IMPORTANT: Please read the disclaimer before continuing. Hey everyone, it’s Kelvin here. After holding classes for my community recently, I received many messages saying that it was hard to find undervalued companies. From there, I started reflecting on some ways to spot a good company before it becomes overvalued. Then, I remembered this very interesting theory…
Read more
IMPORTANT: Please read the disclaimer before continuing. In this post, I discuss Crowdstrike’s latest earnings – their rate definitely isn’t it used to be! First, let me share my thoughts and sentiments just before Crowdstrike announced Q2 results. As Crowdstrike began its mad growth trajectory, I wondered how the company would sustain this growth rate…
Read more
IMPORTANT: Please read the disclaimer before continuing. I want to share why I would think long and hard before entering a position in a Chinese-listed company. Last November, the world read about how Ant Group’s IPO in the Hong Kong exchange was stopped. Ant Group is pretty much synonymous with Alipay, a ‘wallet’ that enables…
Read more
Hey guys! Jonathan here 😉 So I’m ‘interrupting’ some of our planned posts to share this one – because a market dip is always an opportunity that I don’t want you guys to miss out on. For those of you who prefer reading, this is the companion write-up to my YouTube video here. Welcome back…
Read more
Hey guys, Jonathan here. Today, I will be sharing with you more about Crowdstrike and its valuations, so read on to find out more! If you haven’t read my previous Crowdstrike post yet, click here to read it before diving into this article! For those of you who prefer reading, this is the companion write-up…
Read more
Hey everyone! We have a quick announcement to make. From today onwards, Jonathan Ang will be joining us on the blog! To many of you, he needs no introduction 😄 – but if you don’t know him yet, he’s our GIM co-founder and also a dear friend of mine. This is his first article here,…
Read more
