The Investing Iguana

YouTube "The Investing Iguana"

    • The Investing IguanaThe Investing Iguana
      ·02-22 20:56

      Parkway Life REIT Analysis: Is the 26.7% Downside Risk Real? | 🦖 EP1440 #investingiguana

      🟩 Parkway Life REIT is currently facing a massive, structural divergence between machine algorithms and institutional smart money that could trap the unwary retail investor. While quantitative models on InvestingPro flash warning lights over short-term liquidity, DBS Bank has just issued a landmark ten-year vote of confidence in the trust’s structural survival. Understanding this gap is the difference between panic-selling a defensive fortress and recognizing a once-in-a-decade refinancing masterclass. Read the full in-depth article with video at YOUTUBE ➡️ https://youtu.be/bjGiS3oWo20 SUBSTACK ➡️https://open.substack.com/pub/investingiguana/p/the-chicken-rice-seller-and-the-ten?r=5enmf1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
      65Comment
      Report
      Parkway Life REIT Analysis: Is the 26.7% Downside Risk Real? | 🦖 EP1440 #investingiguana
    • The Investing IguanaThe Investing Iguana
      ·02-22 20:56

      Parkway Life REIT Analysis: Is the 26.7% Downside Risk Real? | 🦖 EP1440 #investingiguana

      🟩 Parkway Life REIT is currently facing a massive, structural divergence between machine algorithms and institutional smart money that could trap the unwary retail investor. While quantitative models on InvestingPro flash warning lights over short-term liquidity, DBS Bank has just issued a landmark ten-year vote of confidence in the trust’s structural survival. Understanding this gap is the difference between panic-selling a defensive fortress and recognizing a once-in-a-decade refinancing masterclass. Read the full in-depth article with video at YOUTUBE ➡️ https://youtu.be/bjGiS3oWo20 SUBSTACK ➡️https://open.substack.com/pub/investingiguana/p/the-chicken-rice-seller-and-the-ten?r=5enmf1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
      52Comment
      Report
      Parkway Life REIT Analysis: Is the 26.7% Downside Risk Real? | 🦖 EP1440 #investingiguana
    • The Investing IguanaThe Investing Iguana
      ·02-22 20:56

      Parkway Life REIT Analysis: Is the 26.7% Downside Risk Real? | 🦖 EP1440 #investingiguana

      🟩 Parkway Life REIT is currently facing a massive, structural divergence between machine algorithms and institutional smart money that could trap the unwary retail investor. While quantitative models on InvestingPro flash warning lights over short-term liquidity, DBS Bank has just issued a landmark ten-year vote of confidence in the trust’s structural survival. Understanding this gap is the difference between panic-selling a defensive fortress and recognizing a once-in-a-decade refinancing masterclass. Read the full in-depth article with video at YOUTUBE ➡️ https://youtu.be/bjGiS3oWo20 SUBSTACK ➡️https://open.substack.com/pub/investingiguana/p/the-chicken-rice-seller-and-the-ten?r=5enmf1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
      17Comment
      Report
      Parkway Life REIT Analysis: Is the 26.7% Downside Risk Real? | 🦖 EP1440 #investingiguana
    • The Investing IguanaThe Investing Iguana
      ·02-22 15:15

      Parkway Life REIT Analysis: Is the 26.7% Downside Risk Real? | 🦖 EP1440 #investingiguana

      🟩 Parkway Life REIT is currently facing a massive, structural divergence between machine algorithms and institutional smart money that could trap the unwary retail investor. While quantitative models on InvestingPro flash warning lights over short-term liquidity, DBS Bank has just issued a landmark ten-year vote of confidence in the trust’s structural survival. Understanding this gap is the difference between panic-selling a defensive fortress and recognizing a once-in-a-decade refinancing masterclass. Read the full in-depth article with video at YOUTUBE ➡️ https://youtu.be/bjGiS3oWo20 SUBSTACK ➡️https://open.substack.com/pub/investingiguana/p/the-chicken-rice-seller-and-the-ten?r=5enmf1&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true
      77Comment
      Report
      Parkway Life REIT Analysis: Is the 26.7% Downside Risk Real? | 🦖 EP1440 #investingiguana
    • The Investing IguanaThe Investing Iguana
      ·02-21 13:33

      Singapore Property 2026: Why 13,500 MOP Units Will Impact HDB Prices (Analysis) |🦖EP1438

      🟩 The gap between headline-driven kopitiam panic over global trade wars and the actual movement of institutional capital in Singapore’s 2026 property market is widening. While retail investors freeze at the sight of international volatility, a massive domestic wealth transfer is quietly shifting the floor of the residential sector. This is the forensic tension between the noise of the "Fire Horse" year and the hard math of your retirement cash flow This audit deconstructs the structural risk of the upcoming 13,500-unit MOP wave and the mathematical reality of negative yield spreads against the 4.0% CPF risk-free floor. We stress-test the Singapore Overnight Rate Average (SORA) trajectory and analyze why the narrowing price gap between the Outside Central Region (OCR) and Core Central Regio
      82Comment
      Report
      Singapore Property 2026: Why 13,500 MOP Units Will Impact HDB Prices (Analysis) |🦖EP1438
    • The Investing IguanaThe Investing Iguana
      ·02-21 13:33

