Category: Value Investing
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The SRS Fund Aug 2023 Update
In 2022 I made a decision to cease contribution to the SRS Fund in order to avoid paying any taxes upon withdrawal. I was wrong and short sighted for that matter.
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The SRS Fund Jul 2023 Update
Recently I decided to made some changes and separate my monthly article with the SRS Fund update. This change enable me to better focus on the fund itself as well as the underlying companies.
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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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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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Changing My Mind
Well I need to really walk back on my words with this update. As in my previous post I mention it will not be meaningful to track the SRS Fund on a monthly basis.
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The SRS Fund Dec 2022 Update
While reviewing on the topic to share the year, all the stars seems to align and invariably point back to this recent memo by Howard Marks.
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The SRS Fund Nov 2022 Update
Does low interest rates cause inflation or inflation brings about higher interest rates?
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