Memos & Musings

I was shopping for a new pair of running shoes at Changi City Point the other day. Frankly I was looking for something that is hovering just above $100 or better still below...

Last week, we held a short sharing session on Zoom to share with our community on some updates on the volatile markets. It has been a challenging period for most of us...

The stock market is a place where the majority of the people are not meant to do well. It’s a hard truth but something that either you should acknowledge and become...

In my line of work, it is often that I first do a review of my clients’ existing investment portfolio before making any new recommendations. In most instances, their portfolios...

Other than attempting to grow our money much better than the inflation rate, the next most important aspect of investing if you ask me, would be to be able to...

Investing is not just about picking the right stocks. It is also a lot about risk management which can be done through position sizing. When we talk about position sizing...

This is a very interesting question that gets debated often on social media. In averaging up, it is about loading up more at new higher prices when it shows that your...

The Daily Journal Corp overseen by Charlie Munger slashed its Alibaba holdings by half. Some investors are panicking if Charlie Munger knows something that they don’t. Does this...

About a week ago, I shared in one of my live sharing sessions on Zoom on the inversion of the yield curves. Here are the main points I talked about. I shared that the spread...