Saying Goodbye: 10 Years, a 19% Annual Return, and 17 Investing Lessons
9 years 7 months and 6 days. This is how much time has passed since I started managing my family’s investment portfolio of US stocks…
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What We’re Reading (Week Ending 27 April 2025)
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This Book Explains The Economic Problems Facing The USA and China Today (Including Tariffs!)
The book mentioned in the title of this article is The Other Half of Macroeconomics and the Fate of Globalization written by economist Richard C.…
Read More What We’re Reading (Week Ending 20 April 2025)
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What The USA’s Largest Bank Thinks About The State Of The Country’s Economy In Q1 2025
JPMorgan Chase (NYSE: JPM) is currently the largest bank in the USA by total assets. Because of this status, JPMorgan is naturally able to feel…
Read More What We’re Reading (Week Ending 13 April 2025)
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Lessons From Tariff History
Arguably the biggest event in the financial markets this year so far has been the Reciprocal Tariff Policy introduced by the US government, under the…
Read More What We’re Reading (Week Ending 06 April 2025)
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What Warren Buffett Thinks About Tariffs
Earlier this week, the US government, under the Trump administration, announced a Reciprocal Tariff policy. The policy imposes a minimum tariff of 10% on all…
Read More What We’re Reading (Week Ending 30 March 2025)
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More Of The Latest Thoughts From American Technology Companies On AI (2024 Q4)
Earlier this month, I published the two-part article, The Latest Thoughts From American Technology Companies On AI (2024 Q4) (see here and here). In them,…
Read More What We’re Reading (Week Ending 23 March 2025)
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Is There Something Wrong With Pinduoduo’s Asset-Light Business Model?
Chinese e-commerce company Pinduoduo has experienced explosive growth in the past few years, with its revenue growing at a breath-taking pace of 142% per year…
Read More What We’re Reading (Week Ending 16 March 2025)
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Company Notes Series (#7): iCAD
Editor’s note: This is the latest edition in the “Company Notes Series”, where we periodically share our notes on companies we’ve studied in the recent…
Read More What We’re Reading (Week Ending 09 March 2025)
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The Latest Thoughts From American Technology Companies On AI (2024 Q4) – Part 2
The way I see it, artificial intelligence (or AI), really leapt into the zeitgeist in late-2022 or early-2023 with the public introduction of DALL-E2 and…
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The Latest Thoughts From American Technology Companies On AI (2024 Q4) – Part 1
The way I see it, artificial intelligence (or AI), really leapt into the zeitgeist in late-2022 or early-2023 with the public introduction of DALL-E2 and…
Read More What We’re Reading (Week Ending 02 March 2025)
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Insights From Warren Buffett’s 2024 Shareholder’s Letter
One document I always look forward to reading around this time of the year is Warren Buffett’s annual Berkshire Hathaway shareholder’s letter. Over the weekend,…
Read More What We’re Reading (Week Ending 23 February 2025)
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What Do Job Cuts Mean For Shareholders?
Recently, Meta Platforms Inc (NASDAQ: META) announced that it would cut around 5% of its global workforce. I was discussing this with a friend of…
Read More What We’re Reading (Week Ending 16 February 2025)
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Company Notes Series (#6): Azeus Systems Holdings
Editor’s note: This is the latest edition in the “Company Notes Series”, where we periodically share our notes on companies we’ve studied in the recent…
Read More What We’re Reading (Week Ending 09 February 2025)
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Potential Bargains In A Niche Corner Of The US Stock Market
I first came across a niche corner of the US stock market known as thrift conversions in January 2024. Upon further research over the subsequent…
Read More What We’re Reading (Week Ending 02 February 2025)
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Company Notes Series (#5): Edilizi Acrobatica
Editor’s note: This is the latest edition in the “Company Notes Series”, where we periodically share our notes on companies we’ve studied in the recent…
Read More What We’re Reading (Week Ending 26 January 2025)
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Great Stocks Can Come From The Worst Industries
I’ve long been sector-agnostic when it comes to the companies I’m interested in because I believe that great companies - and thus, great stocks -…
Read More What We’re Reading (Week Ending 19 January 2025)
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What The USA’s Largest Bank Thinks About The State Of The Country’s Economy In Q4 2024
JPMorgan Chase (NYSE: JPM) is currently the largest bank in the USA by total assets. Because of this status, JPMorgan is naturally able to feel…
Read More What We’re Reading (Week Ending 12 January 2025)
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Company Notes Series (#4): engcon
Editor’s note: This is the latest edition in the “Company Notes Series”, where we periodically share our notes on companies we’ve studied in the recent…
Read More What We’re Reading (Week Ending 05 January 2025)
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Where Are US Stocks Headed In 2025?
We’re at the start of a new year in 2025, and there has been a deluge of forecasts in recent weeks for where the US…
Read More What We’re Reading (Week Ending 29 December 2024)
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6 Things I’m Certain Will Happen In The Financial Markets In 2025
There are no guarantees in the world of investing… or are there? Here are six things I’m certain will happen in 2025. 1. There will…
Read More What We’re Reading (Week Ending 22 December 2024)
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Company Notes Series (#3): Golden Throat Holdings Group Company
Editor’s note: This is the latest edition in the “Company Notes Series”, where we periodically share our notes on companies we’ve studied in the recent…
Read More What We’re Reading (Week Ending 15 December 2024)
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More Of The Latest Thoughts From American Technology Companies On AI (2024 Q3)
Last month, I published The Latest Thoughts From American Technology Companies On AI (2024 Q3). In it, I shared commentary in earnings conference calls for…
Read More What We’re Reading (Week Ending 08 December 2024)
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The Pitfalls of Using IRR
The internal rate of return (IRR) is a commonly used metric to estimate the profitability of an investment. It can be used to assess whether…
Read More What We’re Reading (Week Ending 01 December 2024)
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Applying The Lessons Learnt From 2021
With stock markets making new highs this year, it is a good time to look back at the lessons learnt from the collapse of some…
Read More What We’re Reading (Week Ending 24 November 2024)
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The Latest Thoughts From American Technology Companies On AI (2024 Q3)
The way I see it, artificial intelligence (or AI), really leapt into the zeitgeist in late-2022 or early-2023 with the public introduction of DALL-E2 and…
Read More What We’re Reading (Week Ending 17 November 2024)
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The Best Investment Theme For The New Trump Presidency
Last week, Donald Trump won the latest US Presidential Elections, which would see him be sworn in as the USA’s new President on 20 January…
Read More What We’re Reading (Week Ending 10 November 2024)
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Market View: Levels to watch for US equities in Nov; Market reaction to US Sep PCE, BOJ rate decision; Earnings out of Amazon, Apple, Meta, Microsoft; Singtel
Last week, on 01 November 2024, I was invited for a short interview on Money FM 89.3, Singapore’s first business and personal finance radio station,…
Read More What We’re Reading (Week Ending 03 November 2024)
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The US Stock Market And US Presidents
The US presidential election is just a few weeks away. And as usual, large swathes of participants in the US stock market are trying to…
Read More What We’re Reading (Week Ending 27 October 2024)
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The Problems With China’s Economy And How To Fix Them
Economist Richard Koo (Gu Chao Ming) is the author of the book The Other Half of Macroeconomics and the Fate of Globalization. Investor Li Lu…
Read More What We’re Reading (Week Ending 20 October 2024)
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What The USA’s Largest Bank Thinks About The State Of The Country’s Economy In Q3 2024
JPMorgan Chase (NYSE: JPM) is currently the largest bank in the USA by total assets. Because of this status, JPMorgan is naturally able to feel…
Read More What We’re Reading (Week Ending 13 October 2024)
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How Recessions and Interest Rate Changes Affect Stocks
After years of investing in stocks, I’ve noticed that stock market participants place a lot of emphasis on how recessions and changes in interest rates…
Read More What We’re Reading (Week Ending 06 October 2024)
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Company Notes Series (#2): BayCurrent Consulting
Editor’s note: We’re testing out a new series for the blog, the “Company Notes Series”, where we periodically share our notes on companies we’ve studied…
Read More What We’re Reading (Week Ending 29 September 2024)
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The Federal Reserve Has Much Less Power Over Financial Markets Than You Think
Last week, the Federal Reserve, the USA’s central bank, opted to lower the federal funds rate (the key interest rate controlled by it) by 50…
Read More What We’re Reading (Week Ending 22 September 2024)
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More Of The Latest Thoughts From American Technology Companies On AI (2024 Q2)
Last month, I published The Latest Thoughts From American Technology Companies On AI (2024 Q2). In it, I shared commentary in earnings conference calls for…
Read More What We’re Reading (Week Ending 15 September 2024)
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Does News Move The Stock Market?
A great book I started reading recently is Making Sense of Chaos by economist J. Doyne Farmer. In the book, Farmer discusses his ideas for…
Read More What We’re Reading (Week Ending 08 September 2024)
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The Buyback Endemic
Buybacks can be a good way for companies to enhance shareholder value. Share buybacks reduce the number of shares outstanding, allowing companies to pay a…
Read More What We’re Reading (Week Ending 01 September 2024)
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Stocks and Interest Rate Cuts
A topic I’ve noticed that is buzzing among financial market participants lately is what would happen to the US stock market if and when the…
Read More What We’re Reading (Week Ending 25 August 2024)
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The Latest Thoughts From American Technology Companies On AI (2024 Q2)
The way I see it, artificial intelligence (or AI), really leapt into the zeitgeist in late-2022 or early-2023 with the public introduction of DALL-E2 and…
Read More What We’re Reading (Week Ending 18 August 2024)
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Market View: Markets Movements Post Global Rout
Last week, on 06 August 2024, I was invited for a short interview on Money FM 89.3, Singapore’s first business and personal finance radio station,…
Read More What We’re Reading (Week Ending 11 August 2024)
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Assessing Different Share Buyback Strategies
Over the past few years, I have observed the different ways that companies conduct their share buybacks. This made me realise that the way a…
Read More What We’re Reading (Week Ending 04 August 2024)
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What The USA’s Largest Bank Thinks About The State Of The Country’s Economy In Q2 2024
JPMorgan Chase (NYSE: JPM) is currently the largest bank in the USA by total assets. Because of this status, JPMorgan is naturally able to feel…
Read More What We’re Reading (Week Ending 28 July 2024)
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Dispelling This One Misconception About Stock Market Peaks
Last week, on 16 July 2024, I was invited for a short interview on Money FM 89.3, Singapore’s first business and personal finance radio station.…
Read More What We’re Reading (Week Ending 21 July 2024)
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Why It’s So Difficult To Tell When The Stock Market Will Peak (Revised)
Note: This article is a copy of Why It's So Difficult To Tell When The Stock Market Will Peak that I published more than four…
Read More What We’re Reading (Week Ending 14 July 2024)
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Company Notes Series: Natural Resource Partners
Editor's note: We're testing out a new series for the blog, the "Company Notes Series", where we periodically share our notes on companies we've studied…
Read More What We’re Reading (Week Ending 07 July 2024)
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No, Dividends Are Great
In recent times, large American technology companies such as Meta Platforms, Salesforce, and Alphabet have initiated a dividend. It's easy to imagine that their shareholders…
Read More What We’re Reading (Week Ending 30 June 2024)
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How Nvidia Passed Microsoft In Market Cap To Become The Most Valuable Public Company & More
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.…
Read More What We’re Reading (Week Ending 23 June 2024)
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More Of The Latest Thoughts From American Technology Companies On AI (2024 Q1)
Last month, I published The Latest Thoughts From American Technology Companies On AI (2024 Q1). In it, I shared commentary in earnings conference calls for…
Read More What We’re Reading (Week Ending 16 June 2024)
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Identifying Value Traps
Investors often use valuation metrics to screen for “cheap” or “undervalued” companies. Identified correctly, undervalued companies will provide better returns than the broader market. However,…
Read More What We’re Reading (Week Ending 09 June 2024)
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The Expensive Weighing Machine
In Pain Before Gain, I shared Walmart’s past business growth and corresponding stock price movement (emphases are new): “From 1971 to 1980, Walmart produced breath-taking…
Read More What We’re Reading (Week Ending 02 June 2024)
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The Latest Thoughts From American Technology Companies On AI (2024 Q1)
The way I see it, artificial intelligence (or AI), really leapt into the zeitgeist in late-2022 or early-2023 with the public introduction of DALL-E2 and…
Read More What We’re Reading (Week Ending 26 May 2024)
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OUE’s Buybacks, SIA’s Latest Deal With Garuda Airlines, Tencent Suspends Dungeon & Fighter Mobile Shortly After Debut, Mismanagement at Red Lobster, & More
Earlier this week, on 21 May 2024, I was invited for a short interview on Money FM 89.3, Singapore’s first business and personal finance radio…
Read More What We’re Reading (Week Ending 19 May 2024)
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Have Apple’s Share Buybacks Been Good For Shareholders?
