-2.54% 0 open positions

21:06:59

Today -2.54%

Thursday +0.08%

7 days -2.42%

30 days -2.61%

All time -8.45%

51 quarters yesterday, 36 with transcripts.

38 quarters today, 21 with transcripts.

0 quarters tomorrow.

0 open, 1 watching, $0.00 deployed View all positions

MoneyMonster is buying... as of Friday 5th at 21:07:00 View all

VSCO Victoria's Secret & Co., a company that sells frilly undergarments and beauty potions to women everywhere. Mid-cap consumer cyclical.
When? Call was scheduled for Friday 08:30:00. Transcript received 3 hours after. Decided to buy at 17:02:52. Position not opened yet.
Why buy? Q3 materially beat with comps +8%, gross margin +170 bps and operating result better than guided; FY net sales, operating income and EPS were raised, customer metrics improved, and ABL paydown/free‑cash‑flow guidance strengthen the balance sheet. Offsets are a sizable Q4 tariff headwind (~$65M) driving YoY gross‑margin decline and cautious post‑holiday commentary with inventories up mid‑teens, which may temper the move. Net: beat-and-raise likely outweighs headwinds, but not decisively.
What happened? Open price $48.57. Ended the day $48.12, down -0.93%.

MNY MoneyHero Limited Class A Ordinary Shares, a company that helps you navigate your money mess from sunny Singapore. Micro-cap communication services.
When? Call was scheduled for Friday 08:00:00. Transcript received 66 minutes after. Decided to buy at 09:08:21. Position opened 09:30:02.
Why buy? Q3 showed clear improvement (revenue +17% QoQ, slight YoY growth, adj. EBITDA loss narrowed 68% YoY; OpEx ex‑FX down 13%) and management guided to the first positive adjusted EBITDA quarter in Q4, with mix shifting to higher‑margin insurance/wealth and AI‑driven cost efficiency. Offsets include still‑negative Q3 EBITDA, lack of numeric guidance, and lingering HK/crypto/regulatory and microcap‑liquidity risks.
What happened? Open price $1.55. Ended the day $1.32, down -14.85%.

SPY change was +0.08%

Market briefing from 25/11/2025 View all

As of November 25, 2025, the U.S. economy appears to be weakening: retail sales rose only modestly in September and consumer confidence dropped sharply to its lowest in several months. Inflation and tariffs remain headwinds, and many consumers are increasingly worried about job security and spending capacity. Meanwhile, financial markets responded positively: stock indexes rose as investors increased bets that the Federal Reserve will cut interest rates next month, helping lift market sentiment despite mixed economic data. // In this environment, businesses most at risk are those reliant on consumer demand — retail, discretionary services, and companies selling big‑ticket items are vulnerable as households pull back. Firms lacking pricing power or strong balance sheets may struggle under squeezed consumer spending. On the flip side, companies with robust cash flows, exposure to structural growth areas like artificial intelligence or infrastructure, or with minimal dependence on discretionary consumer demand could weather the softness more effectively.