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Investment is most intelligent when is most businesslike
~ Benjamin Grahm
Using the ideas and wisdom from Warren Buffett and Charlie Munger, I try to navigate the different terrains of the investing landscape.
LATEST POSTS
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Tuning Out the Noise
There are simple too much news and data out there in the investment world for an investor to consume everyday. To become an effective investor, one got to tune out the noise, that is to differentiate what is useful and what is not.
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The Revenge Travel Boom
When Covid hit major economies in 2020 a group of companies like the FANNGs got a major boost due to the physical lock down of cities all over the world.
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Worst Investment Ever
I made this investment at the stage when the biggest mainland property firm China Evergrande defaulted on its offshore debt. From then on the property sector took a dive bringing many property related companies stock to new lows. Sensing an opportunity I did some research and zoom in on this company called Sunac.
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Mind Changing Facts
When the facts changed a flexible mind should have the ability to accept the changed facts and adjust accordingly. For some time now, it has become clear to me that the low interest rate environment that we enjoy for the past many decade has come to an end.
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The Banking Crisis
What a difference a month make. This March we watch the banking crisis unfolded as something finally broke after long periods of interest rate increases. Both the casualties Silicon Valley Bank SVB and Credit Suisse are not technically close but their shareholders had been truly wiped out without a doubt. With this turn of event…
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The Invisible Hand
February is the month the Singapore national budget is tabled, discussed and debated. It totalled over more than a $100b of spending including in defence, healthcare, education and more. Using a population of about 5 million, the spending works out to be a cool sum of $20,000 per head for the year.
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