Apple has spent a whopping US$651.4 billion on share repurchases from September 2011 to December 2023. For perspective, Broadcom, the 9th largest company listed on…
Read More What We’re Reading (Week Ending 12 May 2024)
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Read More Insights From Berkshire Hathaway’s 2024 Annual General Meeting
Warren Buffett is one of my investment heroes. On 4 May 2024, he held court at the 2024 Berkshire Hathaway AGM (annual general meeting). For…
Read More What We’re Reading (Week Ending 05 May 2024)
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Different Types of Stock-Based Compensation and What Investors Need to Know About Them
I’ve been studying stock-based compensation across a wide range of companies for a few years now. One thing I've learnt is that stock-based compensation can…
Read More What We’re Reading (Week Ending 28 April 2024)
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What The USA’s Largest Bank Thinks About The State Of The Country’s Economy In Q1 2024
JPMorgan Chase (NYSE: JPM) is currently the largest bank in the USA by total assets. Because of this status, JPMorgan is naturally able to feel…
Read More What We’re Reading (Week Ending 21 April 2024)
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Seatrium and Global Invacom’s Continued Annual Losses, Cordlife’s Woes, Inflation and Interest Rate Expectations, Trump Media & Technology Group’s Valuation, & More
Last week, on 9 April 2024, I was invited for a short interview on Money FM 89.3, Singapore’s first business and personal finance radio station,…
Read More What We’re Reading (Week Ending 14 April 2024)
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Debunking An Investment Myth
There are some investing beliefs that are widely accepted but may not be entirely true. One such belief is the idea that a company has…
Read More What We’re Reading (Week Ending 07 April 2024)
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Read More A Radical Idea To Improve Stock-Based Compensation
The idea of giving stock-based compensation is to turn employees into partners. In theory, giving employees stock will make them part-owners of a business and…
Read More What We’re Reading (Week Ending 31 March 2024)
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More Of The Latest Thoughts From American Technology Companies On AI (2023 Q4)
Nearly a month ago, I published The Latest Thoughts From American Technology Companies On AI (2023 Q4). In it, I shared commentary in earnings conference…
Read More What We’re Reading (Week Ending 24 March 2024)
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Beware of This Valuation Misconception
How should we value a stock? That’s one of the basic questions when investing. Warren Buffett answers this question extremely well. He says: “Intrinsic value…
Read More What We’re Reading (Week Ending 17 March 2024)
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Stock Buybacks and Privatisations in Singapore’s Stock Market, China’s Property Market, What’s Next for Mario, & More
Earlier this week, on 11 March 2024, I was invited for a short interview on Money FM 89.3, Singapore’s first business and personal finance radio…
Read More What We’re Reading (Week Ending 10 March 2024)
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The Latest Thoughts From American Technology Companies On AI (2023 Q4)
The way I see it, artificial intelligence (or AI), really leapt into the zeitgeist in late-2022 or early-2023 with the public introduction of DALL-E2 and…
Read More What We’re Reading (Week Ending 03 March 2024)
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Insights From Warren Buffett’s 2023 Shareholder’s Letter
One document I always look forward to reading around this time of the year is Warren Buffett’s annual Berkshire Hathaway shareholder’s letter. Over the weekend,…
Read More What We’re Reading (Week Ending 25 February 2024)
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Shorting Stocks Is Hard, Really Hard
In investing parlance, to “short a stock” is to make an investment with the view that a stock’s price will decline. On the surface, shorting…
Read More What We’re Reading (Week Ending 18 February 2024)
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How Innovation Happens
There are a myriad of important political, social, economic, and healthcare issues that are plaguing our globe today. But Jeremy and I are still long-term…
Read More What We’re Reading (Week Ending 11 February 2024)
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Is Bitcoin a Speculative or Productive Asset?
The Bitcoin hype train is back! Bitcoin halving, Bitcoin ETF approval and the prospect of lower interest rates have put Bitcoin back at the center…
Read More What We’re Reading (Week Ending 04 February 2024)
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An Attempt To Expand Our Circle of Competence
Jeremy and I have not invested in an oil & gas company for years. The reason can be traced to the very first stocks I…
Read More What We’re Reading (Week Ending 28 January 2024)
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What The USA’s Largest Bank Thinks About The State Of The Country’s Economy In Q4 2023
JPMorgan Chase (NYSE: JPM) is currently the largest bank in the USA by total assets. Because of this status, JPMorgan is naturally able to feel…
Read More What We’re Reading (Week Ending 21 January 2024)
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The Everlasting Things In Human Affairs
Morgan Housel is one of my favourite writers in finance. In November 2023, he published his second book, Same as Ever: A Guide to What…
Read More What We’re Reading (Week Ending 14 January 2024)
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Don’t Judge Your Investments By Their Stock Prices
Back in December 2020, I wrote an article on Moderna and BioNTech. The two companies were the front runners in the COVID vaccine race and…
Read More What We’re Reading (Week Ending 07 January 2024)
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Companies Need to Stop Doing These Stupid Things
We see companies do stupid things all the time that erodes shareholder value. Here are three of them that really irk me. Targeting stock-based compensation as…
Read More What We’re Reading (Week Ending 31 December 2023)
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Ben Graham’s Q&A
I recently came across an old US TV news clip from the 1950s that featured Ben Graham, the mentor of Warren Buffett, and the author…
Read More What We’re Reading (Week Ending 24 December 2023)
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More Of The Latest Thoughts From American Technology Companies On AI (2023 Q3)
Nearly a month ago, I published The Latest Thoughts From American Technology Companies On AI (2023 Q3). In it, I shared commentary in earnings conference…
Read More What We’re Reading (Week Ending 17 December 2023)
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The Opportunities and Risks In The US Stock Market
Earlier this week, on 12 December 2023, I was invited for a short interview on Money FM 89.3, Singapore’s first business and personal finance radio…
Read More What We’re Reading (Week Ending 10 December 2023)
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Investing Like a Business Owner
Rob Vinall is one of the top performing fund managers in the past decade and a half. Vinall manages a fund named the Business Owner…
Read More What We’re Reading (Week Ending 03 December 2023)
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Lessons From The Immortal Charlie Munger
Neuroscientist David Eagleman once wrote: “There are three deaths: the first is when the body ceases to function. The second is when the body is…
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Having a Margin of Safety
Warren Buffett once said that we should invest only when the price provides us with a margin of safety. But what does a margin of…
Read More What We’re Reading (Week Ending 26 November 2023)
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The Latest Thoughts From American Technology Companies On AI (2023 Q3)
The way I see it, artificial intelligence (or AI), really leapt into the zeitgeist in late-2022 or early-2023 with the public introduction of DALL-E2 and…
Read More What We’re Reading (Week Ending 19 November 2023)
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How to Get 10% Returns a Year
How much should you pay for a stock to get a 10% return? In this article I explore a valuation method that helps me find…
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More Thoughts on Artificial Intelligence
I published Thoughts on Artificial Intelligence on 19 July 2023. Since then, developments in AI have continued at a breath-taking speed. In here, I want…
Read More What We’re Reading (Week Ending 05 November 2023)
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Jensen Huang’s Wisdom
I listen to, or read the transcripts of, podcasts regularly. One of my favourite podcast episodes this year was Jensen Huang’s appearance earlier this month…
Read More What We’re Reading (Week Ending 29 October 2023)
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Read More When DCFF Models Fail
Investing is based on the premise that an asset's value is the cash flow that it generates over its lifetime, discounted to the present. This…
Read More What We’re Reading (Week Ending 22 October 2023)
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What The USA’s Largest Bank Thinks About The State Of The Country’s Economy In Q3 2023
JPMorgan Chase (NYSE: JPM) is currently the largest bank in the USA by total assets. Because of this status, JPMorgan is naturally able to feel…
Read More What We’re Reading (Week Ending 15 October 2023)
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Read More Crises and Stocks
The past few years may seem especially tumultuous because of the crises that have occurred. For example, in 2020, there was the COVID pandemic and…
Read More What We’re Reading (Week Ending 08 October 2023)
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7 Investing Mistakes to Avoid
From what I see, most investors are often on the lookout for ways to win in the stock market. But that may be the wrong…
Read More What We’re Reading (Week Ending 01 October 2023)
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More Of The Latest Thoughts From American Technology Companies On AI
Nearly a month ago, I published The Latest Thoughts From American Technology Companies On AI. In it, I shared commentary in earnings conference calls for…
Read More What We’re Reading (Week Ending 24 September 2023)
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What We Can Learn From EC World REIT’s Troubles
EC World REIT (SGX: BWCU) is in hot water. The Singapore-listed real estate investment trust, which owns properties in China, is having trouble keeping sufficient…
Read More What We’re Reading (Week Ending 17 September 2023)
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Mind The Gap
There’s a gap in the investing world that I think all investors should beware. It’s a gap that can be a mile (or kilometre -…
Read More What We’re Reading (Week Ending 10 September 2023)
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Read More The Worst (Best) Time To Invest Feels The Best (Worst)
The world of investing is full of paradoxes. In a recent article, I described the example of stability itself being destabilising. Another paradox is that…
Read More What We’re Reading (Week Ending 03 September 2023)
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One Of The Largest Disconnects Between Fundamentals & Price I’ve Ever Seen
VinFast Auto (NASDAQ: VFS) became a public-listed entity in the US stock market on 15 August this year through a SPAC (Special Purpose Acquisition Company)…
Read More What We’re Reading (Week Ending 27 August 2023)
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The Latest Thoughts From American Technology Companies On AI
The way I see it, artificial intelligence (or AI), really leapt into the zeitgeist in late-2022 or early-2023 with the public introduction of DALL-E2 and…
Read More What We’re Reading (Week Ending 20 August 2023)
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Read More When Genius Failed (temporarily)*
The late Henry Singleton was a bona fide polymathic genius. He had a PhD in electrical engineering and could play chess just below the grandmaster…
Read More What We’re Reading (Week Ending 13 August 2023)
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Read More Lessons From Two Polar Opposite Companies
The ultimate goal of management should be to maximise shareholder value. This means returning as much cash (discounted to the present) as possible to shareholders…
Read More What We’re Reading (Week Ending 06 August 2023)
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A Reason For Optimism For Global Economic Growth
There are a myriad of important political, social, economic, and healthcare issues that are plaguing our globe today. But I am still long-term optimistic on…
Read More What We’re Reading (Week Ending 30 July 2023)
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Read More How To Lose Money Investing With Warren Buffett
Warren Buffett is one of my investing heroes. He assumed control of Berkshire Hathaway in 1965 and still remains at the helm. Through astute acquisitions…
Read More What We’re Reading (Week Ending 23 July 2023)
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Thoughts on Artificial Intelligence
The way Jeremy and I see it, artificial intelligence (AI) really leapt into the zeitgeist in late-2022 or early-2023 with the public introduction of DALL-E2…
Read More What We’re Reading (Week Ending 16 July 2023)
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When Should You Use EBITDA?
In the lexicon of finance, EBITDA stands for earnings before interest, tax, depreciation and amortisation. It is a commonly reported metric among companies and is…
Read More What We’re Reading (Week Ending 09 July 2023)
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A Possible Scientific Explanation For Why Top-Down Control of Economies Is A Bad Idea
Mitch Waldrop’s Complexity: The Emerging Science at the Edge of Order and Chaos, published in 1992, is one of the best books I’ve read in recent…
Read More What We’re Reading (Week Ending 02 July 2023)
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What Is The Monetary Cost of Stock-Based Compensation?
It is common today for companies to exclude stock-based compensation (SBC) when reporting “adjusted” earnings. In management’s eyes, SBC expense is not a cash outflow…
Read More What We’re Reading (Week Ending 25 June 2023)
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More Thoughts From American Technology Companies On AI
Nearly a month ago, I published What American Technology Companies Are Thinking About AI. In it, I shared commentary in earnings conference calls, from the…
Read More What We’re Reading (Week Ending 18 June 2023)
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Read More An Investing Paradox: Stability Is Destabilising
One of my favourite frameworks for thinking about investing and the economy is the simple but profound concept of stability being destabilising. This comes from…
Read More What We’re Reading (Week Ending 11 June 2023)
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Takeaways From Silicon Valley Bank’s Collapse
March 2023 was a tumultuous month in the world of finance. On 8 March, Silicon Valley Bank, the 16th largest bank in the USA with…
Read More What We’re Reading (Week Ending 04 June 2023)
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How Bad is Zoom’s Stock-Based Compensation?
