Pandu Sjahrir
Managing Partner, AC Ventures
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Apr 15
$4.21
+6.8%
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.
Energy
Long
Apr 15
$40.63
-5.9%
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.
Macro
Long
Apr 15
$55.76
+5.3%
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.
Energy
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