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Category: Ideas

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3 Jun 2026 Long

Chandra Asri Pacific (TPIA): One Day Up 12%, The Next Day Down 13% — Here’s What’s Really Going On

TPIA is a record-earning, fundamentally transformed company trading at a five-year low — and the next twenty days, specifically the MSCI review on June 23, will determine whether this is the buying opportunity of 2026 or the beginning of something much more serious for Indonesia's stock market.
Indonesia’s largest petrochemical company just reported the best quarter in its history. Its stock is near a five-year low. And the next three weeks could decide everything. If you’ve been watching PT Chandra Asri Pacific (TPIA) this week, you’ve seen one of the most dramatic...
At writingTPIA.ID Rp 1615
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2 Jun 2026 Long

The Case for Hims & Hers Health: Why the Market is Wrong About the GLP-1 Shakeout

Hims & Hers is an incredibly resilient, cash-rich digital health leader that the market has fundamentally mispriced at under 2.0x forward revenues due to a short-sighted overreaction to temporary GLP-1 compounding regulations.
Turning Regulatory Turbulence into an Asymmetric Buying Opportunity: The Case for Hims & Hers Health The world of growth investing rarely offers second chances. When a hyper-growth company experiences a sharp 60% drawdown from its market highs, the investing community often reacts with panic rather...
At writingHIMS.US USD 27.25