There seems to be a lot of concern surrounding Zoom’s rising stock-based compensation (SBC). In its financial years 2021, 2022 and 2023, Zoom recorded SBC…
Read More What We’re Reading (Week Ending 28 May 2023)
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What American Technology Companies Are Thinking About AI
The way I see it, artificial intelligence (or AI), really leapt into the zeitgeist in late-2022 or early-2023 with the public introduction of DALL-E2 and…
Read More What We’re Reading (Week Ending 21 May 2023)
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Read More When Share Buybacks Lose Their Power
Share buybacks can be a powerful tool for companies to boost their future earnings per share. By buying back shares, a company's future earnings can…
Read More What We’re Reading (Week Ending 14 May 2023)
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What Causes Stock Prices To Rise?
I recently wrote about why dividends are the ultimate driver of stock valuations. Legendary investor Warren Buffett once said: “Intrinsic value can be defined simply…
Read More What We’re Reading (Week Ending 07 May 2023)
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How Do Changing Assumptions Impact Intrinsic Values?
It is not uncommon to see stock prices gyrate wildly during earnings season. A small earnings beat and the stock goes up 10% or even…
Read More What We’re Reading (Week Ending 30 April 2023)
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How To Find The Intrinsic Value of a Stock At Different Points in Time
A company’s intrinsic value is the value of the sum of future cash flows to the shareholder discounted to the present day. But the intrinsic…
Read More What We’re Reading (Week Ending 23 April 2023)
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Read More What’s Your Investing Edge?
Warren Buffett probably has the most concise yet the best explanation of how to value a stock. He said: “Intrinsic value can be defined simply:…
Read More What We’re Reading (Week Ending 16 April 2023)
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Read More Forget Profits or Free Cash Flow – Dividends Are What Really Matters!
Investors often talk about profits and free cash flow. I’m no exception. If you look at the archive of articles on this blog, you will…
Read More What We’re Reading (Week Ending 09 April 2023)
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The Split-up Of Alibaba And What It Means
Last week, on 31 March 2023, I was invited for a short interview on Money FM 89.3, Singapore’s first business and personal finance radio station.…
Read More What We’re Reading (Week Ending 02 April 2023)
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When Shouldn’t You Pay a Premium For a Growing Company?
You may assume that a faster-growing business always deserves a premium valuation but that's not always the case. Growth is not the only criterion that…
Read More What We’re Reading (Week Ending 26 March 2023)
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A Lesson From An Old Banking Crisis That’s Important Now
This March has been a wild month in the world of finance. So far, three banks in the USA have collapsed, including Silicon Valley Bank,…
Read More What We’re Reading (Week Ending 19 March 2023)
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A Banking Reformer Could Not Prevent The Collapse Of A Bank He Helped Lead
On 12 March 2023, Signature Bank, which was based in New York, was closed by banking regulators in the USA. Its closure happened in the…
Read More What We’re Reading (Week Ending 12 March 2023)
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China’s Economic Problems
A book I read recently is Edward Chancellor’s The Price of Time, published in July 2022. The book traces the history of interest rates from…
Read More What We’re Reading (Week Ending 05 March 2023)
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Risk-Free Rates and Stocks
What happens to stocks when risk-free rates are high? Theoretically, when risk-free rates are high, stocks should fall in price - why would anyone invest…
Read More What We’re Reading (Week Ending 26 February 2023)
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Read More Pain Before Gain
In my December 2021 article, The Need For Patience, I shared two of my favourite investing stories. The first involved Warren Buffett’s experience with investing…
Read More What We’re Reading (Week Ending 19 February 2023)
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My Favourite Pieces Of Charlie Munger’s Wisdom
The venerable Charlie Munger is one of my investing heroes. On 15 February 2023, he participated in a 2.5 hour Q&A session during the annual…
Read More What We’re Reading (Week Ending 12 February 2023)
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Recession and Stocks
In my August 2022 article, The Truths About Investing In Stocks During Recessions, I discussed why jumping in and out of stocks based on whether…
Read More What We’re Reading (Week Ending 05 February 2023)
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Why Capital Hoarding Is Bad For Shareholders
Constellation Software is a company with an incredible long-term track record. Its founder and CEO, Mark Leonard, writes in his shareholder letters that a company…
Read More What We’re Reading (Week Ending 29 January 2023)
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What Makes Some Serial Acquirers So Successful
Serial acquirers are companies that acquire smaller companies to grow and they can make for excellent investments. They use the cash flow produced by each…
Read More What We’re Reading (Week Ending 15 January 2023)
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Read More What We’re Reading (Week Ending 08 January 2023)
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3 Best In Class Practices That All Companies Can Learn From Constellation Software
Constellation Software (TSE: CSU) is a Canada-based software company that grows by acquiring vertical market software (VMS) companies. Since its founding in 1996, it has…
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Can You Predict The Financial Markets?
Yesterday, I was invited onto Money FM 89.3, Singapore’s first business and personal finance radio station, for a short interview. My friend Willie Keng, the…
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When Should Companies Buy Back Their Shares?
Stocks have taken a beating this year, to say the least. The S&P 500 is down around 19% year-to-date while the NASDAQ has slumped by…
Read More What We’re Reading (Week Ending 18 December 2022)
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A Genius’s View On How The Stock Market Works
Claude Shannon was a polymathic genius. Vannevar Bush believed that Shannon was “an almost universal genius, whose talents might be channelled in any direction,” according…
Read More What We’re Reading (Week Ending 11 December 2022)
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The Drawbacks of Stock-based Compensation
Stock-based compensation (SBC), where a company pays its employees partly with shares, is table stakes when attracting talent for growing companies. And for good reason…
Read More What We’re Reading (Week Ending 04 December 2022)
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Read More What We’re Reading (Week Ending 27 November 2022)
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Read More Dangerous Stock Market Myths For Any Market
This morning, I gave a presentation for iFAST Global Markets’ Virtual Symposium - Strategies to Build Wealth During the Bear Market event. I would like…
Read More What We’re Reading (Week Ending 20 November 2022)
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Read More What Is A Fair PE Ratio To Pay For A Stock?
One of the trickiest elements of investing is finding out how much to pay for a stock. To make things simple, investors often divide the…
Read More What We’re Reading (Week Ending 13 November 2022)
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Singapore Airlines Is Redeeming The First Tranche of MCBs – Is That Good For Shareholders?
Singapore Airlines (SGX: C6L), or SIA, will be redeeming its first tranche of mandatory convertible bonds (MCBs). These bonds were issued by the airline merely…
Read More What We’re Reading (Week Ending 06 November 2022)
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Read More What Warren Buffett Saw In See’s Candy
See’s Candy, a simple chocolate manufacturer, was a transformative acquisition for Warren Buffett. Through the company, Buffett and his long-time partner, Charlie Munger, gained lessons…
Read More What We’re Reading (Week Ending 30 October 2022)
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What The USA’s Largest Bank Thinks About The State Of The Country’s Economy In Q3 2022
JPMorgan Chase (NYSE: JPM) is currently the largest bank in the USA by total assets. Because of this status, JPMorgan is naturally able to feel…
Read More What We’re Reading (Week Ending 23 October 2022)
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Mental Model For Assessing Acquisitions
Acquisitions often pose an analytical challenge for investors. Should the fee be considered an operating expense, capital expense, or another sort of expense? What if…
Read More What We’re Reading (Week Ending 16 October 2022)
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Quality Thoughts From A Quality Investor
I’ve read about the investment firm First Eagle Investments and its legendary portfolio manager, Jean-Marie Eveillard, many years ago. But I was not familiar with…
Read More What We’re Reading (Week Ending 09 October 2022)
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Talking About Investing On Radio
Yesterday, I was invited onto Money FM 89.3, Singapore’s first business and personal finance radio station, for a short interview. My friend Willie Keng, the…
Read More What We’re Reading (Week Ending 02 October 2022)
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Pocket Aces, Stocks, and Variance
Pocket Aces is the best starting hand in Texas Holdem Poker. Against any other starting-hand combination, Pocket Aces will win approximately 80% of the time.…
Read More What We’re Reading (Week Ending 25 September 2022)
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Read More How Warren Buffett Analysed Lehman Brothers
A friend of Jeremy and I recently shared a tweet with us from Andrew Kuhn, a partner at the investment firm Focused Compounding, that I…
Read More What We’re Reading (Week Ending 18 September 2022)
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Read More Lessons From The Ongoing Bear Market
This year demonstrated the cruel realities of investing in stocks. Year-to-date, the widely followed US stock market benchmark, the S&P 500, is down 14%. Meanwhile,…
Read More What We’re Reading (Week Ending 11 September 2022)
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Questions on Oil Prices Partially Answered
My article Surprising Facts About Oil Prices (And The Questions They Raise) was published last week. In it, I mentioned that “the price of oil…
Read More What We’re Reading (Week Ending 04 September 2022)
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Surprising Facts About Oil Prices (And The Questions They Raise)
Warren Buffett has recently been investing billions in shares of oil & gas companies such as Occidental Petroleum (NYSE: OXY) and Chevron (NYSE: CVX). I’ve…
Read More What We’re Reading (Week Ending 28 August 2022)
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Tencent’s Results Weren’t As Bad As The Headlines Suggest
Tencent released its 2022 second-quarter results last week and the headlines sounded pretty dire. “Tencent woes mount even after US$560b selloff” - The Business Times…
Read More What We’re Reading (Week Ending 21 August 2022)
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Read More Can You Make Money By Investing in a No-Growth Company?
We know that investing in high-growth companies can be very rewarding. But there are more ways to make money than investing in growing companies. A…
Read More What We’re Reading (Week Ending 14 August 2022)
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Why Shareholders Shouldn’t Fret Over Short-term Fluctuations in Business Growth
As a long-term investor, business fundamentals matter more to me than the near-term fluctuations in stock price. That's because if a company can grow its free…
Read More What We’re Reading (Week Ending 07 August 2022)
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Read More The Truths About Investing In Stocks During Recessions
Note: An earlier version of this article was first published in The Business Times on 26 July 2022 Lately, the dreaded “R” word has been…
Read More What We’re Reading (Week Ending 31 July 2022)
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My Observations On Malaysia’s Payment Ecosystem
Last week, I spent a few days in Malaysia for a friend’s wedding and for a short drive around the country's western coast. This was…
Read More What We’re Reading (Week Ending 24 July 2022)
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What The USA’s Largest Bank Thinks About The State Of The Country’s Economy
JPMorgan Chase (NYSE: JPM) is currently the largest bank in the USA by total assets. Because of this status, JPMorgan is naturally able to feel…
Read More What We’re Reading (Week Ending 17 July 2022)
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Read More What Is a Stock, Really?
What is a stock? A stock is a small stake in a company. But what does that really mean? First Principles Thinking Elon Musk recently…
Read More What We’re Reading (Week Ending 10 July 2022)
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Themes To Watch This Coming Earnings Season
I find that earnings seasons always provide important insights to investors. This is especially so in today's climate, when there is so much uncertainty over…
Read More What We’re Reading (Week Ending 03 July 2022)
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Can Software Companies Continue To Grow Despite Macroeconomic Uncertainties?
There’s been plenty of discussion among market participants and business executives over the past few months on the uncertainties confronting the US economy, and how…
Read More What We’re Reading (Week Ending 26 June 2022)
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Here’s Why Lower Stock Prices Shouldn’t Bother The Long-Term Investor
Warren Buffett once said: “If you're making a good investment in a security, it shouldn't bother you if they closed down the stock market for…
Read More What We’re Reading (Week Ending 19 June 2022)
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Read More What Stocks Would You Pick In This Volatile Market?
If you could go back in time to the start of this year, which of the following groups of real-life companies would you be interested…
Read More Highlights From Wix’s Investor Day
Wix recently held its investor day where it shared its plans for the future and the competitive landscape surrounding its business. Here are some of…
Read More What We’re Reading (Week Ending 22 May 2022)
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How Do Lower Stock Prices Impact Businesses
With stock prices falling sharply in recent months, here’s how businesses may be impacted. Higher dilution It is common practice for tech companies to offer…
Read More What We’re Reading (Week Ending 15 May 2022)
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What To Do During This Stock Market Crash?
