Some links

1. Celsius (link) (link) (link)
2. Haypp update from Invariant (link)
3. Peakstone realty trust (link) (link) (link)
• Technical analysis
• 2024/9/7 close: 13.7
• >150 MA: 13.43
• <200 MA: 14.44
• 50 MA: 12.56 which is less than 150/200 MA
• 52 week low: 9.89
• value per share should > 20
• No insider transaction recently
• 2.13 FCF per share => around 16% yield
• 2023 FCF/EV = 5% (not so good)
• tail wind
• lower rate => higher valuation
• recovery of office usage
• demand: AMZN/Dell return to office 
• supply: office supply is drying up (link)
• Catalyst
• sale of other asset
• buy more dividend-accretive industrial assets
• lower FED rate
• Risks
• Management makes bad decisions for capital allocation 
• Higher unexpected vacancy caused by economy down-turn
• Cash flow from sale of other asset (expected to be completed by year-end 2024) is lower than expectation
4. Remitly (link) (link)
5. Insulin resistant (link)
6. 好奇投資Q2 (link)
• ABR Preferred Stocks F series
7. AngelAligner (link)