To The Moon

$Walt Disney(DIS)$ Summary Disney's legacy Park assets have continued to benefit from the reopening tailwinds. However, investors should focus on its DTC segment as its valuation implies an embedded growth premium. We discuss why we revise DIS stock from Hold to Buy. Investment Thesis The Walt Disney Company (NYSE:DIS) stock has continued to struggle in 2022 despite its pretty robust FQ1'22 earnings card in February. The company's Parks segment has recovered remarkably with the reopening, and its direct-to-consumer (DTC) business alsoimpressed. But, the market may have already priced in Disney's DTC transition. It was pretty clear because DIS stock traded well above its historical metrics. Some analysts/investors even suggested that DIS dese

Gold is regarded as a safe haven in times of volatility, high inflation and war. Recently Gold has been on an upward trend. It was trading at USD1926 per oz as at 4 April 2022.If you have limited funds but would still like to have Gold as a hedge against inflation, $BetaShares Glb Gold Miners ETF(MNRS.AU)$ would be a good option. MNRS aims to track the performance of an index that comprises of the largest global gold mining companies (ex Australia) hedged into Australian dollars.The last trading price of this ETF was AUD 6.66.Top 10 Holdings include Agnico Eagle Mines, Newmont Corp, Franco-Nevada Corp, Wheaton Precious Metals, Barrick Gold, Gold Fields, Zijin Mining Group, Anglo Gold Ashanti, Royal Gold Inc and Kinros

Palantir's earnings report was released on 17 Feb 2022 and the stock fell by 15% following the news.Palantir overview as per 9.45am SGT, 18Feb2022The following is the summary extracted from Palantir's earnings report:Q4 2021 Highlights Total revenue grew 34% year-over-year to $433 million Commercial revenue grew 47% year-over-year US commercial revenue grew 132% year-over-year Government revenue grew 26% year-over-year Added 34 net new customers in Q4 2021 Loss from operations of $(59) million, representing a margin of (14)%, up 3500 basis points year-over-year and 900 basis points sequentially Adjusted income from operations of $124 million, representing a margin of 29% Cash from operations of $93 million, representing a 22% margin Adjusted free cash flow of $104 million, representing a 2