PS

Pandu Sjahrir 5.0 4 ideas

Managing Partner, AC Ventures
Not enough evaluated ideas yet
Recent positions
TickerDirEntryP&LDate
KOL LONG Apr 15
NICKEL LONG Apr 15
XLE LONG $55.95 Apr 15
KSA LONG $94.07 Apr 15
By sector
ETF
3 ideas
Commodity
1 ideas
Top tickers (by frequency)
XLE 1 ideas
NICKEL 1 ideas
KOL 1 ideas
KSA 1 ideas
War boosts energy and critical minerals prices.
The war in Iran has heightened focus on energy security, leading to increased demand and higher prices for upstream energy assets and critical minerals. Indonesia is a net exporter of coal and nickel, and the war's impact will last for 9-12 months, creating a new normal in commodity prices.
KOL NICKEL XLE HIGH Bloomberg Markets Apr 15, 06:27
Managing Partner, AC Ventures
Mecca real estate is a long-term buy.
Investing in real estate in Mecca is a long-term good investment because Saudi Arabia has opened up for foreign investment and the city has enduring appeal for religious tourism.
KSA HIGH Bloomberg Markets Apr 15, 06:27
Managing Partner, AC Ventures
Pandu Sjahrir (Managing Partner, AC Ventures) | 4 trade ideas tracked | XLE, NICKEL, KOL, KSA | YouTube | Buzzberg