TUB Assert - Tesla's Megapack Opportunity in the Solar Boom

In the course of my work, I have seen a sudden new strength and demand in the solar industry around late March to April of this year. This new demand is highly likely a realization after the Russia-Ukraine war. I still remember, after that realization, I checked the silver price. Technically, it was up year-to-date. Silver Price. Source: This was the same scenario for the silver mining companies. The previously undervalued ones had also gone up along with the silver price. Oh...If you still don’t know, silver is one of the main raw materials for solar panels. In fact, one of the main industrial uses for silver is in solar panels. Thus, I moved on from them and started looking at solar panel manufacturers and related companies in the industry. To be honest, their year-to-date charts did not show that they had risen significantly. But I remembered finding them too expensive from a valuation perspective. Basically, none of them had shown a significant fall from grace. Solar

TUB Path To 100% - May 2023

It has been some time since I last posted here, but rest assured that I have not been idle. For those who have been following my social media, you are likely aware that I recently authored a few articles on Seeking Alpha (Shared within this post) . If you haven't already, I invite you to follow me on my Seeking Alpha profile . Moving forward, my focus will be primarily on writing for Seeking Alpha, as it presents a fantastic opportunity for me to aim for the highest possible return in the shortest amount of time. However, I do plan to keep TUBInvesting alive and active. After all, it is where I began my journey . Going forward, I will be publishing 2 articles on TUBInvesting each month as part of two new series. The first series will be a monthly update, TUB Path To 100%.  It will document my journey towards recovering back to portfolio of 100%. The second series, TUB Assert , will feature special write-ups on companies, industries, or views that I find particularly compelling. As

Can Jay Chou Save GHY Culture and Media in FY2023?

If you are an investor interested in the media industry, you should consider GHY Culture and Media (SGX: XJB), which produces numerous dramas and films in countries like China, Singapore, and Malaysia. GHY's content is also featured on major video streaming platforms and TV networks in China. Additionally, the group has organized concerts for international artists in Singapore, Malaysia, and Australia. GHY's business comprises three main segments: TV Program and Film Production Costumes, Props, and Make-up Services and Talent Management Services Concert Production The most profitable and revenue-generating segment in 2022 was concert production. The company co-produced concerts for Power Station and Guns N' Roses in Singapore, and organized Jay Chou's Carnival World Tour (Singapore) concerts at the Singapore National Stadium on December 17 and 18, 2022.  Jay's Concert Poster. Source: GHY Website These events alone brought in S$20 million in revenue and over S$8 mill

Scammers Co-Opted My Alter Ego

It appears that scammers everywhere are exploiting my alternative persona to defraud individuals. Occasionally I elect to disregard them. However, the email below goes too far. It is literally contacting my partners and demanding that they forward this email to me. The S*** Email To My Partners This seems to be another one of the scams. S*** website Press Release on the S*** Website Moreover, when searching for "TUBInvesting" through Google, I previously discovered peculiar material relating to this blog. I recognize I have become a premier news source. News Article 1 News Article 2 News Article 3 The news reports originated from one of my affiliations tab beneath "Latest News" with PRNewswire. Presumably I shall retract them promptly. Screenshot of the Blog Tab Please be careful. If you need to contact me, there is a link on my blog on how to locate me. Stay Tuned.

The Arbitrage Opportunity on Movado Group (MOV) Stock

Typically, I avoid discussing strategies involving options due to the significant losses that can occur if the market moves against you. However, when the opportunity has a shallow risk profile, and the potential reward seems attractive, it warrants consideration. The current situation with Movado Group (MOV) is an arbitrage opportunity for investors. Source: The Watch Specialist Website MOV recently announced in-line earnings and declared a special dividend of $1 per share, along with its regular quarterly dividend of $0.35. The ex-dividend date is April 4, 2023, and the dividend payment date will be April 19, 2023. Usually, such an announcement would lead to a rise in the share price. However, Movado's lackluster guidance for the next quarter caused a 15% drop in its share price, presenting an intriguing entry point. As an illiquid small-cap stock, MOV's average daily volume is only 163,000 shares over the past year, less than the 500,000 share threshold for active trading.

Take Your Portfolio From The Sewers To Cybertron With IDW

Although returning to write on the Seeking Alpha platform presented a challenge, I was able to gather the motivation to share my thoughts on a micro-cap company. But the article was still rejected due to the limited liquidity of the stock. Rejection does not equate to failure; rather, it provides a chance to refine and create better content. Even though Seeking Alpha didn't publish my article, I've decided to share it here instead. Thank you for taking the time to read my work. The Company  IDW Media Holdings ( IDW ) is a leading American publishing company specializing in comic books, graphic novels, and trade paperbacks. Founded in 1999, IDW has built a reputation for producing high-quality, innovative content that appeals to a wide audience. With a focus on licensed properties and original titles, IDW has a portfolio of beloved brands that have captured the imaginations of readers around the world. These include the new Netflix hit Locke & Key, the ever-popular classic

Navigating the Current Financial Market: Implications for Investors

As we enter the second quarter of 2023, many investors may be confused about the current situation in the financial market. Inflation is on the rise, the Fed is continuing with its interest rate hikes as well as quantitative tightening, and banks are also facing liquidity and balance sheet issues. In this blog post, I will break down these factors and their implications for investors. Firstly, it is essential to note that while these factors may seem worrying, the risk of a recession remains low. Even if one were to occur, my opinion is that it would be a short-term V-shaped recovery. This conclusion is based on my observation that many investors and institutions had kept their funds on the sidelines due to the continuous interest rate hike. As a result, the Fed's reserve repo agreements have increased to over $2 trillion. This means that once interest rates decrease, investors/institutions will reverse their actions and start investing more aggressively (Previously mentioned in th