Welcome to the Enhanced Value Fund (EVF) newsletter! With Charts of the Month, we’ll be providing you with occasional updates on EVF and sharing interesting charts that have caught our attention in recent weeks.
If the newsletter is truncated in an email, you can click on "View entire message" and you'll be able to view the entire post in their email app.
2024 review
A look at 2024's market performance reveals it was far from a smooth sail.
Let’s digress for a moment with one chart: Despite the chilly temperatures in Singapore and the harsh winter in other parts of the world, the globe continues to warm.
Back to the markets: Great year for the S&P500. But great dispersion among major indexes - and the CAC 40 managed to end the year negative.
Within the s&P500 very few stocks outperforming the Index.
2024 exit forward P/E ratio point to a zero return over the next 10Y
Small cap trashed by S&P500 for the fourth year in a row.
IPO market? Still nowhere where it used to be.
First year in tesla history, year on year sales decline.
And driverless care in the US are picking up, but it’s not who you think
Obviously, tesla stock all time high…
Uber and their impressive Free Cash Flow transformation
Obviously, stock is meh.
You invested in Nike? you lost money.
At the end of 2024, investors sold long dated US bonds (TLT)
Safe asset until no more: Rolex Submariner price crushed in 2024
Diamonds price? Ouch.
China Gov. Bonds all time low
Off to a different start in 2025
After a dismal 2024 performance, Energy is outperforming in these first few days of 2025.
Just kidding, certain things never change: in a few hours from launch $TRUMP meme coin reached a fully diluted market cap of USD 70 Billion (USD 14 Billion of circulating coins). Probably nothing…
A shorter CotM this issue as earnings season kicks into full gear—we wanted to make sure it's out on time!
Thanks for reading this far, we hope you enjoyed it!
Any comments? Feel free to send them in!
Happy New Year! Wishing you good health, financial success, and abundant happiness in 2025. Here’s to a prosperous year ahead! 🥂✨
The Enhanced Value Fund (EVF) Team
Disclaimer
This document is for informational purposes only and shall not be construed as an offer or solicitation to subscribe in the fund or any products referred herewith.
This document does not constitute investment advice or counsel or solicitation for investment in any fund or security. Any offer or solicitation will be made only upon execution of a completed Private Placement Memorandum, subscription agreement and relevant documentation, all of which must be read in their entirety. No offer to subscribe in shares will be made or accepted prior to receipt by the offeree of these documents and the completion of all appropriate documentation.
Any projections or forward looking statements are not necessarily indicative of future or likely performance. The information provided here has been obtained from or is based upon sources which are believed to be reliable but is not guaranteed as to its accuracy or completeness. Any persons acting upon this information do so entirely at their own risk. The information shown may contain technical inaccuracies or typographical errors. All information contained herein is subject to change without notice.
The author disclaims any and all responsibility for any direct, indirect, special or other consequential loss or damage of any kind arising directly or indirectly from the use of any information contained herein. This information is not intended to be made available to any person in any jurisdiction where doing so would contravene any laws or regulations.
By accessing this document you confirm that you are aware of the laws in your own jurisdiction relating to the provision and sale of securities, financial/investment services and products. You represent that you will not utilize the information contained in this website in a manner that could contravene such laws by ourselves or any other person.