      Addvalue Tech Analysis: Why a 45% Upside Target Faces a 51.5% Valuation Gap |🦖EP1437

      Addvalue Technologies is currently caught in a violent tug-of-war between a glowing "turnaround" narrative and a cold, quantitative reality. While analysts are hailing a potential 45% upside fueled by the satellite connectivity boom, the forensic math suggests a massive "Forensic Gap" where the market price has outrun the fundamental floor. This analysis audits the "Connectivity-as-a-Service" model, stress-testing Addvalue’s high-margin IDRS system against its alarming InvestingPro Fair Value. We dive deep into the specific metrics that matter—examining why a 4/5 operational health score is being overshadowed by a 1/5 relative value rank and a governance fracture that saw 54% of shareholders reject management’s incentive plans Read the full in-depth article with video at YOUTUBE ➡️ https:/
      69Comment
      Report
      Addvalue Tech Analysis: Why a 45% Upside Target Faces a 51.5% Valuation Gap |🦖EP1437
    • The Investing IguanaThe Investing Iguana
      ·02-21 13:33

      Addvalue Tech Analysis: Why a 45% Upside Target Faces a 51.5% Valuation Gap |🦖EP1437

      Addvalue Technologies is currently caught in a violent tug-of-war between a glowing "turnaround" narrative and a cold, quantitative reality. While analysts are hailing a potential 45% upside fueled by the satellite connectivity boom, the forensic math suggests a massive "Forensic Gap" where the market price has outrun the fundamental floor. This analysis audits the "Connectivity-as-a-Service" model, stress-testing Addvalue’s high-margin IDRS system against its alarming InvestingPro Fair Value. We dive deep into the specific metrics that matter—examining why a 4/5 operational health score is being overshadowed by a 1/5 relative value rank and a governance fracture that saw 54% of shareholders reject management’s incentive plans Read the full in-depth article with video at YOUTUBE ➡️ https:/
      65Comment
      Report
      Addvalue Tech Analysis: Why a 45% Upside Target Faces a 51.5% Valuation Gap |🦖EP1437
    • The Investing IguanaThe Investing Iguana
      ·02-21 13:33

      Addvalue Tech Analysis: Why a 45% Upside Target Faces a 51.5% Valuation Gap |🦖EP1437

      Addvalue Technologies is currently caught in a violent tug-of-war between a glowing "turnaround" narrative and a cold, quantitative reality. While analysts are hailing a potential 45% upside fueled by the satellite connectivity boom, the forensic math suggests a massive "Forensic Gap" where the market price has outrun the fundamental floor. This analysis audits the "Connectivity-as-a-Service" model, stress-testing Addvalue’s high-margin IDRS system against its alarming InvestingPro Fair Value. We dive deep into the specific metrics that matter—examining why a 4/5 operational health score is being overshadowed by a 1/5 relative value rank and a governance fracture that saw 54% of shareholders reject management’s incentive plans Read the full in-depth article with video at YOUTUBE ➡️ https:/
      78Comment
      Report
      Addvalue Tech Analysis: Why a 45% Upside Target Faces a 51.5% Valuation Gap |🦖EP1437
    • The Investing IguanaThe Investing Iguana
      ·02-21 13:33

      Addvalue Tech Analysis: Why a 45% Upside Target Faces a 51.5% Valuation Gap |🦖EP1437

      Addvalue Technologies is currently caught in a violent tug-of-war between a glowing "turnaround" narrative and a cold, quantitative reality. While analysts are hailing a potential 45% upside fueled by the satellite connectivity boom, the forensic math suggests a massive "Forensic Gap" where the market price has outrun the fundamental floor. This analysis audits the "Connectivity-as-a-Service" model, stress-testing Addvalue’s high-margin IDRS system against its alarming InvestingPro Fair Value. We dive deep into the specific metrics that matter—examining why a 4/5 operational health score is being overshadowed by a 1/5 relative value rank and a governance fracture that saw 54% of shareholders reject management’s incentive plans Read the full in-depth article with video at YOUTUBE ➡️ https:/
      37Comment
      Report
      Addvalue Tech Analysis: Why a 45% Upside Target Faces a 51.5% Valuation Gap |🦖EP1437
    • The Investing IguanaThe Investing Iguana
      ·02-20 16:57

      Addvalue Tech Analysis: Why a 45% Upside Target Faces a 51.5% Valuation Gap |🦖EP1437

      Addvalue Technologies is currently caught in a violent tug-of-war between a glowing "turnaround" narrative and a cold, quantitative reality. While analysts are hailing a potential 45% upside fueled by the satellite connectivity boom, the forensic math suggests a massive "Forensic Gap" where the market price has outrun the fundamental floor. This analysis audits the "Connectivity-as-a-Service" model, stress-testing Addvalue’s high-margin IDRS system against its alarming InvestingPro Fair Value. We dive deep into the specific metrics that matter—examining why a 4/5 operational health score is being overshadowed by a 1/5 relative value rank and a governance fracture that saw 54% of shareholders reject management’s incentive plans Read the full in-depth article with video at YOUTUBE ➡️ https:/
      204Comment
      Report
      Addvalue Tech Analysis: Why a 45% Upside Target Faces a 51.5% Valuation Gap |🦖EP1437
     
     
     
     

    Most Discussed