Last week was an important week for investors. Federal Open Market Committee hiked the fed market rate by another 75 bps. U.S. Bureau of Economic Analysis (BEA) released the USA’s GDP estimate of -0.9% for Q2 2022, making it two consecutive quarters of GDP decline. Top companies in S&P 500 reported their results. As I…
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For the past 9 years, this man has outperformed the stock market CONSISTENTLY by producing annualised returns of 18.2%! Imagine getting 18.2% returns on your portfolio every year! Isn’t it amazing? Known to many as the “English Warren Buffett”, he is UK’s favourite investor. With a fund size of >€$16 billion, he is famous for…
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Hey friends, Giving everyone an update into the latest happenings of my life: I’ve completed GIM batch 3 together with Jonathan Ang. Our GIM community will be exploring stocks listed on the Australian Stock Market, we should be able to conclude in 3 to 4 weeks. For the members, it is important to know what…
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What is P/E or EV/EBIT? Value investing is one of the ways to compound your wealth. Starting out as an investor, the common valuation metric I use is price-to-earnings-ratio (PER). This is a very simple approach of taking the “share price divided by the earnings per share”. It can be calculated using “market capitalization divided…
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On Risk Management “My investment process usually starts and stops with 2 questions. What is my probability of being right? What is the consequence of being wrong?”
Over the past few weeks, I have shifted my thinking towards companies with operating leverage coupled with network effects.
