SoloFIRE

SoloFIRE
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Unreasonable Decline of Amazon Stock

AMZN 2025 Q1 stock fair value $251. I have been heavily buying Amazon stock recently as the stock declined significantly due to tariff uncertainty.

SoloFIRE

Portfolio UpdatePortfolio Update

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May 06, 2025

$718K Portfolio - 2025 April Update, Berkshire Meeting

Coming back from my first Berkshire annual meeting, my beliefs in the power of investing has been further deepened. I met two guys who bought BRK-A shares for less than $10,000...

SoloFIRE

Covered Stock Valuation and AnalysisCovered Stock Valuation and Analysis

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Apr 24, 2025

Google Reported Surging Profits in Q1

Google 2025 Q1 stock fair value $203. Google reported a $90.2 billion revenue and $2.81 EPS for Q1 2025, a 12% and 49% YoY increase.

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Portfolio UpdatePortfolio Update

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Apr 02, 2025

$692K Portfolio Update - March 2025

The uncertainty continues in the financial markets with escalating trade conflicts between the US and its trading partners. There will be inflation and damage to the economy to some extents but it is still too early to tell. It is also likely that some tariffs may be delayed or cancelled as countries start to negotiate trade deals with the US.

SoloFIRE

Portfolio UpdatePortfolio Update

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Mar 01, 2025

$747K Portfolio Update - Feb 2025

A new stock was added to the portfolio in additional to many other buys.

SoloFIRE

Covered Stock Valuation and AnalysisCovered Stock Valuation and Analysis

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Feb 14, 2025

Brookfield Corp Earnings Grew 20% Plus in Q4

Updated BN 2024 Q4 stock fair value $67.18 (CA$92.4). BN reported Q4 distributable earnings before realization (DE) increased to $1.498 billion, up 24% from $1.21 billion reported last year. The DE per share for the full year 2024 was $3.07, up 15% from $2.66 in 2023. This gives BN a P/DE ratio of only...

SoloFIRE

Portfolio UpdatePortfolio Update

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