ContraTurtle

Sign in Subscribe

Latest — 04 Feb 2026

3 Investment opportunities on my mind now: Loading my Bazooka

I'll keep this article really short and get straight to the point. I'd have preferred to increase my cash position for reasons stated in this article relating to AI scaling skepticism, but it seems the market is dropping me a few presents that I cannot ignore.

More issues

How to pick Growth Stocks

Disclaimer: Stocks mentioned in this article are not a recommendation or advice to buy/sell. In this article, I outline the complete framework I use to identify Growth Stocks for my watchlist (🔒Unlock with premium tier), with the objective of outperforming the S&P500 over the long term. The

Netflix Q4 2025 Earnings & follow-up portfolio actions

In the earlier transaction post and earnings season article, I laid out my plans for $NFLX pre and post earnings. Premium Subscribers would have gotten an email notification of my transaction moves last night pre-earnings. In this article, I cover * Netflix's Latest Q4 2025 Earnings Analysis * Growth Catalysts

Transaction: 46 Shares purchased (USD4,094)

Trump Greenland Portfolio Stance & January Earnings Season Stock Opportunities

In this article, I share briefly, * My Investing Stance on Trump's Greenland Tariffs * Stock Opportunities I'm looking for during this month's Earnings Season and my portfolio positioning going into Market Open tonight (🔒Unlock with premium tier:) Greenland Tariffs Over the last few days, Trump

Transaction: 7 Shares purchased (USD3,766)

Disclaimer: Not a recommendation or advice to buy/sell any of the below mentioned stock/s. Only a transparent reveal of my own portfolio actions. Transaction Made: 7 Shares of $MA bought at USD538 I typically send transaction emails like this only to premium subscribers, but I thought this transaction

Trump-Venezuela Strike: My Portfolio Thoughts

Just yesterday, the USA launched airstrikes on Venezuela and captured President Nicolás Maduro in Operation Absolute Resolve. In this article, I share my investing thoughts following this incident as well as a key mental framework I use as a long-term investor. US Market Implications There are different takes I'

My 2026 Investing Plan

In today's newsletter I cover, * Portfolio Update (in USD) * 2025 Stock Market Review & State of AI * What type of stocks benefit the most from today's AI and stand to be the real big winners (Premium subscribers) * My Investing Plan for 2026 (Premium subscribers) Today'

The Most Important Stock Selection Advice

For those of you that have been following me, you might have learnt recently about my tumultuous financial past. I was born into a wealthy family in Singapore, but through a series of financial missteps, my immediate family lost everything and I had to rebuild my finances from zero in

Netflix buys Warner Bros: Trap or Opportunity for Growth Investors?

On 5 December 2025, Netflix announced its acquisition of Warner Bros. Discovery (WBD). Just three days later, Paramount Skydance, led by CEO David Ellison, son of Oracle founder Larry Ellison, launched a hostile takeover bid for WBD. Coming shortly after Netflix’s Q3 earnings, where a Brazil-related tax impact pressured