The stock market has been brutal this year. The S&P 500 is down 18% year-to-date and the tech-heavy NASDAQ is already down 29%. But that’s…
Read More What We’re Reading (Week Ending 08 May 2022)
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Lessons From An Investor’s Tragic Experience In Russia
Red Notice, published in 2015, is one of the best books I’ve read recently. Written by investor and human rights activist, Bill Browder, it’s a…
Read More What We’re Reading (Week Ending 01 May 2022)
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A Conversation With FIRL On Investing
A couple of weeks back, I was fortunate to be invited to have a conversation with John and MJ on their Youtube podcast called The…
Read More What We’re Reading (Week Ending 24 April 2022)
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Read More My Favourite Story On Investing Risk
Howard Marks is the co-founder of Oaktree Capital, an investment firm with a phenomenal long-term track record of investing in distressed debt, and an investor…
Read More What We’re Reading (Week Ending 17 April 2022)
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Making Sense Of Singapore Post’s Latest Perpetual Securities
Two weeks ago, I was told that my relative had invested in Singapore Post’s (SGX: S08) recently issued perpetual securities. I thought it would be…
Read More What We’re Reading (Week Ending 10 April 2022)
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What Are The Challenges That Facebook is Facing
Let me start off this article by saying that I have a vested interest in Meta Platforms - the company formerly known as Facebook -…
Read More What We’re Reading (Week Ending 03 April 2022)
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What Should Tencent Shareholders Do With Their JD.com Shares?
Tencent distributed most of its stake in JD.com to its shareholders earlier this year. If you are a shareholder of Tencent, you would notice new…
Read More What We’re Reading (Week Ending 27 March 2022)
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How We Invest
Jeremy and I recorded a series of videos recently with iFAST TV talking about how we invest, all the way from the framework we use…
Read More What We’re Reading (Week Ending 20 March 2022)
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Did Investors Overpay For Growth Companies Last Year?
Investors who have had a vested interest in high-growth stocks in the past year, myself included, have (to put it mildly) experienced steep drawdowns. This…
Read More What We’re Reading (Week Ending 13 March 2022)
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Read More The Future Of China’s Economy
A few weeks ago, I finished reading China’s Crisis of Success. The book, authored by Willam Overholt and published in 2018, contained many thought-provoking ideas…
Read More What We’re Reading (Week Ending 06 March 2022)
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What Do Zoom’s FY2022 Numbers Say?
Zoom Video Communications (NASDAQ: ZM) reported its financial year 2022 (FY2022) fourth-quarter results earlier this week. During Zoom's earnings call, management expressed optimism around the…
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Lessons From “China’s Crisis Of Success”
A few months ago, a friend of mine, who’s an impressive investor working in a multi-billion-dollar fund management company, introduced me to the book, China’s…
Read More What We’re Reading (Week Ending 27 February 2022)
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Dealing With Downswings
What if I told you that you could invest in a stock at a $90 price today and sell it for more than $3000 in…
Read More What We’re Reading (Week Ending 20 February 2022)
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War and Investing
It’s a scary time to be an investor in stocks now. The US government has warned the world that Russia could launch a large-scale invasion…
Read More What We’re Reading (Week Ending 13 February 2022)
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Read More The Right Level of Diversification
What is the right amount of stocks an investor should have in his/her portfolio to achieve diversification? Is it 10? Is it 20? Is it…
Read More What We’re Reading (Week Ending 06 February 2022)
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A Collection of Noteworthy Quotes From Earnings Results so Far
*Quotes may be lightly edited for reading purposes ASML: Semiconductor Industry experiencing strong growth Question: To close off, do you expect strong demand to continue…
Read More What We’re Reading (Week Ending 30 January 2022)
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Equanimity and Patience
During bouts of short-term underperformance and/or significant volatility in stock prices, it’s easy to throw in the towel and get out of them to relieve…
Read More What We’re Reading (Week Ending 23 January 2022)
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How do Interest Rates Affect Stock Valuations?
Interest rates are rising around the world. The Bank of England increased interest rates in December 2021 from 0.1% to 0.25% while countries such as…
Read More What We’re Reading (Week Ending 16 January 2022)
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Were There Signs That Amazon Would be a Massive Winner 20 Years ago?
Buying and holding great companies can make you rich. If you invested in Amazon.com (NASDAQ: AMZN) 20 years ago in January 2001 and held it…
Read More What We’re Reading (Week Ending 09 January 2022)
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Is This The End of an Era For High-Growth Stocks?
2021 will be remembered as a year of a bull market. The widely-followed S&P 500 index, which comprises 505 of the largest US companies in…
Read More What We’re Reading (Week Ending 02 January 2022)
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Are The Best Investors Dead?
Are the best investors dead? That’s what a Fidelity internal performance review seems to suggest. Fidelity supposedly reviewed the performance of its customers from 2003…
Read More What We’re Reading (Week Ending 19 December 2021)
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Read More The Need For Patience
One of my favourite investing stories involves one of Warren Buffett’s best - maybe even his best - investment returns. This return came from his…
Read More What We’re Reading (Week Ending 12 December 2021)
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The Incredibly Resilient Stock Market
The stock market is an incredibly resilient thing. A wonderful example can be seen through some astounding facts I found out earlier this year about…
Read More What We’re Reading (Week Ending 05 December 2021)
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Read More What We’re Reading (Week Ending 28 November 2021)
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Why Zoom Video Communications Looks Attractive To Me Now
Zoom Video Communications' (NASDAQ: ZM) share price has fallen by 63% from its all time high. In fact, the share price is back to where…
Read More What We’re Reading (Week Ending 21 November 2021)
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Read More Sea Ltd’s 2021 Third-Quarter Results
Sea Ltd (NYSE: SE), which I will refer to as Sea from here on, reported its 2021 third-quarter financial results on 18 November. The parent…
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The Dogs of The Stock Market
Note: Data as of 2 November 2021; an earlier version of this article was first published in The Business Times on 10 November 2021 There are 7.9 billion individuals in…
Read More What We’re Reading (Week Ending 14 November 2021)
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Updates on The a2 Milk Company
Not much has gone right for The a2 Milk Company recently. In its fiscal year 21 (FY21), which ended on 30 June 2021, the infant…
Read More What We’re Reading (Week Ending 07 November 2021)
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Twilio’s Stock Price Crashed – Now What?
I first wrote about Twilio in this blog in January 2020. Since then, Twilio's stock price is up by more than 150%. Although Twilio is…
Read More What We’re Reading (Week Ending 31 October 2021)
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Can a Company’s Stock Price Influence Its Business?
“Price is what you pay, value is what you get.” -Warren Buffett The common wisdom is that a company's stock price, in the short term,…
Read More What We’re Reading (Week Ending 24 October 2021)
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Investing Thoughts After Watching Hometown Cha Cha Cha
Note: This article contains major spoilers for the popular Korean drama Hometown Cha Cha Cha. If you’re still watching the show or plan to watch…
Read More What We’re Reading (Week Ending 17 October 2021)
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Read More What We’re Reading (Week Ending 10 October 2021)
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Luck vs Skill in Investing
Investing is a game of probabilities. In any game where probability is a factor, luck undoubtedly plays a role. This leads to the age old…
Read More What We’re Reading (Week Ending 03 October 2021)
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Read More Main Street Vs Wall Street
I was recently interviewed by Timothy Ho, co-founder of the personal and business finance online knowledge portal Dollars and Sense. The interview is part of Dollars and Sense’s #TheNewNormal…
Read More What We’re Reading (Week Ending 26 September 2021)
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ASML: The Company Behind A Technological Marvel Powering The World’s Semiconductor Industry
On 24 June 2021, I recorded an episode for The Financial Coconut’s podcast series, TFC Stock Geekout. I appeared in the episode together with The…
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How To Judge If You Are a Good Long-term Investor
There’s a corner of the Twitter universe that has become a “digital hangout” for investors. Affectionately known as FinTwit, this is a platform where investment…
Read More What We’re Reading (Week Ending 19 September 2021)
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Should You Buy Shares of Manchester United?
When news that Manchester United re-signed Cristiano Ronaldo broke a few weeks ago, the football club’s stock price climbed by 10% in just a few…
Read More What We’re Reading (Week Ending 12 September 2021)
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How Did SaaS Companies Fare this Quarter?
A handful of Software-as-a-Service (SaaS) companies that I have a vested interest in released their quarterly results in the past few weeks. Here’s a quick…
Read More What We’re Reading (Week Ending 05 September 2021)
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Read More When The Stock Market Changes
There are many important things about the stock market that can change, such as the behaviour of market participants and their level of collective knowledge.…
Read More What We’re Reading (Week Ending 29 August 2021)
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The Collapse of Sembcorp Marine’s Stock
In an April 2020 article published in this website, I named Sembcorp Marine Ltd (SGX: S51) as a company that could face a liquidity crisis. …
Read More What We’re Reading (Week Ending 22 August 2021)
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The Power of Optionality And The Companies That Wield It
Having options is an often underappreciated but valuable competitive advantage. Nassim Taleb, the author of the book, Antifragile, wrote, “An option is what makes you…
Read More What We’re Reading (Week Ending 15 August 2021)
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A New World of Accelerating Growth
In 2016, Michael Mauboussin, a highly-regarded researcher and author in the investment industry, co-wrote a research paper published by Credit Suisse titled The Base Rate…
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Why Amazon and Tesla Can Improve Their Free Cash Flow
Amazon.com Inc (NASDAQ: AMZN) and Tesla Inc (NASDAQ: TSLA) are two closely watched companies by the investment community. I also happen to have investment exposure…
Read More What We’re Reading (Week Ending 01 August 2021)
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Playing The Right Game When Investing
One of the best books I’ve read over the past year is William Green’s Richer, Wiser, Happier. In his book, Green writes about the lessons…
Read More What We’re Reading (Week Ending 25 July 2021)
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Should Netflix Shareholders be Worried?
Netflix Inc (NASDAQ: NFLX) may have disappointed some shareholders with its most recent earnings report for the second quarter of 2021. Although the streaming giant…
Read More What We’re Reading (Week Ending 18 July 2021)
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Investing Basics
I was invited by Autodesk's Singapore office to give a presentation on investing on 30 June 2021. I would like to thank the Autodesk team…
Read More Absorbing Barrier, Kelly Criterion and Portfolio Risk Management
How much of our portfolio should we invest in a high conviction stock? This is an age-old question for any investor. In this article, I…
Read More What We’re Reading (Week Ending 11 July 2021)
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Read More A New Perspective: “One Up On Wall Street” by Peter Lynch
Note: This article is a guest-post from Lee Leigh Ann. She is an intern at the investment fund that we (Ser Jing and Jeremy) are…
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How To Invest Through High Inflation
Note: An earlier version of this article was first published in The Business Times on 30 June 2021 Is high inflation coming? If so, what…
Read More What We’re Reading (Week Ending 04 July 2021)
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The Winners and Losers of SPACs
Data as of 25 June 2021 The SPAC (Special Purpose Acquisition Company) craze has well and truly hit the market. From making up just a…
Read More What We’re Reading (Week Ending 27 June 2021)
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Potential Game-changing Bio-Technology
There are some exciting developments in the biotech space. This is not surprising, given the rising interest to invest in biotech. More money leads to…
Read More How I Invest
I was recently interviewed by the co-founders of FIRL (Finance in Real Life), John and MJ. I had an absolute blast talking to them. During…
Read More What We’re Reading (Week Ending 20 June 2021)
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Read More What We’re Reading (Week Ending 13 June 2021)
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Read More What We’re Reading (Week Ending 06 June 2021)
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A Roundup On SaaS Companies’ Earnings
Ser Jing and I manage an investment fund that invests in a number of software-as-a-service (SaaS) companies. Over the past few weeks, a handful of…
Read More What We’re Reading (Week Ending 30 May 2021)
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E-commerce Themes in Q1 2021 And The Companies That Are Winning
With most major e-commerce companies having reported their earnings updates for the first quarter of 2021, here are some of the key themes I picked…
Read More What We’re Reading (Week Ending 23 May 2021)
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Certain Tech Stocks Have Valuations That Look Appealing
Tech stocks have taken a pummeling this month so far. If you’re a long-term holder of tech stocks and are feeling the pinch, you’re not…
Read More What We’re Reading (Week Ending 16 May 2021)
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Read More What Do The Biggest Companies Have in Common?
