a Reza POV
Historically (from 1965 to 2023), Berkshire Hathaway has achieved a Compound Annual Growth Rate (CAGR) of approximately 19.8%. While this figure may seem modest compared to the "anomalies" of short-term trading gains, it is extraordinary for the following three reasons...
The global narrative on Artificial Intelligence is often hyper-focused on who has the smartest chatbot or the fastest chip. However, this perspective mistakes the frosting for the cake. For seasoned observers, AI is best understood as a five-layer industrial system consisting of: Energy, Chips, Infrastructure, Models, and Applications.
As of 31 December 2024, Plaza Indonesia Realty Tbk (PLIN) owns and manages three core property portfolios. Meanwhile, Pakuwon Jati Tbk (PWON) stands out as one of the most structurally defensive property developers in Indonesia. A deep dive into their balance sheets and cash flow strategies...