a Reza POV
Me, Reza Fahlevi. I would like to begin my first post by sharing my personal introduction to the world of stock market investing. I was first exposed to investment concepts during my university years, when I studied Economics with a major in Accounting at Syiah Kuala University in Banda Aceh...
In this post, I will share my current portfolio, which I will regularly update to reflect my latest work and progress. 1. PWON I first purchased PWON shares in 2019 at an initial price of IDR 490 per share...
Historically (from 1965 to 2023), Berkshire Hathaway has achieved a Compound Annual Growth Rate (CAGR) of approximately 19.8%. While this figure may seem modest compared to the "anomalies" of short-term trading gains, it is extraordinary for the following three reasons...
The global narrative on Artificial Intelligence is often hyper-focused on who has the smartest chatbot or the fastest chip. However, this perspective mistakes the frosting for the cake. For seasoned observers, AI is best understood as a five-layer industrial system consisting of: Energy, Chips, Infrastructure, Models, and Applications.
As of 31 December 2024, Plaza Indonesia Realty Tbk (PLIN) owns and manages three core property portfolios. Meanwhile, Pakuwon Jati Tbk (PWON) stands out as one of the most structurally defensive property developers in Indonesia. A deep dive into their balance sheets and cash flow strategies...