As an investor, I am constantly on the hunt for what my blogging partner Ser Jing and I call “compounders.” These are companies that are…
Read More What We’re Reading (Week Ending 09 May 2021)
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Shareholders Lose Out In Unfriendly SPH Restructuring
Earlier this week, Singapore Press Holdings Limited (SGX: T39) announced a proposal to spin off its media business. The media business involves the publishing of…
Read More What We’re Reading (Week Ending 02 May 2021)
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FAAMG Earnings Takeaways
It was a busy week of earnings. All members of FAAMG (Facebook, Alphabet/Google, Amazon, Microsoft, and Apple) released their results for the first quarter of…
Read More What We’re Reading (Week Ending 25 April 2021)
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Read More Highlights, Insights and Trends From The Week’s Earnings Results
Last week, many US-listed companies started reported results for the first quarter of 2021. Here are highlights from some of the companies I have a…
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Investing In Stocks Is A Lot Like Lending Your Friend Money
Note: This article is a collaboration between The Good Investors and The Woke Salaryman. It was written by me and edited by He Ruiming. An…
Read More What We’re Reading (Week Ending 18 April 2021)
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Quick Thoughts on Coinbase
Coinbase is the talk of Wallstreet. It will begin trading on the NASDAQ through a direct listing tonight. Coinbase allows users to buy and sell…
Read More What We’re Reading (Week Ending 11 April 2021)
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Singapore Stock Market: Fertile Hunting Ground For Privatisations?
Recently, there has been a flurry of activity in the Singapore stock market. In early March, Jardine Matheson Holdings Ltd (SGX: J36) announced that it…
Read More What We’re Reading (Week Ending 4 April 2021)
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Read More What We’re Reading (Week Ending 28 March 2021)
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Cheap SaaS Stocks and Other Factors to Consider
Software-as-a-service (SaaS) companies are one of the more exciting groups of growth companies in the market today. Many SaaS companies are growing their businesses at…
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Making Sense Of Technology Stocks’ Recent Volatility
Note: Data as of 8 March 2021; an earlier version of this article was first published in The Business Times on 17 March 2021 Technology…
Read More What We’re Reading (Week Ending 21 March 2021)
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Read More Are SaaS Companies Cheap Now?
The share prices of SaaS (software-as-a-service) companies have risen massively over the past year. Even after the sharp pullback many of them experienced in late-February…
Read More What We’re Reading (Week Ending 14 March 2021)
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What Should Big Tech Do With All Their Cash?
This week, The Information reported that Chinese tech conglomerate, Tencent Holdings Ltd (HKG: 0700), has made a killing from its investment portfolio. In 2020 alone,…
Read More What We’re Reading (Week Ending 07 March 2021)
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Management Insights From The Earnings Season So Far
A company's earnings conference call can be extremely informative. Not only does it provide information on how a company has done in the last quarter,…
Read More What We’re Reading (Week Ending 28 February 2021)
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Will Bitcoin’s Price Continue To Rise?
We are in the middle of earnings season, yet it seems like the main thing investors are talking about these days is not the stock…
Read More What We’re Reading (Week Ending 21 February 2021)
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How Netflix is Capitalising On Operating Leverage
Netflix Inc (NASDAQ: NFLX) is ushering in a new era in its business. The streaming video giant delighted investors in January when it announced in…
Read More What We’re Reading (Week Ending 07 February 2021)
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The Stock (or is it “Stonk”?) Market Is Rigged: So What?
I need to get this off my chest. Over the course of January 2021, the financial markets saw the incredible Wallstreetbets vs Hedge Funds battle…
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Unpopular Truth: Reddit Investors Are Not Saving GameStop
You've likely heard about the Gamestop Corp (NYSE: GME) saga. I didn’t want to write a post on it but I realised that there is…
Read More What We’re Reading (Week Ending 31 January 2021)
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Read More My Preferred Way
There are many ways to make money in the stock market. There's no right or wrong. But given all that is going on in the…
Read More The Sources of Cheap Capital And Why It Matters
The company with the deepest pockets often wins. Having more money than your competitors can further your technology advantage, allow you to market more aggressively…
Read More What We’re Reading (Week Ending 24 January 2021)
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The Unique Ingredient of Haidilao’s Success: Love
Note: This article was first published in MOI Global's website. MOI Global is a community of thoughtful investors that was created by its chairman, John…
Read More What We’re Reading (Week Ending 17 January 2021)
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Investable Tech Trends To Watch In The Next Decade
Technology is changing the world, fast. The COVID-19 pandemic has accelerated software and other technology adoption around the globe. And this is likely just the…
Read More What We’re Reading (Week Ending 10 January 2021)
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Why Hour Glass Should Aggressively Buyback Its Shares
Singapore-listed luxury watch retailer The Hour Glass (SGX: AGS) has frustrated shareholders for a few years now. Its share price peaked at S$0.88 in 2015…
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6 Things I’m Certain Will Happen In The Financial Markets In 2021
In December 2019, I published 6 Things I’m Certain Will Happen In The Financial Markets in 2020. The content of the article is a little…
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How the Distribution of Outcomes Affect Portfolio Construction
Positive returns in stocks are never a guarantee. Stay far, far away from anyone who tells you otherwise. Company-specific risks, such as competition or regulatory…
Read More What We’re Reading (Week Ending 27 December 2020)
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Read More Shopify, Amazon, Costco or Alibaba? A Price-to-sales Analysis
Investors often use the price-to-sales multiple to value a company. This makes sense as sales is a proxy for how much cash the company can…
Read More What We’re Reading (Week Ending 20 December 2020)
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Read More The “Mystery” of Investing Simplified
In early October this year, I recorded a podcast with Kelvin Seetoh, co-founder of Growth Investing Mastery, an investment education services provider. The podcast is…
Read More What We’re Reading (Week Ending 13 December 2020)
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Is Index Investing Really Passive?
The finance community often use the term “passive investing” to apply to investing in index funds. But is investing in an index fund really a…
Read More What We’re Reading (Week Ending 06 December 2020)
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Bright Future For Tech Stocks In Post-COVID world
Note: This article was first published in The Business Times on 25 November 2020; data as of 19 November 2020 On 9 November 2020, Pfizer…
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Is It Too Late to Buy Moderna and BioNTech Shares?
A few weeks ago, the world rejoiced to the news that two COVID-19 vaccine trials produced extremely encouraging results. Pharmaceutical giant Pfizer Inc (NYSE: PFE)…
Read More What We’re Reading (Week Ending 29 November 2020)
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Read More What We’re Reading (Week Ending 22 November 2020)
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Read More What We’re Reading (Week Ending 15 November 2020)
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Is Zoom Video Communications Overvalued?
Zoom Video Communications Inc (NASDAQ: ZM) has been on a roll this year. The video conferencing software provider has been one of the main benefactors…
Read More What We’re Reading (Week Ending 08 November 2020)
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Ant Group’s Botched IPO: The Risk Of Investing In China
Ant Group’s massive initial public offering (IPO) was stopped cold in its tracks earlier this week. Ant Group, a fintech company backed by Alibaba and…
Read More My First Investing Loss
I was recently interviewed by Timothy Ho, co-founder of the personal and business finance online knowledge portal Dollars and Sense. The interview is part of…
Read More What We’re Reading (Week Ending 01 November 2020)
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How Many Stocks Should You Own?
One of the age-old questions in investing is how widely should we diversify. Unfortunately, it seems that even the best investors can’t seem to agree…
Read More What We’re Reading (Week Ending 25 October 2020)
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Compounding: How it Works and Why Diversification is Key
Compounding is amazing, isn’t it? Just look at the graph below. It shows the nominal growth of the S&P 500, a prominent US stock market…
Read More What We’re Reading (Week Ending 18 October 2020)
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Tesla is Making Virtually All Its Profits From Selling Credits. How? And Can it Last?
Tesla recorded another profitable quarter in the second quarter of 2020, marking a fourth consecutive quarter of GAAP (generally accepted accounting principles) profit for the…
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The Disconnect Between Stocks And The Economy
Note: An earlier version of this article was first published in MoneyOwl's website. MoneyOwl is Singapore's first bionic financial advisor and is a joint-venture between…
Read More What We’re Reading (Week Ending 11 October 2020)
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Learning Investing, Redefined
I’ve a group of entrepreneurial friends who came together earlier this year to launch Joyful Person, a micro-learning bot. According to the team, who quoted…
Read More What We’re Reading (Week Ending 04 October 2020)
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Read More How Does The Distribution of Outcomes Affect Our Investing Decisions
When we invest in a company's shares, we are making a long-term bet that the share price will rise over time. But in investing, we…
Read More What We’re Reading (Week Ending 27 September 2020)
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My Favourite Blogs to Better Understand Software Companies
For non-software engineers like me, the topic of software can be extremely difficult to grasp. The mechanics and use case of a company's software, where…
Read More What We’re Reading (Week Ending 20 September 2020)
We’ve constantly been sharing a list of our recent reads in our weekly emails for The Good Investors. Do subscribe for our weekly updates through…
Read More Can A Stock Be Considered Cheaper Even Though Its Price Went Up?
If the price of a company's stock went up, it’s more expensive, right? Well, not exactly. Stocks are not something static. Stocks represent part-ownership of…
Read More What We’re Reading (Week Ending 13 September 2020)
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Read More How People Think About Investing
A friend of mine and his colleague recently approached me to give an online presentation. My friend works in a financial advisory organisation and he…
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Can We Trust An Auditor’s Report?
Accounting scandals have been in the spotlight in recent months. Companies such as Wirecard and Luckin Coffee are two of the more recent high profile…
Read More What We’re Reading (Week Ending 06 September 2020)
We’ve constantly been sharing a list of our recent reads in our weekly emails for The Good Investors. Do subscribe for our weekly updates through…
Read More Happy 90th Birthday, Mr Buffett!
Warren Buffett is one of my heroes, not just in investing, but also in life. On 30 August 2020, he turned an amazing 90 years…
Read More What We’re Reading (Week Ending 30 August 2020)
We’ve constantly been sharing a list of our recent reads in our weekly emails for The Good Investors. Do subscribe for our weekly updates through…
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How Should We Measure The Dilutive Impact Of Stock-Based Compensation
Many tech companies nowadays use stock-based compensation to reward managers and employees. Some even pay as much as 80% of executive pay in stocks or…
Read More What We’re Reading (Week Ending 23 August 2020)
We’ve constantly been sharing a list of our recent reads in our weekly emails for The Good Investors. Do subscribe for our weekly updates through…
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Puzzles vs Mysteries In The Investing World
There are two kinds of problems in this world: puzzles and mysteries. Puzzles can be solved by collecting information. Mysteries, on the other hand, require…
Read More What We’re Reading (Week Ending 16 August 2020)
We’ve constantly been sharing a list of our recent reads in our weekly emails for The Good Investors. Do subscribe for our weekly updates through…
Read More What We’re Reading (Week Ending 09 August 2020)
We’ve constantly been sharing a list of our recent reads in our weekly emails for The Good Investors. Do subscribe for our weekly updates through…
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Does The Stock Market Make Sense Now?
Are stocks too expensive? On the surface, it certainly seems so. The US economy declined by 32.9% on an annualised basis in the second quarter…
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The Key Investing Lessons From COVID-19
Note: This article was first published in The Business Times on 29 July 2020. It may feel like a lifetime has passed, but it’s only been around…
Read More 2 Investing Pitfalls
Investors are prone to behavioural biases. I am guilty of some, which have caused me to commit investing mistakes and miss out on some of…
Read More What We’re Reading (Week Ending 2 August 2020)
We’ve constantly been sharing a list of our recent reads in our weekly emails for The Good Investors. Do subscribe for our weekly updates through…
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How To Avoid Confirmation Bias In Investing
Psychological biases are the human tendency for us to make decisions in an illogical way. The concept was introduced by psychologists Daniel Kahneman, Paul Slovic,…
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How You Can Beat Professional Investors
It’s only natural for us to believe that individual investors don’t stand a chance against professional investors. After all, the pros have access to research…
Read More What We’re Reading (Week Ending 26 July 2020)
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Board Games, Coffee Cans, and Investing
David Gardner is the co-founder of The Motley Fool, and he’s one of the best stock market investors I know. There’s a fascinating short story…
Read More The Fascinating Facts Behind Warren Buffett’s Best Investment
One of the best returns - maybe even the best - that Warren Buffett has enjoyed came from his 1973 investment in shares of The…
Read More What Causes Share Prices to Increase?
