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EQB Reported Significant Profit Decline in Q3
EQB has been going through a challenging period recently, and the Q3 results indicate that the company is moving further in the wrong direction. After the 10% correction, the stock seems to be trading at fair value, however, the change of CEO and management team has made me less confident about the stock



$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.


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.








