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…

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…

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

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…

Hainan chicken rice is a hearty dinner dish for the whole family. With this pack from Prima Taste (which you can find i…

If you are looking for something to do in Sydney in Oct, sign up for the 7 Bridges Walk. It is a fund raising event for…

Following the govt CGT change and the June (26) sell off, my view is the junior miners present prospective investment o…

Let's call this place a novelty something to do if you happen to be around Ubud in Bali. By the way, because it is in B…

In investing, heaven and hell is only separated by a thin line. In the case of Tencent Music, it went from the industry…