Share price appreciation and dividends are the primary drivers of returns for shareholders. In an earlier article, I discussed how stock prices are a function…
Read More What We’re Reading (Week Ending 19 July 2020)
We’ve constantly been sharing a list of our recent reads in our weekly emails for The Good Investors. Do subscribe for our weekly updates through…
Read More An Important Thing To Know About Stock Market Risk
A few days ago, I published Investing is Hard. In the article, I shared two things: One, snippets of the State of the Union Address…
Read More How Future Dividends Drive Capital Growth in Stocks
The ultimate goal of investing is simply to make money. The art of picking good investments is complicated but it boils down to one key…
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Investing Is Hard
Near the start of every year, the President of the United States delivers the State of the Union Address. The speech is essentially a report…
Read More What We’re Reading (Week Ending 12 July 2020)
We’ve constantly been sharing a list of our recent reads in our weekly emails for The Good Investors. Do subscribe for our weekly updates through…
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Making Sense Of Japan’s Epic Stock Market Bubble
From time to time, Jeremy and myself receive questions from readers that are along this line: “Will the stock market of [insert country] be like…
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Should We Wait For a Market Pullback?
Just a glance at the price chart of a stock market index will tell you that stocks don’t go up in a straight line. Stocks…
Read More 3 Great Investing Lessons From My Favourite Warren Buffett Speech
Warren Buffett is one of my investing heroes. He’s well known for producing incredible long-term returns at Berkshire Hathaway since assuming leadership of the company…
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Is It Too Late To Invest in Stocks Now?
The S&P 500 index continues to defy gravity even as COVID-19 cases rise in the US. Investors whom I’ve been talking to are understandably getting…
Read More What We’re Reading (Week Ending 5 July 2020)
We’ve constantly been sharing a list of our recent reads in our weekly emails for The Good Investors. Do subscribe for our weekly updates through…
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The Dark Side of Commission-Free Trading
Commission-free trading has skyrocketed in popularity in the US. Pioneered by Fintech startup, Robinhood, commission-free trades has revolutionised the world of investing there. It removes…
Read More A Quick Thought On “Expensive” Software Stocks
A few days ago, I was mucking around with historical data on Alphabet, the parent company of the internet search engine of our time, Google.…
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Pain Is Part And Parcel of Long Term Investing
Much ink has been spilt about the great benefits of investing in the stock market. We constantly read about the power of compounding, how investing…
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HUYA Inc: A Company Riding on Tailwinds of Chinese Gaming
The Chinese gaming market is expected to grow 14% per year from 2019 to 2024. One company that is likely to benefit from this is…
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3 Lessons From A Stock That Was Held By 3 Legendary Investors
The three legendary investors I’m talking about here are Warren Buffett, Benjamin Graham, and Shelby Davis. Buffett is perhaps the most well-known investor in the…
Read More What We’re Reading (Week Ending 28 June 2020)
We’ve constantly been sharing a list of our recent reads in our weekly emails for The Good Investors. Do subscribe for our weekly updates through…
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My Daily Routine
A reader of The Good Investors sent me a message on LinkedIn recently asking what my daily routine is like. The reader mentioned that there’s…
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Can Novocure Revolutionise The Way Cancer is Treated?
Cancer is a brutal disease and one of the leading causes of death in the developed world. Worldwide, the disease struck more than 17 million…
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How Should We Invest In A Low Interest Rate Environment?
A few months back, the US Federal Reserve slashed its benchmark interest rates to between 0% and 0.25%. The last time it was this low…
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Quick Thoughts on Glove Manufacturers
The glove manufacturing industry has been one of the few beneficiaries of the Covid-19 outbreak. Share prices of glove manufacturers have skyrocketed in the past…
Read More Webinar: “Active vs Passive Investing: Lessons Learned with Ser Jing”
Endowus is a roboadvisor based in Singapore. In March 2020, Jeremy and myself had the pleasure of meeting Samuel Rhee and Chiam Sheng Shi. They…
Read More What We’re Reading (Week Ending 21 June 2020)
We’ve constantly been sharing a list of our recent reads in our weekly emails for The Good Investors. Do subscribe for our weekly updates through…
Read More Should a Company Ever be Worth Less Than Its Net Cash?
When I first started investing, the "deep value" style of investing resonated with me. This style involves buying shares in a company that is trading…
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Thoughts On Datadog Inc: A Best-in-Class SaaS Company
As a B2B (business-to-business) cloud software provider, Datadog Inc (NASDAQ: DDOG) may not be a household name to non-developers and IT engineers. However, it definitely…
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Why We Do What We Do
I woke up at 6:15am this morning. One of the first few things I saw on the web shook me. Investor Bill Brewster wrote in…
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A Useful Observation For Sembcorp Industries Shareholders: The Troubling State Of Its Energy Business
Sembcorp Industries (SGX: U96) dominated the business headlines in Singapore last week. The utilities and marine engineering conglomerate announced on 8 June 2020 that it…
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How Did US Stocks Fare When America Stumbled?
Healthy is not the best word to describe the condition of the US right now. The US accounts for around 28% of all the COVID-19…
Read More What We’re Reading (Week Ending 14 June 2020)
We’ve constantly been sharing a list of our recent reads in our weekly emails for The Good Investors. Do subscribe for our weekly updates through…
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The Greatest Secret In Investing
One of my favourite investing articles is an old piece, written in February 2008, by The Motley Fool’s co-founder, David Gardner. It had the provocative…
Read More Should You Short the Market Now?
On 8 June 2020, the US stock market's NASDAQ index closed at an all-time high, while the S&P 500 showed a profit for the year.…
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What A Post-COVID-19 World Could Look Like
The title of this article is a topic that I think many investors badly want to know. I don’t think anyone has a firm answer.…
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The Greatest Investor You’ve Never Heard Of
I first learnt about Shelby Cullom Davis sometime in 2012 or 2013. Since then, I’ve realised that he’s seldom mentioned when people talk about the…
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How To Tell If A Company Can Allocate Capital Effectively
Companies that make good capital allocation decisions compound value over time. A great example is Warren Buffett’s Berkshire Hathaway. Berkshire has only paid a dividend…
Read More What We’re Reading (Week Ending 7 June 2020)
We’ve constantly been sharing a list of our recent reads in our weekly emails for The Good Investors. Do subscribe for our weekly updates through…
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Is Xero Limited Worth a Look?
Small business owners will tell you how much of a hassle accounting can be. This is why it's no surprise that cloud-based accounting software is…
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Tomorrow Will Be A Brighter Day
Wow. The following is how author Robert Kurson described the riots that happened in the US: “After thirty minutes, the police obliged them, smashing and…
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Investing Lessons From The Movie “The Big Short”
My girlfriend is currently taking online courses on financial analysis for her own personal development. The content can be really dry for her at times.…
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My Thoughts on Alibaba
China has one of the most advanced e-commerce economies in the world. It boasts the world's largest e-commerce market, with a volume of US$1.94 trillion…
Read More What We’re Reading (Week Ending 31 May 2020)
We’ve constantly been sharing a list of our recent reads in our weekly emails for The Good Investors. Do subscribe for our weekly updates through…
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The US Central Bank Is Warning Of Danger In Stocks
Here’s an excerpt of a speech by the leader of the Federal Reserve, the central bank of the US, warning of danger in stocks in…
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How To Find Multi-baggers?
The term, multi-baggers, when applied to the stock market, was coined by legendary investor Peter Lynch in his book One up on Wall Street. It…
Read More 3 Easy Analogies To Understand The Stock Market
The word “analogy” is defined by the Cambridge Dictionary as a “comparison between things that have similar features, often used to help explain a principle…
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3 Lessons Learnt From 1 Painful Investing Mistake
I’ve made my share of mistakes while investing that ended up as expensive lessons. In this article, I share one particularly painful mistake and three…
Read More What We’re Reading (Week Ending 24 May 2020)
We’ve constantly been sharing a list of our recent reads in our weekly emails for The Good Investors. Do subscribe for our weekly updates through…
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My 7 Timeless Investing Rules For Stocks After 10 Years In The Market
It’s now nearly 10 years since I first started investing in stocks for my family in October 2010. During this period, I also helped pick…
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My Thoughts On Square Inc
Square Inc (NYSE: SQ) is a fintech company that provides seller tools, financing for small businesses, and peer-to-peer payments for individuals. It started life as…
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What COVID-19 Hasn’t Changed
Note: This article was first published in The Business Times on 13 May 2020. Our lives have been upended. Where once we could walk freely…
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Economic Crashes & Stock Market Crashes
One of the most confusing things in the world of finance at the moment is the rapid recovery in many stock markets around the world…
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What to Make of Singapore Airlines’s FY19/20 Earnings Results
Last week, Singapore Airlines (SGX: C6L) announced a sobering set of results for the quarter ended 31 March 2020. SIA's latest earnings showed an operating…
Read More What We’re Reading (Week Ending 17 May 2020)
We’ve constantly been sharing a list of our recent reads in our weekly emails for The Good Investors. Do subscribe for our weekly updates through…
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Is This Fast-Growing SaaS Company Worth Investing In?
Pushpay Holdings (ASX:PPH) may not be a company that rings a bell with many investors but it certainly warrants some attention. The little-known software-as-a-service (SaaS)…
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Webinar: “SeedlyTV S2E05 – Picking Winning Stocks”
Last month, I participated in an investment-focused webinar together with my friends Stanley Lim (co-founder of investment education portal, Value Invest Asia) and Sudhan P…
Read More What Cancer Can Teach Us About Investing
Cancer and investing are topics that seem so distant. But you can learn a lot about something by studying other areas and finding parallels. There’s…
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A Look At One of Australia’s Best Performing Stocks Of The Decade
a2 Milk Company Ltd (ASX: A2M) is one of Australia's best-performing stocks. If you had bought shares in 2015 after its listing in Australia's market,…
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Is Domino’s Pizza, Inc A Good Investment?
Many of us would have heard of Domino’s Pizza before but did you know that Domino’s has also been a great stock to own? As…
Read More What We’re Reading (Week Ending 10 May 2020)
We’ve constantly been sharing a list of our recent reads in our weekly emails for The Good Investors. Do subscribe for our weekly updates through…
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How To Evaluate A Company’s Management Team
I spend a lot of time to evaluate a company’s management team in my investment research process. I’m also often asked by people I meet…
Read More Is MSCI Inc a Good Way to Profit From the Rise of Index Investing?
Recently, I found out that MSCI Inc (NYSE: MSCI) is a listed company. That got me really excited. MSCI is one of the major index…
Read More My Favourite Warren Buffett Comments From The 2020 Berkshire Hathaway AGM
Warren Buffett is one of my investment heroes. I’ve been a shareholder of the company that he runs, Berkshire Hathaway (NYSE: BRK-A)(NYSE: BRK-B), since August…
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The Changes I’ve Made To My Portfolio During This Crisis
Markets are volatile, parts of the world are in lockdown, and oil prices have plunged. This is indeed an uncertain time for investors. So what…
Read More What We’re Reading (Week Ending 3 May 2020)
We’ve constantly been sharing a list of our recent reads in our weekly emails for The Good Investors. Do subscribe for our weekly updates through…
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Webinar: “3 Stocks To Watch In These Chaotic Times”
My friend Stanley Lim organised a special webinar session on 28 April 2020 for Value Invest Asia, the excellent investment education site that he's leading.…
Read More The Simple Secret To Investing That This Unique Retail Company Holds
One of the things that many long-term investors like to do is to find companies with strong and lasting economic moats. The term “economic moat”…
Read More Why I Own Chipotle Mexican Grill Shares
Chipotle Mexican Grill (NYSE: CMG) is one of the 50-plus companies that’s in my family’s portfolio. I first bought Chipotle (pronounced “chi-POAT-lay”) shares for the…
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Webinar: “Finding Long-Term Investment Opportunities During The Current COVID-19 Crisis”
On 23 April 2020, Jeremy and I presented at a webinar organised by Online Traders’ Club. We want to thank the Online Traders’ Club for…
Read More What We’re Reading (Week Ending 26 April 2020)
We’ve constantly been sharing a list of our recent reads in our weekly emails for The Good Investors. Do subscribe for our weekly updates through…
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Why Banks in Singapore are in a Great Position To Survive This Recession
With a recession looming, it is no surprise that bank stocks in Singapore have been massively sold down. Besides the COVID-19 pandemic halting businesses around…
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A Collection of Quotes From Legendary Investor Seth Klarman’s Letters
Seth Klarman is a legendary investor. The Baupost Group, led by Klarman, has a reputation as one of the top-performing hedge funds in the world.…
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My Quick Thoughts On Oil Falling To A Negative Price
I’m writing this article on the morning of 21 April 2020 (Tuesday) in Singapore. On the night of 20 April 2020, the price of oil…
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Why I Own Veeva Systems Shares
Veeva Systems (NYSE: VEEV) is one of the 50-plus companies that’s in my family’s portfolio. I first bought Veeva shares for the portfolio in November…
Read More Breaking Down The Relaxed Regulations on REITs in Singapore
In light of the challenges that real estate investment trusts (REITs) in Singapore are facing, the Monetary Authority of Singapore (MAS) has stepped in to…
Read More What We’re Reading (Week Ending 19 April 2020)
We’ve constantly been sharing a list of our recent reads in our weekly emails for The Good Investors. Do subscribe for our weekly updates through…
Read More This Is Berkshire Hathaway’s Simple But Unreplicable Competitive Advantage In The Insurance Industry
One of my heroes in the investment industry is Warren Buffett. His brainchild, Berkshire Hathaway (NYSE: BRK-A)(NYSE: BRK-B), is one of the 50-plus companies in…
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Why It’s So Difficult To Short Stocks
Shorting is the act of investing in stocks in a way that allows you to profit when stock prices fall. It is the opposite of…
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Why I Own Okta Shares
Okta (NASDAQ: OKTA) is one of the 50-plus companies that’s in my family’s portfolio. I first bought Okta shares for the portfolio in March 2019…
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How to Invest During This COVID-19 Period
“Fear incites human action far more urgently than does the impressive weight of historical evidence.” Jeremy Siegel, Stocks for the Long Run The COVID-19 pandemic…
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Why Don’t Stocks Fall as Fast as Earnings?
