LesterTan

    • LesterTanLesterTan
      ·04-20 14:46
      $MSFT 20260821 450.0 CALL$ Msft  is unfairly Punished together with other  software names. Msft has a diverse business model ranging from AI, cloud, software etc.  this moat Is sticky & huge, difficult to disrupt. Tp ard 550-600. Buy before it rebound.
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    • LesterTanLesterTan
      ·04-20 14:40
      $Visa(V)$  Together with Mastercard, they  dominate the payment gateway. It's Like a toll  Booth where every transaction pays into their pockets. Besides, visa has little or no huge capex to spend, hence its margin is high.  Currently Undervalued.
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    • LesterTanLesterTan
      ·04-13
      $AVGO 20260417 290.0 PUT$ In my opinion, avgo should be in the mag 7 due to it's strong business model. It's worth about 1+ trillion and now undervalued. Buy before it shoots up.
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    • LesterTanLesterTan
      ·04-13
      $Alphabet(GOOGL)$  Googl has invested in  space X which is Elon musk's pet project. It is also going for ipo soon. If this investment  takes off, Googl will be up another leg.
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    • LesterTanLesterTan
      ·04-06
      $BABA 20260417 200.0 CALL$ The strong AI & cloud Play if not the strongest in China. This investment will pay off in the future, just be patient unless you don't believe in AI will  as the next trend. Plus it's ecommerce  business among others, it ranks as a valued  company in China.
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    • LesterTanLesterTan
      ·04-06
      $Salesforce.com(CRM)$  CRM has been  severely and unfairly punished along with  other SaaS stocks including msft. very undervalued now but the sentiment can shift quickly like google a year ago when mkt said  it's over but look at it now, multi bagger!
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    • LesterTanLesterTan
      ·03-30
      $Visa(V)$  Visa is a duopoly play with MA.  Irrational sell down Is an opportunity to buy.  Strong Moat with consistent profit & free  cash flow. The payment system auto runs  without a real need to spend on capex.  Margins are great!
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    • LesterTanLesterTan
      ·03-30
      $MSFT 20260821 450.0 CALL$ MSFT is way oversold. This is a v strong company worth  3T! With diverse businesses like azure cloud, Copilot, software etc, it has a wide moat and difficult to disrupt. Worth ard532per share. Buy!
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    • LesterTanLesterTan
      ·03-23
      $BABA 20260417 200.0 CALL$ besides its e-commerce business, it's increasingly going  into AI space which will bear fruit in the  future.  One Of the bigger chinese AI player. Buy this dip.
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    • LesterTanLesterTan
      ·03-23
      $Salesforce.com(CRM)$  Buy this  unfairly punished SaaS. Consistently profitable  & it is buying back its shares. Narrative can shift Quickly.
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