Attempted Thoughts

Sign in Subscribe

Attempted Thoughts

Attempted Thoughts

Singapore

This is my way of empire-building. I desperately believe that capital is the route to power, and that survival demands we own our own capital. I think culture informs part of political economy.

Aggressive Growth Portfolio Construction

Aggressive Growth Portfolio Construction

I want to lay out what I think can be a good portfolio to create, and what the strategy would be. This assumes that the personal finance of the investor is already settled and that general diversification has been attained via other means. The core goal would be to develop

Take-Two Interactive: A Strong Speculative Case

Take-Two Interactive: A Strong Speculative Case

T2 is a bit of a personal favourite of mine and something I'd like to look at. The investment case is that the release of GTAVI will still outperform and lead to strong earnings growth. It will not only outperform, but completely dominate in the sense that blockbusters

Adobe (ADBE) DCF Analysis

Adobe (ADBE) DCF Analysis

I run a two stage discounted cash flow model for Adobe, since it is one of my holdings and I want to validate it. On assumptions, I take historical rates and other consensus estimates: * Discount rate: 8.34% * I set EBIT to be at a steady growth rate of 10%

Novo Nordisk A/S Quick DCF

Novo Nordisk A/S Quick DCF

Novo Nordisk is something I currently hold and so I ran a quick DCF to check base bottom-up valuations. I see that the GLP-1 drug innovation is being competed away by patents and peers such as Eli Lily. I also view that trends will not continue as we enter a

Rapid Reports: 5 Stocks To Buy

Rapid Reports: 5 Stocks To Buy

Here are some stocks I've preliminarily screened for. The focus is on value and buy-hold strategies. Further due diligence is incoming from this longlist. Primary Picks Meta Meta stands at below consensus valuations, with a potential upside of around 10%. While that is fairly large for its already

Market outlooks and 2025-2026 forecasts

Market outlooks and 2025-2026 forecasts

The recent pass saw the Fed hiking rates post-pandemic. Mostly, in order to tame inflation. Growth has slowed in the years since the post-pandemic boom, especially by 2024. We are now in a state of slower growth and rates being held steady. We also face policy uncertainty as tariff rates

Opportunities in Europe as it re-organises: America is actively withdrawing

Opportunities in Europe as it re-organises: America is actively withdrawing

I see that changes in the world order will lead to a re-organisation of the global financial system. I want to explore how I see Europe as a new rising centre for political institutions, and how that leads to greater opportunities for financial markets and public markets investing. I also