Some investors may be wondering why stocks have not fallen more. The S&P 500 in the US has rebounded sharply in recent days and is…
Read More What We’re Reading (Week Ending 12 April 2020)
We’ve constantly been sharing a list of our recent reads in our weekly emails for The Good Investors. Do subscribe for our weekly updates through…
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Why You Should Never Follow Famous Investors Blindly
Financial markets all over the world have been in a state of turmoil in recent weeks because of the COVID-19 crisis. In uncertain times like…
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Are You Observing Economic Conditions When Buying Stocks? Here’s Important Data For You
This is a short article about important data you have to note if you’re reading broad economic conditions as a gauge for when to buy…
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Special Update On An Upcoming The Good Investors Webinar
It’s only a few days into the second quarter of 2020, but what a year it has already been. COVID-19 has wreaked havoc on the…
Read More What To Look Out For When Singapore REITs Release Results
As an investor with a very long-term focus, I usually don’t pay much attention to quarter-to-quarter fluctuations in earnings. But these are not normal times.…
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Why I Own DocuSign Shares
DoucSign (NASDAQ: DOCU) is one of the 50-plus companies that’s in my family’s portfolio. I first bought DocuSign shares for the portfolio in December 2018…
Read More What We’re Reading (Week Ending 5 April 2020)
We’ve constantly been sharing a list of our recent reads in our weekly emails for The Good Investors. Do subscribe for our weekly updates through the…
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Singapore Stocks That May Face a Liquidity Crunch
By now, you might have heard that Singapore Airlines Ltd (SGX: C6L) is being saved by Temasek who promised to inject capital into the debt-ridden…
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“Why Are You Confident That Booking Holdings Will Survive The COVID-19 Crisis?”
A few days ago, I received a text from a friend asking the question that is the title of this article. He knew that Booking…
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3 Lessons From My Biggest Stock Market Losers
It’s great to learn from our own mistakes. But it’s even better to learn from those of others. COVID-19 has brought extreme market volatility and…
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Making Financial Sense Of Singapore Airlines’s Massive Fundraising
Singapore Airlines (SGX: C6L) recently announced a massive round of fundraising. In all, Singapore’s national carrier is looking to raise S$15 billion. The first slice…
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Why I’m Not Buying Singapore Airlines Shares Even After Temasek Promised To Save It
Much ink has been spilt on the whole Singapore Airlines Ltd (SGX: C6L) fiasco. The latest news now is that Temasek, one of the Singapore…
Read More What We’re Reading (Week Ending 29 March 2020)
We’ve constantly been sharing a list of our recent reads in our weekly emails for The Good Investors. Do subscribe for our weekly updates through…
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Government Bailouts and What They Mean For Shareholders
US airlines finally got something to cheer about. Earlier this week, US senate leaders came to an agreement on a US$2 trillion stimulus bill. A…
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Is Zoom’s Stock Too Expensive Now?
While stocks markets around the world plunged over the last month, Zoom Video Communications's (NASDAQ: ZM) share price has defied gravity, zooming up by close…
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Which S-REIT Could Face a Cashflow Problem?
It has been a nightmarish two weeks for Real Estate Investment Trust (REIT) investors in Singapore's stock market. Almost every S-REIT was massively sold down,…
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Endowus’s Fight To Give A Better Retirement For Singaporeans
On 13 March 2020, Jeremy and I met Samuel Rhee and Chiam Sheng Shi from Endowus for a long, lovely chat. Sam is Endowus’s Chief…
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Why I Own Alteryx Shares
Alteryx (NYSE: AYX) is one of the 50-plus companies that’s in my family’s portfolio. I first bought Alteryx shares for the portfolio in September 2019…
Read More What We’re Reading (Week Ending 22 March 2020)
This is the first time we’re publishing on The Good Investors the best articles we’ve read in recent times. We’ve constantly been sharing a list…
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Freediving & Investing
Freediving is the sport of diving underwater that relies on holding our breath without any breathing apparatus. Professional freedivers have been known to descend to…
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Why Livongo is on My Watchlist
Patients can be their own worst enemy. This is especially true for people who suffer from chronic conditions such as diabetes. Suboptimal lifestyle choices and…
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Which S-REIT Can Survive This Market Meltdown?
Real Estate Investment Trusts (REITs) are considered by many to be a safe-haven asset class due to their relatively stable rental income and debt-to-asset ceiling…
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How To Survive a Bear Market
We are currently in the midst of the fastest ever bear market in history. We live in uncertain times. No one knows how long the…
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9 Key Reminders For The Recent Market Turmoil
Stocks around the world have been incredibly volatile in recent weeks because of the new coronavirus, COVID-19. All over the world, business activity has slowed,…
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Investing Through The Coronavirus Crisis; Portfolio Management; Evaluating A Company’s Leaders; And More
On Tuesday (10 March 2020), I recorded a video chat with Reshveen Rajendran who runs an investing education service (link goes to Resh’s Youtube channel).…
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Should Facebook Shareholders Be Concerned Over Regulations?
Most of us don’t go a day without using Facebook or Instagram. But despite its prominence, social media is still a relatively new concept. The…
Read More What It Was Like To Live Through The Greatest 1-Day Market Crash In History
Yesterday, I published Staying Calm Through The Recent Big Fall In Stocks. In the article, I shared how US stocks fell by a stunning 20.5%…
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Staying Calm Through The Recent Big Fall In Stocks
Yesterday night, the S&P 500 in the US swiftly fell by 7% when the market opened, triggering a circuit breaker that halted trading activity for…
Read More Coronavirus Outbreak: 5 Questions To Ask Yourself If You’re Investing In Stocks
I started a recent article with the sentence: “It’s an understatement to say that stocks have been volatile of late.” From 14 February 2020 to…
Read More Why Market Crashes Are Inevitable
It’s an understatement to say that stocks have been volatile of late. This is what the S&P 500 in the US has done since last…
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How This Canadian Fund Smashed The S&P 500
Actively-managed funds have had a bad reputation in recent years. High fees and poor performance have resulted in the outflow of money from active funds…
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China’s Future: Thoughts From Li Lu, A China Super Investor
This post is my self-directed attempt to translate a Mandarin essay penned by Li Lu that was published in November 2019. The topic of the…
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This Stock Could Benefit From the Coronavirus Outbreak
I try not to let short-term factors affect my long-term investing decisions. The COVID-19 outbreak is one such short-term factor. It is most definitely going…
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Is Bill.com the Next Breakout Software-as-a-Service Company?
2019 was a mixed year for IPOs. While big names such as Uber and Lyft failed to live up to the hype, others such as…
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The Thing About The Coronavirus, Market Meltdowns, And Recessions…
Stock markets around the world have fallen in recent times. For instance, the S&P 500 in the US was down by 6.6% from last Friday…
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Why I Own Mastercard Shares
Mastercard (NYSE: MA) is one of the 50-plus companies that’s in my family’s portfolio. I first bought Mastercard shares for the portfolio in December 2014…
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4 Lessons We Can Learn From ARK Innovation ETF
ARK Innovation ETF is an actively managed exchange-traded fund run by ARK that focuses on US stocks. As of December 2019, the tech-focused fund boasts…
Read More Why The US Stock Market Has Gone Up Over The Past Decade
Since the start of 2010, the US stock market - as measured by the S&P 500 - has nearly tripled, from 1,124 points to more…
Read More Some Thoughts on Tesla
Tesla has been the talk of the town so far in 2020. The tech-driven company's stock price has more than doubled since the start of…
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Why It’s So Difficult To Tell When The Stock Market Will Peak
Here’s a common misconception I’ve noticed that investors have about the stock market: They think that it’s easy to figure out when stocks will hit…
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Could Guardant Health Be a Potential 10-Bagger?
Cancer is a devastating disease and a growing cause of death in the developed world. Worldwide, the disease struck more than 17 million people in…
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The Key Mindsets You Need To Invest Well
Having a good framework to find investment opportunities in the stock market is important. But it’s equally important - perhaps even more important - to…
Read More Why I Own Booking Holdings Shares
Booking Holdings (NASDAQ: BKNG) is one of the 50-plus companies that’s in my family’s portfolio. I first bought Booking shares for the portfolio in May…
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Shopify’s Shares are Flying High: Is it too Late To Buy Now?
Shopify is one of the hottest stocks in the market right now. The e-commerce platform has seen its stock rise 18-fold since it went public…
Read More Timeless Warren Buffett Insights
I recently read the book Tap Dancing to Work. Compiled by Carol Loomis, Tap Dancing to Work is a collection of articles published on Fortune…
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The Importance of Investing in Companies That Make Good Capital Allocation Decisions
Capital allocation is one of the most important decisions a company's leaders have to make. Good capital allocation will enable the company to grow profits…
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A Quick Investing Perspective On The Novel Coronavirus (2019-nCoV)
As I write this, the novel coronavirus (2019-nCoV) has infected 43,103 people globally and caused the deaths of 1,018 people. China has been the hardest-hit…
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1 Thing That Won’t Change In The Stock Market
Ray Dalio published an article in July 2019 that captured plenty of attention from the investment industry. When Dalio speaks, people listen. He is the…
Read More What Investors Don’t Get About Netflix
As one of the best performing stock of the 2010s, it is no surprise that Netflix is also one of the most talked-about stocks on…
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Share Buybacks: Good or Bad?
Share buybacks is one of the more divisive topics in investing. If you're not familiar with the topic, share buybacks refer to a company repurchasing…
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How We Can Stop Sabotaging Ourselves When Investing
Odyssey is an epic ancient Greek poem that is attributed to Homer. It was composed nearly 3,000 years ago, but it can teach us plenty…
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My Thoughts on Elite Commercial REIT
Elite Commercial REIT is set to be the first REIT listing in Singapore in 2020. I know this article is a little late as the…
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Why Facebook Shareholders Shouldn’t Panic
I woke up last Thursday to a rude surprise. My shares of Facebook had fallen 6% in a single trading session, following the company’s 2019…
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How To Make Better Investing Decisions
The excerpt below is from a recent blog post of Tim Ferris, an investor and author. It talks about how we can make better-quality decisions…
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Does Twilio Fit Our Investing Framework?
Twilio (NYSE: TWLO) isn’t a household name, but many of us unknowingly use it every day. The software company provides developers with an in-app communication…
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Investing Advice From Robert Vinall, A Little-known Investing Expert
Robert Vinall may not be a name that rings a bell with many investors. Yet, his investing performance certainly warrants some attention. His fund, Business…
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Should Investors Be Worried About The Wuhan Virus?
