Investor | $3M personal portfolio | 25–30% CAGR over 8 years. I write about earnings, valuation & long-term compounding. Not financial advice
Singapore
Joined July 2025
- Tweets1.2K
- Following203
- Followers463
- Likes386
Pinned Tweet
Never be ashamed of borrowing ideas. In fact, you will rarely find investing ideas which no one has thought before.
Work is building the conviction. You cannot borrow that. Put that effort.
Always create a mentality of learning. Never be ashamed of your mistakes. Own it and move on. Investing is a forgiving business as long as you play within certain rules. Even the best are right just 60% of time.
With time, I have evolved my investing philosophy.
I appreciate diversification more.
I appreciate management incentives more.
I understand moats better.
I understand risk return better.
I understand portfolio allocation.
But there's still a lot to learn and never let people like these pull you down.
Be humble. Stay hungry. Never give up.
Our NGP Pilot Plant is demonstrating consistent, repeatable performance across changing polyolefin feed compositions. 👉 investors.adurocleantech.com…
The latest 75-hour campaign processed approximately 758 kilograms of polymer across three controlled blends, progressing from 100% polypropylene to higher polyethylene content, with product-quality indicators consistent with prior campaigns. After changes in process conditions, the system returned to target operating conditions approximately two hours sooner than in the comparable prior run, a measurable indication of improving process control.
Saipem is already receiving NGP operating data as part of Early Works engineering for our FOAK Program at @Chemelot. We expect the next stage to include longer campaigns using waste-plastic materials from prospective FOAK feedstock partners.
$ACT.TO $ADUR #CleanTech #EcoInnovation #ChemicalRecycling #PlasticRecycling
ALT Graphic that reads: "Aduro Reports 88.8% to 90.8% Condensable Hydrocarbon Yield Across Changing Polyolefin Feeds in 75-Hour NGP Campaign". An image below shows workers in hard hats working with the pilot plant.
New interview from $ROOT CEO Alex Timm
A few observations:
1. You can tell Root is confident in their market position and that they're leading from a position of strength
2. Root is telling their story more. Momentum will come back with a good quarter.
roundtable100.com/asset/root…
And the CEO buys in as well. Don't bet against them betting their own money. Time will tell. I'm bullish $BABA
This $BABA sell off does not make much sense to me. They are basically diluting a ~3.5% to raise some money in HK for international cloud expansion as they can't use their RMB local cash. The management has already stated the strong ROI (2.5-3 yr break even).
Buying opportunity imo. We'll add.
I see all the chatter about $RDDT and yes if you look at the metrics it looks like a great business with strong moat today. But, the whole discovery funnel works on the new user to land on the reddit webpage, scroll and read through the answers he is searching for and then start engaging. If the top of the funnel, the discovery phase, is fundamentally changing due to how users are discovering answers, doesn't that change the Reddit thesis? This hasn't happened yet, but 10 years down the line, what is to say - people will fundamentally shift the way they consumer search.
The Compound Atlas retweeted
$TEM this is going to $60
This is not revenue growth, this is revenue growth growth (double derivative) and this is rising exponentially.
Cloud is now ~20% of the business.
$BABA
Between Alicloud and quick commerce is $BABA 40% revenue growing at 45%. Let that sink in.
By the way, management just stated that cloud business is further going to accelerate!
The Compound Atlas retweeted
Congratulations to @moderna_tx and @Merck on today’s positive Phase 3 results for INTerpath-001, a major milestone for melanoma treatment and the future of more personalized care.
We are proud to partner with Moderna in support of this important program, and we’re excited to see this work continue to advance for patients.
merck.com/news/merck-and-mod…
Root Founder & CEO Alex Timm joined @BloombergTV yesterday to talk about how Root is driving disciplined, long-term growth and redefining risk through real-time vehicle data and national expansion. Catch the conversation starting at 34:54. youtu.be/ykTB93uPnrM?si=zQwb…
