My name is James, and this is my personal blog about finances, the stock market, and investments. This blog is for me to document, learn and improve as an investor. Think of it as a diary or an investing journal.
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Disclaimer: I am not a financial advisor. Take anything I say for entertainment purposes only.
Latest from the Blog
UnitedHealth: Navigating the Fog of War in Healthcare
Investing in the U.S. healthcare sector is akin to navigating a battlefield shrouded in fog. Stocks like UnitedHealth (UNH), Oscar Health, Progyny, Hims & Hers Health, or even Novo Nordisk may seem appealing, but a minefield of uncertainties surrounds them. I am skeptical whether UNH is the obvious value play. Picture this: Deploying your capital…
Is Lemonade (LMND) Becoming Dangerously Good?
As an investor, I’ve had a love-hate relationship with Lemonade stock. I loaded up too heavily right after its 2020 IPO, only to regret not buying more aggressively when shares dipped into single digits. If you’re considering this name, approach it with caution—it’s a classic high-risk, high-reward bet. Lemonade remains a young company in its…
Tapestry (TPR): Deep Value to Cautious Optimism
In 2016, I invested in Tapestry (TPR), betting on Coach as an undervalued brand poised for a turnaround. It was one of the first stocks I bought as a new investor. My thesis was straightforward: the stock could reclaim its March 2012 peak of $79.70. Nearly a decade later, my prediction proved correct, though the…
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