Sadly, the Wuhan Virus is proving more devastating than earlier expected. The latest figures yesterday afternoon showed that the death toll had already risen to…
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Ulta Beauty is Too Cheap To Ignore
Ulta Beauty (NASDAQ: ULTA) is a retailer defying the odds. While many retailers have struggled since the introduction of e-commerce, Ulta's sales have risen sharply…
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Is CapitaLand Mall Trust and Capitaland Commercial Trust’s Proposed Merger Good For Unitholders?
CapitaLand Mall Trust (CMT) and CapitaLand Commercial Trust (CCT) are set to combine to form the largest REIT in Singapore. The proposed merger is the…
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If You Invest In Stocks, You Should Know These 2 Things About Interest Rates
The financial media pays plenty of attention to interest rates. We just have to look at the amount of commentary that pops up whenever central…
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Should Investors Bet on Uniqlo?
Most of you reading this would be familiar with Uniqlo. The Japanese clothing brand is one of the fastest-growing apparel retailers in the world. I…
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Why I Own PayPal Shares
PayPal Holdings (NASDAQ: PYPL) is one of the 50-plus companies that’s in my family’s portfolio. I first bought PayPal shares for the portfolio in June…
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Are Lulelemon Shares Too Expensive?
To say that Lululemon (NASDAQ: LULU) has been on a hot streak is a major understatement. The Canadian athletic apparel maker’s revenue and earnings per…
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Why I Own MercadoLibre Shares
MercadoLibre (NASDAQ: MELI) is one of the 50-plus companies that’s in my family’s portfolio. I first bought MercadoLibre shares for the portfolio in February 2015…
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5 Lessons From Chuck Akre, a Modern-day Investing Great
Chuck Akre is fast-becoming one of the investing greats of this generation. His Akre Focus Fund (the retail class) has achieved an annualised return of…
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Why Investors Tend To Make Bad Decisions
I recently read the book The Behavioural Investor by Daniel Crosby. Crosby is a psychologist who specialises in behavioural finance. Through his years of research,…
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My Chinese New Year Wish List For Improving Singapore’s Retail Bonds Market For Investors
Singapore Exchange’s regulatory arm, SGX RegCo, announced recently that it has established a working group of industry professionals and investors to review the regulatory framework…
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Uber: Value Stock or Value Trap?
Uber Technologies, Inc (NYSE: UBER) was once the most anticipated public listing of 2019. But since its initial public offering (IPO) last April, the ride-hailing…
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A Simple Way To Gain An Edge Over The Market
In 2011, Jeff Bezos, the founder and CEO of the US online retail giant Amazon.com, was interviewed by Wired. During the interview, he said (emphasis…
Read More An Unknown Investing Giant’s Fascinating Insights
Walter Schloss is one of my investing heroes. He’s not too well-known, which is a real pity, because he has a tremendous track record. He…
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What Will A US-Iran War Do To Stock Markets?
News broke earlier today that Iran has fired missiles at US troops stationed in Iraq, in retaliation for the death of a top Iraninan general…
Read More Warren Buffett On Investing, Bubbles, Crashes, And So Much More
In 2010, the US government interviewed Warren Buffett as part of its investigation on the causes of the 2007-09 financial crisis. The 103-page transcript of…
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Defining Investing Risk And Protecting Ourselves From It
A friend of mine recently asked me: “How do you define risk when investing in stocks?” It’s a really good question that I think is…
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Why I Own Intuitive Surgical Shares
Intuitive Surgical (NASDAQ: ISRG) is one of the 50-plus companies that’s in my family’s portfolio. I first bought Intuitive Surgical shares for the portfolio in…
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My Thoughts on Autodesk
Software-as-a-service (SaaS) is fast-becoming the go-to business model for software companies. The SaaS model gives the service provider a predictable and recurring revenue stream, while…
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I’m Presenting At Seedly Personal Finance Festival 2020
Seedly is a community-driven platform that aims to help Singaporeans make better financial decisions. I'm happy to let you know that I've been invited by…
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The Dangers of Short-term Trading
Do you have the mindset of a trader? That’s the advertising catchphrase for an online broker that is marketing aggressively around Raffles Place. The advertisement…
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2019: Year-end Review
In both my personal and career life, 2019 was one of the more challenging but rewarding years. The Motley Fool Singapore - what I believe…
Read More Why Do Investors Lose Money In The Stock Market?
I recently reconnected with a schoolmate of mine whom I’ve not seen for many years. He wanted to learn more about investing and I was…
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Market Outlook 2020 Presentation
I gave two small-group presentations in December 2019 at the request of friends. The presentations were on the 2020 market outlook. I kept the presentations…
Read More What You Really Should Watch To Invest Well In The Stock Market
The global economy is made up of nearly 7.8 billion people. According to the World Federation of Exchanges, an association for exchanges and clearing houses,…
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Is Haidilao A Good Stock To Own?
Haidilao has been one of the top-performing stocks in Hong Kong this year. The premium hot pot restaurant brand’s share price has climbed 79.4% this…
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What 2 Top-Performing Funds Have in Common
If you thought that professional investors can easily beat an unmanaged basket of stocks, think again. According to an article on CNBC, 64.49% of large-cap…
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Why I Own Amazon Shares
Amazon.com (NASDAQ: AMZN) is one of the 50-plus companies that’s in my family’s investment portfolio. I bought Amazon’s shares a total of four times. The…
Read More 5 Things I Learnt From The Buffett Partnership Letters
Many people may not know this. Before Warren Buffett became CEO of Berkshire Hathaway, he was a fund manager. And his track record was,…
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A Simple Framework for Picking Low-Risk Stocks
Risk management is essential when building a stock portfolio. But it is impossible to remove risk completely. Instead, we should find ways to reduce risk…
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Sometimes, This Time Really Is Different
Sir John Templeton, one of the true investing greats, once said that the four most dangerous words in investing are “This time it’s different.” He…
Read More 3 Lessons From A 30% Annual Return In 3 Years
Three years ago on 18 December 2016, I was interviewed by The Straits Times for its “Me & My Money” column. During the interview, I…
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Common Investing Pitfalls
Taking control of your own finances can be hugely rewarding. But it is also permeated with investing mine traps that could potentially derail your returns. …
Read More Why I Own Berkshire Hathaway Shares
Berkshire Hathaway (NYSE: BRK-B) is one of the 50-plus companies that’s in my family’s portfolio. I first bought Berkshire shares for the portfolio in August…
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Does Your REIT Manager Have Your Interests at Heart?
Real Estate Investment Trusts (REITs) are increasingly popular in Singapore. Besides providing exposure to real estate at a low starting capital outlay, REITs also offer…
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6 Things I’m Certain Will Happen In The Financial Markets In 2020
There are no guarantees in the world of investing… or are there? Here are six things about investing that I’m certain will happen in 2020.…
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What Should Frasers Commercial Trust Unitholders Do Now?
Frasers Logistics and Industrial Trust has proposed to acquire Frasers Commercial Trust in a shares plus cash deal. In essence, Frasers Commercial Trust unitholders will…
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3 Essential Investing Lessons From a Top-Performing Fund Manager
John Huber is one of the top-performing fund managers of the decade. His Saber Investment fund has achieved a gross annualised return of 20.66% since…
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Why Frasers Logistics and Industrial Unitholders Should Be Pleased With The Proposed Merger With Frasers Commercial Trust?
The proposed merger of Frasers Logistics and Industrial Trust and Frasers Commercial Trust is the latest in a flurry of mergers among Singapore REITs this…
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5 Ways to Invest For the Greater Good
Ser Jing and I started The Good Investors as a platform to raise awareness on how investors can invest well for themselves while doing good…
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REITs and The Power of Cheap Equity
I’ve been studying real estate investment trusts (REITs) for some time. One thing that I noticed is that access to cheap equity is an often…
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Why I Like This Unique Bank As An Investment Opportunity Now
I recently appeared in an episode of the Investing Ideas podcast series that is created by my friend, Stanley Lim from Value Invest Asia. In…
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The Good Investors X Seedly: Win A Trip To Bali!
We at The Good Investors are pleased to announce a partnership with the Singapore-based personal finance portal, Seedly, in a campaign called Seedly Secret Santa. The campaign…
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Why I Invested in Sasseur REIT
Sasseur REIT has been one of the top-performing Singapore-listed REITs this year, with a year-to-date return of more than 40%. I invested in Sasseur REIT…
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Why It’s So Hard To Be a Contrarian Investor
Being greedy when others are fearful is easier said than done. Most investors may say they would do it but few actually practice it. In…
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Should You Invest With Robo Advisors?
With the improvement in artificial intelligence, it was only a matter of time before robots started managing money. Today, robo advisors are becoming commonplace among…
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“How Can We Avoid Hyflux-Like Disasters”
News broke yesterday that the embattled water treatment firm Hyflux has finally signed a S$400 million rescue deal with Utico, a utilities company based in…
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Why I Invest Only in Stocks
Professional financial advisors prescribe diversifying one’s investment portfolio across multiple asset classes. This means spreading your investments into each of the four major asset classes-…
Read More Why I Own Netflix Shares
Netflix (NASDAQ: NFLX) is one of the companies that’s in my family’s portfolio. I first bought Netflix shares for the portfolio in September 2011 at…
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“What Should I Do With My Sembcorp Marine Shares That Are In The Red?”
I participate in Seedly’s community forums by answering investing-related questions. Recently, there was a question along the lines of “What should I do with my…
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Can Factor-Based Investing Outperform The Market?
Factor-based investing is an approach that involves investing in stocks that exhibit a few or just one particular characteristic. These characteristics could be value, quality,…
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The ETF Checklist: 8 Key Points To Avoid The Pitfalls
Exchange-traded funds, or ETFs, are rising in popularity. According to ETF.com, assets under management by US ETFs crossed the US$4 trillion mark earlier this year.…
Read More Timeless Investing Lessons From UK’s Best-Performing Fund
Established in 2010, Fundsmith is the largest mutual fund in the United Kingdom with £18bn assets under management. Led by its founder, Terry Smith, the…
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REITs With Overseas Properties: Yay or Nay?
Mapletree North Asia Commercial Trust and Eagle Hospitality Trust, two REITs that are listed in Singapore with overseas assets, have been in the news for…
Read More Taming Our Ego When Investing
In his book Open Heart, Open Mind, the Tibetan Buddisht educator Tsoknyi Rinpoche recounted a conversation he had with his late father, Tulku Urgyen Rinpoche. …
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“Should I Buy Mapletree North Asia Commercial Trust Now?”
Yesterday, a wise and kind lady whom Jeremy and I know asked us: “Buying when there is blood on the street is a golden rule…
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Can We Really Do Good While Investing?
Are we really able to do good while investing? This question irked me at the time I was thinking of making a career switch to…
Read More The Best Investing Speech, And 5 Lessons
Surprise! The best investing speech I’ve ever come across is not from Warren Buffett or other well-known investing legends such as Peter Lynch, Benjamin Graham,…
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3 Portfolio Management Strategies To Adopt
Portfolio management is an important skill in investing. Take on too much risk and you may be left with sizeable losses. Take on too little…
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Why Value Investing Has Worked – and Some Key Takeaways
Around 1.5 years ago, I read a piece of fascinating research from O’Shaughnessy Asset Management (OSAM) and the pseudonymous financial blogger, Jesse Livermore. The research…
Read More 5 Things To Look For in REITs
Investing in Real Estate Investment Trusts (REITs) can be hugely rewarding. Besides providing investors with exposure to a variety of real estate, REITs also enjoy…
Read More The Power of Compounding
Compounding is a well-publicised concept in investment. Essentially, it refers to the returns that an investor gets when he reinvests his earnings each year. Albert…
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How To Pick REITs That Can Feed You For Life
Real estate investment trusts (REITs) are often seen as a reliable source of income for investors. But that does not mean that you should simply…
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3 Lessons After Doubling The Global Stock Market In 3.5 Years
At the end of October 2019, I left The Motley Fool Singapore after nearly seven joyful years when the company ceased operations. In May 2016,…
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24 Facts About The Wild World Of Finance and Investing
The world of finance and investing is full of wild facts and surprising things that I think investors have to know, because they can help…
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My Investment Framework
The very first stock market in the world was established in Amsterdam in the 1600s. A few hundred years have passed since, and a stock…
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24 Things Every Investor Should Know About Investing (To Become Better)
I started investing in October 2010 and have learnt a lot along the way. Here are 24 evergreen lessons so that you, dear reader, can…
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My Family’s Portfolio
I have been investing for my family since October 2010. The portfolio that I manage consists of US-listed stocks, so I track my returns against…
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