Under The Hood

Under The Hood

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From a Solid 2025 to an Exciting 2026
thank you, results, signal-to-noise
 • Siyu LI
From Gold to Green Rush: The Story of a Miner Reborn
and betting on Solar Panel Waste and Biofuels
 • Siyu LI
When a Helmet-Wearing CEO is Needed
failed pivot, weak bs, neglected quality assets, scream for a right leader.
 • Siyu LI
1Q25 Earning and Position Updates
Exit $IAC, Add $HHH, $VAL, $SEG
 • Siyu LI
Banking 3Q25 Updates
Double down on a Korean and a community bank(GSIBs fade)
 • Siyu LI
Aris Mining Revisited
valuation, projects, 3Q25 ER tonight
 • Siyu LI
2Q25 Earing, Position and Performance Updates
Exit $TRIP, $SOC; Trimmed $C, $DB, Add $SHG $FFIC; 2Q25 ER review $SEG, $GLNG, $DLTR
 • Siyu LI
Position Updates on Banks
Trim $C $DB adding $SHG and a community bank
 • Siyu LI
Under The Hood
Under The Hood
Under the Hood delves deeply into companies, bypassing news headlines to focus on what truly matters. It is designed for curious investors who enjoy exploring new ideas and industries, delving deeper, and making decisions.
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