Finance Knuggets
Dec 19, 2025
Email 1: Dividend Investing Masterclass – Holiday Promotion
Subject: FINAL CALL! Dividend Investing Masterclass – Holiday Promo!
Summary:
– Comprehensive Dividend Investing Masterclass with over 20 hours of video content and supplementary materials.
– Covers fundamental analysis, REITs, technical analysis, case studies, risk management, portfolio building, and more.
– Tailored specifically for Singapore investors to build confident dividend portfolios.
– Lifetime access including future updates.
– Holiday Promo available: Use promo code “flashsale” for 40% off and get 3 months of FH Premium access (market watch, stock watch, premium content).
– Encourages investors to use market downturns as an opportunity.
Call to Action: Sign up at discounted price before promo ends.
Email 2: Market Themes & Investment Ideas for 2026 by Citrini Research
Subject: Need to Know: A research firm that nailed 2025’s biggest themes is banking on these ideas for next year
Summary:
– Citrini Research, noted for accurate 2025 calls, suggests investors remain open-minded for 2026.
– Themes include AI-driven headcount reductions, on-device AI, and companies potentially overlooked amid big AI excitement.
– Investment ideas include:
* Companies with low net income per employee but cutting headcount — expecting a catch-up in share price (e.g., CGI, Avery Dennison, IBM).
* Enablers of mobile on-device AI inference like MediaTek, Qualcomm, Apple; bear case for PCs and laptops.
* Healthcare insurers (Molina, Centene, Oscar) expected to benefit if GOP fails to repeal ACA.
* Ad and broadcaster companies expected to benefit from midterm election spending (Omnicom, WPP, Nexstar).
* Biotech “fat redistribution” plays targeting metabolic disease (Wave Life Sciences, Arrowhead Pharma, Eli Lilly-backed SanegeneBio, Alnylam).
* “Girlfriend Index” consumer discretionary theme with fashion & luxury stocks (LVMH, Kering, Ralph Lauren) benefiting from renewed spending.
Email 3: Axios Pro Rata – Medline IPO and Trump Media Fusion Deal
Subject: Axios Pro Rata: Just like old times
Summary:
– Medline’s IPO was the largest in years and gained 40% on debut, providing a boost in faith for leveraged buyouts amidst LP skepticism.
– Blackstone, Carlyle, and Hellman & Friedman tripled their investment since 2021 buyout.
– Trump Media & Technology Group’s (TMTG) merger with nuclear fusion startup TAE Technologies valued at $6 billion, where each company will hold about 50% equity.
– The deal marks a significant pivot for Trump Media, which had low revenue but strong capital raising ability.
– Additional VC, PE, and M&A highlights including Lovable ($330m), Radiant ($300m), Syremis Therapeutics ($165m), major acquisitions, and investments.
– Inflation cooled in Nov; Core CPI rose 2.6% YoY, below expectations.
– Coverage of IPOs, private equity deals, and key fundraising.
Email 4: Bloomberg Money Stuff – Trump Media Merges with Nuclear Fusion Company and Fraud Case Against Auto Lender Tricolor
Subject: Money Stuff: Trump Media Discovers Nuclear Fusions
Summary:
– Trump Media & Technology Group (TMTG) spends heavily and earns little revenue but excels in raising capital via stock sales; currently valued ~$3 billion despite $4m annual revenue.
– TMTG announced an all-stock merger with TAE Technologies, a nuclear fusion company valued at $6 billion; shareholders of both will own ~50%.
– TMTG leverages its high stock valuation to provide capital for promising companies like TAE.
– Tricolor, an auto lending company, filed for bankruptcy amid allegations of fraudulent double-pledging collateral and manipulating loan data to borrow more money.
– Key fraud included falsifying loan status and payments in borrowing base reports sent to lenders via spreadsheets, discovered by a junior analyst.
– Executives recorded calls admitting and discussing fraudulent activities and trying to negotiate with lenders using aggressive tactics.
– First Brands, another auto-related firm, faces lawsuits with disputes over alleged misappropriation of funds and double-pledging; complex legal defenses are involved.
– Anthropic’s AI-operated vending machine project “Vendings and Stuff” features AI shopkeeper and CEO agents managing inventory and sales with humorous results.
– Blackstone’s annual holiday video and other market updates briefly covered.
These summaries provide the key points and actionable takeaways from the four emails for efficient review.
Stay Well!
