Featured

Multi-baggers with growth companies 📈💸

A keystone post on investing. Buy well, buy low, keep validating and hold long of growth companies has been my main strategy. It explains my approach and rationale for investing in growth companies. Companies that can grow consistently over a long period will see their share price appreciate substantially. It is possible and rewarding in the longer term.More

Featured

What should investors do when markets are crashing??!! 📉🐻

The market is about bulls and bears; there will always be bears. Do not waste a crash: survive, learn and improve with each crash.
As markets fall, buying good growing companies at lower prices means lower risks with higher potential returns amidst the higher uncertainty. More

📚 The Dhandho Investor by Mohnish Pabrai 📖

A great read for investors and business executives. His explanation on risk, returns and uncertainty focusing on low risk, high returns (aka margin of safety) and low risk, high uncertainty is refreshing and can be contrary to conventional wisdom. More

📚The Education of a Value Investor by Guy Spier 📚

It is a good read on Guy Spier’s journey and learnings to become a value investor. To be a serious investor is akin to a professional sports person where the environment, habits and investment procedures must be worked on beyond just technical knowledge and around his irrationality. He went on to embrace the values and characters of great investors such as Warren Buffett, Charlies Munger and Mohnish Pabrai to be better investors and better people we can be. The book is not a value investment how-to.More

Own The Game ⚽🏀

Life can be difficult. Do we want to moan about them or solve them? Do we blame our lives for being unfair, whine and resigned to fate? We cannot solve life’s problems except by solving them. Hope is not a strategy. We have to take responsibility to solve the problem.
Own the game.More

💡 An important and paradoxical principle for parents: Don’t make your kid’s life easy 💡

“儿孙能如我,何必留多财,倘若不如我,多财亦是空,不为自己求利益,但愿大众共安宁”。 If the children and grandchildren can be like me, then they require not of material inheritance;If the children and grandchildren are not like myself, then of what use is my wealth to them?Do not seek personal interests but peace for all Robert Kuok’s mother, Tang Kak Ji wrote these words herself and then got…More

Challenging Nike and Adidas in China: ANTA, Li Ning🏃⚽️🏀 (June 2022)

I take a longer-term perspective by looking at their years of financial performance and accompanying financial metrics. There is a lot of information publicly available about these companies, detailed quarter-to-quarter analysis and strategies discussion that I do not want to replicate. Nothing in this article is intended to be financial advice and should not be…More

🚀A potential compounder: Tesla 🚗 (June 2022)

I take a longer-term perspective by looking at their years of financial performance and accompanying financial metrics compared to their competitors. There is a lot of information publicly available about Tesla, detailed quarter-to-quarter analysis and strategies discussion that I do not want to replicate. Nothing in this article is intended to be financial advice and…More

🏆💸 A case study of a mega-compounder: Amazon

This is a series of case studies on mega-compounders. By studying these mega-compounders, I hope to identify potential long-term high-quality compounders that will be multi-baggers. I take a different perspective with their years of financial performance and accompanying financial metrics. There is a lot of information publicly available about Amazon, detailed quarter-to-quarter analysis and strategies…More

Fallacies of “Once Bitten, Twice Shy”

Experience can be a liability; use appropriately. “Once bitten, twice shy” means that someone will not do something a second time because they had a bad experience the first time they did it. After reading “How to Decide: Simple Tools for Making Better Choices” by Annie Duke, I realize the phrase is incorrect in many…More