What now after $Tal Education and other China Education Stocks fell 90%?
There will be a few times in investing where an investor feels are so concentrated on the investment angle that they can become rather blinded …
Stock Market Commentary
On Pivoting from a Concentrated to a Diversified Strategy and Position Sizing
There were two things on my mind recently: Living with a transition from a concentrated strategy to a more diversified strategy. Proper position sizing versus …
Amazon Looks Attractively Priced $AMZN
Last week, this investment conversation pop-up on my Twitter feed. Stripe’s billionaire co-founder John Collison was the guest host interviewing D1 Capital’s Dan Sundheim on …
CSOP Global Cloud Computing Technology Index ETF (3194.HK) Launches. Here’s what you need to know about the ETF.
There is a new exchange-traded fund (ETF) that allows an investor to be exposed to some of the leading global cloud computing companies. The ETF, …
The Average Life Span of Companies is Shorter. This Affects Business Valuation
If you are trying to value a company, the lifespan of a company is rather important. If most of the value of the company lies …
Microsoft’s First Quarter 2021 Results Look Good. Here are some Notes.
US tech giant Microsoft announced their Q1 2021 results yesterday morning. They achieve per-share profit growth of $1.82, beating analysts’ expectations of $1.54 a share. …
The Potential Opportunity in the China Insurance Companies
China healthcare have grown a lot. However, expenditures remain at 6.4% of GDP, which is far below the OECD average of 9%. The chart above …
Breaking down the SembCorp Industries and SembCorp Marine Rights Issue and De-Merger
There are some deals that you have to treat as homework. Going through some of these deals are both a mental exercise but also whether …
Citic Telecom (1883) – A Tiny Dominant 7.3% Dividend Yielder
In 2018, I spotted a telecom operator that has in excess of a 10% free cash flow yield. So I took a look at it. …
Keppel Infrastructure Trust’s Operating Challenge
Someone in the financial independence chat asked whether I could make an analysis on Keppel Infrastructure Trust (KIT). I think there is not much changes …