Moats

This article will be a short one. In [Does Eliminating Unprofitable Small Caps Improve Long Term Small Cap Index Performance?], I wanted to find out if we get better returns…

This week has been a very topsy-turvy week for the portfolio. Not only did it not benefit from the run in small cap because it lacks those companies with no…

I was quite glad personally to write my last post. I find that it is a good idea to write out some of these things that we been struggling to…

Readers of Investment Moats would remember I recently shared about my colonoscopy experience so that you would not feel so apprehensive to go for one yourself. You can read about…

I think I won’t tell you what just happen to your portfolio haha. Most of you would have seen it by now. There were probably two things that dominated the…

I have crafted two spreadsheets in the past to help me (and possibly you) look at how it feels like to sell units and spend down from a portfolio in…

This is probably the best thing that I read last week. Timing the Market or Owning the Business? The Eternal Investor’s Dilemma Rene Sellmann has a YouTube channel but keeps…

I would periodically update everyone my personal spending. This is something that I decide to start in 2025 since this blog is less visited compared to last time that I…

Here is the update for my Daedalus portfolio for September 2025. If work is not too busy, I will try to provide an update where possible. I explain how I…

A month ago, the share prices of a few cybersecurity stocks such as Palo Alto(PANW), Crowdstrike (CRWD), Checkpoint (CHKP), Zscaler (ZS), Fortinet (FTNT) was pretty weak. Since then, CHKP, FTNT…