in the area. It cut and restored power in the same day.…

Since the last update, Bitdeer has dropped to around $9. Looking at the semi stocks, the AI trade has run out of puff a…

I was posting I would top up the Hynix/Samsung a few weeks ago, when they were down 20% from the peak. Now, Hynix is do…

We went to Daniel Hotpot (大牛老火锅鲜切) to celebrate. It was a rock solid hotpot experience. Comparable to Fresh Beef Hotpot…

If you are looking for K-dramas to watch, here is my list (not in any order) without some of the obvious ones: While yo…