SHOP

Shopifying Good FY 2024: The Flywheel Effect in Action

February 18, 2025 — 0 Comments

AAPL, ANET, GOOG, ISRG, MSFT, NVDA, portfolio, SHOP, TSCO, TTD, VEEV, ZS

2025 Investment Outlook Part II: US Portfolio

January 7, 2025 — 0 Comments

AAPL, action, ANET, DBS, GOOG, ISRG, MSFT, SHOP, TSCO, TTD, UOB, VEEV, ZS

Removing the Froth: Taking Profits Off Recent Rally

December 17, 2024 — 0 Comments

DBS, DHLT, Frasers Centrepoint Trust, GOOG, LULU, Mapletree Industrial Trust, NVDA, Parkway Life REIT, raffles medical, S, SHOP, TTD, UMS, United Hampshire REIT

2024 Investment Journey: Old Flames, Holding On, Letting Go, New Loves

November 29, 2024 — 0 Comments

AAPL, ANET, CRWD, ISRG, MSFT, SHOP, TSCO, VEEV, ZS

My Crystal Ball “zun bo” 2024: US Edition

November 25, 2024 — 0 Comments

ANET, SHOP, TTD

Fast Growers Shine Again: Arista Networks, Shopify, The Trade Desk

November 14, 2024 — 0 Comments