Last week, on 19 June 2024, I was invited for a short interview on Money FM 89.3, Singapore’s first business and personal finance radio station. My friend Willie Keng, the founder of investor education website Dividend Titan, was hosting a segment for the radio show and we talked about a few topics:
- Singapore Telecommunications’ and KKR’s joint-investment of S$1.75 billion in ST Telemedia Global Data Centres (Hints: Singtel’s share of the initial investment is S$400 million and should not cause Singtel to struggle financially in any way if it does not work out; ST Telemedia Global Data Centres has a portfolio of 95 data centres, but it is a private company so it’s hard to tell how much value Singtel will be getting in exchange)
- The drivers behind Nvidia’s rise to surpass Microsoft in market cap to become the most valuable public company in the world (US$3.3 trillion market cap), and the potential risks and challenges the company might face (Hints: In my view, Nvidia’s rise is driven by the interplay of enthusiasm over AI and the company’s excellent business results; the risks faced by the company include potential pricing-pressure from a key supplier, and competing products from its main customers)
- How I identify value opportunities in the US stock market when market indices are at record levels (Hint: The way to look for opportunities is to look at a stock as a piece of a business and figure out the economic value of the underlying business)
- How I manage investing risks (Hint: It starts with defining what risk is, and isn’t)
You can check out the recording of our conversation below!
Disclaimer: The Good Investors is the personal investing blog of two simple guys who are passionate about educating Singaporeans about stock market investing. By using this Site, you specifically agree that none of the information provided constitutes financial, investment, or other professional advice. It is only intended to provide education. Speak with a professional before making important decisions about your money, your professional life, or even your personal life. I have a vested interest in Alphabet, Amazon, Meta Platforms, Microsoft, and TSMC. Holdings are subject to change at any time.