To The Moon

What Berkshire (or its managers) presumably like 1. Stable subscription-based business Sirius XM has a large base of recurring revenue from subscriptions (satellite radio plus Pandora streaming) rather than one-time sales. Analysts note that over 70-75% of their revenue is subscription based. For a value investor who likes predictability, that’s a plus. 2. Attractive valuation and “margin of safety” The stock was trading at a relatively low multiple (for a business with stable cash flows) when Berkshire began significantly ramping up the position. For example, one write-up noted the shares were trading at about 8× earnings at that time. Value investors like Buffett often say: buy when others are fearful. 3. Large stakeholder position / potential influence / capital return Berkshire holds ~

SREITs are typically used for dividend generation and any capital gain is seen as a bonus. So, for me, I choose my reit based on dividend and whether the DPU can at least be sustained. The DPU needs to at least be the same over the years and ideally even increase over the years. Of course, the last 4 years have been brutal for SREITs due to the rate hikes. However, this is usual temporal and affects across sectors. Other than DPU, I look at gearing ratio and occupancy rates and lease durations as well as the breakdown of the tenants. These will give me an idea of how healthy the balance sheets are and will remain so, and not being vulnerable to a single major tenant. Geographical location of the properties also give an idea of potential geopolitical risks. I think the real cash cows

$Coinbase Global, Inc.(COIN)$ upcoming fiscal Q3 2025 earnings is scheduled for release after market close on Thursday, October 30, 2025. The core narrative for this report will be a test of whether explosive Q3 growth in crypto trading volume can translate into durable profits, or if it's being offset by margin pressure and fee compression. Key Analyst Estimates (The "Beat/Miss") This is the baseline for the initial stock reaction. Wall Street is expecting a very strong quarter, driven by the resurgent crypto volatility and altcoin rally seen from July to September. Consensus EPS: $1.06 per share (compared to $0.62 in Q3 2024) Consensus Revenue: $1.70 billion to $1.74 billion (up ~44% year-over-year) A "beat" or "miss" on these two headline numbe

🌟🌟🌟Morgan Stanley's Vintage Value  List is built through a rigorous blend of fundamentals and quantitative analysis.  Now in its 16th year, its key markers include macro exposure, industry positioning, valuation metrics and a detailed risk reward profile. This list isn't just a screen.  It is a curated road map for investors, designed to spotlight mid to large cap stocks expected to deliver superior risk adjusted returns over a 12 month horizon. For me, this list offers a structured way to zero in on great value stocks to add to my watch list. Repeat appearances like Walmart and Boston Scientific signal durable and consistent performance across cycles. It is a good starting point as it points to potential stocks to invest but ultimately it is up me to do my own due diligenc

$Mapletree Ind Tr(ME8U.SI)$   Mapletree Industrial Trust DPU down 5.6% y-o-y to 3.18 cents for 2QFY2025/2026. Excluding divestment gains, the decline in DPU for 2QFY2025/2026 would be 2.2% y-o-y and 1.8% y-o-y for the first half of the year.Average overall portfolio occupancy was 91.3% in 2QFY2025/2026, marginally lower than the previous quarter of 91.4%.As at Sept 30, the weighted average lease to expiry stood at 4.6 years. As at Sept 30, total borrowings reduced to $3,134.3 million as divestment proceeds were used to pare down debt. 👍 Aggregate leverage ratio reduced to 37.3% as a result.👍

$Mapletree Ind Tr(ME8U.SI)$    Gross revenue and net property income for 2QFY25/26 decreased by 6.2% and 7.8% year-on-year to S$170.2 million and S$124.0 million respectively. This mainly reflected the reduced income from the portfolio divestment of three industrial properties in Singapore (the “Singapore Portfolio Divestment”) on 15 August 2025 as well as the lower contribution from the North American Portfolio from non-renewal of leases and the depreciation of USD against SGD. The decline was partially moderated by higher contributions from the freehold mixed- use facility in Tokyo acquired on 29 October 2024, and the completion of the final phase of fitting-out works of the Osaka Data Centre on 2 May 2025. Consequently, the Distrib

🦁 Lion-Phillip S-REIT ETF Roars Back: Hidden Alpha in Singapore’s Dividend Supercycle 👑 After two years in the shadows, S-REITs are quietly making a comeback — and Lion-Phillip S-REIT ETF ($LION-PHILLIP S-REIT(CLR.SI)$ ) is emerging as the most strategic way to ride it. As global central banks prepare for a pivot toward easing, yield assets are back in play. Yet while traders chase AI and tech hype, long-term capital is already repositioning into defensive yield with cyclical upside — and that’s exactly where Singapore’s REIT market sits. The question is: will the Lion-Phillip S-REIT ETF lead the next phase of Singapore’s dividend supercycle? --- 💰 1️⃣ A Quiet Giant in the Singapore Market The Lion-Phillip S-REIT ETF isn’t flashy — but it’s

Palantir Is +160% YTD. What Its Chart Says Ahead of Earnings $Palantir Technologies Inc.(PLTR)$   will report Q3 results next week as the security-software firm is enjoying roughly 160% year-to-date gains that have pushed its stock to all-time highs. Let's see what its chart and fundamentals say. Palantir's Fundamental Analysis PLTR plans to release earnings after the closing bell on Monday, with the Street currently looking for $0.17 in adjusted earnings per share on about $1.1 billion of revenue. This would represent a 70% year-over-year gain in adjusted EPS, as well as more than 50% in y/y sales growth. If those numbers prove true, then the sales growth would represent the steepest year-over-year revenue

Buckle up, investors – the Fed just unleashed a 25bps rate cut, slamming rates to 3.75%-4.00% and declaring quantitative tightening dead as of December 1. That's a massive liquidity injection straight into the veins of the economy, fueling risk assets like never before. Powell threw some cold water, insisting a December cut isn't locked in amid economic uncertainties, but the market shrugged it off with fresh records. The S&P 500 clawed to 6898, up 0.10% in a volatile session, while the Nasdaq surged 0.55% to 23,958, powered by tech giants digesting earnings beats. Dow dipped slightly to 47,632, down 0.16%, but overall breadth screams resilience despite mixed signals. Nvidia's the rocket fuel here – blasting past $5 trillion market cap on stellar data center revenue exploding to $115 b

The Super Earnings Week of the Big Five tech giants is here! $Apple(AAPL)$ and $Alphabet(GOOG)$ already hit their all time highs. These two stocks have strong confimed bullish sentiment from the market now. AAPL has continuously beaten expectations in all the trailing four quarters with the earnings surprise being 6.2%, on average. AAPL’s iPhone sales is likely to rise. AAPL’s Services business aka App Store also continues to be popular with an expanding installed base of devices. Apple presently has more than 1 billion paid subscribers, showing 12.3% growth on a year-over-year basis. Apple is gaining 30% in its market share in the PC market. Apple’s AI push has also aid AAPL’s prospects. However, AAPL st