SoloFIRE

Achieve FIRE just by yourself through simple investing, no hustling, no online businesses, and enjoy life.

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Jun 16, 2025

Get Started

You will find useful information in this post to help you find my contents and get started with investing.

SoloFIRE

Jun 18, 2025

Referrals

Get free money using my referral links and support my work🙏

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CSU Delivered Robust Growth in Q2

Constellation Software (CSU) reported a 15% revenue growth in Q2 and 20% growth in free cash flow which is now US$10.37 per share. The stock is now trading at a 45 price-to-free-cash-flow ratio, which is undoubtedly a premium valuation.

SoloFIRE

Covered Stock Valuation and AnalysisCovered Stock Valuation and Analysis

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Aug 10, 2025

BN Reported Q2 Earnings Surge

In Q2 BN reported 13% distributable earnings (DE) growth before realizations, which is slower than the 20% projected by the management. The figure for the last 12 months is 21%, higher than the guided growth rate which is great to see.

SoloFIRE

UNHUNH

+3+3

Aug 06, 2025

$805K Portfolio Update - July 2025

My portfolio grew by about 1.3% in July, reaching a new all time high. Entering the earnings season, many of my companies has reported strong earnings, contributing to the portfolio growth. I am also disclosing my international stock holdings for the first time.

SoloFIRE

Covered Stock Valuation and AnalysisCovered Stock Valuation and Analysis

+1+1

Aug 04, 2025

Amazon's Business Grew Nicely in Q2

AMZN 2025 Q2 stock fair value $263. Amazon stock was sold off 8% after reporting Q2 earnings, which I believe is an overreaction of the market. As usual, the market puts its focus on the short term performance, creating opportunities for long-term investors like us.

SoloFIRE

Covered Stock Valuation and AnalysisCovered Stock Valuation and Analysis

+1+1

Jul 28, 2025

Google Stock is Now the Largest Holding of My Portfolio

At a forward P/E below 20 with consistent double-digit revenue growth, robust operating cash flow, and a strong balance sheet, Alphabet remains attractively priced even near record highs. My total investments in Google stock...

SoloFIRE

Portfolio UpdatePortfolio Update

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Jul 02, 2025

$790K Portfolio Update - June 2025

My portfolio advanced about 5% in June, reaching its highest level since February. The market continues to rise despite escalating conflicts in the Middle East. Once again, we are reminded of the difficulty of market timing.

SoloFIRE

FIRE TutorialFIRE Tutorial

Jun 23, 2025

Step-by-step Smith Maneuver Guide

Smith maneuver is a strategy of pre-paying your mortgage, then taking out the pre-paid amount out via a HELOC and use it for investment, effectively making your mortgage interests tax deductible.

SoloFIRE

Jun 18, 2025

Referrals

Get free money using my referral links and support my work🙏

SoloFIRE

Jun 16, 2025

Get Started

You will find useful information in this post to help you find my contents and get started with investing.

SoloFIRE

Covered Stock Valuation and AnalysisCovered Stock Valuation and Analysis

+1+1

Jun 16, 2025

Meta Delivered Explosive Growth in Q1

Meta beat Q2 earnings and the stock has completely recovered from the tariff crisis, is the stock a buy now, and what is the growth driver behind this social media behemoth?

Covered Stock Valuation and AnalysisCovered Stock Valuation and Analysis

+1+1

Jun 07, 2025

Salesforce Stock Looks Cheap

Salesforce 2026 Q1 stock fair value $347.9. Salesforce recently reported earnings with the following highlights...

SoloFIRE

Portfolio UpdatePortfolio Update

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Jun 02, 2025

$750k portfolio update - 2025 May

The stock markets have recovered significantly from the tariff lows in May. As small individual investors, we have no control over whatever happens in the political or economical environment, but that doesn’t matter as long as ...

SoloFIRE

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