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This Week at InvestKaki:

• 😲 Warren Buffett Investment Moves!

• 🎎 Pop Mart Popped with Labubu

• 😉 Walmart Still Dominant

• 🏦 Privatisation Explained

• 📢 Spotlight on UnitedHealth

Moving on, here are the news that shocked the world…

Warren Buffett $BRK.B ( ▲ 0.08% ) : When Warren moves, the market moves too. He invested in Nucor, United Health, DR.Horton and Lennar recently. [Read More] 🎎 

Target $TGT ( ▲ 2.25% )  : Ouch, must hurt to have a target on your back. Target’s share price dropped after it appointed a new CEO, Michael Fiddelke to lead the company [Read More]

Intel x Trump $INTC ( ▲ 5.53% )  : GLCs in America? Trump is planning to take a 10% stake in Intel through funds from the Chips Act [Read More]

Goodrx X Novo Nordisk $GDRX ( ▲ 1.56% )  : Well, Ozempic and Wegovy for half the price? Goodrx just struck a deal with Novo Nordisk to sell these medications for $499 per month. [Read More]

Thoma Bravo $DAY ( ▲ 0.29% )  : Thoma Bravo just acquired Dayforce for $12 billion and is bringing it private. [Read More]

Learn from this investor’s $100m mistake

In 2010, a Grammy-winning artist passed on investing $200K in an emerging real estate disruptor. That stake could be worth $100+ million today.

One year later, another real estate disruptor, Zillow, went public. This time, everyday investors had regrets, missing pre-IPO gains.

Now, a new real estate innovator, Pacaso – founded by a former Zillow exec – is disrupting a $1.3T market. And unlike the others, you can invest in Pacaso as a private company.

Pacaso’s co-ownership model has generated $1B+ in luxury home sales and service fees, earned $110M+ in gross profits to date, and received backing from the same VCs behind Uber, Venmo, and eBay. They even reserved the Nasdaq ticker PCSO.

Invest for $2.90/Share

_{Paid advertisement for Pacaso’s Regulation A offering. Read the offering circular at invest.pacaso.com. Reserving a ticker symbol is not a guarantee that the company will go public. Listing on the NASDAQ is subject to approvals.}

Here are the news covering the Asia market…

Pop Mart: Labubu blows everyone away. Pop Mart’s 1H 2025 revenue tripled, while profits quadrupled as Labubu continues to terrorise everyone’s wallets and gambling addiction [Read More]

SATS: SATS is eating well. Revenue and profits for 1Q 2025 are up by 10% and 9% respectively driven by its cargo and aviation food businesses [Read More]

iFast: iFast’s Malaysian segment just got an approval-in-principle from Bank Negara Malaysia to operate as an electronic money issuer [Read More]

Marco Polo Marine: Marco Polo Marine’s revenue for 3Q 2025 is down by 9% due to lower contribution from shipyard operations [Read More]

SingPost: SingPost’s operating profit sank by 60% as revenue dropped by 24% also. The reason? International and domestic deliveries are down. [Read More]

See below for our handpicked analyst reports:

When news of Thoma Bravo acquiring Dayforce for $12 billion broke, I was a bit surprised. The acquisition price was 32% higher than its market price and Thoma Bravo is planning to privatise it.

Privatisation is a tricky topic to cover.

Elon Musk at one point, had the same intention too back in 2018. He blamed the constant distraction of meeting quarterly financial numbers, that Tesla had to focused on the short-term to appease investors and shareholders.

Privatisation can be thought of as the opposite of listing a company. You are trying to buy back all the shares from public investors so that you can delist the company from the stock market.

By doing so, the company does not need to report its financial results and business updates to the public every quarter.

It reduces the pressure on the company to deliver short-term results, and enables it to focus on the long-term.

Give it a few years (or sometimes, a decade) and the company comes back roaring into the stock market.

Or you just won’t hear much about it since it’s still private.

I would never have expected this. Warren Buffett just added about 5 million shares to UnitedHealth Group to bring his stakes’ worth to US$1.6 billion.

We all remember what happened to its ex-CEO, Brian Thompson, and the social media firestorm that came with it.

But Warren Buffett might have seen something worth considering.

Firstly, UnitedHealth’s valuation is very cheap now. It is trading at a price-to-earnings ratio of 12.9 times compared to its historical average of 26.2 times.

Share price has also dropped to a low of US$234 in July 2025, before news of Buffett’s purchase of the company’s share sent the stock flying to US$304 recently.

Secondly, despite the social media firestorm, UnitedHealth’s revenue did grow by 9.8% and 12.9% in 1Q and 2Q 2025 respectively.

However, profits are down by almost 20% in 2Q 2025.

Thirdly, UnitedHealth is one of the biggest healthcare insurance players in the U.S.

This fulfills Buffett’s three main criteria of:

1. Bargain valuation

2. Strong track record

3. Monopoly position in the market

I guess UnitedHealth caught a lucky break from Warren Buffett’s announcement of the investment.

Share price is up by 30% from its recent low.

Hope the above is fruitful for you all..

Cheers,
James Yeo