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Memos & Musings

Read more about the article OUE REIT CEO Han Khim Siew on Growth & DPU Resilience

OUE REIT CEO Han Khim Siew on Growth & DPU Resilience

  • Post published:April 9, 2025

In this exclusive interview, we speak with Mr Han Khim Siew, CEO of OUE REIT, to uncover key insights on how this REIT, with 100% assets located in Singapore, is driving stable returns...

Continue ReadingOUE REIT CEO Han Khim Siew on Growth & DPU Resilience
Read more about the article The MAG 7 Meltdown: A Market Reset and Risk-to-Reward Reassessment

The MAG 7 Meltdown: A Market Reset and Risk-to-Reward Reassessment

  • Post published:March 14, 2025

The current market environment is especially painful for investors with heavy tech exposure, particularly those focused on the "MAG 7" stocks — Tesla, Nvidia, Alphabet, Amazon, Meta...

Continue ReadingThe MAG 7 Meltdown: A Market Reset and Risk-to-Reward Reassessment
Read more about the article The 4 Types Of Investors In The Stock Markets

The 4 Types Of Investors In The Stock Markets

  • Post published:March 14, 2025

U.S. stock markets took a sharp nosedive on 10th March 2025 as mounting fears over President Donald Trump's tariff policies rattled investors, raising concerns that...

Continue ReadingThe 4 Types Of Investors In The Stock Markets
Read more about the article Singtel on Air: Arthur Lang on Driving Sustained Value & Growth

Singtel on Air: Arthur Lang on Driving Sustained Value & Growth

  • Post published:March 7, 2025

In this interview, we sit down with Mr Arthur Lang, Group CFO of Singtel, to explore the company’s strategic direction, business transformation, and long-term growth initiatives...

Continue ReadingSingtel on Air: Arthur Lang on Driving Sustained Value & Growth
Read more about the article NVIDIA’s Growth Playbook — High Rewards, Higher Risks? (Feat. 3x NVIDIA DLCs)

NVIDIA’s Growth Playbook — High Rewards, Higher Risks? (Feat. 3x NVIDIA DLCs)

  • Post published:March 5, 2025

Last week, NVIDIA (NASDAQ: NVDA) posted fourth-quarter revenue of $39.3 billion for the period ending January 26, 2025 — marking a 12% increase quarter-on-quarter and a staggering 78% jump...

Continue ReadingNVIDIA’s Growth Playbook — High Rewards, Higher Risks? (Feat. 3x NVIDIA DLCs)
Read more about the article Setting Sail for the Future: Marco Polo Marine’s Transformation Story

Setting Sail for the Future: Marco Polo Marine’s Transformation Story

  • Post published:February 16, 2025

In September 2022, Marco Polo Marine unveiled its plans to diversify into offshore wind projects by building, owning, and operating a Construction Service Operations Vessels (CSOV)...

Continue ReadingSetting Sail for the Future: Marco Polo Marine’s Transformation Story
Read more about the article February 2025 Portfolio Updates

February 2025 Portfolio Updates

  • Post published:February 11, 2025

We have yet to pocket any dividends this year from our dividend portfolio, but our growth portfolio is off to a strong start—up 12.2% YTD, ahead of the S&P 500’s 3.2% YTD gain...

Continue ReadingFebruary 2025 Portfolio Updates
Read more about the article Investing in China: What You Need To Know

Investing in China: What You Need To Know

  • Post published:February 10, 2025

Over the weekend, we chanced upon an interesting study on China’s retail investors that shed light on some notable trends. We shared this study in one of our posts on our InvestingNote...

Continue ReadingInvesting in China: What You Need To Know
Read more about the article Year 2024 Portfolio Performance

Year 2024 Portfolio Performance

  • Post published:February 5, 2025

It has been a rather busy month in January (from our speaking engagements, workshops, travels and not forgetting CNY 🧧) and hence putting this up only in early February 2025...

Continue ReadingYear 2024 Portfolio Performance
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