iFAST’s Poor Q2 2022 Results Are Indicative of Financial Advisory Firm’s Performance
On 23rd July, Singapore-listed financial services platform iFAST announced its 2nd quarter results. It has been a while since I looked at their results, so …
Value Investing
Well-Regarded Stocks Also Crashes, Just like No-GAAP Earning Tech Companies. The Right Communication to Clients.
One of the things I participated in at work was working on different aspects of client communication. Some stuff is easier for us to explain …
How Cheap is the Market Currently?
In our client communication, I have been thinking about why the market should recover based on fundamentals. Ultimately, people need to have faith that business …
Some Other Lessons from the Dot Com Era
In my post Is Tech Investing in this Decade Similar to Investing in Emerging Markets in the Last Decade, I explained that the host of …
What Valuation Will Make Software/Tech Business Look Like Great Investments?
I don’t know if she meant it but Cathie Wood of Ark Innovation really played this ETF marketing game better than anyone we know. Ark …
Too much Optimism to the Amazon growth story.
Upon the announcement of their Q2 2021 financial results, Amazon share price fell by about 7%. I guess many of us were not expecting this …
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 …
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 …
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 …